Investment Q&A

Q: Do they pay their dividend in Cdn or US funds? Would you put QSR in registered or non?

Thanks


Sheldon

Q: The dividend currently appears to be at an all-time high. Are there currently any concerning factors that Telus might reduce its dividend? If you believe that the stock is not likely to lower its dividend, what would be the factors that would lead to a dividend decrease? And what would need to happen for Telus to lower its dividend?
Thank you very much for your insights and guidance

Q: Hello 5i team,
I am wondering if I should add (or sell) to these two stocks since they are down significantly. Telus is down because of the TIXT forecast. How much of TIXT is owned by Telus? T is almost at where I purchased the stock so my question is if there is a better telco I should purchase other than Telus for income?

Also what is the reason that NBLY is down so much? Is it simply market patience or is there something more fundamental that investors do not like about this stock?

Thank You,
Andrew

Q: I've had it with my entire pack of pref shares ( individual and ETF) and am ready to punt the lot. I'd like to replace them all with a bond ETF or even a diversified Canadian equity ETF that pays dividends. Your suggestions are most appreciated. Thanks

Q: BAM, BEP and EIF are each at about 2.7% of my total holdings. I can top up one to 5%. Which would you choose and why? And if the answer is 'none of the above', please suggest two Canadian companies with dividends >4% with some growth you would recommend, irrespective of sector. (T, NPI and SU already held and not wishing to increase my investment here at this time.) Thank you.

Q: In your opinion which company offers the best rate of return over the next 5 years?

Q: Hi, Thanks for sharing your recent views on Telus, based on the T/TIXT, reduced guidance. In your opinion, and based on recent commentary, how long it might take for TIXT to overcome the pressure on its revenues/profits and in turn, stop being a drag on its parent Telus ? The issue is that even if Telus continues to report great numbers for its core business, TIXT pressure will likely keep a lid on share price of Telus and dividend alone will not be enough to cover it.

Considering the opportunity cost of the capital for this time period, we would like to offload full or at least half of our position, over next few days, in 2/3 tranches.

Based on the technicals/charts, what is the price range, you would use to liquidate ?

Thank You

Q: What are you top ten dividend/income stocks in Canada to buy now?

Q: For total return over the next 2 - 3 years which do you favour - Rogers, Telus or BCE?

Q: Big down day for these two. Is this a great opportunity for the long term?

Q: I recently shorted some puts on VZ with the idea of locking in a "decent" ($34) purchase price and making a few $$ in advance of the next dividend. The lead wire scandal seems to open up VZ and the other telecom carriers to punitive lawsuits akin to the situation with MMM and the earplugs. Given the seemingly inevitable assignment of my puts and the grindingly long-term nature of U.S. group personal injury claims, and the words of the Clash, "Should I Stay or Should I Go?". I am a retired income investor who, at 62, still needs inflation resistance.

Q: Suncor looks attractive at this point, both for a rebound and the dividend. Would you agree?

Q: Hi,
I'm wondering what your thoughts are regarding Telus' reducing 2023 guidance. I've had it for a while and while price is under my buy in as of today's drop, dividends cover that. Do you think the reaction today is overdone, or is it time to move to something more profitable? I'm an active investor, so tend to follow the momentum. I am concerned T has been steadily losing momentum since last May 2022 and am thinking with this change in fundamental outlook, that trajectory will continue for a while. Dividends are nice to have, but are not worth having if the stock's price continues to deteriorate. It would be interested to know what you would suggest as a replacement at this time? BCE, NVDA, GOOG, MSFT, WSP, Cdn banks are all currently owned, no Health Care exposure and what seems like too much energy exposure lately. Add to something? Find something new? Cdn or US doesn't matter. Sorry - lots of questions here, so deduct accordingly.

Dawn

Q: Hi,

Can you tell me more about this ETF? Their annual dividend is 10.295% as per tmx money and looking at their holdings are solid dividend paying blue chip companies.Since June 2021 their dividends are increasing. Is this worth investing for income and is dividend safe?

Appreciate your thoughts.

Thanks, Sunday

Q: Interesting news today of sale of an asset. It seems positive. Possible makings of a turnaround? Dividend safer?

Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.

Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?

Q: Could you please rate the following companies with respect to risk for inclusion in my TFSA. They are listed as to yield from highest to lowest. KEY/GWO/CU/EMA/BIP.

Q: i know you prefer in a tax shelterd account but how would the distrbution be taxed in a cash account

Q: Hi, Telco stocks have been weak for past few months , with new 52 weeks lows. perhaps due to pressure from increased competition ( Rogers/Shaw) and rising interest rates. Many analysts have also revised their price targets lower, in anticipation of weak results and soft outlook, at least in the near term.

My question is more specific to Telus, which was hit hard today, due to lower guidance announced by TIXT. Although, TIXT accounts for only 10% of Telus revenues/earnings, but it appears to be a continuous drag for the parent co. I know, 5i hold TIXT in its portfolio and has been supporting to own the stock, despite its downward trajectory for a long time. Telus now faces not just industry challenge from its peers, but also additional impact with negative and uncertain outlook for TIXT.

In light of this, if we wish to own only one Telco, would it be safer and