Investment Q&A

Q: Hi folks,
I hold BCE and Telus in my RRSP. Would like to reduce my weighing in BCE. With that money I am looking at adding to one of... GOOGL, MSFT, AAPL or VISA which would bring one of these to a 9% weighing which I'm okay with. May I have your opinion as to which one you would add to and why.
Thanks

Q: With BCE looking to sell off assets to pay down debt and Rogers buying spree, is Telus the best investment of the three?

Q: For income investors considering a long-term hold in a senior portfolio, which would you prefer for both income and some growth: Telus or Nutrien? Thank you.

Q: Hi Team. With interest rates on the decline I'm thinking REIT's will become more popular. Also concerned with Telus's struggles so thinking of selling Telus and purchasing equal amounts of Dream Industrial REIT and Granite REIT with the sale proceeds. Would you have any concerns with this?

Q: good day to the best team
what is your opinion about this cie in the near term and the utility sector in general due to the declining interest rate trend thanks for your super service

Q: Hi Peter, Ryan & Team,

Thanks for your recent report on SVI.

In a non-registered account, we own DIR.UN, but not SVI. Looking at the charts, I see that SVI is outperforming DIR.UN over all time periods. Would you endorse selling about half of DIR.UN and using the proceeds to buy SVI?

Alternatively, we own Telus in this account, which is at a loss. Would you endorse selling all of T (for tax loss purposes) and use the proceeds to buy SVI. In this scenario, we wouldn't sell any DIR.UN.

Which alternative would be preferred?

Your valuable advice is always appreciated.

Q: Hi, looking to replace Telus, (I would have a tax loss), could you recommend 2-3 companies that might have a little better prospects going forward,( better growth)and also have a decent dividend. Or do you like Telus and continue holding?
Thanks

Q: I would like to add to one or two of the above dividend paying companies I hold in my RSP.
I would appreciate your preference ranking... a short comment as well if possible.
Thanks as always
Albert

Q: Which one do you do you think would provide the best return over the next 3 -5 years?

Q: How safe is the dividend of Telus and BCE?

Q: hi 5i,
NTR,T,MG? I own these blue chip laggards. can you recommend them as BUY,HOLD, or SELL please. If any are a sell, could you suggest a few replacement names (CDN) with similar dividend yield and more (hopefully) share price growth potential? I am fine holding all for long term if you think the weakness is just cyclical.
cheers, Chris

Q: The Telcos are doing very poorly and I have them on a DRIP program. Should I take the dividends in cash instead and invest the funds in more promising opportunities rather than increasing exposure to this poorly performing sector.

Thanks.

Q: In many of your recent answers as well as your report, you mention "interest rate decreases" and that they could help stocks like Telus and BCE, TD and BNS. I am wondering how much of a decrease this would have to be, as I am reading many articles that suggest we are in an aura of higher for longer, and interest rates will not be going back to the ultra low rates we have seen in prior years. So my question is, in your opinion, what percentage decrease would we have to see before there would be some sustainable upside movement to these stocks? Thanks.

Q: how low do you think the two telcos can keep going. at over a 10 year low now and even the unbelievable dividend [if it is not cut] does not stop bloodbath from going on and on day after day.

Q: We own Emera, BCE and Telus in a dividend portfolio and notes these three stocks were down today by around 3 percent. Should we be concerned holding any of these three over the next three years primarily for dividend income? Are their dividends safe and valuations reasonable to hold and/or accumulate?

Q: Which of these two telco’s would you buy at the moment and why?

Q: Given that these two companies control apx. 65% of phone and internet use, what change would reverse the course of their stock price? Does the concentration of ownership and reliance on their services not bode well into the future? Thanks

Q: Both BCE and Telus are down significantly today on high volume and both have broken support levels. Is there any recent news to explain today's drops. Are their dividends safe

Q: In a recent question from Michael, regarding the Communication Services sector, 5i responded by stating “we think investors are better off without having too much capital invested in these fields”. I agree that owning BCE and T lately, especially for long-term holders, has been very frustrating to say the least.

For our combined portfolio, Portfolio Analytics indicates that our holdings in this sector have dropped to 5.9% (understandably) but PA still suggests a weight of 7% in this sector.

Two questions: (1) In light of sector weakness, which will probably continue for some time, what would be your suggested Communication Services sector weight? (2) Would you endorse some tax-loss selling of BCE and/or T but put the proceeds into another more promising sector?

Thanks as always for your insight.

Q: Hi,
Comparing Telus, BCE and Rogers to AT&T, Verizon and T-Mobile over the last year, the US companies seem to be outperforming (granted this is a short timeframe and others in the US top five: Comcast and Charter Communications aren't doing well either).

I was wondering if you have any thoughts about why the top three in the US are doing so much better lately than the top three in Canada. (Take credits as needed please.)

Thank you, Michael