Investment Q&A

Q: Thoughts on te quarter?

Thanks

Dave

Q: Could you compare these two for a 2 to 3 year hold and do you prefer one over the other? Thanx.

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

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!

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.

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.]

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

Q: I'm wondering if AEM is still a buy at this price, or could you recommend the price when you would buy AEM? Is there another gold stock you would choose with good upside and as a solid company? Thanks.

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 ?

Q: I own WELL and am still up in a non-registered account. Would you consider a sell and switch to VHI for better future growth?

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.

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

Q: Hi 5i Team - Your three portfolios for Canadian stocks are very valuable and this includes the updates which I pay close attention to. Just wondering if you have considered developing one or more portfolios of U.S. companies, not necessarily using all the same criteria as for the Canadian ones, but something along the same lines.
Thanks.

Q: Given this morning's announcement and stock reactions, would you consider switching from BCE to either Telus or Rogers?

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?

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.

Q: Hello,

My son has saved a bit of money and expressed an interest in equity investing.

He does not value, yet, the value of "paid for" advice and has selected 5 stocks his friends have suggested.

I would appreciate the names of 4 or 5 stocks from the growth portfolio that are currently out of favor or have significant runway.

Thank you

Q: If I was to start a new account with the holdings on your Balanced Equity Portfolio today, would I match the current month allocation for purchasing each holding? Is there any other advice you have re starting an account mirroring the Balanced Equity Portfolio?

Q: I own both of these and have a similar loss in each. Want to reduce amount of telcos. Which would you sell for a loss, or would you reduce both by half. Which would you keep for the longer term or some of both. Retired. Like the income but want some growth. I'm OK to hold for longer term.
Thank you.

Q: Hello 5i team, I am a young professional early in my career. I am looking for your top 5 stocks for 20+ year hold. No preference on risk or industry.

thank you