Investment Q&A

Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?

Q: Speaking from a momentum perspective, can you please provide 5 of your favorite momentum plays for a med risk ,div income investor?
great service, many txs

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.

Q: I notice that you often recommend Telus and Rogers, but I haven't seen anything about Quebecor. However, I am up 38% over the last year. Is there something I am missing? I do like Telus, not so much Rogers. Do you like QBR.B and should I continue to hold? What news do you have in the pipeline that might make this stock not so desirable, if any? I can only find two comments about QBR.B in the past year.
Thanks, Elizabeth, Hamilton

Q: Im addressing over exposure to this sector, don't need 4 of the 'same' things.......over a six month time frame, which one or two have the best upside in your opinion?

Thanks!

Q: Hi. Currently own BCE and T. Looking to increase my weighting in communications. Any suggestions.

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

Q: Which of these companies will be the best very-long-term dividend grower?

Q: Good Evening 5i,
I need to add a "communications" company to my dividend fund. I would appreciate it if you could rank T, BCE, RCI.B and SJR.B for me. I'm planning on a 5 year hold and hoping for reasonable/modest annual increases in both the dividend and share price. Would you recommend 1 full position or 2 half positions?
Thanks for your great work as usual.
Dennis

Q: I am considering buying Rogers for my TFSA but I am worried about US carriers entering the Canadian market. I have lived in the UK and US and our cell phone costs are the highest I have experienced. Do you think this is something that should concern me?

Q: I have BCE and RCI.B. I had thought of dropping Rogers and buying Telus, now Rogers is moving somewhat. Would you recommend I replace one of the two with Telus? Keep the two I have? or invest in all three as I am underweight Telcos?

Thank you for this and all your answers to others

Q: Hello
I currently have a 20% gain on Rogers and was thinking of selling as I would like to use the funds to continue emulating the growth portfolio. With the funds from the sale I would buy a position in PUR and add to Savaria. Appreciate your comments. I have over a 5 year time horizon.
Thanks
Sal

Q: After 6 1/2 years I finally sold Verizon as its share price and prospects have been trending downwards.

I hold BCE and T, together worth 7.2% of my portfolio. I usually keep Telcos at around 10% so I am debating whether to add to BCE and T or to consider Rogers or Cogeco to replace V.

- BCE and T have both been on a tear and sporting rich RSI's, but have a notably higher yield than RCI.

- Rogers is up 50% in the last 21 months.

- Cogeco has caught fire after years of treading water.

What's a guy to do?

Thanks!

Kim

Q: I asked this question yesterday but you did not include Telus in you reply. Could you let me know your opinion of this company.
Thanks

Q: Are you still happy with T? I have held it since August 14, 2014. Since then it has increased by 24.5%, according to StockCharts Perf Chart, while RCI/B has increased 34.4% and BCE by 32.4%. Do you recommend a switch at this point? Can you explain why or why not?

Q: I own Rogers. Given the current news, would you hold or sell?

Thank you.

Best wishes for a very Merry Christmas.

Q: I would like your opinion of rogers and shaw.Would you buy either both or neither? Would either one be a take over target? Thanx Robbie

Q: If you had to choose only one of BCE, Telus or RCI.B for a long term hold for a senior person which one would you choose and why? Would you be a buyer at current prices?

Q: Hi
I have a half position in the above 3 Rogers B, Thomson R, and high liner, all are on the uptrend
I am a conservative investor holding stocks that pay me a dividend while I wait
how would you rank the above 3 stocks in terms of value and safety
and which one would you like to see me adding to ?
I have BCE in my portfolio as income as well.
thanks

Michael

Q: I have some money that I will be putting into an RESP for my children: while it is roughly 0.5%-0.75% of my actual total investment portfolio, I would prefer to avoid more volatile companies in this particular account. I do have a long time horizon (about 6 years before I start to have any demand for the money), but have been burnt before in this particular portfolio by trying to "hit a home run" with an investment play, and am looking for slow, steady growth.

I have listed three companies above, with ATD.B as my first pick as I only have roughly a 2% overall exposure (between all of my collective accounts) to the Consumer Staples group (I assume that ATD.B would be under Staples rather than Discretionary). If you would recommend something else in this space, or another sector, rather than the companies I have mentioned, I would be most grateful for the suggestion. In any event, I look forward to your thoughts. Thanks so much!