Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)
Q: We have owned this stock for a very long time (4000 shs) - small position - down about 26% this year. Tax loss selling probably has something to do with this decline. Is the dividend secure? CIBC I. E. shows over 200% payout ratio. Thinking of buying more - what do you think?
Q: What do you think of Telus at these levels ?
Is a dividend cut built in ?
Is a dividend cut built in ?
Q: Greetings 5i, as Telus drops further, a tax loss strategy could be to BUY now and then SELL part of the position after 30 days assuming the price will go up in the interim. Comments? This assumes that one will need some tax losses in 2026 and would like long term exposure to this company. Thank you.
Q: I could sell BCE for a "very much needed" capital loss. Would you put the proceeds into Telus or just wait 30 days and buy back BCE? Thanks Ron
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
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.
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
Thank you
Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%
-
Royal Bank of Canada (RY $235.00)
-
Toronto-Dominion Bank (The) (TD $129.81)
-
Bank of Nova Scotia (The) (BNS $101.33)
-
Sun Life Financial Inc. (SLF $85.84)
-
TELUS Corporation (T $17.87)
-
Constellation Software Inc. (CSU $3,313.07)
-
Dollarama Inc. (DOL $205.94)
-
Intact Financial Corporation (IFC $285.19)
-
Fortis Inc. (FTS $71.31)
-
Descartes Systems Group Inc. (The) (DSG $120.62)
-
Shopify Inc. Class A Subordinate Voting Shares (SHOP $224.21)
-
Savaria Corporation (SIS $22.98)
-
Galaxy Digital Inc. Class A common stock (GLXY $31.18)
-
Brookfield Corporation Class A Limited Voting Shares (BN $63.38)
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.
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.
-
Adobe Inc. (ADBE $352.51)
-
Accenture plc Class A (Ireland) (ACN $270.00)
-
Nike Inc. (NKE $61.19)
-
Thermo Fisher Scientific Inc (TMO $583.45)
-
TELUS Corporation (T $17.87)
-
IDEXX Laboratories Inc. (IDXX $682.32)
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.
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.
-
BCE Inc. (BCE $32.30)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B $51.82)
-
TELUS Corporation (T $17.87)
-
Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $51.77)
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
Ted
-
TELUS Corporation (T $17.87)
-
Constellation Software Inc. (CSU $3,313.07)
-
Enghouse Systems Limited (ENGH $20.43)
-
Topicus.com Inc. (TOI $126.43)
-
Lumine Group Inc. (LMN $27.48)
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
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 ..
-
BCE Inc. (BCE $32.30)
-
Rogers Communications Inc. Class B Non-voting Shares (RCI.B $51.82)
-
TELUS Corporation (T $17.87)
-
Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $51.77)
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.
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.