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 ??
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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.
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BCE Inc. (BCE $32.36)
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TELUS Corporation (T $22.13)
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Gildan Activewear Inc. (GIL $74.75)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B $79.85)
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First Capital Realty Inc. (FCR)
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Cineplex Inc. (CGX $11.91)
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Stella-Jones Inc. (SJ $78.84)
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Magna International Inc. (MG $64.40)
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iShares S&P/TSX Capped Materials Index ETF (XMA $33.67)
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Sleep Country Canada Holdings Inc. (ZZZ $34.99)
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.
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.
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Sylogist Ltd. (SYZ $7.57)
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TELUS Corporation (T $22.13)
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WSP Global Inc. (WSP $283.56)
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CAE Inc. (CAE $37.05)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $203.57)
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Spin Master Corp. Subordinate Voting Shares (TOY $22.19)
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
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BCE Inc. (BCE $32.36)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.22)
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TELUS Corporation (T $22.13)
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Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
Q: What is your opinion of this company going forward. How would you rate it against Telus or Rogers?
Harold
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?
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Bank of Nova Scotia (The) (BNS $88.99)
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Canadian National Railway Company (CNR $130.32)
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Enbridge Inc. (ENB $67.61)
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Loblaw Companies Limited (L $54.27)
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Sun Life Financial Inc. (SLF $81.32)
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TELUS Corporation (T $22.13)
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Constellation Software Inc. (CSU $4,281.59)
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Fortis Inc. (FTS $67.52)
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Thomson Reuters Corporation (TRI $232.90)
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.
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
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
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Bank of Nova Scotia (The) (BNS $88.99)
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Enbridge Inc. (ENB $67.61)
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TC Energy Corporation (TRP $72.15)
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TELUS Corporation (T $22.13)
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Emera Incorporated (EMA $63.76)
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
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.
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TELUS Corporation (T $22.13)
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Fortis Inc. (FTS $67.52)
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Vermilion Energy Inc. (VET $10.72)
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Chartwell Retirement Residences (CSH.UN $19.08)
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Premium Brands Holdings Corporation (PBH $92.96)
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
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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.
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
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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.
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BCE Inc. (BCE $32.36)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.22)
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TELUS Corporation (T $22.13)
Q: I currently have no weighting in the telecom sector. What is your favourite telecom for a non registered account?
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Bank of Nova Scotia (The) (BNS $88.99)
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Enbridge Inc. (ENB $67.61)
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TELUS Corporation (T $22.13)
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Algonquin Power & Utilities Corp. (AQN $7.59)
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?
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Photon Control Inc. (PHO $3.60)
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Bank of Nova Scotia (The) (BNS $88.99)
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TELUS Corporation (T $22.13)
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Open Text Corporation (OTEX $50.51)
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Knight Therapeutics Inc. (GUD $6.23)
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.
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.
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Bank of Nova Scotia (The) (BNS $88.99)
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BCE Inc. (BCE $32.36)
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Enbridge Inc. (ENB $67.61)
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TELUS Corporation (T $22.13)
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Constellation Software Inc. (CSU $4,281.59)
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Fortis Inc. (FTS $67.52)
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Brookfield Renewable Partners L.P. (BEP.UN $34.91)
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Algonquin Power & Utilities Corp. (AQN $7.59)
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Open Text Corporation (OTEX $50.51)
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Premium Brands Holdings Corporation (PBH $92.96)
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?
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Sylogist Ltd. (SYZ $7.57)
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TELUS Corporation (T $22.13)
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Constellation Software Inc. (CSU $4,281.59)
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WSP Global Inc. (WSP $283.56)
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CAE Inc. (CAE $37.05)
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Boyd Group Income Fund (BYD.UN)
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Great Canadian Gaming Corporation (GC $44.98)
Q: Following your balanced portfolio. Do not have above stocks. Can purchase 1 or 2 after selling engh. Which should I buy?
T Steve
T Steve
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.22)
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TELUS Corporation (T $22.13)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $43.63)
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
Thanks, Elizabeth, Hamilton
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $49.22)
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TELUS Corporation (T $22.13)
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Shaw Communications Inc. Class B Non-voting Shares (SJR.B $40.48)
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!
Thanks!
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BCE Inc. (BCE $32.36)
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TELUS Corporation (T $22.13)
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Fortis Inc. (FTS $67.52)
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Algonquin Power & Utilities Corp. (AQN $7.59)
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.