Investment Q&A

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.

Q: I sold T in December for a tax loss, hoping to buy it back however the stock has risen by 7-8 % since, so would lose on the exchange.
I have since been looking at HME and was considering replacing T with HME in an income account. I would take a little hit on the yield however I think it would be a safer holding re-dividend safety and possibly a better growth profile.

Your comments please on this approach.
Thanks
Jeff

Q: I own both.
I would appreciate if you could compare telus to BCE at the same point before BCE cut it's dividend with regards to similarities / differences , position, cash flow, ability to pay dividend. I am worried that Telus will do the same and cut it's dividend in 2026. Is Telus at the same teetering point or better off ?

Q: Hi, for CRA and my own accounting, when is a dividend taxable? When ex-dividend or when dividend received?

For example, TELUS was ex-dividend Dec11, 2025 but payout date is Jan2, 2026. Have a great 2026 and take care.

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: Morning
Please rank these 3 in terms of buying opportunities and dividend. I own all 3, and want To add to 1
EIF. T. CNQ
Thank you

Q: Good afternoon!
I have substantial room in our TFSAs this year due to large withdrawals made. I plan on moving some combination of these four equities into it from RIFs and my unregistered acount:

BCE, T, LIF, CHE.UN

Taxation is not a concern, as the only one in an unregistered account is BCE, and it is just slightly down from my purchase price (no doubt due to tax loss selling).
My reasoning on choosing these four is that each of these has some potential growth of a substantial nature, and therefore would be better in a TFSA as opposed to a RIF or unregistered account.
Could you please comment on this logic, and also rank them on the basis of growth from most likely to least likely over the next few years?
Please take as many credits as necessary.
Thanks!
Paul K

Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!

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?)

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 ?