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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In any otherwise well diversified RIF portfolio I am considering exiting T and BEP.

I am looking to replace them with a couple of holdings that you feel have far greater upside in the next 3-5 years (realizing that the volatility may increase to some extent but in line with the potential for greater returns).

I have referred to several of your current favourites (which we do not currently hold) as potentials and am open to other suggestions you might have along the same lines.

If you could comment on the elimination of T and BEP and also if you believe any of the listed ones (or others ) would provide a substantially better risk/rewad profile over the next 3-5 years it would be appreciated.

Thanks,

Terry
Read Answer Asked by Terry on April 25, 2024
Q: hi, can you rank these ( longer term prospects ) as a buy, sell, or hold please. cheers, chris
Read Answer Asked by chris on April 19, 2024
Q: Hello again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.

The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
Read Answer Asked by Barbara on April 10, 2024
Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.

Thank you.
Read Answer Asked by Barbara on April 08, 2024
Q: Does the decline in Telus and Bell have any similarities to the decline in AT&T and Verizon about 6 months ago? I note that the US telecoms staged a nice comeback since. Would you expect the same or are the stories different?
Read Answer Asked by Mike on April 04, 2024
Q: I believe BCE cut their dividend by 50% in 2008 during the financial crisis and restored it in 2009 the following year. In your opinion, is the company in the same financial condition as it was during the financial crisis of 2008 which may warrant a reduction in dividend? It looks like Telus also reduced their dividend during this crisis. Can you comment on why the management teams may have acted differently with their investor dividends. I would appreciate your thoughts.
Read Answer Asked by Ian on April 03, 2024
Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys
Read Answer Asked by Ma on February 26, 2024
Q: My PA wants me in telecom. I had Telus but it dropped heavy and I harvested losses, investing in BCE only to continue down. I realize higher interest rates are a challenge for telcos and utilities. It there a case for any of the of Canadian telecoms? I have a long term investment horizon but do like safe dividends. Are the telcos dividends "safe"?Should I hold BCE or flee for another company, even in the US. (I have VZ, also in the down elevator, bigly). thanks, al
Read Answer Asked by alex on February 13, 2024
Q: Telecommunication stocks in the US and Europe, such as AT&T and Vodafone, have consistently experienced a long-term downward trend. While investors appreciate the generous dividends, they are wary of the potential capital losses. The question arises: Will Canadian telecommunication stocks, like BCE and Telus, eventually mirror the trajectory of their US and European counterparts? Thank you.
Read Answer Asked by Esther on February 06, 2024
Q: hi,
I hold all these, several fro many years. they are all in the red. many are (former) stalwart blue chip dividend plays. I am basically comfortable holding them, and I do expect a good rebound in prices when rates start to fall. 1) am I missing something? are there any in the list that you think the dividend may be in jeopardy, or you see no runway for growth ( small or large). 2) are there any in the list you would be comfortable adding to ( which is what I am wanting to do)?
cheers, Chris
Read Answer Asked by chris on January 26, 2024
Q: I own both BCE { up 2.37% in 7 years of ownership not including dividends } and T { up 15% in 7 years of ownership not including dividends } and am going to sell at least one. { Neither have been particularly exciting } .... I'm inclined to keep Telus but the current problems with TIXT are making me hesitate. Just how much do you think TIXT is going to effect Telus's earnings going forward ? And if it were " you " and you had to sell one which would it be ?
Read Answer Asked by Garth on January 23, 2024
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