Investment Q&A

Q: My TFSA Account is primarily made up of the stocks indicated above. In 2017, my net performance was around 2.8%. Would you provide suggestions for a growth stock with reasonable valuations that might help boost performance in 2018 and advise on a reasonable price for point of entry? Also, are there stocks that I hold that you view as a trade at this point with the goal of achieving a reasonable return with moderate risk?

Q: My husband and I hold a very small amount of Chartwell and Telus in our RRSP account. We are approximately 5 - 10 years away from retirement and have a good mix of stocks amongst all the sectors holding only about 15% in fixed income amongst our RRSP and TFSA's combined. Most of our 30 some dividend/growth stocks are ones you've recommended and we tend to be buy and hold investors. My question is when we have a couple of bonds coming due this spring (4%) would you buy more bonds or would you add to Chartwell and Telus? What do you think of Chartwell's high P/E ratio being over 100? We are still contributing to our accounts on a regular basis and could put future contributions towards fixed income if you think we're short in that area.

Q: Could I get your top two picks for Canadian DIVIDEND GROWTH stocks that are large cap and non-financial.
Thanx Ron

Q: Many of my friends upgraded to the $60 - 10GB holiday promotion plan offered by both and it seemed to be brought up at every party I went to. This would have increased my bill by 50% so I didn't do so. I'm thinking that this promotion should move the needle on spend per client and move the margins - as 10GB is nice, but most will not be able to use it. Telus recently bought Alarm Force, adding 30,000 subscribers (which won't hit the Feb 8th quarter). Do the Feb 8th upcoming earnings for both include Christmas sales? With the recent dip in BCE I'm thinking of adding to both. Your thoughts?

Q: I am looking for dividend income that's less interest sensitive then reits and utilities do you have a few suggestions thanks Barry

Q: Hi,

I'm thinking of selling Telus and buying another lo risk, good dividend co with some growth potential. What would you suggest?

Q: I own about 16% utilities - all have been falling quite a bit recently. Based on my limited knowledge of technicals, it seems that they are all at their support levels (except TRP which appears to be below that level). Is it time to buy into these utility stocks based on technicals, or does it seem that they are going to fall some more based on interest rate hike fears, so it would be best to lighten up on utilities? or just do nothing?

Q: Hi,
My retired father holds the above stocks in a TFSA in equal positions. I'm looking to add one or two more stocks with the 2018 TFSA contribution. Any suggestions?

Thanks,

Q: Why was Telus dropped from the Balanced portfolio?
At current price levels, which 3 companies in the Balanced portfolio are attractive to buy if one didn't have any?

Thanks!

Q: Hello 5i Research Team, I'm a long time follower and new subscriber to your service currently looking to reestablish a diversified portfolio. Telecom especially in Canada is still rather archaic with respect to other developed nations and I believe there's a considerable amount of room for industry growth through investment in infrastructure development encouraged by government subsidies. Meanwhile the growing trend in digital cable and satellite seems to be people cancelling their packages and opting for web-based content distribution. Do you think that these companies have found alternate revenue streams to offset for this trend and if so which of the big 3 do you feel most confident in for future growth and stability of the dividend? Also, is there any evidence that NAFTA negotiations may allow for American telecom providers such as Verizon to enter the Canadian market in the future? Thanks!

Q: I own both but an now underweight - I don't really want to add a third. Which has the best long term perspective of the two

Q: I am investing the 52000 plus whatever the amount is for 2018 in my wife's TFSA. With a 10-15 year time-frame might I be considering a couple of quality ETF's or would you advise the purchase of 5 or 6 quality stocks? What might you suggest to consider? She does like the Dollarama idea which you recently recommended. Also would you recommend holding off until the new year to get the ball rolling or invest now? Thanks

Q: By letting my winners run to overweight positions, while recognizing the importance of overall sector allocations, I am in a constant debate with myself feeling the need to rebalance. My question is regarding 3 sectors with the backdrop of assuming we are in a rising interest rate environment. Currently having a 10% Utility weight, with 0% Real Estate and Telco's, would you suggest trimming Utilities to acquire one or both sectors, if so what names would you suggest? If rates rise faster than expected, will all 3 sectors perform similar ? I watch my portfolio very close, am quite comfortable with higher risk for higher return.

Q: Trying to decide between T and BCE.. I know you prefer T but it seems to me that BCE might have more avenues of growth. What do you think ??

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?