Investment Q&A

Q: Hello Peter,
I am thinking of increasing my weights to more than 5 percent in fts, bce, and telus. My focus is really income with small capital appreciation looking at 5 year hold. At this point, it seems fts will give me better appreciation but bce and telus have nice dividends. Please comment. thanks

Q: I'm concerned by the decline in Telus over the past few months. BCE is also in decline and Rogers is not great either. What is happening here and should I just stick with Telus or switch to something else?

Q: I have a 5% holding of TRP in my income orientated non registered account , now at a 10% loss. I have a tendency to hold on to declining stocks for too long. Spin outs complicate my fairly
concentrated portfolio used to fund my retirement. What do you expect share price reaction to be over the period until spin out ? Any ideas on replacement ? I want to stay away from energy infrastructure and already own BEPC.
Thanks. Derek

Q: I am looking to raise some cash from my RRSP by selling 1 or 2 of the companies named. Please rank the companies from best candidate to sell to best to hold onto with a few supporting comments. Always appreciated. ram

Q: What are some blue chip higher yielding stocks on the TSX that you recommend for a very long term hold?

Q: Hello Peter,
Is Laurentian Bank worth holding at the current price as i have sold half and hoping for higher amount to 50s? What is your view on Ivanhoe Electric? Do you think the telecom space in Canada is behaving like the US with stocks not doing well other than the dividend? Thanks very much

Q: Thoughts on BCE and H as long term investments at these levels? Are they mainly income stocks at this point or do you see some growth long term?

Q: For total return over the next 2 - 3 years which do you favour - Rogers, Telus or BCE?

Q: Hi, Telco stocks have been weak for past few months , with new 52 weeks lows. perhaps due to pressure from increased competition ( Rogers/Shaw) and rising interest rates. Many analysts have also revised their price targets lower, in anticipation of weak results and soft outlook, at least in the near term.

My question is more specific to Telus, which was hit hard today, due to lower guidance announced by TIXT. Although, TIXT accounts for only 10% of Telus revenues/earnings, but it appears to be a continuous drag for the parent co. I know, 5i hold TIXT in its portfolio and has been supporting to own the stock, despite its downward trajectory for a long time. Telus now faces not just industry challenge from its peers, but also additional impact with negative and uncertain outlook for TIXT.

In light of this, if we wish to own only one Telco, would it be safer and

Q: Looking for income from bond etfs and dividend paying stocks that will appreciate in value if interest rates have peaked and gradually fall towards 3% (i.e. those that have been hit unduly hard due to inflationary fears). Suggestions?

Q: Hi

Sold both BCE and T prior to them dropping.

I am now under weight in communications by 3.79%.

Do I buy them back or would I be better off with VOX as my US holdings are doing better than my Canadian holdings over all.

Thank you

Mike

Q: In the answer provided today to Peter:

We would rank: BAM, BEPC, EIF, FTS, SIA, SLF, BNS, ENB, NPI, TVE, RY, CTC.A, T, TRP, ADN

You missed BCE. where would you place it?

Q: Retired, dividend-income investor. I am looking at topping up existing positions in BCE, BNS, TRP over the next 1-3 months, as funds become available.

Please rank them in order of :
a) Value (based on where their P/E (or whatever the appropriate metric) is currently vs over time),
b) Potential capital upside.
Any thoughts on technicals and seasonality would be appreciated.
My own thoughts are to add to TRP first, then BNS, then lastly BCE.

Thanks for your help....Steve

Q: Hi Peter and all,

I own BCE in my TSFA. and am interested if you would recommend holding longer term, given the recent news of station closures and layoffs. I assume those are good business decisions for the longer term viability of the company. Still a hold ?

Q: Hi 5i Team,

I am looking to create a dividend portfolio of 15 positions yielding around 6%. My plan is to weigh these positions equally in a non-registered account. A good number of these equities are in your income portfolio but I just wanted to get your opinion if you would swap any of these out or add anything else?

Telus
Enbridge
CNQ
TRP
MFC
BCE
TD
SLF
A&W
BEP.UN
BNS
Acadian Timber
Fiera Capital
CPD
CVD

Thanks in advance for your help!
David

Q: I currently have a portfolio with these six holdings. What would be your current top 5-10 Cdn and/or US buys to diversify the portfolio and put a large cash balance to work for a 5-10 year time horizon with total return as the primary objective

Q: Good evening 5i.

The Marketbeat site indicates dividend increases for these companies (amongst others) during the month of May. I do not see the same increases on the 5i Dividend Updates page. Is Marketbeat correct?

Thanks

Q: PLC has gone sideways this ytd compared to most of my holdings that have moved back up. It is one of my smaller holdings so wondering if it is a good time to top it up to a full position or move on to other names in the income portfolio with higher yields, likely split in BCE, TMX and SLF.

Q: Hi Peter, Ryan, and Team,

Lately, Telus is under-performing Bell by quite a lot. On days when both stock prices are increasing, BCE goes up by a greater percentage than T, and conversely, when there's a decline, BCE declines less. We own both in our combined accounts, and Portfolio Analytics indicates that our Communication Services sector should be increased. If we wish to do this, is BCE the safer stock?

Also, is there something going on here that is causing this under-performance of Telus?

Thanks as always for your sage advice.

Q: I am looking to initiate a position in Canadian Telecoms and noticed that only BCE is present in your Income portfolio (4.5 %). Nothing in Balance or Growth. No Telsus either. Could you elaborate your reasoning please.