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Amazon.com Inc. (AMZN)
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Meta Platforms Inc. (META)
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Alphabet Inc. (GOOG)
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T-Mobile US Inc. (TMUS)
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BCE Inc. (BCE)
Q: I bought my first 100 shares of BCE on Oct 22, 2014 at $47.79. Ten (10!) years later it is $38.94/share. I estimate that over those 10 years I have received $32.34 in dividends - so that helps. But holding a stock whose share price is down 20% after 10 years is not something to be proud of.
I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.
Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.
If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.
For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?
I am torn with what to do with my BCE shares. Sell all, sell half, buy more? I am trying to maintain a diversified portfolio by having exposure to the Telecom Sector, and I am not interested in replacing BCE with Telus, Rogers, etc. I already own Telus, and am down on that as well.
Telecom stocks make up about 7% of my portfolio today (my target was 8%), so if I sold BCE my % in Telecom stocks would decrease further.
If I sold any or all of my BCE, the first choice would be to replace it with something in the Telecom sector from the US (not Canada!) to keep it from falling too far away from my target of 8%. What US telecom stocks would you suggest that are performing better than BCE, T? The Telecom sector has NOT been the place to be this year, and the future does not look any better, so it is hard to maintain my sector diversification target.
For a moderate growth investor with a medium risk tolerance, what % of the portfolio would you suggest be in Telecom stocks? Is an 8% target too high?
Q: Can you please give your opinion on which of these two companies will be most negatively affected going forward by:
- disruption
- competition
Which has the best outlook for its:
- balance sheet
- business growth
- dividend growth
Ultimately if you had to sell one or choose only one for a long term investment, which would it be?
- disruption
- competition
Which has the best outlook for its:
- balance sheet
- business growth
- dividend growth
Ultimately if you had to sell one or choose only one for a long term investment, which would it be?
Q: Based on 5i member questions/responses, I moved some Comms sector ownership into TMUS in May this year. It has steadily marched ahead, and has achieved two years of appreciation (>30%) in 5 months. RSI is high. Analyst's Target Prices are being hit.
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?
I don't see any metrics that say it is much better, growing company.... so I am planning to lock in profits. Is there any metric that you see, that would say it is Buy right now?