Investment Q&A

Q: Hi Peter and Team,
For this year's RRIF payment, I need to sell approximately 14K of stocks as I've been almost fully invested over the last year, in large measure due to 5i's superb recommendations. The stocks listed above are in sectors where I am overweight. I have several questions, so please deduct credits as you see fit:
(1) If I sold CGX outright, I'd obtain roughly 14K and would reduce my total number of holdings and lower my overweight consumer discretionary stocks. Even though CGX has fallen from its lofty heights, I'm still up, especially when factoring in the accumulated dividends. Also, there would be only one sell transaction. Are you OK with this plan?
(2) Are there any others in the list that could/should be an outright sell?
(3) Or, would a better plan be to reduce holdings in each stock by taking profits?
Of course, this would mean more sell transaction fees.

As always, I defer to your recommendations, and have been rewarded for doing so. Thanks in advance.

Q: have a little money since I sold TOY do not have above stocks. Following your balanced portfolio. Should I buy 1 rebuy TOY or hold? Also what are the future prospects of SHOP

Q: What is your opinion of this company going forward. How would you rate it against Telus or Rogers?

Harold

Q: IS telus a smart buy now. Also if I buy now am I eligible for this years dividend payment? If so when do they payout?

Q: You recently answered another question in the following words.
you may be best served by a well-diversified conservative (or even balanced) portfolio. For your equity component (what ever allocation you decide) stay focused on large-cap dividend payers and weight defensive sectors generously.

If I want to stay with Canadian stocks only, please name your top 10 stocks that would fit this bill.

Thanks.

Q: comments please on the quarter?

Q: Hi.
I keep my Telco at a 5% portfolio weighting. Presently I have 3/5ths BCE. How do you recommend I fill up the other 2/5ths? All in BCE presently with positive momentum. Telus to match the 5i portfolio recommendations. AT&T to take advantage of American Dividend and Share price drop? This will be held in a registered account. Thank you J

Q: My grandson has just begun working and wants to start an investment plan with a long term objective. Could you provide your recommendation for 5 safe dividend growers that also drip.
Thanks much for the excellent sevice
GUY R

Q: The only news item I could find re Telus was an announcement that they were to support the Vancouver Santa Claus parade. Tell me that spending $150,000 on a charity event has resulted in the spike in price today.

Q: Sector Rec Now
Csmr Staples 10 8.4 (LIQ ECI PBH)
Csmr Discret 10 17.8 (GSY NFI ZZZ TOY FRII)
REITs 05 2.8 (BAM.A)
Technology 15 15.3
Financial 15 11.8 (TD NA AGF.B TSU)
Utilities 10 7.1 (FTS KWH.UN)
Industrial 10 12.0
Health 05 5.0
Energy 10 6.8 (PKI ZCL)
Basic Mtrl 05 6.7
Telco 05 0.0
--------
ETFs (VE VEE VGG) 6.0

Examined my portfolio in relation to recommended Sector weightings. Need to trim back Consumer Discretionary. I like them all; they have done well, except for FRII. I’d like to increase the holdings for Staples, REITs, Util, Energy and Telco. Could you please suggest an equity I might add for each of these five categories? Many thanks.

Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?

Q: My favorite stocks are those that go up year after year without a hitch, and have a decent dividend. You appear to favour the same kind, as above. But you have no utilities in your balanced portolio. Would you please contrast the growth rates, dividend growth, stability and safety of the above with regard to why a utility like Algonquin would not fit in nicely?

Q: Peter,
RESP first needed in 3 years with ~equal amounts of BNS, GUD, OTEX, PHO & T;
with cash for 2 more positions. What would you add or change at this time ? Thank you.

Q: About a year ago (Nov 2016), you provided 10 "forever"stock ideas. Would you still categorize those same 10 stocks as "forever" stocks today?

Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve

Q: I notice that you often recommend Telus and Rogers, but I haven't seen anything about Quebecor. However, I am up 38% over the last year. Is there something I am missing? I do like Telus, not so much Rogers. Do you like QBR.B and should I continue to hold? What news do you have in the pipeline that might make this stock not so desirable, if any? I can only find two comments about QBR.B in the past year.
Thanks, Elizabeth, Hamilton

Q: Im addressing over exposure to this sector, don't need 4 of the 'same' things.......over a six month time frame, which one or two have the best upside in your opinion?

Thanks!

Q: I own FTS BCE T. I am thinking of swapping BCE for AQN. Your thoughts please.

Q: I have a 2.5% position on this stock. Stock is down today and will like to buy on weakness or should I wait. Comments please.

Q: My son is in his early 20s and building a portfolio based on your balanced portfolio. He currently holds 11 stocks. He has no industrials, communications and only TOY in the consumer space. We are thinking of selling ADN from his TFSA and replacing it with SIS or PBH as we know you recommend growth stocks in a TFSA. He also has MX in the material sector. Is this a good plan, not necessary, or do you have another suggestion from the above list that you think is better? Thanks