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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: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?
Read Answer Asked by Eric on May 18, 2023
Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger
Read Answer Asked by Roger on February 14, 2023
Q: I am a dividend growth investor and I’m running out of patience with Rogers who hasn’t increased its dividend in over 3 yrs. It appears that Rogers takeover of Shaw is almost certain at this point. This takeover will cost Rogers 20 billion and likely add significant debt to their balance sheet. Do you see Rogers increasing its dividend anytime soon or ever again? I’m considering selling my Rogers shares for a small profit and using the proceeds to increase my Telus holdings and was curious as to your thoughts on this move. Really appreciate the great service that you provide.
Read Answer Asked by Anthony on January 26, 2023
Q: Hello 5i team,

The shares of Rogers Communications are at a more attractive level these days. In your opinion, have they reached a bottom or will they continue to go down because of the expectation of lower earnings due to customer rebates? Is the company a buy, hold or sell? If one was to buy, what would be a good entry point?

Many thanks for your insight.
Read Answer Asked by Michel L on September 09, 2022
Q: Hello 5i, Could you comment as to which company is likely to buy Freedom Mobile from Shaw so that Rogers can takeover Shaw. I think Quebecor and Globalive want to purchase Freedom Mobile.
Read Answer Asked by Michael on May 24, 2022
Q: Good Morning,

I have recently retired and need to improve yield. The above noted holdings have a low yield or have not performed well.

Can you please rate from first to sell down to last to sell and possibly provide some basic reasoning.

Thanks very much.
Read Answer Asked by Dave on March 10, 2022
Q: Hello.
I have owned all 3 of BCE, T and RCI.B for years in an income-generating portfolio of dividend stocks, around 12% of the total.
Considering selling RCI.B and splitting the proceeds between BCE and T, to simplify and to capture more income from BCE and more growth from T.
Does holding RCI.B provide some "diversification" value amongst the three?
Thanks as always.
Read Answer Asked by Roman on February 02, 2022
Q: Hi Peter,

In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.

KT
Read Answer Asked by kaushikbhai on December 10, 2021
Q: I have held BCE & RCI.b for 15 years as my Telecom Holdings (5% each of my equity portfolio). I just sold my RCI.b shares due to poor performance over the years plus the current squabble just pushed me over the edge.

Do you think Telus would make a suitable replacement for RCI.b in the Telecom space given its diversification in 5G, health, international etc. even though it doesn't own the Toronto Blue Jays or any other sports teams.

Thanks
Read Answer Asked by John on October 26, 2021
Q: Lovely. This internecine 'Battle of the Board' is more fun than watching similar machinations play out on the HBO mini-series 'Succession'.

"The turmoil within Rogers Communications spilled into the public last week as Rogers’ only son, Edward, sought control of the company after being ousted as chair of the board by his mother and sisters. Now, two factions within the company’s senior ranks are fighting for dominance over the company’s future."
Read Answer Asked by Kyndryl on October 26, 2021
Q: What stocks in Canada do you believe will do well with the passing of the Infrastructure Bill and Reconciliation Bill in the USA? Please list in order of preference. Thanks.
Read Answer Asked by Christopher on September 02, 2021
Q: Hi, I have owned the three big Telcos BCE, Rogers and Telus for about four years now. Since I have owned these companies Bell and Telus have raised their dividends on an annual basis and semi annual basis as is the case with Telus. However, Rogers has not raised its dividend since January 2019. Do you have any idea why Rogers does no raise their dividend as often as BCE and Telus? Also, how would you rank the three of them in terms of preference on a total return basis where 1 is the most preferred. Many thanks.
Read Answer Asked by Anthony on May 11, 2021
Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)
Read Answer Asked by Eugene on April 09, 2021
Q: I'm having trouble locating your last Report on Telus. Would you direct me please.
And would you comment on the present price of Telus being an opportune point of acquisition vis a vis Rogers and Shaw's current dance.
Read Answer Asked by GEORGE on March 31, 2021
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