skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

Q: With Bell and Telus being 2 of the prominent defensive stocks out there.Since Japan ,Australia,New Zealand ,Germany,England Usa have either banned or are considering it.It seems irresponsible of Bell andTelus to go full speed ahead.What effect do you think it will have on these stocks.Own a 5% holding in Bell for income.
Read Answer Asked by terrance on December 10, 2018
Q: I have read that if Canada bans Huawei ( I think they may have to) from 5g that the telecoms , Rogers to a lesser degree will have a 1 billion hit as they will have to remove the equipment they have already installed. Now the time for the crystal ball.

If that were to happen , it is a one time hit, probably some tax write offs etc would the market react violently negative.
I own a lot of bce.
Read Answer Asked by Leon on December 10, 2018
Q: Can you provide me a list of several dividend stocks that are relatively recession-proof but still have decent yield and potential for long-term growth? I'd like to start investing a bit in dividend stocks a bit each month but am wary of the financial uncertainty that is hovering over us right now.
Read Answer Asked by Dennis on December 04, 2018
Q: Hi, I have my portfolio distribution
10% in a short term bond (RRSP)
50% in XUS (Registered)
25% in HXS (TFSA)
15% in my Non Registered Account (HXT).

Is it time to move to a more definsive strategy. I am thinking of shiftin about 30 % in the likes of BCE and another 20% to short term bonds. Would you be ok with this?

Thanks
Read Answer Asked by Abhishek on December 04, 2018
Q: I bought BCE two or three years ago and watched its value peak about 3 times before settling back down now to levels pretty much where I bought it. In the meantime, I've had the benefit of a good dividend.

When I look at the 3 year chart, it is beginning to look encouraging again. so I was thinking that maybe some folks are buying into the telecoms because they like the stability offered in an economic downturn. I was about ready to sell and look for something with a bit more growth. Maybe I should hang on?

Would you recommend anything else with a similar dividend and stability in this economic environment?
Read Answer Asked by John on November 29, 2018
Q: Looking for suggestions for Recession Proof Stocks. Could I please have your suggestions. Thanks!
Read Answer Asked by Barbara on November 21, 2018
Q: Following up on a recent question regarding allocating the appropriate amount of monies to each stock, the amount depending on the size, safety, etc of that security. Would you agree with the current split (full, partial, small):

Full = AD (should be partial), AQN, BCE, BNS, FTS, RY, TRP.
Partial = CGX (could be full?), CSH, NFI, PGH (could be full?), TCL, WSP (could be full?).
Small = WCP.

Thanks...Steve
Read Answer Asked by Stephen on November 20, 2018
Q: Good morning 5i team
My daughter asked for my recommendation on where to invest the $22K she and her husband have in our two grandchildrens' (10 & 7) RESP. They are currently in a 60/40 set of bank mutual funds, and they contribute $100K a month. They are prepared to accept moderate risk. I don't particularly like bank M-funds, and am thinking to suggest 40% in a 5-year GIC, and 60% in blue-chip dividend payers like BCE, BNS &/or ENB. I would appreciate your advice on my general approach and stock picks.
Granddad Edward
Read Answer Asked by Edward on November 19, 2018
Q: What would your advice be relative to exceeding a theoretical 5% limit for blue chip Canadian companies which have been beaten down by simply market sentiment in a lot of cases? I'm thinking of increasing my holdings of some of those I have listed. I realize I can buy CDZ but have a slight preference for individual companies.

Thanks
Read Answer Asked by Ronald on November 16, 2018
Q: Hi 5i
I sold the above for a tax loss. 6 of the 8 are down since with FTS and ECN slightly up.
The 30 day period is almost up. How many of these would you consider buying back in the hopes that their share price will increase. I have a longer time horizon.
Thanks
Jeff
Read Answer Asked by JEFF on November 01, 2018
Q: The US & Can markets are up nicely today,but BCE dropped 1.2 % whereas its 3 main peers(T,RCI.B & SJR.B) were flat .It reports tomorrow morning.Any reason(s).Is it time to start a position in face of rising rates.Txs for u usual great services & views
Read Answer Asked by Peter on November 01, 2018
Q: Do you see a risk to BCE's dividend? Could a company like BCE cut their dividend and go to the bond market to lower their cost of capital? Also, BCE has made extensive capital investment over the last 5 or six years. How long would BCE management expect to wait to get a return on the companies investment?
Read Answer Asked on October 30, 2018
Q: I am looking to add up to 10 new positions to my TFSA with a 15+ year outlook. Would you recommend any alternate companies to consider or replace from the ones I mentioned above?

Thank you
Dave
Read Answer Asked by Dave on October 29, 2018
Q: I have $20,000 to invest outside of an RRSP/TSFA/RESP. looking at a 3-5 year timeline. Obviously tax is a consideration so would assume a couple of decent Canadian dividend paying stocks would fit the bill. I'm 20 years from retirement. I would look to buy 1/3 positions now and see if the market bottoms before I dive right in.

Thanks in advance for your thoughts/insight
D
Read Answer Asked by Don on October 25, 2018
Q: what is your favorite dividend stocks that you would love to buy at a tax loss opportunity. thanks I realize the assumptions I am making but would like your thoughts.
Read Answer Asked by cliff on October 24, 2018
Q: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks
Read Answer Asked by Matthew on October 11, 2018
Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?

Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.

The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve
Read Answer Asked by Stephen on October 11, 2018
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!