Investment Q&A

Q: How do you know when a sector is out of favour and it is time you should start a position?

Thanks

Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram

Q: Would Telus and BCE be considered good entry points for cash flow with minimal growth potential? They seem to be very out of favour currently.

Q: Hi 5i Team,

Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?

A 5i member recently expressed his frustration with Telus, a view that I share.

I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!

To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?

Thanks as always for the guidance.

Q: Telus just reached 2007 price today ! loss on paper = 25% , at this level is it still very risky to keep this stock for 2yrs+ , is it a sell or hold ( or buy...) ?

Q: What happened to telus today? Down big move.
Thank you

Q: Hello,

Losing patience with Telus. Div nice but down 37% in the 4yrs owned. Position sits at 1%.
Cut bait and re-deploy looks very attractive. Willing to skip Canadian telecoms for now in favour of better growth and stability going forward.

Thoughts? Hate taking a loss in a non-taxable account but Telus has been very disappointing and doesn’t look like anything is changing.

Q: I'd be interested to hear your opinion on this comment:

Analyst Vince Valentini is no longer recommending buying shares of the Montreal-based communications services company. He cites concerns about the price war in the Canadian wireless sector, which has also led him to discontinue his recommendations for shares of competitors Rogers and Telus. The expected weak growth in the wireless market and the intensity of competition have prompted the TD expert to lower his expectations for the industry's major players. He noted "very aggressive" offers to attract customers, particularly at the end of March, and observes a race to the bottom with no winners. "This pricing doesn't stimulate better subscriber growth across the sector; on the contrary, it leads to an increase in churn."
Thank you

Q: With a yield that high, often a dividend cut is not far behind. Thoughts?

Q: I hold the above dividend stocks and looking at adding one more with some cash I have, (GSY was my other holding). I would like at least a 5+% dividend. Can you give me a few options of your favourite holdings you would suggest? Thanks.

Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl

Q: Crystal ball here, but do you think Telus shares may rise when/if the dividend is cut? The uncertainty seems priced in. Appreciate your insights.

Q: An analyst suggested there is a 50% chance Telus dividend will be cut by at least 30%.
What is your forecast with respective to Telus' dividend?
Is the stock now a sell buy or hold ?
Thanks

Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?

Q: Hello
What do you think of the news of photonic inc. partners with telus. At today's price is telus a buy, hold or sell and is the dividend safe.
Thanks a million

Q: Could I have your current opinion on telus after todays results and news. Buy sell or hold ?

Q: Canadian Telecoms:

What am I missing here. Three main players in the Canadian market with a government enforced moat. Highest prices in the world.

Services provided: Phone, Cell, Internet - fundamental requirements to participating in today’s society.

Common costs to providers as in the rest of the world, ie towers, cable, switching systems, processing centres.

Why are these Canadian Telecoms not shovelling money? Are they incompetent? Have they become largely bureaucratic and inefficient?

I cannot understand how this business is not thriving. What say you?

Q: Looks to be substantial insider buying at Telus in the last 3 months as well as a company buybacks.Can you please confirm this as my source is canadian insisider.

Q: Please provide your thoughts about Telus.
I ended up buying BCE before they cut dividend. I know there is no crystal ball, but would you have a similar concern about Telus.

Q: Cogeco has by far the lowest market cap of the telcos, yet its share price dwarfs the big players. Can you explain this? Please rank these companies from least to most risk if purchased now.