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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: Hello 5i,
I want to buy two stocks to balance my portfolio which is overweight in Consumer, Financial and Health Care. In my watch list I have the following stocks.
Materials: MX
Industrials: ECI, EIF, KWH.UN
IT: ENGH, SYZ
Telecom: T
Utilities: BEP.UN
Which two stocks (sectors) would you buy at the present time? If (when) there is a correction, which sectors are more likely be on “sale”?
Thanks!
Read Answer Asked by Jean-Bernard on March 15, 2017
Q: I asked this question yesterday but you did not include Telus in you reply. Could you let me know your opinion of this company.
Thanks
Read Answer Asked by Bruce on March 07, 2017
Q: Good morning gentlemen,

Which of these two securities do you believe will provide the highest total return over the next few years? I am inquiring because I have some Extra cash and a 5%. Discount on A&W looks like an enticing buy .

Thx,

KR
Read Answer Asked by Karim on February 21, 2017
Q: I took this morning's post-earnings weakness as a chance to purchase Telus, which has been on my "to buy" list for a while. There was a one-time contract issue affecting their profit this past quarter, but they seem on pace with respect to wireless subscriptions, low attrition rates, and dividend increase schedule. I purchased it in my RRSP for a 30+ year hold. Good move?
Read Answer Asked by Jonathan on February 09, 2017
Q: Looking at rationalizing my Canadian telcos and would appreciate your ranking in order of the Canadian telco options.
Is there an American telco you would prefer in that ranking?
Preferably looking for dividend income and growth in your choices.
Cheers,
Peter
Read Answer Asked by Peter on January 23, 2017
Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.
Read Answer Asked by Willie on January 23, 2017
Q: How do Canadian telecoms compare to US or European telecoms? If attempting to build a globally-diversified portfolio, which region would you suggest an investor go to for telecom exposure? Which companies would you recommend? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: If Canadian interest rates remain the same (or even go down) this year, while US interest rates rise, what effect would this have on Canadian companies/stocks in the telecom (T), insurance (SLF), bank (BNS), and utility (BEP.un) sectors? Thanks in advance!
Read Answer Asked by Jonathan on January 19, 2017
Q: WORKING ON GETTING THE SECTORS BALANCED--HAVE 3 UTILITIES AND ONLY ONE TEL COM--WANT TO ADD SEVERAL THOUSAND TO EACH SECTOR---WHAT DO YOU SUGGEST?
THANKS AND HAPPY NEW YEAR
Read Answer Asked by peter on January 04, 2017
Q: Are you still happy with T? I have held it since August 14, 2014. Since then it has increased by 24.5%, according to StockCharts Perf Chart, while RCI/B has increased 34.4% and BCE by 32.4%. Do you recommend a switch at this point? Can you explain why or why not?
Read Answer Asked by Fred on January 03, 2017
Q: I keep reading that there has been a great rotation away from income/dividend stocks into growth though I dont see much evidence of it. My TD, RB and Telus are not down at all.

Can you explain this belief and if there are examples of beaten up dividend stocks, CDN or US, can you recommend a few for long term holds?
Read Answer Asked by Graeme on December 16, 2016
Q: Since Trump's victory markets have reached new highs including the financials on both sides of the border.Note that 5I has been relatively quiet.Yet many stocks including the aforementioned but not limited to,have fallen quite a lot(some more than others.The primary reason could be rotation to other sectors.If co. specific,please advise.Please advise if it is time to start buying them,& if possible list them according to your preference.Appreciate your usual great advices & services
Read Answer Asked by Peter on December 12, 2016
Q: My "advisor" is encouraging me to switch out of Telus and buy Royal Bank instead. Rationale: Telus "is a defensive stock and will not do well in a rising interest environment".

Telus is my only communications holding, and I already own National Bank in the financial sector, in a portfolio weighted to as-secure-as-possible dividend income stream with DRIP wherever possible.

Your thoughts on this switch? I'm reluctant.
Read Answer Asked by Lotar on December 11, 2016
Q: We are involving our kids (ages 7 and 8) in choosing companies that they are interested in for their RESP holdings. They love watching their dividends get deposit into their accounts, almost as much as I do.

My son has chosen: CGX (because he likes going to the movies), L (because he sees how busy the grocery store and Shoppers are) and ICE (because he likes playing hockey and noticed how busy the rinks are where we live).

My daughter has chosen: CTC.a (because she likes to go to Sports Check to buy her sports equipment) and CARA (because she likes going to a few of their restaurant brands).

I added T, for some stability and extra dividends.

I realize this mini-portfolio is pretty concentrated in the consumer sectors. Do you have any suggestions to diversify things?

Also, given their age, what percentage of their RESP would you recommend being in equities?

Thanks in advance.
Read Answer Asked by Jonathan on December 05, 2016
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