Investment Q&A

Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?

Q: I own come some reset preferred shares (including BCE) They have lost a lot of their value. In your opinon, will these shares regain their value.What will it take for this to happen.
Thank you

Q: I loved your article; Five Quick Fixes For Your Investments.
I am especially interested in the following: Dividend growth is far more important than dividend yield.

I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.

Q: I follow the insider trader info on the TSX website and note BCE is sold almost every day by insiders. Does this raise an alarm with your researchers.

Q: What do u think of BCE or is there some other one that u can refer

Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!

Q: BCE has been on quite a run lately. Do you think it is fully valued at these levels? Is it time to take profits (I am up 70% not including dividends)?

Q: Thank You for the great service. My question generally relates to dividend paying stocks. I own the following dividend payers, BCE, BIP, BNS, BPE,CGX,CU,EMA,ENb,FTS,IPl,PPL,RY,SLF,T,TRP,NA,TD,CNR, KBL and a few others. These dividend paying stocks make up approximately 45% of my portfolio. My question is: Is this too much of this type of security to own in one's portfolio? Thank you.

Q: hello 5i:
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L

Q: Good morning ,
I have owned BCE for several years now and I have always been happy and comfortable holding it and have done well with a "2 bagger". Lately I have heard several guests on BNN and a few analyst reports that would rate Telus ahead of BCE. Should I perhaps diversify within the sector and sell half of my position in favour of Telus or just continue on with BCE alone, or jump entirely to Telus?
You guys Rock! Many thanks,
John

Q: Hi, I have a 2/3 position of BCE and am wondering if I should top it up with this pull back? Jeff

Q: A portion of my overall portfolio is perpetual preferred shares (down 4.5%) and I am considering selling and replacing with rate-reset preferred shares. I would appreciate your comments on the two types of preferreds and your recommendation for 4 or 5 rate-resets. In addition to the BCE.PR, I currently hold BAM, GWO, MFC, and SLF preferreds.

Q: peter I hope your trip was successful.
Why the huge volume today on bce over 7million traded
Kind regards Stan

Q: Would you consider BCE a hold or sell at this time. Tx.

Q: I have been reluctant to buy preferred shares due to the anticipated rise in interest rates. However, rate reset preferreds may provide the interest rate protection I desire plus a reasonable return. Are there any rate resets on your radar?

Q: Is BCE a good buy now with BA private..... Thx

Q: My husband has mostly bonds and GIcs in his TFSA and we are looking to add a few equities. He's looking for a good dividend with little volatility in stock price. So far we have purchased Boston Pizza. We are considering adding either SLF or BCE as they have good dividends. Would either of these make sense given our goals or would you suggest something else?

Carla

Q: I have held PKI (Parkland) for some years now and am interested in your thoughts on holding the stock for at least another year. Also thoughts you might have on FRU (Freehold Royalties) on holding for another year and ditto for BCE (Bell Canada).

Q: There have been exchanges of information on BCE floating rate pfd's and D was suggested as a pure floater, suitable for one of my needs. BCE has information on their pfds in chart form. In that form, under pfd D, the following appears under "Divedend Terms". (D is under the AD heading)

Until March 1, 2018, series AD shareholders are entitled to receive monthly, floating adjustable cash dividends computed in accordance with the terms and conditions attached to such shares.

With this wealth of information in mind, I went to the 2013 annual report for enlightenment. Here's the clarifying quote.

Holders of series S,Y,AB,AD,AE,AN and AT are entitled to floating, adjustable cumulative monthly dividends. The floating dividend on these shares is calculated every month, as set out in BCE's articles of amalgamation, as amended.

Well, that's certainly worth knowing. I wouldn't want to receive a dividend which was calculated under any old terms.

Perhaps you folks could help. I only want to know what happens to the BCE D's on March 1, 2018 and subsequently, if mentioned.

Thanks. Tim......

Q: Good Morning folks,
As part of a query today you stated the following, "CPD could be replaced with a rock-solid floating rate preferred such as BCE. PRE. AD "- This symbol doesn't show but BCE.PR.A and BCE.PR.D do show on a Morningstar search. If these are what you are referring to, which would be the better?
Many thanks, Len