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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: 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
Q: "Telus Corp. is warning of a “material” risk to its business if the Canadian government bans wireless carriers from working with equipment vendor Huawei Technologies Co. Ltd.
Vancouver-based Telus has worked with the vendor extensively over the past decade, and The Globe and Mail has reported that virtually 100 per cent of the company’s radio access network relies on Huawei gear."
I've read your responses to other queries on Telus. Does this (bit) of news alter your opinion that the billion dollars of infrastructure is likely already being taken into consideration. I for one would rather get rid of my telecoms than allow Huawei a foot hold.

Thanks as always
Read Answer Asked by Stephen on February 15, 2019
Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.
Read Answer Asked by KEITH on February 14, 2019
Q: Hello 5i,
I am down 11% in each Power Corp (POW.TO) and Power Financial (PWF.TO) I am holding each for the dividend as a value investor at 72 years with a 10 year outlook. You had suggested replacing them with BCE or something else in answer to someone else's question. Would that apply in my circumstance or should I just keep holding for dividend?
thank you
Stanley
Read Answer Asked by STANLEY on February 11, 2019
Q: Good morning,
There seems to be a range of anticipated costs to Bell/Telus should they be required to eliminate Huawei hardware- could you please pass along your estimates as well as the likelihood of government indemnification for these costs. Would you buy Rogers as an alternative.
Thank you.
Read Answer Asked by Brad on February 07, 2019
Q: In the event Huawei and its 5G network are banned in Canada, what affect would that have on the fortunes of the aforementioned telcos?

Thank you, Jim
Read Answer Asked by Jim on February 07, 2019
Q: I’m looking to add a 3 positions to this list. I was thinking about bns or slf. Can you give me some other suggestions from the balanced portfolio? This account is 20% of my total investments, and is for medium to long term savings. The rest is in well diversified funds. Thanks.
Read Answer Asked by Matthew on January 23, 2019
Q: Given your recommendationed percentages for sector allocation could you tell me which stocks in your balanced portfolio are utility stocks and telecom stocks and if there are none in your balanced portfolio which would be a buy at this time?
Read Answer Asked by Shelley on January 16, 2019
Q: I currently have zero exposure to the Communications sector. Do you recommend having at least one company from this sector in one's portfolio, even it it already has other dividend-paying companies (BEP.un, SLF, CSH.un, etc)? What is your favourite Canadian company in this sector, and why? Do you suggest staying with a Canadian company to address this sector in one's portfolio, or would a US Communications company be a better option? Thanks in advance.
Read Answer Asked by Jonathan on January 14, 2019
Q: My daughter TFSA contains the above stocks. She can add 1 (full position) or 2 (half position) this year. What would be a good fit for her present holdings? Would you suggest selling Stella Jones &/or Telus and replacing it with something else? She has a long time frame as she will not need the money in the foreseeable future.
Read Answer Asked by jacques on January 14, 2019
Q: Good morning,
I currently hold the following Utility and Telco stocks in my non registered account with the following weight:
Utility stocks:
AQN 3.3%, CU 4.5% and EMA 2.4%
Telco stocks:
BCE 11.70% and T 2.8%
I would appreciate your thoughts and suggestions on the quality and current weight of theses Utility & Telco stocks along with your best ideas in both of these sectors and whether or not you would replace or add to any of them.
Looking for some income and moderate long term moderate growth.
Thanks for your great service.
Read Answer Asked by Francesco on January 10, 2019
Q: I have to re-evaluate my RRSP holding now that I am converting to a RRIF. Because I am looking for 3.5 to 5 % dividends, capital preservation and some growth. Please provide the 5 best core holdings that can help me achieve this goal. Your reasons for choosing these 5 core stocks would be appreciated.
Thanks and Happy New Year

Read Answer Asked by Jean on January 08, 2019
Q: Good Morning,

Currently hold the following in my TFSA ($30,000): BNS, SLF, AQN, AW.UN, AD, SPB, BEP.UN, GSY, SIS, TOY, TSGI, PBH, MX.

Looking to deploy $3,000 and add one or two of the companies addressed in this question. What would be your order of preference in terms of combination of dividend and some growth. Feel free to suggest others.

Thank you.

Larry
Read Answer Asked by Larry on January 08, 2019
Q: Hi, the listed shares currently make up my portfolio in relatively equal portions. I was wondering--with the $6000 TFSA amount, do any of these names stick out to top up with the full $6k or partial amounts? Alternatively I have been following Savaria SIS and considering initiating a new position? Thanks so much for your guidance.
Read Answer Asked by Simon on January 03, 2019
Q: With Bank of Canada suggesting this week that interest rates will likely not rise, but with the US Fed just suggesting likely two more rate increases, what do you think of buying Canadian Dividend Paying stocks right now? I think they are generally seen as positive when interest rates stabilize, but will Canadian dividend company stocks tend to decline in sympathy with US dividend stocks? For Canadian dividend stocks (3%+) what do you see as attractive next year - i.e. ones less affected by trade wars, lack of oil supply options, possible real estate bubbles, inter-provincial disputes, possible NAFTA turbulence!!!!!
Read Answer Asked by Kel on December 27, 2018
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