Investment Q&A

Q: Good morning, As a retired investor who can handle moderate risk I'm looking to add to my consumer staples holdings in an RRSP, for both growth and a dividend. My only current holding in this sector is Proctor & Gamble (PG). What would be your top 3 picks in Canada and top 3 picks in the US, ranked please, for a new consumer staples holding?

Q: I would very much appreciate your views on this firm.
How do QBR metrics compare to other Canadian telecoms?
Is the 3.4% dividend sustainable?
Debt level?
Cause of growth in 2025 – is there a viable growth trajectory? Reasons to think it will continue?
Thank you for your valued views.

Q: Hi Team,

Is this a value trap or does it seem like the CEO is doing a great job with capital allocation and the valuation looks attractive for the long term?

Thanks

Q: If you were looking specifically at dividend safety and dividend growth, what would you prefer to own, JNJ or PG and why? is there another dividend growth company you would prefer for a US dividend account?

Q: I am relooking at the Fixed Income portion of my portfolio. The bulk is bond funds, but it also includes a few GIC’s and a HISA. But what about Preferred Shares, EIT, FIE, TXF, and UMAX, all of which I hold STRICKLY for their distributions? I am currently grouping them in with my dividend stocks but maybe they should be included in Fixed Income? EIT and FIE have paid out the same distribution for ten plus years. Thanks.

Q: Good morning, I am presently down about 30% and wondering whether to just let it be, and wait for a comeback at some point, or sell and deploy funds elsewhere, and if so, what might you suggest as an alternative, keeping in mind that if I sell and invest elsewhere, I would need to make about 50% just to get back to breakeven on my original OXY investment. Thanks

Q: I have held BCE for about 3 years now. Cost of $20K and it's worth $13.5K now. Down $6,500... 34%. Wondering if it makes sense to sell half of my BCE (about $7K) and buy $7K worth of Telus to try and leverage any potential gains across both rather than just one. I guess, wondering if splitting my investment across two of these telco's makes sense ... and a brief reason as to why (or why not) I should do it.

Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks

Q: Hello,
What do you think of switching Telus to ZWU.
Telus is in my TFSA account and i am currently down 10%.Also, what is the risk of ZWU ?
Thanks!

Q: TRP’s share volume in NY was 108% above daily average volume today. Is this related to conversion of preferred shares to common? Share price has also declined for several months. Is TRC a good addition to a portfolio that is overly aggressive, and where the investor wants to add some securities to make things less uneven? What are TRP’s prospects vs. KMI and ET. Do you prefer either of KMI and ET over TRP (ignoring dividend tax credit) ?

Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks

Q: hello 5i:
regarding the subscription receipts: they are currently selling for less than the stock price. If I have this right, I can buy the receipts and then convert them to regular shares. Why would I not do that, rather than pay the current stock price?
thanks
Paul L

Q: Hello, I would like your opinion of BCE. I have had a position in BCE, on and off, since 1996. I sold it last year for tax-loss reasons, bought and sold it again twice since for tax-loss reasons again, riding it from 48$ to 29$ recently. From June 26th, I will be able to buy it again after 30 days, probably at or below my last selling price. I suspect I suffer from « official » loss aversion by wanting to buy it again instead of moving on and buy something else, like BTB REIT, for income (like BCE), for less capital and the same income without income tax as a bonus. So, if I were a potential new investor in BCE, for income and some growth, would you recommend it for a long term hold? Are the dividend cut and PSP investment enough to lift BCE out of its hole? Thanks!

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