Investment Q&A

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

Q: Putting aside sector allocation considerations, which of Telus or Sunlife is likely to have the best total return over the next 5 years in a RRSP? Thank e.

Q: Which would you choose, Verizon or Telus? Currency is not an issue for me.

Thank you,

Alex

Q: Hi Team :

Telus has been retreating from $ 50 to $ 47 in a short span
are there any news or earnings that is accounting for that?
like to buy a small position for my TFSA for both income and capital appreciation
thanks

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.

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.

Q: Hi, I switched from BCE to Telus about 18 months ago for growth and dividend, but I see BCE is out performing on growth and has higher dividend.
Are my numbers correct ? And would you add to Telus within limits, as it may be undervalued?
Thanks

Q: What stocks would you focus on acquiring if a recession is around the corner?

Q: Am thinking of replacing ITP with Telus in my RRSP. Your thoughts? I have no other telecom exposure.

Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.

Thanks

Q: Would you prefer RCI.B or T for a long term hold? Why?

Q: Hi,
Why is a small sleepy company like Cogeco growing faster (than T and BCE) especially in the last one year? Would CCA be a better bet for long term growth? Thanks.

Shyam

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!!

Q: It seems that the Liberals will ban Or at least limit operations in Canada. If so,how might this impact TELUS? Thank you.

Q: I need to free up some cash for investing and plan to reduce my Communication Services. I own both T and BCE. Which would you sell here?

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

Q: Your thoughts on Telus' earnings please.

Q: Has flatlined of late. Is there any upside for Telus in the near future

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?

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