Q: how low do you think the two telcos can keep going. at over a 10 year low now and even the unbelievable dividend [if it is not cut] does not stop bloodbath from going on and on day after day.
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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: Hello 5i Team,
I was thinking about adding to my EMA position until I read last week's dividend growth forecast reduction to only 1% - 2% per year instead of its historical 4% increase. While the "going in" yield is attractive at over 6% now, would the reduction in dividend growth stop you from putting more money into this company's stock?
As an alternative, I was also considering adding to Keyera - lower initial yield, but dividend growth in the 4-5% range annually.
How would you compare these two in terms of payout ratio, debt management, and total return prospects over the long term?
Many thanks,
Brian
I was thinking about adding to my EMA position until I read last week's dividend growth forecast reduction to only 1% - 2% per year instead of its historical 4% increase. While the "going in" yield is attractive at over 6% now, would the reduction in dividend growth stop you from putting more money into this company's stock?
As an alternative, I was also considering adding to Keyera - lower initial yield, but dividend growth in the 4-5% range annually.
How would you compare these two in terms of payout ratio, debt management, and total return prospects over the long term?
Many thanks,
Brian
- Suncor Energy Inc. (SU)
- Imperial Oil Limited (IMO)
- Canadian Natural Resources Limited (CNQ)
- Cenovus Energy Inc. (CVE)
- Tourmaline Oil Corp. (TOU)
- iShares S&P/TSX Capped Energy Index ETF (XEG)
Q: Looking to add some large cap oil exposure, I’m having trouble deciding between the 3 large caps or just buying the XEG etf. Any insights on where you see value/potential at this point in time? Thanks!
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Suncor Energy Inc. (SU)
- Enbridge Inc. (ENB)
- Intact Financial Corporation (IFC)
- Restaurant Brands International Inc. (QSR)
- TMX Group Limited (X)
- Toromont Industries Ltd. (TIH)
- North West Company Inc. (The) (NWC)
- Premium Brands Holdings Corporation (PBH)
- Hydro One Limited (H)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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?
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?
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.
A 4.6% yield is still decent and maybe investors will actually make more in growth than they would have in income.
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?
Q: I just initiated a position in NEE about a week ago. With the dividend cut forecast and now down about 4% in the past 5 days, do you still see NEE as a hold?
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
thanks
Q: Which of these two telco’s would you buy at the moment and why?
Q: Given that these two companies control apx. 65% of phone and internet use, what change would reverse the course of their stock price? Does the concentration of ownership and reliance on their services not bode well into the future? Thanks
Q: Thinking on getting a position in BCE A bit for growth but mostly long term dividends
Is it a buy,hold or sell ?
Do you like it for the long time
Thank you 😊
Is it a buy,hold or sell ?
Do you like it for the long time
Thank you 😊
Q: Your thoughts please on the offer from TRC capital for BCE shares. Offer is above current trading price. Thx
Q: Both BCE and Telus are down significantly today on high volume and both have broken support levels. Is there any recent news to explain today's drops. Are their dividends safe
Q: Would you sell Brookfield Infrastructure? If yes, is there a name you would replace it with?
Q: Thoughts on XDG?
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?
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?
Q: What would a good entry price for AQN be?
Do you believe the dividend is safe?
Thanks
Do you believe the dividend is safe?
Thanks
- Philip Morris International Inc (PM)
- Enbridge Inc. (ENB)
- TMX Group Limited (X)
- North West Company Inc. (The) (NWC)
- British American Tobacco p.l.c. (BTI)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
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?
Any suggestions on what to replace them with, or just stay the course?
Q: Why do you like BTI? Didn’t the UK just outlaw tobacco sales in the future to people born after a certain date? Isn’t this a slowly diminishing industry?
Q: Dear 5i team.
I see TOU has announced the regular divident payable 6/28. I understnad they intend to pay "special" dividends based on results as the FY carries on.(and as they have done in the recent past) What is the timing for these, and when/how do they declare them?
Many thanks for your help.
I see TOU has announced the regular divident payable 6/28. I understnad they intend to pay "special" dividends based on results as the FY carries on.(and as they have done in the recent past) What is the timing for these, and when/how do they declare them?
Many thanks for your help.