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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: Telus today reported a 10% increase in its dividend, but I think it meant 10% for all 2015 including the previously announced 5% dividend increase from Spring 2015 of 2 cents from 40 to 42 cents. If my understanding is correct, then the Telus dividend increase is overstated and Telus is guilty of taking credit twice for the same positive news. Full disclosure - I have a full position in Telus and am well satisfied. Can you provide a general comment on companies taking credit for the same news more than once. If so, the politicians have competition.

Thanks as always to the work of the team.
Read Answer Asked by Pat & Cyril on November 06, 2015
Q: Please provide your analysis on TELUS' stock in the next 6 months, what are the key risks and opportunities ahead for this business?

-Should we expect growth within core services of wireline, wireless?
-Given CRTC's ruling for pick and pay TV packages and also the change to 2 year cell phone contracts (exit contract free of charge after two years - what is the impact of these regulation changes on TELUS?
-What is the impact of losing the acquisition battle with Rogers on acquiring Mobilicity? Does this immediately impact TELUS' stock price?


Read Answer Asked by Michael on July 20, 2015
Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL
Read Answer Asked by Dennis on June 01, 2015
Q: Hello Peter, thanks to the extra $4500 in TFSA room and some additional uninvested cash, I'd like to now add two stocks from your Growth portfolio to my TFSA (where, of course, one prefers one's largest gains to occur). I already have full positions in AVO, DHX, XTC and GUD. Can you please recommend two choices based on current prices. (I know you have favoured CDV and CXI very recently, but given the large gains I've missed in the last month, I worry about pulling the trigger on those.) Also, kindly suggest a good current choice from your balanced portfolio for my non-registered account. (I already own AW, ESL, FCR, HCG, MDA, BIN, SJ, and WPK amongst others.) I was considering TELUS? Thanks in advance! James
Read Answer Asked by James on May 05, 2015
Q: Hi! I don't have much exposure to interest rate sensitive sectors such as telecoms, utilities, REITs, etc. With rates expected to rise eventually (we think!) would it be prudent to wait since historically there seems to be a short-term overreaction in the market and a short-term sell off even though longer term the impact is negligible. Should I start building a position in these Companies now or wait for a short-term interest rate correction or half now and half later. Also, do you prefer Telus over BCE and do you think the Conservatives desire for a 4th carrier will subside eventually or only with a change in government?

Thanks for your help,
Jason
Read Answer Asked by Jason on April 01, 2015
Q: Hi 5i team. It would seem that you don't have one of the main telecom Co's under coverage. I, too, do not have a telecom in my portfolio, even though, as a retired, income invester, that is against the majority of advices. My main reason is that there are two things that affect profit negatively; competition and regulation. They have got both. It wasn't always the case. I owned BCE in the 90's and sold when Nortel (which they owned) got to over 80$ and achieved a ten-bagger. I'd very much like to know what your reasons are for not including the sector. The reason is that I'm thinking of going back in. The companies in the sector seem to have settle down and have exchange the golden goose of land-line for the golden eagle of internet/media. Even though there isn't going to be big catalysts like NT for jumps in growth, they yield a goodish dividend and give you a bit of growth. They might even end up like the banks,i.e. become a government sponsored oliopoly. Your thoughts would be much appreciated. Thanks as always. Henry
Read Answer Asked by Henry on November 03, 2014
Q: Telus has a health care division (who knew?) that is generating 5% of its revenue, employing 1600, and according to the CEO, "...we've got the tools to be a major player in that business and it's one of our fastest growing business areas now as a result." The Telus investment seems to be in the area of Electronic Medical Records where I recall the Ontario Govt. here misspent $1billion not long ago under eHealth, before pulling the plug on the whole mess, and going back to the medical IT ways of 40 years ago. (My Family Dr., in his 40s, still writes prescriptions by hand, but keeps all my records on his laptop showing he's computer savvy, and I can't contact him electronically.)

Do you see Telus Health as having the knowledge and patience to succeed here in what seems to be a high risk area? I know 5i must be working on a Telus report since the stock's been in the model P/F for 2+ years but I can't find any earnings or EBITDA numbers for this division in their financials. Do you know? I've happily owned this stock for several years and it's in my Top 5 weightings; do you see risk or reward on the horizon with the health care part? Thanks, J.
Read Answer Asked by Jeff on September 29, 2014
Q: I have held Telus in my RRSP account for decades and it has grown to be a huge part of my portfolio. I feel that I should trim it back substantially, although I'm having a difficult time trying to figure out what to replace it with. I have always liked its stability and have taken advantage of the DRIP.
My question is, when trimming should it be done all at one time or over a period of time and also, could you recommend 4 or 5 quality stocks to replace it with without regard for sectors.

Thanks so much
Read Answer Asked by Rose on September 05, 2014
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