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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: 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
Q: I have decided to only keep a few stocks and follow the Growth ETF Portfolio. Of the 10 stocks I have mentioned above 9 are listed in your BE Portfolio with the exception SHOP. All have done very well for me SHOP up 568%, CCL,B up 180% ,SIS up 159%,MG up 112% and the rest all up between 11 and 42%.So my question is do I keep them all? Sell some ? Any suggestions appreciated.Paul
Read Answer Asked by Paul on May 13, 2019
Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?
Read Answer Asked by Dorothy on May 02, 2019
Q: I am overweight quite a bit in Enbridge and since I am underweight in Telus I am will be selling some Enbridge to cover the cost of buying Telus shares. What % would be the maximum for holding ENB? I am looking at replacing Enbridge with other dividend paying stocks and could you tell me what other dividend stocks would be a good replacement for Enbridge. ( do not need any in the energy or utilities sector)

Thanks
Read Answer Asked on April 29, 2019
Q: With talk about banning huawei, should I be concerned in owning any telco stocks for the next 12 months. Maybe an opurtunity to buy on a dip if it happens. No idea what effect it could have financialy on these companies other then investor reaction on the stock price
Read Answer Asked by Tim on April 23, 2019
Q: Hi,

By my analysis, Telus has achieved 6% growth of stock growth over the last five years, while RCI has achieved 12% over the last five years. Why the discrepancy and which telco do you think will perform better in next five years, if any?
Read Answer Asked by Graeme on April 10, 2019
Q: I don't have any communication stocks and It was suggested to increase by 8.3% by Portfolio analysis. These will have to be held in a RRSP. Would you be able to give me your top picks? Thank you so much. Love your new service.
Read Answer Asked by Louise on April 10, 2019
Q: Hi
Please help me with a 100,000 foot scan of the telco space. The hypothesis is the Cdn. Telcos are extremely vulnerable to the combined threat of cord cutting and streaming. Customers cancel cable, stream their entertainment with unlimited choice via ROKU. Telcos suffer. Our nice dividend growers fade.
Is it too soon to sell? Appreciate your take.
Thanks Frank
Read Answer Asked by Frank on March 20, 2019
Q: Your opinion please as to 5 best value buys (most down for no great reason) according to the following criteria

Canadian Dividend paying, large blue chip type company, any sector

thanks

Ernie
Read Answer Asked by Ernest on March 18, 2019
Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.
Read Answer Asked by Peter on March 15, 2019
Q: I have been contributing to my TFSA since inception and I currently have $90,000. I just put in $6000 as my 2019 contribution and I'm wondering what stocks I should look at. I'm 27 years old, have a long term time horizon, and I'm very comfortable with a lot of risk. Looking mainly for growth at this point. I currently have 30% of my account in the following (wxm, iwo, xsu, tdb3055 and RBF1035) (pretty well equal amounts). In addition I hold T, rY, BNS, JE, Enb, dol, ala, cjr, and fts all set up in Drips in roughly equal amounts. I also hold about 10% of my tfsa in ABM, EDT, loto and GQ for risky plays, all of which are down 50% except abm which is up 50%. what do you suggest adding at this point? Thanks so much!
Read Answer Asked by Danielle on March 08, 2019
Q: Long term TFSA. I am currently down 11%BNS;26%GUD;8%STN and 6%SLF. Have Plus 10% weightings in all 7 stocks.
Should I add to the (current) losers or add something new or add to my (current) winners.
Read Answer Asked by Paul on March 07, 2019
Q: Telus and BCE. TransCanada and Enbridge. I generally try to aim for 5% per holding but I had a concern of too much overlap of these respective stock pairings, so I've reduced the total of each pairing to 8% from 10%. Is this still too much? On a the other hand, would 5% of all four make any sense? When it comes to diversifying in Canadian bluechips, variety is unfortunately limited if one wants dependable dividend growth.

Thanks.
Jim
Read Answer Asked by James on March 04, 2019
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