Investment Q&A

Q: Hi 5i
Rogers had earnings today and stock down around -6% so far.
Been holding for 3yr with the outlook for some growth and stable dividend....however still down -12% and dividend about 3.4%.
What is its outlook going forward? Is it a lost cause?
Would you continue to hold or not?
Could you suggest a suitable replacement in this sector canada or USA with better potential upside and dividend. I own small position in BCE also down, -10%..lol
Thx
Jim

Q: Hello 5i team,

What do you guys think are the "worst" companies currently in the TSX60 index that you think will under-perform in the coming years? Why?

Are there any fundamental/financial metrics that you think are the most predictive of poor future performance that investors should look out for?

Thanks!

Q: No rush to answer. Retired, dividend-income investor. I am a position "light" in the Communications sector. I already have a full position in BCE....looking to add one of Telus, Shaw, Cogeco, Rogers or another name you might suggest.

When I look at the various metrics (P/E, P/BV, P/CF, P/S, ROE) I filtered out Telus, leaving SJR and CCA and RCI. Reading past questions, some quite dated, I am wondering if time has changed your opinions on these three.

Shaw has a nice (5.4%) but slow-growing dividend. ROE 10%. It's chart looks good from a value point of view, but is it a value trap? Very poor momentum.

Cogeco has a lower (2.6%) but faster growing dividend. ROE 16%. It's chart shows better momentum. I also wonder whether a new takeover offer might be in the future?

Rogers is just ok across the board.

I'm leaning towards Cogeco, but wanted your advice first. What odds would you place on a take-over happening? Please rank all three in order of your preference to buy.

Thanks...Steve

Rogers

Q: I am looking at tax loss selling of these 4 companies. Down significantly on all 4. Is there any I should retain that may have hope of recovery.

Q: Hi 5i Team:

I have about 2% of RCI.B in my portfoilio, and it seems keep going down. And I have lost some 20% of it. Should I take the loss? I also own GIB.A with a gain of 68%, I wonder if I should take the gain on this one.

Please take enough points for my questions.
Thank you.
LL

Q: Hi, could you please rank the Telcom companies from best to worst over the next 1-5 years with brief rationale. Also, how do you see the general outlook for the industry over this period? Thanks.

Q: Hello 5i Team
Comparing Rogers Communications vs Shaw Communications - which is the better company for further growth and increased dividends? RCI-B increased its dividend slightly in 2018 and no previous increases since 2015. SJR-B last increased its dividend in 2016.
I already have equal weight positions in BCE, Shaw and Telus - I am looking for which company I should invest in to reach my desired portfolio percentage in the Communications Sector?
Should I look at the Cogeco family of companies instead of Rogers/Shaw?
Thanks

Q: I hold OGI (-67%), SPB (-18%), TCL.A (-20%), and RCI.B (-10%) all at the losses indicated. Which would you buy more of, hold, or sell? Would you switch RCI.B for more BCE or T, both of which I already hold? I'm looking for capital gains with a dividend, when possible. Thanks for your insight.

Q: Of the 3 major Telcos what would be your long term pick.
Does the Telehealth division of Telus appear to be growing and does it have a meaningful impact on the Revenue and Earnings?

Thanks Valter

Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,

Q: Which Canadian companies can China hurt the most especially with these new charges against Huawei. today. How does Sunlife and Manulife fit into this question?
Thanks, James

Q: Hello
What are your insight on the news regarding Rogers Control Trust Acquires an Additional 5.7 Million Class A Voting Shares of Rogers Communications Inc.
Do you see this as a good news for the stock making the price rebound back to the upside?
Thank you

Q: Related companies to 5G and internet of things may be a good investment in Tech. which I have a very small positions in. Could you " gestumate " what Canadian companies might benefit from  the above trend or any other futuristic trends  in technology as I would like to consider the sector. thanks
yossi

Q: Hello, I currently own RCI.b. As part of portfolio renovations suggested by your service, I am underweight US. A switch from RCI to VZ would help , would you support this move? Any other US based companies or etf's in communication that would be better?
Thanks

Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!

Q: Hi 5i
Both Rogers and Telus seem to be on downward trends recently. Do you have any explanation why and should a current shareholder be overly concerned. Would you be sellers, buyers or holders at current levels?
Thx

Q: Would you prefer RCI.B or T for a long term hold? Why?

Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.

Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?

Q: I own 1410 shares of BCE and 1435 shares of Rogers in a Riff. In order to reduce the number of stocks that I am holding I would like to combine these share into one of the above. Which stock would you suggest I sell. Thanks. Ernie