Investment Q&A

Q: what is your favorite dividend stocks that you would love to buy at a tax loss opportunity. thanks I realize the assumptions I am making but would like your thoughts.

Q: hi,I have my proceeds from the ECI sale and need to invest for income. is this a good time to take a full position in bce and ipl or get back into vet or igm? Please suggest your ideas , p.s. i have a full position in BNS. thx Jack

Q: Good morning
Based on current climate and uncertainty, I started to liquidate some holding or at least profits over the last few weeks....about 30% cash...however, I would like to place some cash in income producing stocks (REIT/XHY) or other such stable stocks...I fully understand we are in volatile market..but was wondering which you would recommend 5 or 6 names for income with what we would be considered less volatile in this environment..+4%..yields...when things settle will deploy back into my core holdings...thanks

Q: With the recent sell off, have any of the above stocks (contained in either the Income or Balanced Portfolios) reached the stage where you would call them "table-pounding buys"? In other words, has the market overreacted and the pendulum has swung too far?

Obviously, there is always the chance of a continued downdraft, but at some point you just step in top up your holdings.

The Income Portfolio is sitting on 10% cash...any thought to deploying some of it soon? Thanks...Steve

Q: I want to consolidate my utility sector as I have too many.I currently own the below in my non registered account. Which would you sell and which would you add to? Below are the weightings:
EMA 5.7, BEP 3.4, ENB 5.2, FTS 5.10 , AQN 3.0, BCE 7.5, TRP 3.3
Looking for income
Thanks for your great service,

Q: Next year I have to withdraw 5.28% from my RRIF account. Instead of investing the amount in a GIC for 1year, what dividend stocks would you recommend for 1 year that gives me a good dividend, are relatively safe and has some growth. Or is better to go to a GIC?

Q: Just crystallized losses on the above and planning to buy back in a month.
Is the 30 days from the settlement date and what would you advise to do with the cash in the next 30 days while waiting?
Thanks

Q: I own the following:
ZUT - 5%, loss -9%
ZIC - 4% loss -6%
BCE - 2%, loss -19%

Would you recommend trimming any of the above?

Q: Heard some commentary that BCE is "borrowing to pay div"
and this is quite concerning. What is the payout ratio and what
is their debt level? The market seems to think their business
is not going well .

Q: You have indicated a preference for T over BCE based on growth. When I look at the analysts estimates, the earnings growth for T is 5.6% and BCE 4.6%. The forward P/E is T 16.3 and BCE 14.6. However the 1 year return to the analysts median target price is T 6% and BCE 16%. The analysts seem to feel BCE is currently undervalued. In your assessment do you disagree with the analysts assessment? Are you looking at a different time frame?
Mike

Q: What are your top 10 defensive canadian stocks that, in your opinion, will best weather a significant economic downturn and/or market correction.
Thanks

Q: I would like to add one of the Big Three telcos. Which one has the best upside in your opinion over the next 1-3 yrs?

Q: Good morning,
Looking to understand BCE 's ongoing weakness, especially relative to Telus, in light of a more than a 1% differential in yield in BCE's favour. Is the market telling us something that we are missing? Should we be buying or reevaluating?

Thank you,

Q: Good day to all. I am looking for a few very good value stocks. It seems that many investors are beginning to do the same. I am well diversified so your answer could include any sector and dividends are not that important but would be a nice bonus.
Thank you
Have a great weekend

Q: My non registered portfolio consists of blue chip dividend stocks and the goal is to keep the stocks forever and use the dividends only. I’d like to add BCE as the dividend is great, but I’m on the fence because it seems to have less growth going forward and more competition. What is the thesis for buying bce and what are the risks?

Q: Hi all at 5i, I have about 45k invested with only 5k in cash. I own all of the above names and was wondering if you were to free up some cash which of these stocks would you trim. If you think 5k in cash is enough, do you think any of these names would be good to trade for another name? Do you have any concerns over any of these names at this moment in time.

Feel free to deduct as many points as necessary.

Thanks,
Dan

Q: Now that both companies have reported, which one would be the better choice for a 3 year hold?

Q: Hi,
For an income investor, BCE is looking pretty good right now. I have about a 3% position now and I was thinking of bumping that to 4.5% once the dust settles a bit. Was there something in the recent quarterly report that you'd be concerned about over the long term?

Thanks,
Gord

Q: I just read an analysis lower his target on this stock from $61.00 to $60.75.why would an investor pay a fee/ a percentage of their total assets for such information when they can receive valuable info from this forum?

Q: I have the above securities as well as RBC Cdn Equity Inc-D shares, Sentry Cdn Income, Sentry Global REIT. I am a retired conservative dividend income investor with a company pension, CPP, annuities and Fisgard Capital for fixed income.

I currently own ECI and will sell and look for a Consumer stock to replace it (not interested in BIP...I have a full slate of Utilities). I filtered several candidates using fundamental metrics (P/E, beta, P/BV, P/CF, P/S) and technical metrics (200 dma, etc), as well as yield and price targets (for what they are worth).

I will keep my CGX and PBH. I'm looking for a long term hold (conservative, liquid stock with a good and growing dividend). My short list of candidates include CLIQ, CTC.a, PLC, TCL.A. I already flushed ADW.A, KBL, RSI and since I already have 1 food stock, I flushed L and NWC.

Please provide your insights into the appropriateness of these Consumer stocks (CLIQ, CTC.A, PLC, TCL.A) for my portfolio, given my circumstances and existing stock positions.

Are there other securities I should consider, even those that I have flushed?

Thanks for your help...Steve