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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 again, I was not very clear on my question re: additions to Canadian dividend growth portfolio. I would like your top 5 preferences out of the 10 stocks listed, which are all currently held.

The suggestions you made are fine and most of those are also held, but for various reasons including existing position sizes I want to add to the group indicated. Thank you.
Read Answer Asked by Barbara on April 10, 2024
Q: What the future prospects for BCE and T? Collectively both of these holdings represent about 3.5% of my holdings and currently under water. I am contemplating selling T and buying BCE. Once all the pros and cons for both companies are weighed, is it a reasonable positive change?
Read Answer Asked by Francisco on April 10, 2024
Q: Hi team
I am fully invested in BCE , for steady income and abit of growth, it has been hit by lower share prices
I am in a 50% position in ENB, again for steady income and abit of growth
does it make sense to sell part of BCE and use the proceeds to buy ENB
same goal, steady income and some growth

your outlook for ENB would be appreciated as well,
thanks
Michael
Read Answer Asked by Michael on April 08, 2024
Q: Greetings, the above companies are all currently held (among others) in a Canadian dividend growth portfolio. For new money, what would be your top 5 choices to add to today? Long-term hold, income and stability with growth potential are key criteria. Would also like to maintain some sector diversification.

Thank you.
Read Answer Asked by Barbara on April 08, 2024
Q: Does the decline in Telus and Bell have any similarities to the decline in AT&T and Verizon about 6 months ago? I note that the US telecoms staged a nice comeback since. Would you expect the same or are the stories different?
Read Answer Asked by Mike on April 04, 2024
Q: I believe BCE cut their dividend by 50% in 2008 during the financial crisis and restored it in 2009 the following year. In your opinion, is the company in the same financial condition as it was during the financial crisis of 2008 which may warrant a reduction in dividend? It looks like Telus also reduced their dividend during this crisis. Can you comment on why the management teams may have acted differently with their investor dividends. I would appreciate your thoughts.
Read Answer Asked by Ian on April 03, 2024
Q: Hi Peter, I'm a pensioner and hold BCE in my RRSP account mainly for the dividend with an average cost of 49.25. Why such a downturn and would you continue to hold for the dividend or is there a chance the dividend could be lowered or cut. I thought this was one of those buy and forget about stocks. Thanks
Read Answer Asked by Nick on April 03, 2024
Q: Good morning,

Thinking of selling BCE for a capital loss, and replacing with FTS. Hold FTS until ex-dividend date of May 16th, and then buy back BCE in time for their June ex-dividend date.

Reasonable strategy if no immediate near term price catalysts - good or bad - for either BCE/FTS?
Read Answer Asked by Trevor on April 02, 2024
Q: Good morning,

Perhaps I am over-thinking this, and I know there have been a lot of BCE-related questions recently. But I am starting to hear more regarding potential retaliatory measures by the Federal Government and the CRTC in response to BCE's recent layoffs, station closings and general expenditure cuts.

I wonder if you share this view, and if so, have a view as to what might be possible. Personally I find it somewhat "distressing" and distasteful that this is happening, as any retaliation will clearly impact longer-term price directionality and have significant dividend repercussions.

Thanks as always.
Read Answer Asked by Trevor on March 26, 2024
Q: I'm thinking of journaling the above inter-listed securities over to my US RSP account as a currency play (I'm expecting CAD weakness vs USD over next 1-2 years). Other than CAD dividend exchange rate fees, are there other caveats to be aware of with any of these securities specific to their US listings? I.e. liquidity on NYSE? Thank you.
Read Answer Asked by Tony on March 21, 2024
Q: Thank you sharing your insight answering my most recent questions.

BCE is getting quite a working over and I have a few questions (please deduct as necessary).

BCE next reports on May 2 (I believe) and +ive perf. is likely essential

1) How accurate has BCE been on its reporting historically?

2) How far in advance of the "official" report do they provide guidance or their anticipated performance?

3) What would some early indicators of a dividend cut or worse be? (Prior to May 2).

I suppose Telus would be subject to similar forces and in the same boat.

Thank you
Read Answer Asked by Delbert on March 19, 2024
Q: Lots of questions here -
What is the timeline for the cost cutting measures?
What are the metrics that describe the potential financial impact of the measures?
How would you rate the proposed measures are adequate to turn things around (low chance = 1, high = 5)?
All else equal, can you guess how BCE's stock price could go up with a drop in BoC interest rates, say by 0.5%, 1%, 2%, 3%?
Thanks a lot. Your guidance is superb.
Read Answer Asked by TOM on March 18, 2024
Q: In addition to several recent Q's / A's concerning BCE, I note that yesterday, 14 March, was also ex-dividend date which might have added to the pain; some owners may have picked this date to lock in a tax loss and intend on repurchasing in 30 days.
SP
Read Answer Asked by Steve on March 15, 2024
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