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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Looking to purchase full positions in large caps with steady growth, at least a 2% dividend, and low debt in both the consumer defensive and cyclical sectors. Canadian and US names both appreciated. Thank you.
Read Answer Asked by Maureen on October 09, 2019
Q: Hi, i have one TFSA account that represents 3.7% of my total investments. i want to change the objectif of this account for revenue. No issue on risk and a time horizon of 5 to 10 years. What would be the TOP 5 dividend paying stocks that could potentially pay approximately 5% yield with low or reasonable debt levels and growing dividends.
Thank you
Read Answer Asked by André on September 25, 2019
Q: Hi 5i,
Hold the above companies in my TFSA ($30,000). % holdings around 10% for each, except CAE, OSS TRI, AD which are 3% - 5%.

Looking to deploy $5,000. Looking at d-un, dir-un, Telus & Fortis.

Safety and Income preferred, as in mid 60's. I would certainly welcome any other suggestions.

Thank You.


Larry
Read Answer Asked by Larry on September 05, 2019
Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!
Read Answer Asked by yun on August 29, 2019
Q: Greetings 5i,

Trump retaliates in trade war with orders for American companies to "immediatly start looking for alternatives to China".

Where, what industries or companies in Canada, would you speculate there to be rising opportunities as a result?

Any additional thought would be welcome.

Cheers!
Read Answer Asked by Duane on August 26, 2019
Q: I have owned this stock for 10 years - 1000 shs - small position in portfolio - my cost base is approaching zero due to all the dividend increases over time which I reinvest in other opportunities. I also own 1000 shs of T which I bought 3 years ago when they were cheap. I notice that BCE pays out almost 100% of profits in dividends; so, I assume based on FCF the picture is not quite as bad? I was thinking of adding another 500 shs of BCE? I also own: NFI, TCL.A, BMO. CB, BNS, TC, ENB.IFC,BIP.UN - all in non-registered account. Or should I add to NFI & TCL.A after they report in Sept. - bought these 2 last year and have not done well - I can hold for the long haul.
Read Answer Asked by James on August 23, 2019
Q: I have 5-8% (20%total) positions on these utility type stocks; if we enter a melt-up type scenario in the markets? Would it be prudent to reduce my utility type exposure by selling 1/2 positions and invest in growth type names like Vtv, vfv, etc.? Or would it be in my best interest to hold steady and ride the curve and collect dividends, I'm approaching 70 years of age? Thank you!
Read Answer Asked by Pat on August 20, 2019
Q: Looking to journal bce over to the US side of my rrsp and replace it with at&t to get more in US divides as well as higher yield do you feel these two names hold the same safety and growth profiles going forward or is there another stock you can suggest.
Read Answer Asked by dennis on August 19, 2019
Q: Hello there,
For the above stocks, which are in my RRSP, gains in about a year are 15%, 37%,26% and 15% respectively. I didn’t plan it but just happened to buy approx $5k in each of these on a near 52 week low I guess.
I read a comment about letting your winners run, but also am learning about taking profits and not being greedy for more.
What do you look for to make a smart decision, please?
In the examples given, are any obvious sells or keeps?
Thank you for your help!
Read Answer Asked by Hilary on August 09, 2019
Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?
Read Answer Asked by Ken on August 06, 2019
Q: Time to rebalance my portfolio. BCE has increased to almost 7% of my portfolio (4% in RRSP and 3% in Investment accounts). Is this too overweight and should I trim back? Which account, or both, and by how much? Can you suggest another communications/telecom stock to redeploy the funds? I also own Verizon at about a 1% of portfolio holding.

I am primarily a conservative investor, a few years from retirement, with a tilt to growing dividends.

Many thanks!
Read Answer Asked by Brenda on August 06, 2019
Q: Hi, I switched from BCE to Telus about 18 months ago for growth and dividend, but I see BCE is out performing on growth and has higher dividend.
Are my numbers correct ? And would you add to Telus within limits, as it may be undervalued?
Thanks
Read Answer Asked by Brad on June 28, 2019
Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.

Thanks
Read Answer Asked by Joseph on June 18, 2019
Q: Dear 5i,
For communication exposure in Canadian portion of the portfolio would you add today BCE and/ or T to well diversified RRSP and TFSA? This is for Income conservative investor. If yes would you suggest full or half position? Thanks in advance.
Read Answer Asked by Hali on June 07, 2019
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