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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: I have some cash to deploy and I want to add to some small or half positions in the following 10 companies: MG, NFI, SIS, MX, SJ, PBH, ZCL, WSP, BCE, ENB. I would like to buy into some of these stocks today and some later, to spread the risk of the market's ups and downs. Which of these would you suggest I buy today, and which should can I hold off on? I am otherwise well diversified, so that is not an issue for how this cash is used.
Please deduct as many credits as you like. Thanks for the great service.
Read Answer Asked by Alan on September 14, 2017
Q: Hello Team,
I am 71, invest in value blue chips and ETF's 30% fixed, 20% cash, 50% equities. The portfolio is balanced following your portfolio review advice, including part of the income portfolio and part of the ETF portfolio. In our TFSA we have a 5 year GIC ladder with Oaken and some fixed ETF's. For 2018 TFSA ($4500 each)should we go with a growth stock, continue with the GIC plan or extend a fixed ETF? We have a little growth stock as per your income portfolio.
Thank you
Stanley
Read Answer Asked by STANLEY on September 11, 2017
Q: Greetings 5i,
I currently hold half positions in both BCE and RCI.B (BCE for stability and RCI.B for growth). I am a fairly conservative investor, and like the telecom sector for its ability (at least in my opinion) to be somewhat defensive in more volatile markets.

In your opinion, is it worth it to hold both of these companies, or would you recommend a single holding at a full position? If the latter, which would you recommend I keep?

Thank you.
Read Answer Asked by Lucas on August 23, 2017
Q: Good morning 5i Team:
My question regarding the six companies mentioned is about Equity by Geographical location.
Lets say I only have the aforementioned companies in my portfolio.
With the exception of BCE, all the other companies have a portion and sometimes a sizeable amount of their revenue coming from US or International divisions.
From the Equity by Geography scenarios I have seen; this portfolio would be considered 100% Canadian.
Am I misunderstanding this or should some of this portfolio be considered US or International even though all companies are Canadian.
Thank you as always for your concise, informative and professional advice. Wouldn't have the confidence to be a DIY investor without 5i.
Read Answer Asked by Dennis on August 18, 2017
Q: What would be your top picks for a mid-large cap Canadian dividend growth stock to buy today in a non reg account?
I have enough for 2 half positions or one full @5%
Pipelines are looking interesting from an income standpoint but momentum is negative.

Thank you!
Read Answer Asked by Kyle on August 14, 2017
Q: I own FTS BCE T. I am thinking of swapping BCE for AQN. Your thoughts please.
Read Answer Asked by Mark on August 14, 2017
Q: I am considering the following: selling Royal Bank, BCE and CGI which are in my TFSA plan and then repurchase them in my RRSP plan and at the same time, sell my Amazon and Google which are in my RRSP and repurchase them in my TFSA. The basic reason is having the growth stocks in the TFSA. Does this make sense or are there any consequences?

Thanks,

Bob
Read Answer Asked by Robert on July 31, 2017
Q: Good morning,
I recently (last 2 weeks) added BCE, Enbridge and Goeasy to my kids' accounts with a 2-3 years investment horizon. Last night's guest on Market Call had nothing but bad things to say about these three companies as long term investments. I rely a lot on what I hear on market call is that a mistake and do you think my entry points were ok?
Thank you,
Chantal
Read Answer Asked by Chantal on July 26, 2017
Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.
Read Answer Asked by Susan on July 25, 2017
Q: Hi 5i,

My portfolio has: AD, POW, REI,SRU, PPL, ATD, MG, BCE, EMA and GUD.
In your opinion do I have exposure to all sectors with quality stocks? Which ones would you suggest to add or get rid of?

Thank you!
Read Answer Asked by Lizette on July 21, 2017
Q: With the upcoming NAFTA re-negotiations, Telecom is area that the US has indicated that it would to discuss. Do you think that this could put downward pressure on Telus, BCE and Rogers. IF yes which one would you think would hold up better ?

Ken
Read Answer Asked by Ken on July 20, 2017
Q: 5i team :
I have some cash available (10% of portfolio) with the intention to have it ready if the market (TSX or S&P 500) go on a sharp downturn. Assuming that this does not happen what would be your recommendation for the safest of all stocks (or 2 or 3 of them) in case of a downturn in the markets. (I am asking for a yield of 2.5%) Most of the safe stocks tend to have high P/E ratios , which makes me think they will drop anyways. Thanks
Read Answer Asked by Alejandro (Alex) on July 19, 2017
Q: I am a 46 y/o retired investor living on dividend income. I notice that your BE portfolio has a 3.5% holding of Telus (4.40% yield) and your Income portfolio has a 5.37% holding of BCE (4.92% yield).
While Telus currently has a lower current yield, it has a higher Dividend Growth Rate (DGR).
As a younger income investor, should my telecom holdings be more weighted to Telus over BCE as the Yield on Cost (YOC) should be higher for Telus in a few years because of its higher DGR?
Do you think that Telus has more company growth and therefore more stock price appreciation than BCE in the next 3-5 years?
Read Answer Asked by Curtis on July 07, 2017
Q: My 36 yr old daughter has a current portfolio of $150k in RSPs and her TFSA. She is interested in enrolling in 6 true company DRIPs that she would start with approximately $5,000 each and contribute to over time. Her intent would be to keep these shares to ultimately use the dividends for retirement income in 20-30 years. In the meantime, the dividend tax credit would be useful offsetting the income earned. Is this a good strategy and if so can you suggest 6-8 companies that she might consider for this purpose? Thank you for your help. Jim
Read Answer Asked by Jim on June 29, 2017
Q: I am interested in investing in dividend growers that 5-6 years from now would be yielding in the 4 to 5% range. At that time I would change from DRIP to cash payments. Therefore I would accept a lower yield now but would grow to that range. What would you suggest?

Thank you

Paul
Read Answer Asked by paul on June 26, 2017
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