Investment Q&A

Q: Can both of these be held in a long term balanced portfolio? Is there overlap between them?

Q: hi 5i!
and happy holidays to everyone on this platform!
I am considering adding a US dividend ETF with $CDN hedge. can you give me your top picks based on 1) past performance ( long term but up to 20 years at most ) 2) "guess-timate" of future performance including fees ( and your reasoning ) 3) Net $$ assets 4) daily trading volume 5) dividend yield and 6) dividend growth.
take as many points from me as you need.
all the best
Chris

Q: Anything on your radar to account for 100% in 6 months and 40 % move in 1 month? Last quarter missed expectations.

Thx

Q: I have these 2 in my dividend account. Between the 2 which would you sell for a tax loss?
Merry Christmas!

Q: I’m thinking of a trade with BCE stock. My thinking is even if management cuts the dividend by half I will be making 6% with the likelihood the stock price will go up what do you think of this trade. Also what do you think of the new asset Ziply and my understanding BCE is using funds from the sale of the sports teams to Roger’s so how bad is there balance sheet really?

Q: Given all the interest in tax loss selling for BCE. What do you think of the reverse trade (buy BCE before end of year)? Or is this another Nortel?

Q: Can you suggest 5 or more Canadian dividend tax credit eligible companies that may be suitable for a long term leveraged account. Where the return on those assets could be expected to exceed the cost of borrowing over the long term and with a relative margin of safety.

Q: Good morning,

I can’t believe I am asking another question on BCE, but here we go.

The ~10% move lower over the last week….In your opinion is this year end tax loss selling capitulation, or do you think the market may be sensing a dividend cut?

Thanks as always and Happy Holidays.

Q: Hello,
I have some Telus stocks. Should I buy more, sell or hold?
Thanks!

Q: I just read that XYL might be impacted by the 25% tariff Trump is teasing to apply to China and my portfolio currently holds XYL. With this in mind, for both XYL and AWK, what % of their products are manufactured in the USA vs China?......Thanks for the helpful info.....Tom

Q: Hello Team,
Could you please recommend three Canadian "staples" stocks or ETFs with dividend.
Thank you!

Q: Thoughts on WCN for a new investment and/or continuing to hold ? Been drifting lower. How was their last earnings report in guidance ? Thank you.

Q: Telus Payout is242%,Current ratio .70,Dept to Equity 1.83, ROE-2.26, ROA 1.63. Is this not grounds to sell as its dropping a lot?

Q: Do you think BCE is a sell?

Q: Interesting potential entry point below $35 CAD today. 11.4% yield usually a sign of a dividend cut in the near future. I know the company has communicated that it intends to maintain and not grow the dividend over the next year.

What’s your take on the risk to the share price of a dividend cut at current price levels? Ie. is it mostly priced in here at $35?

Q: Is the recent deal by BCE in the USA "written in stone" or can it be cancelled by either party at this time. Looks like the deal has almost destroyed the co. Thanks

Q: I am a senior citizen now with a lower tolerance for risk and accepting of a lower rate of return on my investments for that. When interest rates increased, I invested in MM funds; now with rates going south, I am looking to get back into some more conservative stocks/ETF/Mutual funds with growth prospects.
Can you provide 5 stocks/ETF's you believe would fill this request. I am looking at Canadian but if there isa US one that makes sense, I would look at it.
As always, thanks for your advise.

Regards

Jim

Q: As an income focused investor, I'm most worried about cashflow versus capital. This approach has allowed me to comfortably weather the gyrations over the past few years. Yes, dividend stocks went down, but my cashflow was mostly secure and I slept well. I've settled on a mix of funds and individual stocks that meet my cashflow needs, using 5i for research and advice. About 20% of the portfolio value is in Covered Call funds across various sectors and fund companies, which pay 7% to 17%. This has enabled me to boost my average portfolio yield significantly, while 80% of the portfolio is in more conservative dividend paying investments. I acknowledge that the Covered Call strategy limits my upside.

Two questions: 1. What are your thoughts on this approach? 2. Is there still a robust covered call marketplace in a declining market - ie: what happens to the covered call premium opportunity?

Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always

Q: I currently hold dir.un and Xdiv both are moving down. I thought they would perform better when Interest rates are going down.

Thanks for the great service