Investment Q&A

Q: Have the big three advanced too far or would you still buy any or all? Please rank. Thanks.

Q: Good Morning Peter & Team

Telus reports May 6. Can you give us an indication as to what we might expect? Miss... meet or beat and would you council us to sell hold or buy at this time?

Thanks for all you do!!!

gm

Q: Hello Peter and team,
Do you see BCE and Telus as over value territory as it seems investors are moving to safety driving up share prices.. I was thinking of selling some and buy back later time (i know it may seem market timing, but they have run up alot). If I did sell, what are the alternatives? Thanks for the explanation on BAM; the market call commentary was harsh. Lastly, would you consider Enerplus a good buy and is PE a good way to look at oil companies or is it mostly on cash flow? Thanks very much

Q: In which order would you rate these stocks as the best buy right now in each sector or is there something else in each of these sectors Energy, financial, utilities that you would consider a better buy.

Q: The phrase “Don’t trust anyone over 30” was coined in the 60’s, but as I head into CPP eligibility age I’m kind of leaning the other way, and so hope Peter can answer this one.

I remember the energy crisis of the 70’s, stagflation, price and wage controls and bought a home after the housing bubble burst in the 80’s and watched many of my new neighbours wait 10 years or more to get back to what they had paid. I loved rolling over 90 day GIC’s (remember Trust Companies?) at double digit interest rates but wasn’t invested in equities.

Specifically on the question of stagflation, if we end up in that horrible scenario again is there such thing as a good stock to hold? If so, can you provide 5 to 10 that you would want in your portfolio?

Thanks again for your steady hand on the wheel lately.

Q: Good Morning,

For yield - I am considering adding to or acquiring many of the above noted stocks.

Please rate in terms yield, growth potential and safety.

Also add any others I might consider.

Thanks very much.

Q: 8:57 AM 3/21/2022
Hello Peter:
We have to choose to add to two among these higher dividend stocks in my Cash account. These will be held for the next 20 years and want the best "sleep-at-Night" investments that hopefully never need to be sold.
I am looking for strong growing dividends plus decent compound 10 year share price growth of at least 6%.
BNS, RY, BCE, T, FTS, PPL, SLF, CNR.
I know CNR dividend is only 1.8% but it may be outweighed by growth?
Any other suggestions are welcome.
Could you please arrange them best first for safety and dividend growth
Thank you............. Paul W. K.

Q: Can you list some of your favourite Canadian stocks that are eligible for the Canadian tax credit that yield over 4%? I am building a dividend portfolio and have the banks, ENB, PPB, SLF.

Thank you!

Q: Would you say Telus and Verizon offer comparable services? Which would you choose for a "relatively safe" play in our present market and which do you think has the best. chance at growth going forward?

Q: Turbulent times.
Yesterday you seemed to give a preferential nod to BCE in the domestic telco sector. Is this a change of view on Telus, which you have been preferring for some time? If so, could you please elaborate. Still grateful after all these years, so thanks again. Al

Q: Is quebecor a good stock to be looking at right now. if so which one would you suggest A shares or B shares. Steve

Q: I have a large gain in Telus.

PE at 26+, dividend is 100% of NI /share, yield 4% .....rates going up.....of course it is a favourite of the Canadian investor but when borrowing costs start to exceed the yield....soon....it may well 'correct'......

sell or hold?

Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,

Q: thoughts on the quarter please? Thx

Q: Hello Peter and staff,
What are the PE ratios for all four companies? Would you consider PE for BCE and Telus to be on the high side? Also, any idea why ATA is not participating in the rally given good numbers, and do you think investors are waiting for next earnings from Nuvei as the stock is stuck where the short sellers pushed it to.. Thanks very much.

Q: Hello Peter and staff,
What are the PE ratios for both companies and what are the payout ratios for the dividends Is there site to help us calculate the payout ratios? Also, do both companies still offer good value or would you say they are fairly valued and best to wait before taking full position? I have seen companies paying out over 100 percent and is that red a flag? Thanks very much.

Q: I have these holdings in a TFSA shown in descending %. First four at 15% each. Next three at 10% each. Adding $7000. Any additions to what I have? Any new ones? I appreciate the %'s are personal choices ( Part of let the winners run camp). Would you advise trimming?
Have good day. Thanks.
Paul

Q: This is a follow-up to our question from last week (see: https://www.5iresearch.ca/questions/140708).

Based on your response that nothing in the list gives you much cause for concern, we would understand this to imply none of the 30 stocks would be considered a "sell" today.

Please divide the 30 stocks into a pair of ranked (best to worst) lists, one of "buys" and the other of "holds". As well, for each of the "holds" indicate the principal rationale for caution.

Q: In 6 months my Telus International (TIXT.to) has gone under water 6% : Had I chosen Telus (T.to) , I would have been up over 11%. Ignoring the recent correction,TIXT had already fallen behind Telus.
Is there a better future for T over TIXT ?
Should be be fearing interest rate hikes in the sector ?
Are there seasonal factors to consider ?

Q: Hello.
I have owned all 3 of BCE, T and RCI.B for years in an income-generating portfolio of dividend stocks, around 12% of the total.
Considering selling RCI.B and splitting the proceeds between BCE and T, to simplify and to capture more income from BCE and more growth from T.
Does holding RCI.B provide some "diversification" value amongst the three?
Thanks as always.