Investment Q&A

Q: I hold a small position in BCE. My thinking is that other than the dividend (yield), it is pretty much "dead" money for the foreseeable future. I could replace it with Telus, but I'm not impressed with its performance over the last few years. Taking sector & industry out of the equation, are there some other stocks that you like better [preferably with the potential for growth / share price appreciation & a (growing) dividend] that trade around the same price as BCE or less? Thanks once again for your great service.

Q: With the passage of bill C-5, many expect projects regarding roads, electric grids, pipelines and railways, will be expedited. Could you pls comment on the following companies, if they stand to benefit and would you recommend investing in each

Q: Hi Peter and 5i Team,

What do you make of this from the Globe & Mail for Friday, June 20? “CRTC upholds decision allowing large telecoms to resell internet services on each other’s networks”

This decision looks like it will benefit Telus. I recently sold BCE at a loss because I had lost all confidence in their ability to turn things around, especially by keeping their current CEO. However, we still hold Telus and a small amount of Quebecor. Do you think that the CRTC decision could negatively impact QBR.B?

If so, I’m considering selling it and deploying the proceeds to T, to stay in the same sector. QBR.B has given us a nice return in the short time we’ve owned it. Your thoughts?

You recently answered my question about Ts plans to improve infrastructure by spending 70 billion dollars over the next five years. Is it possible that the CRTC decision could mitigate some or all of the risk caused by this planned expenditure?

Thanks as always for your insight.

Q: What is your outlook for PPL? Short and longer term technicals are negative.

Q: Hi Team,

Can I get your analysis on this company and if you think it will continue to be a long term compounder?

Thanks

Q: May I have your opinion of best Canadian utility stock for long term hold? Thanks

Q: Would 5I give any consideration to including this name to income portfolio?or?Seems to me with a 5+ dividend and growth potential as well.Would it not be a good candidate at current price? Not safe enough? Thanks Larry

Q: Hi 5i
Given recent response to Dons question regarding todays SP drops in ENB and PPL in response to the Key deal announcement...

Where would you expect ENB and PPL to head to from here and would you consider this an opportunity to increase holdings in either one? Your preference if you have one?

What about outlook now for KEY considering stocks positive move on the news?

thx

Q: I have held Telus for 10+ years and have been fine with the results but for the last year or so I have been wondering if they could be in risk of someone providing a product to compete with them for cell and internet coverage over satellite. I am aware of a few products for internet over satellite now. I read an article about perhaps Apple of going this route for their cell phones. With the recent announcement of the increased spend for Telus how likely do you see them in the position of shrinking revenue and earnings. Has the risk of the company increased.

Q: Whats going on with these two companies both down big today.

Q: I need to increase my weighting in industrials and have been researching ITW. It seems to be a very well managed company with an outstanding return on invested capital over many decades. Yet it seems out of favour in the analyst community. Why? Would you look through the noise and buy it for a long term hold?

Q: Tsx was up yesterday so why did energy infrastructure stocks such as enb,key, ppl drop between1.5-2.3%?

Q: Your thoughts on this deal - looks like a very big acquisition - are they biting off more than ....

Q: Good evening!
Looking to add to my portfolio, and these are all high dividend payers. Could you rank them with regard to safety (primarily preservation of capital with low chance of potential problems on any visible horizon), and then also rank them from best grower to worst grower? Please take credits you think are fair.
Thanks! Paul K

Q: Senior, in 80's, have full positions in these 5 dividend paying stocks already, and have cash to invest in another 5. Suggestions please for safety first. Don't need the income; reinvesting all dividends. thanks for your help.

Q: your thoughts on this very old staple company. It's having problems close to 52 week low. I like their jam on my toast but not sure what's happening.

Very much appreciate your insights!

Q: Is there any ETF that qualifies for dividend tax credit. If there is please share few of your favourite ETF.


Thanks for your great service

Q: Your thoughts please on replacing the income portfolio with xdiv or vdy. Long term performance of 5 years is much better on the ETFs.

Thx

Q: Please comment on the year-end numbers. The company seems to be moving in the right direction. Are there any comparable U.S. or Canadian public companies that can help an investor determine if the stock is undervalued relative to its peers?

Q: Hello I have owned QSR for a long time collecting the div and reinvesting I am still a believer in the Patrick Doyle story from when he helped Dominos Pizza. I do like most of their offerings with Firehouse subs and Popeyes quickly popping up everywhere and there is always a line up at Tim's . Do you see value in this name? What is dragging on it if anything. Do you have faith that Patrick Doyle can replicate his past successes.

As always thanks for the great service