Q: Would you comment on the very high payout ratio of Telus?
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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.
- Apple Inc. (AAPL)
- Amazon.com Inc. (AMZN)
- Costco Wholesale Corporation (COST)
- Alphabet Inc. (GOOG)
- Microsoft Corporation (MSFT)
- NVIDIA Corporation (NVDA)
- The Walt Disney Company (DIS)
- JPMorgan Chase & Co. (JPM)
- Procter & Gamble Company (The) (PG)
- Bank of Nova Scotia (The) (BNS)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- iShares NASDAQ 100 Index ETF (CAD-Hedged) (XQQ)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Veeva Systems Inc. Class A (VEEV)
- Roku Inc. (ROKU)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
- CrowdStrike Holdings Inc. (CRWD)
- Boyd Group Services Inc. (BYD)
- RTX Corporation (RTX)
Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:
RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%
TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%
RESP:
LSPD 0.79%
BYD 0.76%
NON-REG:
SLF 0.51%
T 0.42%
thanks,
RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%
TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%
RESP:
LSPD 0.79%
BYD 0.76%
NON-REG:
SLF 0.51%
T 0.42%
thanks,
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TELUS Corporation (T)
- Inter Pipeline Ltd. (IPL)
- AltaGas Ltd. (ALA)
- Tourmaline Oil Corp. (TOU)
- Air Canada Voting and Variable Voting Shares (AC)
- Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
- Vermilion Energy Inc. (VET)
- Descartes Systems Group Inc. (The) (DSG)
- Enghouse Systems Limited (ENGH)
- NFI Group Inc. (NFI)
- BRP Inc. Subordinate Voting Shares (DOO)
- Kinaxis Inc. (KXS)
- Barrick Gold Corporation (ABX)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- Kirkland Lake Gold Ltd. (KL)
- Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
- Lightspeed Commerce Inc. Subordinate (LSPD)
Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo
- Costco Wholesale Corporation (COST)
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Medtronic plc. (MDT)
- Procter & Gamble Company (The) (PG)
- Stryker Corporation (SYK)
- Verizon Communications Inc. (VZ)
- Williams Companies Inc. (The) (WMB)
- Walmart Inc. (WMT)
- BCE Inc. (BCE)
- Loblaw Companies Limited (L)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Knight Therapeutics Inc. (GUD)
- Profound Medical Corp. (PRN)
- Guardant Health Inc. (GH)
Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated
Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible
- AbbVie Inc. (ABBV)
- Church & Dwight Company Inc. (CHD)
- Colgate-Palmolive Company (CL)
- Pfizer Inc. (PFE)
- Procter & Gamble Company (The) (PG)
- Stryker Corporation (SYK)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Manulife Financial Corporation (MFC)
- TELUS Corporation (T)
- Algonquin Power & Utilities Corp. (AQN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.
Thanks
Thanks
- AT&T Inc. (T)
- Verizon Communications Inc. (VZ)
- BCE Inc. (BCE)
- TELUS Corporation (T)
- Rogers Communications Inc. Class A Shares (RCI.A)
- T-Mobile US Inc. (TMUS)
Q: I am considering buying Telus in the Telecom sector, as I reduce my CPD holdings. Already own ENB, BAM, BRK.B, RDS.B.
With long term growth & financial stability in mind, please rank your preference in the North American telecom companies listed.
Also please advise if there are any small/medium sized companies in this sector worth considering. Thank you!
With long term growth & financial stability in mind, please rank your preference in the North American telecom companies listed.
Also please advise if there are any small/medium sized companies in this sector worth considering. Thank you!
Q: Do you think there is any likelihood that either BCE or Telus will follow the lead of AT&T and 'resize' their dividend using a similar rationale? If so, where might you put that likelihood on a scale of 1 to 10?
- BCE Inc. (BCE)
- Canadian Imperial Bank Of Commerce (CM)
- TELUS Corporation (T)
- WSP Global Inc. (WSP)
- Vermilion Energy Inc. (VET)
- TFI International Inc. (TFII)
- Alimentation Couche-Tard Inc. (ATD)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- CloudMD Software & Services Inc. (DOC)
- TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.
Thank you, Jane N
PS please use as many credits as needed.
- Sylogist Ltd. (SYZ)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Algonquin Power & Utilities Corp. (AQN)
- North West Company Inc. (The) (NWC)
- Transcontinental Inc. Class A Subordinate Voting Shares (TCL.A)
- Magna International Inc. (MG)
- Leon's Furniture Limited (LNF)
- iShares S&P/TSX Canadian Preferred Share Index ETF (CPD)
- Nutrien Ltd. (NTR)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.
Thanks,
Jim
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.
Thanks,
Jim
- Pfizer Inc. (PFE)
- Toronto-Dominion Bank (The) (TD)
- Canadian National Railway Company (CNR)
- BCE Inc. (BCE)
- Enbridge Inc. (ENB)
- TC Energy Corporation (TRP)
- Sun Life Financial Inc. (SLF)
- TELUS Corporation (T)
- Fortis Inc. (FTS)
- Restaurant Brands International Inc. (QSR)
- Brookfield Renewable Partners L.P. (BEP.UN)
- Algonquin Power & Utilities Corp. (AQN)
- Magna International Inc. (MG)
- Thomson Reuters Corporation (TRI)
- Savaria Corporation (SIS)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- iShares S&P/TSX Capped REIT Index ETF (XRE)
- iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
- Canadian Tire Corporation Limited (CTC)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?
Q: Which do you prefer telus or enbridge for income growth and safety. thanks
Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)
- Photon Control Inc. (PHO)
- Questor Technology Inc. (QST)
- Apple Inc. (AAPL)
- Royal Bank of Canada (RY)
- Bank of Nova Scotia (The) (BNS)
- TELUS Corporation (T)
- Air Canada Voting and Variable Voting Shares (AC)
- Algonquin Power & Utilities Corp. (AQN)
- Kinaxis Inc. (KXS)
- Vanguard FTSE Global All Cap ex Canada Index ETF (VXC)
- Real Matters Inc. (REAL)
- Vanguard Growth ETF Portfolio (VGRO)
- Xebec Adsorption Inc. (XBC)
- WELL Health Technologies Corp. (WELL)
- Associated Capital Group Inc. (AC)
- Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.
Q: I'm having trouble locating your last Report on Telus. Would you direct me please.
And would you comment on the present price of Telus being an opportune point of acquisition vis a vis Rogers and Shaw's current dance.
And would you comment on the present price of Telus being an opportune point of acquisition vis a vis Rogers and Shaw's current dance.
Q: Hi 5i team,
Within the telecommunication industry, I want to seek for companies that have good growth forecast, reasonable pricing, and mild volatility compared to peers. Dividends Not important. Among T, BCE, and QBR.b, which would be your preference and why, or is there another name you like better? Thanks.
Within the telecommunication industry, I want to seek for companies that have good growth forecast, reasonable pricing, and mild volatility compared to peers. Dividends Not important. Among T, BCE, and QBR.b, which would be your preference and why, or is there another name you like better? Thanks.
Q: I assume the big decline in Telus' share price this morning is a reaction to their announced share sale. Would you agree the market is overreacting?
Q: What do you think about Telus' equity offering? Does it sound like they have a good plan what to do with the money? Do you have confidence in the company as a core long term holding for a portfolio?
Thanks.
John
Thanks.
John
- Rogers Communications Inc. Class B Non-voting Shares (RCI.B)
- TELUS Corporation (T)
- goeasy Ltd. (GSY)
- Rogers Communications Inc. Class A Shares (RCI.A)
Q: Hi Peter, Ryan, and Team,
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.
Portfolio Analytics shows a 6.78% allocation for GSY. (Thanks so much for recommending this company and helping us to grow our portfolio). Would it be prudent to trim GSY, and to what level would you be comfortable with? PA also shows that we need to add some Communications Services, and we presently own only BCE. I was thinking to add some Telus or Rogers, and would appreciate your thoughts. If we go for Rogers, which one (A or B) do you recommend? Thanks as always for your insight.
Q: Will there interests in the West be affected by Shaw-Rogers? seem to be sliding
Q: What is your view on Telus and BCE if the Rogers/Shaw deal closes as announced?