Investment Q&A

Q: Looking to lighten up on TRP and BCE and use the proceeds to purchase something of similar quality but perhaps more potential growth.Thinking to purchase BAM.What do you folks think and would you have other suggestions?Income and sector not an issue.Appreciate your input.

Q: Based on the information I'm getting from various sources, it seems to me that it's time rearrange my portfolio to reflect the possibility of a recession in the near future. Based on that premise, I've decided to buy the 'best of the best' dividend and dividend increasing companies in Canada. I would appreciate it if you would suggest the absolute best quality companies Canada has to offer an investor in the so called "more conservative" sectors. I'm thinking sectors like pipelines, utilities, telcos but I'm open to other sectors/companies you think will hold up well in a recession. I'm looking for at least 6-8 companies that you believe would fit these criteria. Thanks as always for your guidance.

Q: Hi,
Why is a small sleepy company like Cogeco growing faster (than T and BCE) especially in the last one year? Would CCA be a better bet for long term growth? Thanks.

Shyam

Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

Q: I need to free up some cash for investing and plan to reduce my Communication Services. I own both T and BCE. Which would you sell here?

Q: According to analytics I am underweight in communication services. I currently own TELUS. Please suggest a few names to look at here.

I am overweight in Financial Services. I currently own: BNS,ZEB,GSY,GWO,HSBC,SLF. Please suggest some names to take away here.

Thank you

Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?

Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks

Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.

I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?

BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure

Could you please suggest some more to round things out? I need another 5 or 6 stocks.


Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.

Thank you once again,

Fed

Q: I own 1410 shares of BCE and 1435 shares of Rogers in a Riff. In order to reduce the number of stocks that I am holding I would like to combine these share into one of the above. Which stock would you suggest I sell. Thanks. Ernie

Q: Hello . My house is paid off. I would like to set up a reverse mortgage or home equity loan to cover the cost of running it. Which 5 dividend payers would you recommend for my project? Is my plan reasonable and which is better home equity loan or reverse mortgage? Much thanks for your excellent service.

Q: With talk about banning huawei, should I be concerned in owning any telco stocks for the next 12 months. Maybe an opurtunity to buy on a dip if it happens. No idea what effect it could have financialy on these companies other then investor reaction on the stock price

Q: Hi Guys,
I hold 500 shares of BCE in 3 accounts RRSP, NON REGISTERED & HOLDING CO ( 1500 total shares )
Average price is 54.00.
With the recent drop in RCI & the fact that it hasn’t kept up in the last 6 months with BCE or TELUS would selling the BCE positions to buy RCI or TELUS make any sense.
Thank you!
Nick

Q: What are you top 5 income portfolio choices for new positions in a diversified RSP portfolio?

Q: Hi,

By my analysis, Telus has achieved 6% growth of stock growth over the last five years, while RCI has achieved 12% over the last five years. Why the discrepancy and which telco do you think will perform better in next five years, if any?

Q: Do you have a preference between BCE and T? If so please state your reasons. Thanks.

Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.

Q: My portfolio analytics says that I should increase my telecommunications by 2.84% Should I increase both T and BCE as I do own both or buy a third stock, one from the US?

Thanks

Q: Hello 5i,
I’ve changed my investment goals for my children’s resp. It will be spent within the next 6 years, so after the December correction I plan to liquidate. At this point, I have $5 k more than I promised them. The stocks listed above are those that remain in the account.
Going forward should I:
1) sell all the stocks and buy an etf for 5k?
2) if an etf, which one for max growth?
3) if one were to keep only one or two stocks, which would be kept for most potential for gains? (This would be instead of the etf).

I would not have grown the resp to its current value had it not been for 5i. Thank you for helping me fund my kids education!

Q: Hi. looking to pick up 3 cie , for a 10 yr period in a RRSP account , would you recommend any of them or any others that are not on the list.

Thanks