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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: With all of the wizards running to keep their pensions, a platform has been used as another campaign promise, ie to legislate something like a 25% reduction in cell phone rates.
Although they haven't been elected and will certainly will not get a majority this time around I would like you to please give us your analysis of what would happen to T and BCE in the long shot chance this becomes legislation?

Thanks

Sheldon
Read Answer Asked by Sheldon on September 24, 2019
Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!
Read Answer Asked by yun on August 29, 2019
Q: Hi, would like to lighten up or sell two of these companies to raise cash. Which of these do you least like? I like dividends and good management ,but not fond of debt, as they always get hit harder in any down turn.
Thanks for your advise
Read Answer Asked by Brad on August 21, 2019
Q: Further to my prior question about allocating stocks to multiple sectors, how would you assign the following? I know this is 'not a science', but I think it will give me a better idea of my sector distribution.
TCL.A Cons Disc:Industrial
CCL.B Cons Disc:Industrial
NFI Cons Disc:Industrial
MG Cons Disc:Industrial
LNR Cons Disc:Industrial
TFII Cons Disc:Industrial
EIF Industrial:Financial
AQN Utilities:Energy
EMA Utilities:Energy
MX Mining:Energy
T Telecom:Healthcare
PSK Mining:Financial
TRI Financial:Cons Disc

If you think that other sectors should be included here, please add them.
Thanks again, and please deduct questions as you see fit.
Read Answer Asked by Federico on July 24, 2019
Q: In order to reduce Canadian content, increase US and International content and balance our equity portfolio by industry,I would appreciate your help.Since we have been drawing on our RIFs for a number of years (23) and plan to continue,most of the transactions will be in our TFSAs.
1)sell Telus and replace it with a similar US or International investment.Would you recommend doing this and could you suggest 2 or 3 replacements.
2)sell Power Financial and Alaris Royalty and replace them with similar non-Canadian investments.Could you suggest 2 or 3 financial investments.
I do not feel comfortable adding currency changes to the mix or any withholding tax on dividends,but I do not see any alternatives.
Once this is completed,I plan to work on our industry allocations.
Thanks in advance for you assistance.
Read Answer Asked by James on July 15, 2019
Q: You briefly answered a question today about how a Hauwei ban in Canada might affect Telus ("equipment replacement"). Can you expand on this and provide more colour on the effects of such a ban on Telus (eg would you expect this to cause a drop in Telus share price)? Related to that, the effects on BCE and RCI.b relative to Telus (ie which of the three will fare the best)? Thx!!
Read Answer Asked by Douglas on May 24, 2019
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