Investment Q&A

Q: I see there are stocks with an RSI near 30 and at a 52 week low; BNS, TRP, BEPC, and BCE. Also, WCN is not at a 52 week low but has an RSI at 30. I am very tempted to add to my positions at these levels. How much weight would you place on a stock's RSI and 52 week level?
Many thanks, Dennis.

Q: Hi 5i,
I wonder if you could give us some guidance. My wife holds the above in her RSP, with all being more or less a full position except for ENB at 2X, BCE, CM, and SU at 1.5X each and CHR and DXT at .5X each.
She has until the end of 2024 to convert to a RRIF and currently has $40K to contribute to her RSP and has the room for that contribution.
She would like to invest in some different names, or divest/reinvest in those she has, with an eye to maximizing value before the conversion to a RRIF and to continue thereafter. She's not asking for much - just safety, capital appreciation and income ...!
Based on this info, can you offer any thoughts on new names to add or which of the existing to either pull back on, or dump entirely if that extreme measure seems warranted?
Thank you 5i, and we wish you all an excellent holiday season.
Peter

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

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Q: These are my holding inside my TFSA. I am 25 years old and would like to know your opinion on this Portfolio and if you think these are good longterm holdings or if they could be replaced with a better investment (please indicate what company you would replace with). Also witch companies would you consider a Buy in 2023 from these holdings for my 6,500$ contribution room.

Thanks

Q: I have equal weight positions inT, BCE, TD, BNS, LB and SLF, primarily for income. Have a nice capital gain with SLF and the others are treading water. Planning to sell SLF and redeploy to CM and ENB for the higher income. Your thoughts?

Q: hi,
I currently own all 3, all with reasonable gains. I read recently that T and BCE have done most of their finer line bailouts, Rogers not so much. this tilts the tables significantly I assume towards T and BCE. I plan to sell Rogers, and add the proceeds to T and BCE. does this sound OK? and do you feel it is ok to have a 5% position in each of T and BCE now? cheers

Q: Hello Peter
I am looking at adding two stocks to my TFSA. Both stocks to be income producing stock with an upside for growth.
Are there any risks with the dividend in the 6 stocks listed
How would you rank the 6 stocks listed to fulfill my goals

Thank you
Howard

Q: Can you provide your thoughts on Charter Communications vs Canadian telecoms? Possibly comparing Charter vs. your current Canadian favourite. Thanks!

Q: Good Morning,

Thank you for the ongoing sage commentary.

Would you mind providing 3-4 dividend stocks with growth potential that are cheap at the moment?

Thank you

Q: Do you have any feel for commodities, specifically Oil and Copper, over the next six months to a year?
I would like to hide in some dividend-paying stocks.
Capital retention and some dividend gain is the goal right now.
With that in mind, I feel like this might be a good opportunity to buy Canadian banks, for the long haul and oil and commodities shorter term.
I would appreciate your opinion on my theory and these securities.
As well, any ideas you have would be great.

SLF
INTC
SCCO
UAN
SJT
CRT
CM
BCE
CHK
BNS

Thanks for the fabulous service and please use as many credits as necessary.

Q: I am sitting on significant cash holding. I understand that predicting the bottom is not a strategy, but I am looking at taking advantage of the recent pullback.

Given that most predict we are heading into a recession, is deploying 1/3 of the cash at this point a good strategy and deploying the remainder over the next 6 months.

I am looking for Income and growth over the next 3 to 5 years. I was looking at FTS, BIP, SLF, ENB, AQN, RY, TD, BCE. Is there any of these names you would not buy now?

Thanks
Tim

Q: Outlook for BCE

Q: Hi Folks,
I am looking to re-invest this quarters dividends in my RRSP account. Of the four mentioned above, which would be the best to add to at this time and why.
Thanks for your help.

Q: I am looking for the "safest" dividend paying stocks to add to the above list that will help me weather the recession that according to most commentators will last well into 2023.
5 each from the US and Canada will be of great help.
Many Thanks

Q: Hi Peter, Ryan, and Team,

In Saturday's Globe and Mail, David Berman wrote an article called "BCE’s dividend yield is back above 6 per cent. Here’s why that’s a buy signal" Portfolio Analytics indicates that we're low in the Communications Services sector, and given that Berman's back-dated numbers are compelling, we're wondering if now would be a good time to buy some more BCE. Your thoughts? Thanks in advance for your insight.

Q: Please advise of 10 companies (Canadian) I can buy in my new TFSA and add to and DIP for next 30 years , This will be my retirement.
Thank you
Cec

Q: Of the holdings in the Income Portfolio, can you suggest a few names that have the best prospects for growing their dividend over the next decade, through all market conditions?

Thanks.

Q: I've been curious about the Buffett Indicator (the ratio of total stock market valuation to GDP) for Canada. Am I correct in saying that it is about 1.7X or so, whereas it should be closer to 1:1 ? If so, what TSX stocks / sectors are pushing it up so high? I grabbed three large caps from different sectors to have a look at their present valuations...

You mentioned that BNS is historically cheap with a P/B of 1.2, so I'm guessing this one is fine.

If one looks at BCE's present P/E ratio it would be approximately brought back to 2012 levels if today's BCE stock valuation was reduced by "today's Buffet indicator overshoot".

TRP's present P/Cash Flow appears to be fairly high compared to some metrics in the past decade. Again, if the stock price was reduced by that 1.7 factor, maybe the valuation becomes more realistic.

I am only able to compare to metrics going back the past 10 years, so this may be part of the problem. Or perhaps I'm analyzing things wrong here and you have a different way at looking at this (?)

Q: Peter, if we are in for a a big long term bear market what are some canadian div payers that would suit 75 year olds that need the div? Thank you for your advice Ken