Investment Q&A

Q: Hi Folks,
Tax loss selling - which of T or IBIT(US) would you sell. If I were to sell Telus, I would NOT buy it back and if I were to sell IBIT, I would buy it back in 30 days.
Thanks

Q: Given today’s announcement of Telus pausing dividend increases, would you now view it as a buy at these levels? Should we have confidence a cut is not coming? Also what practically does their discounted DRIP plan achieve? Why not just eliminate the discount in full now?

Q: Telus has been in my portfolio following the BE Portfolio basically since 5i started (I joined the first day) and I think I actually even owned it before that.

With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?

This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.

Q: Do you think Telus is an oportunistic buy at this time? Risk/Reward.?

Thank you

Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Q: In your opinion which one of these high yielding companies, telus, sobo offer the best return over the next 5 years?

Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.

Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Q: Greetings 5i, I know that you have answered several recent questions on Telus including the dividend sustainability. But given the drop today (Nov 18) of >5%, which appears to be due to the JP Morgan downgrade, can you please refresh your thesis? Is the market reaction overdone? How does the current situation with Telus compare to that of BCE in the months leading up to its dividend cut? Thank you.

Q: Telus back to 2014 valuations,wow ! Would a rational recommendation be a " hold" if oversold, a "sell" if at high risk ? any other suggestion + point of vue shall be appreciated ..

Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.

A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.

Q: new dividend change
2025-11-07 Telus (T) said Friday that third-quarter adjusted earnings fell as operating revenue stayed flat.
The company also raised its dividend by 4%, to $0.42.

Q: So Veritas apparently issued a report that says Telus can’t cover its dividend. They were on BNN saying same:

https://youtu.be/2zA0wBCMmbk?si=LNQEIs0J8r-IvL5L

Thoughts?

Q: Hi,
What is the CDN TIXT price per share from the merger between T & TIXT? How would this merger be recorded if someone had both stocks in their portfolio.
Txs

Q: A retired friend of mine recently asked for my recommendations on how to invest approximately 200K which, with minimal risk, which will give him a reasonable (4.5% to 5.0%) annual dividend with minimal expectations of big capital growth, Since he currently has very little experience with investments, I would like to build a portfolio that will require minimal ongoing involvement on his part. I believe that a 10-15 year timeframe is realistic.

My thought is to split the 200K into 10 equal parts and purchase the following Canadian equities.

BNS
TD
GSY
CNQ
TOU
ENB
FTS
T
CCA
BEPC

I realize that a portfolio like this is overweight on energy. I'm comfortable with that.

What are your thoughts on this strategy and do you see any of the companies listed that you would avoid? Are there any others that you think should be added to the list?

Q: Good morning all. What are your thoughts on Telus going forward at the current price ($20.30 ish) for its current dividend (is it safe at this level ?) and for some growth (4-7%/yr) .

Q: Some consider Telus to be a potentially significant beneficiary of AI, through its Telus Digital. Do you share this view, or is it really more of a slower growth telco?