Investment Q&A

Q: This question concerns a well diversified Canadian portfolio (~30 holdings), focused slightly toward growth.

Looking to add to positions in ATZ, DOO, BN, BAM, GSY, KXS, TRI, PBH and T as well as initiate a partial position in WELL, all for long term holds (5+ years).

Would you rate any of these as a wait-and-see rather than a buy today? Please rate (1-10) in terms of your conviction to buy today, along with suggested target buy range [great, okay].

Thank you.

Q: I've dithered and let my position in Shaw run. To get prepared for the takeover, I'm thinking of moving in Bell, Telus and Sunlife in equal weightings. Looking for safety and dividends, any better ideas?

thanks in advance for the help,
Andrew

Q: I AM TECH HEAVY AND WANT TO REBALANCE MY PORTFOLIO. WOULD YOU PLEASE SUGGEST TWO CANADIAN AND TWO US STOCKS IN EACH OF THE FOLLOWING SECTORS. CONSUMER DISCRETIONARY, CONSUMER STAPLES, MATERIALS AND COMMUNICATIONS. I HAVE BEEN A MEMBER SINCE DAY ONE OF 5I AND RATE YOU THE BEST OF THE SIX NEWSLETTERS I SUBSCRIBE TOO. THANKS FOR THE GREAT WORK AND TAKE AS MANY CREDITS AS NEEDED.

Q: I hold both of these. Is it necessary? Do they overlap? Which would you recommend if only owning one? Which do you think will do better over 5-10 yrs including dividends?
thanks
michele

Q: I have BCE and T for Canada. VZ for USA. What additional telecom stock(s) would you recommend to round off this sector?
Thank you,
Roger

Q: May I have your thoughts and today's earnings release and forward guidance? Also comment on your opinion as to buy, hold or sell.

Thx.

Q: Hi 5i,
I was watching a recorded market call yesterday from early Feb, with Ryan Bushell. He made the case that T will outperform BCE in the coming years (he seems to be very much a long term investor) and he laid out a number of reasons why he thought BCE might underperform T. It made me look at my holdings in each and wonder if I should switch out my BCE for more T.
In reviewing them, the share price of BCE has declined just over 8% in the past year while T is down 9.3%. Their P/E is near the same, but BCE's ROE is currently 15.6% to T's 12.7%. The current yield on BCE is 6.26%, compared to 4.9% for T. Based on my purchase price, I'm earning a little more than that on each - 6.55% on BCE and 5.12% on T.
I know that Ryan's take is based on his view of the future for each name, and he thinks the future is rosier for T. But based on the numbers I've laid out above - which I recognize are all about the past and not the future - I don't see a compelling reason to jettison the BCE I hold in my RSP and use the proceeds to bump up my T.
I would be very interested on your thoughts on the two, looking ahead.
Thanks,
Peter

Q: I am tempted to trade Loblaws for Telus in my RIF. Telus has a better dividend and to me seems to have greater growth prospects. What do you think of this trade?
Thanks
David

Q: Some of my weightings have become low and wondering which one of these currently would be the value to add to.

Q: These 3 equities are part of 13 in an income oriented portfolio. SLF is the only financial. If it were you, would you sell one of the Telco.s and purchase a bank? In a word, where would you want to tilt, do you believe the better return lies with financials or with Telco.s. If one is to be sold, which Telco would you let go?

Q: I asked this question yesterday but I don't see it in the 'My Questions' section, so I ask again. I want to add a dividend growth company or ETF to my kids RESP with a 5-10 year time horizon. I already have T, BMO, and ABBV in other accounts. What do you recommend from the 5i Research stock and ETF universe as a good buy now with plans to add over time? Thank you.

Q: Hi Guys
Comparing the 2 Companies, Telus is about 5 x bigger in MCAP. I was surprised to see QBR.B had about 618 million in FCF LTM, which was about the same as Telus at 622 million if my numbers are correct. Telus is about 2x as expensive on Forward P/E.
Yahoo shows Telus having next 5year growth at 17.8% per annum, verses QBR.B at only 5.15%.
Total Debt/EBITDA is actually higher at Telus from what i see at 5.2x Verses QBR.B at 4.0x
How do you view these to companies when comparing them. Is it strictly the poor future growth of QBR.B and the smaller size that makes it unattractive ?
Thanks Gord

Q: I need to sell one of these or half of each. What is your opinion?
Diversification is not an issue.

Q: I'm looking to start a dividend paying portfolio. Can you recommend 7 companies to start out with? thanks

Q: Good day,

Can you please rank the following for me in terms of personal preference - ENB, KEY, PPL, T, BCE, SLF, TRP. I own them all, but just want to see how closely calibrated my weightings are compared to your relative rankings.

Thank you.

Q: Telus's share price has declined recently, making the dividend very attractive for income investors. What would you consider to be the biggest risk of investing in Telus? Is the stock cheap in your estimation? Would you be comfortable in buying at the current share price?

Thanks as always for your expertise.

Q: For a RRIF withdrawal, I'm thinking of switching either Telus or Open Text to a TFSA .
Which of these do you think has more upside potential?

Q: Hi, Telecom stocks have been weak over past few weeks, perhaps due to bond yields creeping higher, once again. Is there any other reason/news which could have impacted the sector ? Telus, has been particularly soft and broke its 52 weeks low, in today's trading - any ideas, why? How do you foresee this sector and BCE/T performing over 2023 ? Thanks

Q: Hi, Does the court approval of Rogers/Shaw deal create competitive disadvantage for Telus business prospects in the near and long term ? Its stock has been in oversold territory with RSI dropping around 25. It made a new 52 weeks low, in today's trading after the Rogers/Shaw news was announced. What are your thoughts ? Thanks

Q: I have very little exposure to real estate in my portfolio (app 2%) due to concerns about the effects of covid & now rising interest rates. I am considering selling app 50% of my real estate holdings (Riocan - 3000 shares) and using proceeds to increase holdings in either BCE, Telus or Enbridge.

Please give me your thoughts