Investment Q&A

Q: I asked this question yesterday but you did not include Telus in you reply. Could you let me know your opinion of this company.
Thanks

Q: 11:31 AM 2/23/2017
Hi Peter:

I don't quite understand your rationale for owning gold bullion, gold streamers or gold miner shares as insurance. Today you said : "The key for 'insurance' such as gold is to own it when you need it, not after." It seems to me that this implies selling your gold at a crisis time since insurance only pays off if the house burns down.

Does this mean you advise actually selling gold positions if the market plunges? Golds get hammered too in crisis situations so may not be winners either. Holding golds through a crisis is almost pointless since if you don't sell you just ride the price up and back down again and almost all golds have trivial dividends, so no meaningful income from them while holding. I just don't see the point. Much better to own BCE or RY or TRP! Would you agree?

Thank you.... Paul K

Q: Can you please provide 4 or 5 names of low volatility stocks that in your opinion are profitable and priced at a bargain ?Thanx Robbie

Q: Good morning 5i Team.
Do you believe in stocks to hold forever?
If you do, which ones would make your short list?
I look forward to reading the questions and comments daily.
Thank You.

Q: I have a question about in which sector BCE resides. According to TMX group, BCE is in communication services, while according to another website, sectorspdr.com, telecommunication companies are lumped into the technology sector ETF that goes by the symbol XLK (http://www.sectorspdr.com/sectorspdr/sector/xlk). Do telecommunication companies comprise their own sector, or should I also consider them part of the technology sector? Thanks for reading, and I await your reply.

Q: Hi Ryan can I pls have your comments on BCE 2016 results .
Market no likey.
Kind Regards
Stan

Q: I would like to initiate a full position in telecoms. Would you prefer Telus, BCE or another name for a full position? Or should I split the full position between 50/50 Telus and BCE? For up to 10 year hold in my TFSA. Thanks

Q: Could you please confirm for me that the following stocks qualify for the dividend tax credit.
$BAM.a, $CGX, $ENB, $WSP, $SLF, $BCE, $CNR, $MG and the ETF $CEW.

Thanks as always,

Vater

Q: Looking at rationalizing my Canadian telcos and would appreciate your ranking in order of the Canadian telco options.
Is there an American telco you would prefer in that ranking?
Preferably looking for dividend income and growth in your choices.
Cheers,
Peter

Q: Hi 5i team,

Trump’s speech at his inauguration reflects his commitment to protectionism and jingoism. If his push for ‘Buy American First’ indeed becomes reality, please go through the three 5i portfolio and identify those Canadian companies whose business operations and revenue will be negatively impacted. Thanks.

Q: Hi 5,
If in a hypothetical situation an election were held today in the USA and a lunatic came into power, what would be your 5 top Canadian stock picks.

Thank you.

Q: A senior in his 80s has recently inherited 200,000. We have put 100,00 into laddered GICs. We would like to divide the remaining 100,000 into 4 income investments. We would like your opinion on the following stocks. Income and safety are paramount. Please list them in order of preference and feel free to add any we have not thought of. BCE,BNS,ZPR,ENF,AQN. Thanking you in advance for your opinion

Q: Are you still happy with T? I have held it since August 14, 2014. Since then it has increased by 24.5%, according to StockCharts Perf Chart, while RCI/B has increased 34.4% and BCE by 32.4%. Do you recommend a switch at this point? Can you explain why or why not?

Q: I hold the above stocks in my RRIF and plan on transferring 'in kind' one of the stocks into my non registered account. Which one do you consider most appropriate and why?
Thanks and enjoy your time off. RAM

Q: Hi, I want to purchase a good dividend paying stock. I am thinking of either BCE or FTS. What are your thoughts on BCE and/or FTS maintaining & growing their dividend yield. Thanks.
… Cal

Q: Hi,

With CRTC declares highspeed broadband internet an essential service how does it affect telecom companies(i.e. growth, stock price)? I'm planning to own a telecom company for a long term hold(3 years), what company do you recommend?

Thanks.

Q: Any update on the sale of MBT to BCE?

Q: With no telecom in my books, is a 5-7% weighting with BCE ok?
This is with a 5-10 time period..

Q: Your response to Brian on Dec 15 included the following comment: "if you own 85% of your portfolio in high dividend stocks, then this is more of a concern".

I am a retired, conservative, dividend-income investor, with a pension, CPP, annuities, the above listed stocks and 3 income producing MFs (RBC Cdn Equity Income, Sentry Cdn Income, Sentry Global REIT).

I fit the 85% easily. I believe my portfolio is diversified by sector and by security. I also believe the securities have, for the most part, sustainable and growing dividends. I am a "buy-and-hold investor with reasonable tolerance for volatility.

Your comments and concerns please, along with any recommended improvements. Thanks...Steve

Q: I have to raise some cash in my non registered account. Please rank (with some reasoning) the named companies from most desirable to least desirable . I will likely have to sell 2 of them.
Thanks once again RAM