Investment Q&A

Q: I have $25,000 in my TFSA invested in the above companies, eaqch with a weighing of between 8% - 10%. Looking to add another $10,000. I'm 63. Preference is dividends and some growth. Looking for stability if another December 2018 were to repeat itself.
May I please have your suggestions, in order of preference. Please deduct appropriate credits.

Thank you.

Q: 1:03 PM 2/24/2019
I am increasingly concerned about the financial stability and credit quality of several of my investments.
Could you please provide the S&P or DBRS issuer rating or bond rating of : ENB, TRP, PKI, BCE, CSW.A, AW.UN, SIA.
This information is very difficult for me to find and is often quite dated. Could you suggest a source I could use.
Thank you........... Paul K

Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.

Q: In my portfolio I have following Canadian equities: AQN (4.9%), BCE (4.78%), BNS (4.64%), WXM (4.5%), SIS (3.8%), BEP (2.68%), MG (2.29%), KXS (2.03%), PBH (1.94%), MX (1.92%), COV (1.87%), TSGI (1.76%).

I have a full positions worth of cash I would like to add to my Canadian content and was wondering on your thoughts as to adding to one new stock (ATD.B, WSP, CCL.B, other suggestion), 2 half positions, or adding to my existing positions.

I have a 20 year time frame and comfortable with some risk.
Thank you.

Q: Hi,

What portion of BCEs earnings are derived from television service to the home? I.e. Satellite, Fibe TV, etc.

Thanks,

Gord

Q: Hello 5i,
I am down 11% in each Power Corp (POW.TO) and Power Financial (PWF.TO) I am holding each for the dividend as a value investor at 72 years with a 10 year outlook. You had suggested replacing them with BCE or something else in answer to someone else's question. Would that apply in my circumstance or should I just keep holding for dividend?
thank you
Stanley

Q: I understand that Telus and Bell are the most heavily invested in Huawei; would a decision not to use their 5G equipment in Canada affect them

Q: Good morning,
There seems to be a range of anticipated costs to Bell/Telus should they be required to eliminate Huawei hardware- could you please pass along your estimates as well as the likelihood of government indemnification for these costs. Would you buy Rogers as an alternative.
Thank you.

Q: In the event Huawei and its 5G network are banned in Canada, what affect would that have on the fortunes of the aforementioned telcos?

Thank you, Jim

Q: Your analysis on BCE results, please.
Sold half position in LIF yesterday after a double. Looking to average into BCE in order to de-risk and reduce cyclical volatility in my portfolio.

Q: Hi Peter, Ryan, and Team,

Marjorie recently asked a question about Telus:

"Given the recent news re Huawei, Canada/China problems, and the fact that Telus is very invested in the technology, are my Telus shares at risk? Telus is a fairly substantial long term holding in my portfolio."

Could you please answer the same question for BCE? Thanks for your insight.

Q: With a theoretical projection that a slow-down is nearing, which 5 dividend paying stocks would 5i suggest to your readers that can ride out a market decline and offer a reasonable rate of return on investment?

Thank you
Debbie and Jerry

Q: Given your recommendationed percentages for sector allocation could you tell me which stocks in your balanced portfolio are utility stocks and telecom stocks and if there are none in your balanced portfolio which would be a buy at this time?

Q: I currently have zero exposure to the Communications sector. Do you recommend having at least one company from this sector in one's portfolio, even it it already has other dividend-paying companies (BEP.un, SLF, CSH.un, etc)? What is your favourite Canadian company in this sector, and why? Do you suggest staying with a Canadian company to address this sector in one's portfolio, or would a US Communications company be a better option? Thanks in advance.

Q: Would you start a new position in BCE or Telus now or wait until the 5G/Huawei issue is resolved?

Q: Good morning,
I currently hold the following Utility and Telco stocks in my non registered account with the following weight:
Utility stocks:
AQN 3.3%, CU 4.5% and EMA 2.4%
Telco stocks:
BCE 11.70% and T 2.8%
I would appreciate your thoughts and suggestions on the quality and current weight of theses Utility & Telco stocks along with your best ideas in both of these sectors and whether or not you would replace or add to any of them.
Looking for some income and moderate long term moderate growth.
Thanks for your great service.

Q: I am a 65 year retiree and I have app $22000. in a TFSA and I am looking at adding another $3000. Looking at an income portfolio. Can you make a suggestion as to how to balance my portfolio and add to my portfolio.

Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry

Q: Greetings 5i team.
Given that Rogers is up approx 12% on the year and pays a dividend of 2.7%, would it make sense to SELL RCI.B and buy either BCE (down 9% with a div = 5.2%) or T (down 5% with a div = 4.3%)? This is registered money; Cap gains are not an issue. I own the stock for stability and income.
Steve

Q: I'm looking for suggests on where to invest about $18K that I have in cash that's in two RRSP's and my TFSA, from stock sales and cash deposits in 2018.
My total portfolio is about $53K, with $22K already in RBC, BNS and BAC, also $3.5K in Goeasy and $1.5K in Orca Gold, I'm still up on all of these even with 2018. I have a further $7K in various oil, gas and a driller, these I'm under water over 50%, but like to keep them for now and try to recoup some of those loses as I think they are very oversold.
Can you give me some ideas for investing my cash, I'm looking for longer term investments not just trades, I would prefer dividend paying stocks but would also be interested in non-dividend payers as well. I want to stick to Canadian companies for now as the dollars is down some much against the US.
Also should I look at trimming the banks stocks I currently have, I'm quite overweight on them, but I'm not worried at this point with the amount I have tied up in them.