Investment Q&A

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.

Q: Hi Peter, Ryan, and Team,

Lately, Telus is under-performing Bell by quite a lot. On days when both stock prices are increasing, BCE goes up by a greater percentage than T, and conversely, when there's a decline, BCE declines less. We own both in our combined accounts, and Portfolio Analytics indicates that our Communication Services sector should be increased. If we wish to do this, is BCE the safer stock?

Also, is there something going on here that is causing this under-performance of Telus?

Thanks as always for your sage advice.

Q: I am looking to initiate a position in Canadian Telecoms and noticed that only BCE is present in your Income portfolio (4.5 %). Nothing in Balance or Growth. No Telsus either. Could you elaborate your reasoning please.

Q: With EPS of $2.96 and a forward dividend of $3.87, is there any danger BCE could cut its dividend or do they have sufficient free cash flow to cover it indefinitely?

Q: I am looking at reconfiguring my newly established RRIF into the above equities with the 3 etf’s being 25% each with the remaining 5 stocks being the remaining 25%. What is your opinion of these stocks and portfolio composition? Am I being too cute ? Thanks. Derek.

Q: Many companies have become addicted to low interest rates over the last decade. Assuming that interest rates stay where they are for years to come (a rate once considered somewhat "normal"), do you see any problem with any of these blue chip stocks maintaining their dividend ? I'm sure over the course of the next 5 years or so some of these companies will need to renew debt at higher rates.

Q: I have owned these stocks in my non-registered account for 12 years except ETF IGM, T, CTC.A (bought 2 yr ago - up a fair bit). T bought 5 years or so ago. GSY, MFC & GRT.UN a year ago - all 3 up nicely. I buy dividend growers for the most part. I have been retired for quite a while - so, more interested in dividend growth. Large portfolio with banks 40% of total. Do not worry about market downturns: add to positions when they go on sale -08/09 and 2020. Sitting on cash and looking to add to these positions . Do not own ENF.CA - typo. Suggestions?? IFC 5-6 years up 220% including dividends.

Q: In which order would you initiate buys on these stocks? Do you like all three? I’m looking for a little growth and good dividend yield.

Q: I've dithered and let my position in Shaw run. To get prepared for the takeover, I'm thinking of moving in Bell, Telus and Sunlife in equal weightings. Looking for safety and dividends, any better ideas?

thanks in advance for the help,
Andrew

Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.

Q: Retired, dividend-income investor. I have monies dedicated to top up reasonably full positions held in BCE, FTS, LIFE, NWC, PLC, TRP. Ignore asset allocation. In what order would you deploy monies, based on total return over the next few years?

Thanks...Steve

Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

Q: Please, advice me which stocks are the best for this year for reinvesting position on tfsa acc, 20,000 $ ?
Or may be some others?
Thank you

Q: Hi 5i,
I was watching a recorded market call yesterday from early Feb, with Ryan Bushell. He made the case that T will outperform BCE in the coming years (he seems to be very much a long term investor) and he laid out a number of reasons why he thought BCE might underperform T. It made me look at my holdings in each and wonder if I should switch out my BCE for more T.
In reviewing them, the share price of BCE has declined just over 8% in the past year while T is down 9.3%. Their P/E is near the same, but BCE's ROE is currently 15.6% to T's 12.7%. The current yield on BCE is 6.26%, compared to 4.9% for T. Based on my purchase price, I'm earning a little more than that on each - 6.55% on BCE and 5.12% on T.
I know that Ryan's take is based on his view of the future for each name, and he thinks the future is rosier for T. But based on the numbers I've laid out above - which I recognize are all about the past and not the future - I don't see a compelling reason to jettison the BCE I hold in my RSP and use the proceeds to bump up my T.
I would be very interested on your thoughts on the two, looking ahead.
Thanks,
Peter

Q: My margin account interest rate is currently at 7.90%. With recent increase of interest rate by BOC, the rate may go up by another 0.25%. Out of the 5 stocks I am holding in this account, only two (MPCT.UN and PEY) have dividend higher than the interest rates. Would you recommend any other Canadian stocks with high dividend/ yeild for margin account.

Q: Your thoughts on the quarter please?


Thx

Q: These 3 equities are part of 13 in an income oriented portfolio. SLF is the only financial. If it were you, would you sell one of the Telco.s and purchase a bank? In a word, where would you want to tilt, do you believe the better return lies with financials or with Telco.s. If one is to be sold, which Telco would you let go?

Q: Which would recommend for overall returns: BAM, BCE, ENB or SLF? Looking for solid dividends with some growth.
Thank you.