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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I read an article in the paper today about something called the "Stable Dividend Portfolio". Basically it proposed that an investor select and hold the best dividend paying companies in Canada throughout the entire year. (Not buy in May and Go Away". Nor move back and forth from an emphasis on bonds to one on stocks. My questions are:
1. Have you heard of such a strategy and if so, do you agree with it?
2. What 12 Canadian companies would you select for such a portfolio?
Read Answer Asked by Les on July 04, 2024
Q: No-one who ever bought BCE (including me) expected a >9% yield. If the fear is due to potential dividend cut and/or lack of growth, wouldn’t it be better for the company to just cut the dividend by 50% now and move on?

A 4.6% yield is still decent and maybe investors will actually make more in growth than they would have in income.
Read Answer Asked by Eric on July 03, 2024
Q: We own Emera, BCE and Telus in a dividend portfolio and notes these three stocks were down today by around 3 percent. Should we be concerned holding any of these three over the next three years primarily for dividend income? Are their dividends safe and valuations reasonable to hold and/or accumulate?
Read Answer Asked by Gerry on July 03, 2024
Q: I have heard many times not to buy a falling knife. I currently own BCE and after many years I am now at an overall loss position. I am a senior and dividends are very important. What should I do, Buy more, or put a bag over my head and hold my breath, or sell?
thanks
Read Answer Asked by Martin on July 03, 2024
Q: So, Canadian Telcos are hurting……

The three control the Canadian market. Canadians pay some of the highest prices for their services. Their networks are vital infrastructure for businesses, government, and everything else.

I understand that capital investment is large and that interest rates have risen, however….. rates aren’t that high and look to be on the way down. Also, would it not take some time for increased borrowing costs to catch up with these companies?

Income….could it be any higher?

Is the problem excessive expenses? Forays into non-core businesses? Aren’t their problems easily solvable?

I’m having trouble seeing how the current low prices are not an incredible long term buying opportunity.

Comments?
Read Answer Asked by Danny on June 28, 2024
Q: I have some weak spots in my income portfolio; Magna, Telus, the REITS (CAR and GRT) and IBM.

Any suggestions on what to replace them with, or just stay the course?

Read Answer Asked by Gregory on June 28, 2024
Q: Hi
What are your favourite Canadian Stocks that pay US dividends? How do you feel about aqn? mg?
Thanks
Read Answer Asked by Carlo on June 26, 2024
Q: Dear 5i team.

I know these Qs are all asking for opinions, so appreicate your input on the following:

At what price does SPB look attractive for income and limited capital risk?

What % does Brookfield own of SPB and at what point do you think this gets cheap enough for them to take private?

What seems to be the problem with mgmt getting this business to achieve profitable growth, and create shareholder value?

Seems to me propane distribution and use business has many years of runway left in our lifetimes.

Appreciate your insights.
Read Answer Asked by Arthur on June 26, 2024
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