Investment Q&A

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

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

Q: Hi am looking for a couple of recommendations for conservative dividend growing Canadian stocks and would like to shy away from utilities and those sectors that might be more interest rate sensitive. I already have good exposure to banks. Would appreciate any ideas you have. Thank you. Bill

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?

Q: Do you have a preference between BCE and T? If so please state your reasons. Thanks.

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.