Investment Q&A

Q: I notice that David Rosenberg will be on Bnn this Friday with Andrew McCreath.
On May 19 He published an article in The Globe & Mail stating that Trumponomics will cause the next recession within the next 12 months.
If he is correct, am I right in assuming that interest rates will then to begin to decline , eventually leading to better prices down the road for the bond proxies?
Could you recomend from your portfolios the best recession proof companies with a history of regularly increasing their dividends?

Q: Good day...my question is concerning 5 G being the new evolution in wireless...which companies in your 3 portfolios would be part of this expansion and if you could rate them highest possibility to lowest possibility...also, thanks for the great education that I am receiving from being a member...Eugene

Q: What are your thoughts on utilities and Canadian telcos closer to the end of the interest rate cycle? Thinking of letting the insurance stocks I hold appreciate further in value and selling some to buy Canadian utilities and BCE and Telus since i own no shares in those three now and they will probably fall further. ???????

Q: Hi team.
what is the growth outlook for BCE? is it a buy? Bombardier seems to be going up steadily. Is that justified and sustainable? Is it an opportune time to buy Kinder Morgan, given the Government purchase scenario?
Regards, Norman

Q: Greetings 5i,

I currently hold a full position in BCE, and consider it one of my "core" holdings. Moreover, I very much like the prospects of the telecom sector as a whole, given its (at least in theory) ability to hold up well under adverse economic conditions. Thus, I have been considering adding a position in either AT&T or VZ to diversify my geographical exposure to the sector. I have a fairly long time horizon (I am 36), and am in no great rush, but would, nonetheless, greatly appreciate your insight into each as a long-term "core" addition to a generally conservative portfolio.

Thank you.

Q: Hi, I am trying to raise some cash and reallocate for buying a new position ( TCL.a).
Most of my holdings have done well ( many same as Balanced and a few from Growth 5i Portfolios) with moderate to sizable gains since inception with the exception of above names ( Negative YTD Only). I like the prospects of some of them with portfolio weights TOY (3.5%), SIS (3.5%)and SJ (2%).
BCE and ENB are fairly old holdings with 3.5% weight each and have not been acting well for a while. Over past few months, I have sold all KWH.un and most of ECI
( reduced to 0.75% weight), due to rising rates and other company specific concerns. DOL (1.25% weight).
Will it be reasonable to eliminate ECI and DOL (small positions) and/or reduce BCE/ENB ( BCE more due to muted growth prospects and ENB due to its high debt and pipeline sector concerns).

Thank you for your valued advice.

Q: from your income portfolio, what are your top three picks to buy this week?

Q: I'm looking for some good dividend stocks. Any suggestions?
Thanks
Bill

Q: Hi, I have been thinking for quite awhile to sell Bell,as it is not looking great, and buy Telus, for income first and growth second.
I would like to do this for a 4-5 year hold. Would you agree that I would be better off with Telus in the long run with a little more growth, as i’am fine with 4.5% dividend?
Thanks Brad

Q: I am retired living off dividend income. I am tempted to add 1/4 position to an already full position of BCE as the price is now looking very attractive at 53.2/share yielding 5.7%.
53 has been the support base since April 2016 and 60 has been the resistance.
Has anything fundamentally changed with BCE to explain the drop in price? Or is it simply because interest rates are rising so the market is rotating from higher yielding stocks?
Would you add at the current price, or wait until BCE forms a base as it is still in a downtrend looking at the 8, 20, 50 day moving averages?

Q: Could you please comment on BCE's earnings. Were they as grim as they first appear?

Q: BCE is down to $53 today
Analysts estimate fair value at $62
I'm looking for a steady dividend payer with minimal downside to hold for several years
Would 5i recommend purchase at this time?

Q: hi , i own several income stocks (bns, ipl, igm , eci, ) looking to add anew stock or two, What do you think of my holdings and my 2 new ideas and could you recommend some of your own ideas for income . thx Jack

Q: Hi Everyone at 5i! Could please list for me 5 companies , of any type, with good valuation, that have a niche or moat and are worth investing in at this point in time. Thank you, Tamara

Q: Hi 5i team,
From your 3 portfolios, which are the stocks that interlisted on US exchanges, and which stock pay their dividends in US$? Thanks.

Q: Hi 5i,
Can you please recommend some good dividend paying Canadian stocks that behave well during recessions. Can you also generalize and comment on the type of stocks that behave well and poorly during recessions.
thanks

Q: I've decided to begin building an income portfolio and have chosen the companies listed above. (Mostly from your Income Portfolio). I am retired but my pension income covers my monthly expenses. I'm looking for companies that you believe are strong enough to maintain, and hopefully increase), dividends in the long run. I understand we are in a climate of interest rate increases and income stocks could suffer as a result so I'm wondering if I should wait to begin building this portfolio. My intention is to round out the portfolio by adding companies from your balanced portfolio. My questions are:
1. Can you suggest a strategy that you consider to be wiser as I begin to develop my new portfolio?
2. Do you consider the companies I have chosen to be the best choices for a new portfolio considering all current investment metrics? Could you suggest any I have missed?
Thank-you for your continued support.

Q: In my TFSA currently have BCE, ENB, FTS, TRP, CNR, SLF, BNS and TD - Currently down about 5% in the portfolio. I'm looking to make a change to get some growth in lieu of dividends - what would you recommend keeping and buying.
Thanks

Q: Good afternoon,

I manage 2 portfolios. One is growth (Non registered and tfsa) and the other one is income (RRSP). The income portfolio is long term investments. I have stocks in every sector at equal weight (approx. 5%) except telecommunications in which I have no investment at all. Since the telecommunication sector has been dropping because of increases interest rates would still invest in them and if so, please, recommend the which stock would you buy?

Thank you,

Paul

Q: BCE reached a new 52 week low today at $54.42. It closed at $54.30, giving a yield of 5.54%. Why is the price tanking? Is it a buy now? Is it a solid long term investment? How does it compare to Telus (T)?