Q: Telus, Maple, Well and others are Canadian stocks in the medical game in Canada and the USA. Are there other Canadian players in the same league? Can you please compare them from a financial performance, competitive and management perspective. Well has dropped by 50% since Sept/2021, very gradually. I'm wondering if there is a reason for the gradual decline. Is there a better stock in the same sector? Canadian or US. Also, is there still momentum pushing down WELL. Do you think it will be beaten by the competition in the next 2-3 years? Is it a sell from this perspective?
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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: I have held Telus for the 4 years and overall it has been solid. However, it now appears expensive and slow growing. Interested in your thoughts and if you'd recommend another stock in its place. I have a +10 year horizon in my investment accounts (TFSA, RRSP, RESP).
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Thomson Reuters Corporation (TRI)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
- Nutrien Ltd. (NTR)
- Magna International Inc. (MGA)
Q: These companies are in my husband’s TFSA.
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,
They were chosen from your Balanced and Income Model Portfolios.
Would you suggest adding any other companies to this portfolio?
Thank you,
Q: If I wanted to park cash, for 6 months or longer, is there any choice between MFC and Telus ? Something else?
- Park Lawn Corporation (PLC)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Alimentation Couche-Tard Inc. (ATD)
- Hydro One Limited (H)
- Converge Technology Solutions Corp. (CTS)
- Docebo Inc. (DCBO)
- Palantir Technologies Inc. Class A (PLTR)
- Topicus.com Inc. (TOI)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: I was planning on growing my position in these companies during 2022 in my TFSA account. Is there any of these companies you wouldn't invest in or replace for an other company (please indicate witch company you would replace it by).
Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Also can you say in what order you would rank these companies from highest to lowest, highest being you favourite and lowest least favourite?
Q: I don't have any telecoms in my portfolio & would like your comments on how well or badly they will react to inflation. Which ones would you recommend or would another area be more appropriate? It's for my RRIF so I would like some growth & a safe dividend. Happy New Year
Dave
Dave
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
Q: With proceeds from a recently matured GIC that paid 3% I am thinking about buying 5 Canadian dividend stocks with a current yield focus and that as a mini portfolio gives me the best chance to get my capital back in 5ish years. In effect creating my own market linked GIC that I get income from, not my bank for guaranteeing the capital on a specific day 5 years hence
Categories and top contenders in each to buy today are;
Bank - BNS
Lifeco - SLF
Utility - FTS
Telco - T
Pipeline - ENB
What do you think of the strategy? What would be your top choices today in each category?
Categories and top contenders in each to buy today are;
Bank - BNS
Lifeco - SLF
Utility - FTS
Telco - T
Pipeline - ENB
What do you think of the strategy? What would be your top choices today in each category?
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Northland Power Inc. (NPI)
- Stella-Jones Inc. (SJ)
- Cargojet Inc. Common and Variable Voting Shares (CJT)
- Topicus.com Inc. (TOI)
- Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: Hi 5i Team,
I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:
TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ
I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)
I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.
If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.
I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.
Thank you in advance.
I am looking to invest approx. $6k in my TFSA and approx. $28K in my RRSP for Jan/Feb of 2022. My potential stock picks for each account are:
TFSA - AT, TOI, CJT
RRSP - T, BEP.UN, BAMR, SJ
I am leaning more towards T & BEP.UN for my RRSP since I do not have much exposure to Utilities in my overall portfolio exposure (Tip my hat to your Potfolio Tracking for pointing that out!)
I am leaning towards adding to AT (I already own a significant amount of shares but I am extremely tempted by the current stock price) or CJT since I believe the potential ecommerce headwinds for the company will be significant over the next few years.
If you could rank or provide your thoughts on these companies in this current (depressing) market environment it would be of great help. If you have better candidates to look at that would also be welcome. Plan to hold for 5 to 10yrs.
I am new to this service but just wanted to say that I have been very impressed with 5i so far. I appreciate all the work you do for DIY investors and wish you and your staff a Merry Christmas and a better new year.
Thank you in advance.
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
- TFI International Inc. (TFII)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- A&W Revenue Royalties Income Fund (AW.UN)
- Hydro One Limited (H)
- Nutrien Ltd. (NTR)
Q: I am putting together a list of stocks to purchase in my TFSA for a 10 year hold. I am a very conservative investor and want income and some growth from my TFSA.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
What companies would you add or delete from this list? Should I include a few US names?
Thank you.
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Emera Incorporated (EMA)
- Algonquin Power & Utilities Corp. (AQN)
- Superior Plus Corp. (SPB)
- Premium Brands Holdings Corporation (PBH)
Q: In my dividend portfolio, I have half positions in these stocks. Can you put them in order of which you would bring up to a full position first to last in light of their current value? Thanks!
Q: OF the three telecom companies, which one is the best to invest right now?
- Costco Wholesale Corporation (COST)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Canadian National Railway Company (CNR)
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Savaria Corporation (SIS)
- BMO Equal Weight REITs Index ETF (ZRE)
- BMO Low Volatility US Equity ETF (ZLU)
- iShares Core S&P 500 Index ETF (CAD-Hedged) (XSP)
- Nutrien Ltd. (NTR)
- Evolve Global Healthcare Enhanced Yield Fund (LIFE)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Hi Peter & 5i,
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.
Wishing you and the staff a joyous holiday season!
Would you see any red flags in this portfolio for a conservative investor needing the dividends for cash flow. The portfolio would be 50% equities and 50% fixed income - 5 year laddered GIC's.
Here are the stocks and their proposed weightings:
Financial Royal Bank RY 5.7%
TD Bank TD 3.6%
Sun Life SLF 4.4%
Power Corp POW 4.0%
Utility Fortis FTS 5.7%
Brookfield Renewable BEPC 4.2%
Algonquin Power AQN 2.2%
Comm TELUS T 4.7%
Bell BCE 4.1%
Cons Staple Costco COST 4.3%
Loblaws L 4.0%
Cons Discr. Magna MG 3.8%
Restaurant Brands QSR 2.4%
Industrial CN Rail CNR 5.2%
Savaria SIS 3.6%
Energy Enbridge ENB 4.6%
Suncor SU 2.9%
Materials Nutrien NTR 4.3%
Real Estate BMO-Equal Weight ZRE 4.2%
Tech Thomson Reuters TRI 4.8%
Health Evolve Global Health LIFE 3.8%
ETF BMO-Low Volatility US ZLU 8.7%
iShares-US Equity-Hedge XSP 4.8%
Thanks so much for the fantastic service.
- Meta Platforms Inc. (META)
- Alphabet Inc. (GOOG)
- Intuitive Surgical Inc. (ISRG)
- Booking Holdings Inc. (BKNG)
- AbbVie Inc. (ABBV)
- The AES Corporation (AES)
- Duke Energy Corporation (Holding Company) (DUK)
- Home Depot Inc. (The) (HD)
- Hess Corporation (HES)
- JPMorgan Chase & Co. (JPM)
- Medtronic plc. (MDT)
- Mosaic Company (The) (MOS)
- Morgan Stanley (MS)
- Prologis Inc. (PLD)
- PPG Industries Inc. (PPG)
- Public Storage (PSA)
- Sherwin-Williams Company (The) (SHW)
- Stryker Corporation (SYK)
- TJX Companies Inc. (The) (TJX)
- Verizon Communications Inc. (VZ)
- Exxon Mobil Corporation (XOM)
- Xylem Inc. New (XYL)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- BCE Inc. (BCE)
- Canadian Natural Resources Limited (CNQ)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- Dollarama Inc. (DOL)
- Fortis Inc. (FTS)
- ARC Resources Ltd. (ARX)
- WSP Global Inc. (WSP)
- Algonquin Power & Utilities Corp. (AQN)
- Canadian Apartment Properties Real Estate Investment Trust (CAR.UN)
- Descartes Systems Group Inc. (The) (DSG)
- TFI International Inc. (TFII)
- Whitecap Resources Inc. (WCP)
- ATS Corporation (ATS)
- BRP Inc. Subordinate Voting Shares (DOO)
- Primo Water Corporation (PRMW)
- Premium Brands Holdings Corporation (PBH)
- Knight Therapeutics Inc. (GUD)
- Block Inc. Class A (SQ)
- goeasy Ltd. (GSY)
- InterRent Real Estate Investment Trust (IIP.UN)
- Dream Industrial Real Estate Investment Trust (DIR.UN)
- Profound Medical Corp. (PRN)
- Boralex Inc. Class A Shares (BLX)
- Aritzia Inc. Subordinate Voting Shares (ATZ)
- CubeSmart (CUBE)
- Nutrien Ltd. (NTR)
- Alimentation Couche-Tard Inc. (ATD.A)
- Extra Space Storage Inc (EXR)
- MEDIFAST INC (MED)
- T-Mobile US Inc. (TMUS)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Jacobs Solutions Inc. (J)
- Trane Technologies plc (TT)
- Celsius Holdings Inc. (CELH)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Topicus.com Inc. (TOI)
Q: Hi Peter,
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
In this downtrend market could you please give your three best stocks to buy for 3 to 5 years hold in each sector in canada and US as well ?
Thank you for your best advise on this platform.
KT
- Apple Inc. (AAPL)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- UnitedHealth Group Incorporated (DE) (UNH)
- Walmart Inc. (WMT)
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Constellation Software Inc. (CSU)
Q: My virtual 'conservative growth' portfolio has the above 10 stocks in equal wights. What two stocks would you add to round it out please? Please assume that I have 45% outside of this portfolio in fixed income. Are 12 stocks enough in your view? I know there are many factors but please answer the best that you can ... maybe assume it is you.
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Fortis Inc. (FTS)
- Thomson Reuters Corporation (TRI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- BMO Covered Call Utilities ETF (ZWU)
- BMO Canadian High Dividend Covered Call ETF (ZWC)
Q: I'm replacing ZWU and ZWC since I would prefer to hold stocks at this point. What 5+ stocks would you recommend to replace ZWU and ZWC each. Thank you.
Q: Hi, we need to increase the percentage weight of Telcos, in our portfolio, for low volatility dividend producers, in order to supplement retirement income. Presently, BCE is 3.5% and T 1.75% weights. We also have FTS and AQN. Do you have any preference between BCE and T and why ? What would be an attractive entry point for the two stocks as seem to be trading at all time highs. Thanks
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Fortis Inc. (FTS)
Q: I need to clean up and rebalance my RIFF approx value $150,000.00
What would be your top 20 picks for an income portfolio I am 82 yrs young
What would be your top 20 picks for an income portfolio I am 82 yrs young
- AbbVie Inc. (ABBV)
- JPMorgan Chase & Co. (JPM)
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- TELUS Corporation (T)
- Brookfield Renewable Partners L.P. (BEP.UN)
Q: Hello,
Could you recommend 5 of your favourite stocks (US or CDN) that provide a healthy mix of dividend yield and growth outlook?
This would be for a Smith Maneuvre with interest rate at 2.95%. Ideal scenario would be to get yield to be at 3% with some growth outlook on a 5 year time horizon.
Thanks very much.
Could you recommend 5 of your favourite stocks (US or CDN) that provide a healthy mix of dividend yield and growth outlook?
This would be for a Smith Maneuvre with interest rate at 2.95%. Ideal scenario would be to get yield to be at 3% with some growth outlook on a 5 year time horizon.
Thanks very much.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- TELUS Corporation (T)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
- Premium Brands Holdings Corporation (PBH)
- Nutrien Ltd. (NTR)
- LifeWorks Inc. (LWRK)
Q: Looking for a Canadian stock or two that provides both a reasonable dividend and some growth. Please rate the above-noted stocks on a scale of 1-10 for both growth and risk over the next 12 months. Thank you.
Q: Will the proposed merger of Rogers and Shaw affect your opinion of Telus?. Is there another name in the same sector that you would prefer?