Investment Q&A

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Q: I get most of my income from dividends. Please name 4 sectors where dividends might be relatively Less likely to be suspended and 5 companies that will do best with the criteria mentioned. I understand that at this time it is hard to project but I ask for relative possibilities with the current situation that may change. 
thanks 
Yossi

Q: Hi,

I purchased these utility and telecoms largely because of their low beta. In the recent downturn, they fell as much or more than hi growth stocks like SHOP, FB, AMZN or NVDA. AQN was down over 40%?? How do you account for that? Seems to me I'm better off ignoring 'safety' and going for growth?

Q: I know Telus has a tele health department. What are your thoughts about it at a time like this for the company? What are some other companies that are involved in the space that you like?

Q: What happened to Telus today? Did I miss something?

Q: BCE.CA or Telus? Which one would you buy today or in the near future and why?
Thank you.

Q: HI Guys
I have never used any margin to do any investing but thinking of when I was around in 2009 and some CDN banks were yielding over 10% and wondering afterwards why I did not but more of these, suddenly, high yield "safe" investments. Afterwards it stuck myself how nice it would be to have that yield for life! So this time around I have no debt, a house paid off, and considerable assets, so was thinking of borrowing a bit to see if we could take advantage of this unfortunate downturn. So wondering if you could suggest 5 CDN companies to invest in, in 5 different sectors, and whose stock value has dropped considerably. Companies that have great risk management, have rock solid balance sheets, that are now yielding above 5%, and whose stock you could see substantially higher when the market swings up again, or at least will maintain their dividend. Thinking in terms of time - at least a year or two here.
Much thanks for all your guidance through these tough times.

Stuart

Q: Hi
Interested in buying bce or telus. Which do u prefer and would u buy now or wait. Thanks Clare.

Q: Hi 5i,

In following up on Willies question on 5G rollout for these three, could you add some risks for those still using Huawei equipment? I believe BCE is using Nokia, T is using Huawei and RCI I'm not sure.

Thanks,
Chris M

Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,

Q: Hi 5i,

In my non-reg account I prefer to hold stocks that I can hold onto for a minimum of 3 to 5 years and possibly 10 to 20, that have a yield of around 3% to 5% with the stock price growing +/-5% annually.

Having said that, I am looking to add a stock that would be equal to approx. 1% of total portfolio value.

I am considering adding to my renewable utility stocks (BEP, AQN, INE and BLX which currently total 7.5% of total portfolio value), bank stocks (TD and RY currently 6% of total portfolio value) or telecommunications (Telus or BCE currently 0% of total portfolio). My concern with T and BCE are the current CRTC talks and what may be the market reaction to any deemed negative outcome.

Other than the above listed stocks do any others come to mind that you would recommend at this time?

Please deduct for multiple questions as you see fit.
Thanks!

Q: Hi Team:

What is your take on today's Telus announcement of 1.3 billion equity offering? I have 500 shares in my portfolio and having gain of 10%.

Thank you.

L

Q: Anything of note on the significant drop in Telus today. I have held since it was $40. Decent yield at 4%

Q: Telus is having a solid pull back today - I believe on news of it's capital raise at $52. I've been a long time holder of the stock but had to sell to assist with a house transaction. I enjoy it's capital appreciation and consistent dividend growth. Is now a good time to re-enter given that I mostly mimic the BE Portfolio and currently have no telecom exposure?

Thanks!

Q: I have some extra room in my existing telecom allocation and am looking at adding TMUS and dropping SJR.B. Or should I just add further to VZ or FIVG to continuing increasing my US exposure and currency diversification? I am retired but do not depend on the income from this portfolio which is intended to be widely diversified and focused on dividend growing solid companies.

Q: Which Canadian companies can China hurt the most especially with these new charges against Huawei. today. How does Sunlife and Manulife fit into this question?
Thanks, James

Q: Why would a company like telus do a stock split at its somewhat low price? Usually stocks don't split in this price range.

Q: What do you think of Telus' quarter?

Q: Can you name 8 companies with good balance sheets that I can buy long term bonds in. I may go out up to 25years.

Q: What companies will benefit the most with the role out of 5G. I own both T & BCE for over 10 years: will they benefit in terms of increased activity - data and cloud computing?