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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: 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
Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,
Read Answer Asked by Jennifer on October 04, 2018
Q: Next year I have to withdraw 5.28% from my RRIF account. Instead of investing the amount in a GIC for 1year, what dividend stocks would you recommend for 1 year that gives me a good dividend, are relatively safe and has some growth. Or is better to go to a GIC?
Read Answer Asked by Jean on October 03, 2018
Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks
Read Answer Asked by JEFF on October 02, 2018
Q: I own the following:
ZUT - 5%, loss -9%
ZIC - 4% loss -6%
BCE - 2%, loss -19%

Would you recommend trimming any of the above?
Read Answer Asked by Rosemin on September 28, 2018
Q: You have indicated a preference for T over BCE based on growth. When I look at the analysts estimates, the earnings growth for T is 5.6% and BCE 4.6%. The forward P/E is T 16.3 and BCE 14.6. However the 1 year return to the analysts median target price is T 6% and BCE 16%. The analysts seem to feel BCE is currently undervalued. In your assessment do you disagree with the analysts assessment? Are you looking at a different time frame?
Mike
Read Answer Asked by michael on September 04, 2018
Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks
Read Answer Asked by John on August 27, 2018
Q: I would like to add one of the Big Three telcos. Which one has the best upside in your opinion over the next 1-3 yrs?
Read Answer Asked by Martin on August 23, 2018
Q: Good morning,
Looking to understand BCE 's ongoing weakness, especially relative to Telus, in light of a more than a 1% differential in yield in BCE's favour. Is the market telling us something that we are missing? Should we be buying or reevaluating?

Thank you,


Read Answer Asked by Brad on August 21, 2018
Q: Good day to all. I am looking for a few very good value stocks. It seems that many investors are beginning to do the same. I am well diversified so your answer could include any sector and dividends are not that important but would be a nice bonus.
Thank you
Have a great weekend
Read Answer Asked by El-ann on August 20, 2018
Q: My non registered portfolio consists of blue chip dividend stocks and the goal is to keep the stocks forever and use the dividends only. I’d like to add BCE as the dividend is great, but I’m on the fence because it seems to have less growth going forward and more competition. What is the thesis for buying bce and what are the risks?
Read Answer Asked by Carla on August 20, 2018