Investment Q&A

Q: I currently owned Rogers and thinking of selling and buying Telus instead. I am just wondering since I do have some US$ if I should buy Verizon instead because all that is going on with telco industry and CRTC wanting a fourth carrier?
Thanks
Dolores

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

Q: Hi 5i I remember Peter talking about the value of compounding using DRIPs .A guest on BNN showed the power of this using Johnson/Johnson over a number of years, very impressive! I was wondering if you could suggest 2 stocks to buy with a DRIP that I would put away in a TFSA for about 10 years. Thx for all your work. Gerry

Q: Hi Peter
I am worried about Telus performance. Is it time to sell?
Margita

Q: I currently own equal weightings of CN, Gibson Energy, IPL and Telus in my RRSP. I am selling a stock worth 5500 and would like to add the proceeds to one of these 4 stocks. Which stock do you recommend? Thank you for your insight.

Q: Would you please comment on the performance of Telus. YTD the stock is up about 3%. I am looking for some growth. Should I keep it or move on? Thanks guys.

Q: Peter

I have $55,000 in Bell Alliant(BA), $80,000 in B.C.E. and $30,000 in Telus which is approximately 8.5% of the equity portion of my portfolio . I will incur approximately a $10,000 capital gain if I sell Bell Alliant as opposed to exchanging shares for B.C.E. as per recent proposal. Alternatively, if I sold Bell Alliant, I could put the funds into Telus to provide more balance. What are your thoughts on this? Is 8.5% too high a concentration in telecommunications, given our present government's continuous threat to shakeup or shakedown the industry?

Q: Hi,

I was wondering if I could get your thoughts on the spectrum news and the downgrades the major telecoms have been getting, in particular Telus and BCE.

Thanks,

Q: My wife and I are looking to retire in 6 to 7 years and are setting up our portfolio so that we will have investments paying approximately 7% dividends in 7 years relative to the current purchase price. Could you suggest five stocks that have the best chance of growing to a 7% yield relative to initial purchase price in 7 years and continuing to rise with inflation over time? We look forward to your response.

Q: I would like to add Telus, BCE and Enbridge to my holdings for stability and the dividend. But they've gone up so much. Is this the time to buy or should I be waiting?

Q: Hi: Considering adding a single Canadian Telco to my portfolio. Out of Telus, Bell and Rogers which do you feel is the best pick?

Thanks!

Q: Hello Team
After spending quite some time looking at all the different fundamentals of these 3 telecom companies maybe you can shed some light on which one you feel I would do best in. Telus,Chunghwa CHT, or Nippon NTT.Being a contrarian at heart I always lean toward the deepest value which I feel would be Nippon telecom,However there ttm ROA is much lower than the other 2 However forward P/E, Price/sales,and P/CF values are much lower.The other metric which I find interesting is the Net income growth AVG over the last 3 years which Telus has performed much better over.
Thanks Gord

Q: I am slowly building my portfolio as per your guide lines.Currently looking at communications [telephones]I am looking at Telus and BCE. Do you have a preference? or would you recommend something else. Thanks Leonard

Q: Good day, 5i.
Can you explain the drop in Telus shares recently and confirm whether this is a good time to add to a position?

Thank you kindly,

Q: Hi,

Now that Telus has a new CEO, do you still agre with it as a long term hold?

Q: Hi Peter & 5i: It will be very interesting to see how things go with the Income Portfolio and particularly to see what changes, if any, may be made as time passes. To that end, I am wondering if you have in mind clear principles for managing the portfolio first with respect to the relative position sizes but also with the weightings between the fixed income side (bond ETFs), the common equity holdings, and the hybrids (pref shares & REITS). The original Model Portfolio had the virtue of keeping things very simple in terms of 20 positions at 5% each, with the suggestion that periodic rebalancing should trim positions that got much over 6% and look to re-allocate to positions that had become relatively smaller. The new Income Portfolio has position sizes ranging from 7% (ETFs) to 3% (Telus). Obviously the ETFs are diversified holdings in at least some dimension, so I’m not suggesting that 7% is too much. But what winds up being your flags for rebalancing? Also, with both T and BCE in the portfolio, to what extent does sector balancing come into the mix? Thanks, as always!

Q: Good morning team; in view of this mornings announcement re Entwisle stepping down. what is your opinion of telus going forward.I am currently overweight and am planning on selling some in the near future.Should I pull the trigger now or place a covered call order? keep up the great work thanx for your answer

Q: Hello 5i, I am currently invested in BA, BCE, and SJR.B., the three representing a total of 5% of my total portfolio. I am considering adding TELUS(T). IYO,would I be better off to ADD this issue, increasing my exposure to this sector, or should I consider replacing one of the three I currently own?

Q: Good Afternoon Peter and Team,
Presently I have $42K in a TFSA. I would like to run with a portfolio of 10 high quality growth stocks. I don't plan on taking any money from this account for 10 years or longer.
Right now I have holdings in:
BNS
BAM.A
FSZ
WSP
SCL
LNF
Cash
I would appreciate your opinion of my present holdings and any suggestions as to how to better construct a diversified, 10 stock, long term, growth oriented portfolio. Dividends are nice but not absolutely necessary.
Any help that you could provide would be greatly appreciated.
Thanks, DL

Q: Hi Team I have about 100k to invest for my 82 year old mother. I am strictly interested in income and security. I am not interested in etfs which stock or stocks would you recommend. She already has about 100k divided between CM and GWO which were bought about 10years ago.

Thanks
Mike