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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,

The current BCE dividend appears to be propping up the stock price.

Could you comment on the BCE payout ratio and how this recent acquisition changes that? Also book value?

How long can they could continue to pay the current dividend until the writing is on the wall and they have to cut?

Is this an emerging AQN? Purchase an overpriced second rate asset in the US to distract the buying pool from the actual deteriorating business situation.

This is a lot of stuff - however I am now taking a much more critical look at my other stocks.

Take as many points a needed.

Thank you

Read Answer Asked by Delbert on November 06, 2024
Q: Regarding LMN’s latest quarter, how do metrics compare with the early days of CSU and TOI around free cash flow and organic growth since these were the weak spots. Did CSU or TOI experience these same drops or weaknesses and how did they turn it around?
Thanks!
Read Answer Asked by Keith on November 06, 2024
Q: Looking to move some money into the bond section of my portfolio. On the more risky side looking at XHY and USHY. How would you rate these for safety going forward on the the capital gain/loss side. Also I may sell some stocks like Magna that don't appear to be doing much.

I've been listening to Howard Marks and he thinks now is the time to be leaning towards bonds and Warren Buffet has been raising cash.
Read Answer Asked by Mark on November 06, 2024
Q: for a retired dividend investor in canadian stocks which dividend payers do you think are the safest and have some growth potential. seems lately that a lot of dividend canadian stock that i have been invested in is having problems. [bce, td, t, bns, enb etc.]
Read Answer Asked by hans on November 06, 2024
Q: Hi 5i Guys,
We have generated some cash and I would like your thoughts about parking the extra cash in BCE or Telus and at least getting paid a nice dividend which greatly exceeds the interest that we're getting.
Any thoughts or suggestions are appreciated.
Thanks
Read Answer Asked by Thomas on November 06, 2024
Q: There was a question asked this summer about your favorite stocks in both Canada and the US in each of the 11 sectors. I cannot seem to find it. Could you please answer that question again ? If your answer has not changed, could you please provide a link to that past answer ?
Read Answer Asked by Mark on November 05, 2024
Q: Hi there. A question regarding Go Easy GSY. We have been fortunate to be in a profit position above 30% in this company. With 6 recent revisions to the downside and a 6 month performance of -1.7 versus the 10.51% in SPTSX would you hold into earnings considering this could be quite a volatile week? or take some profit? We hold a sizable amount in our TFSA so capital gains is a non-issue. Thanks!
Read Answer Asked by Lesley on November 05, 2024
Q: In December I moved ATD from my TFSA to my non registered account where it promptly tanked and continues to be very volatile. I'm down over 5%. Is there a rule of thumb about how long one lets a once winning stock ride before throwing in the towel? As an older senior, I don't have a lot of years to ride out the loss, but am willing to for a while if it seems reasonable.
Read Answer Asked by M.S. on November 05, 2024
Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?

Thanks for all your help,

Mike
Read Answer Asked by Michael on November 05, 2024
Q: I am an income investor. I try and purchase equities who raise their dividend by approximately at least the rate of inflation. I hold both BCE and Telus. Given the announcement today by BCE that they will not be raising their dividend in 2025, what are your thoughts on selling Telus and purchasing BCE simply due to the spread in their yields in order to pick up the higher BCE dividend as sort of a proxy to make up for the lack of an expected increase?
Read Answer Asked by Mark on November 04, 2024
Q: As a follow up to my previous question on OTEX, I would also ask that you comment on analysts downgrades related to OTEX moving towards organic growth and away from growth by acquisition. Isn’t this simply a function of its low stock price relative to earnings and cash flow? If a growth-by acquisition company like CSU bought OTEX then it would be immediately accretive to earnings because CSU trading at a high PE multiple. The same analysts would applaud CSU for its ability to grow by acquisition and call the stock a buy. I am not saying that CSU is a bad company, far from it, but I am wondering if analysts would better serve investors by focusing more on the organic growth of a company and not on what it might acquire in the future.
Read Answer Asked by David on November 04, 2024