Investment Q&A

Q: Hi 5i,
I wonder if you could give us some guidance. My wife holds the above in her RSP, with all being more or less a full position except for ENB at 2X, BCE, CM, and SU at 1.5X each and CHR and DXT at .5X each.
She has until the end of 2024 to convert to a RRIF and currently has $40K to contribute to her RSP and has the room for that contribution.
She would like to invest in some different names, or divest/reinvest in those she has, with an eye to maximizing value before the conversion to a RRIF and to continue thereafter. She's not asking for much - just safety, capital appreciation and income ...!
Based on this info, can you offer any thoughts on new names to add or which of the existing to either pull back on, or dump entirely if that extreme measure seems warranted?
Thank you 5i, and we wish you all an excellent holiday season.
Peter

Q: This is my selection of stocks for steady revenue (and secondarily potential growth) .Since a serious economic crisis is not excluded in my opinion ,I now plan to : 1) only keep Cies at low risk to become out of business and that should maintain dividends, based on their history and financial strength , and to : 2) sell the other stocks to buy ETF instead..

Wich stocks can be "relatively safely" kept at long term for this purpose ?

Q: I have equal weight positions inT, BCE, TD, BNS, LB and SLF, primarily for income. Have a nice capital gain with SLF and the others are treading water. Planning to sell SLF and redeploy to CM and ENB for the higher income. Your thoughts?

Q: Hello,

How low can this one keep falling? Mkt Cap - $113B USD and yet priced at 1992 levels. Ouch!

Are the divs sustainable?

What would you do?

Should I move to Verizon?

Thanks!

Q: Hello Peter,
The results were not that impressive yet the stock is surging alot.. How does one read into the results as i would not have thought the behavior to be upwards.. Any thoughts please.

Q: Hi Everyone,

You thoughts on T.US for long term income and relative safety.

Thanks

Q: My portfolio analytics is showing that I'm a bit low in my communication services sector.

Beyond the obvious telecom companies, what are some of the less obvious companies or perhaps ETFs that would fit into this sector?

Also, including the telecoms, could you rank your top few Canadian and US buys for this sector.

Thanks as always.

Q: How you compare VZ T&T in long-term income portfolio, which will be your choice.?

Thank You

Dan

Q: Good morning,

For a long term income play, do you prefer BCE or Telus in the Telco space and why? Thanks.

Q: Telecomm seems to be performing well, relatively speaking. How would you rank these telecoms for growth, dividend safety and inflation-resistance, in general? Are there other telecoms you prefer? THANKS!

Q: how do you think this company today? Is it now a time to initiate a position for a long-term hold?

Q: Would you please suggest 5 Canadian companies and 3 US companies that have dividend yields of at least 3.25% annually that have a high probability of capital preservation over a five year time frame? Thanks for your great advice,

Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian

Q: In my TFSA, I have enjoyed the returns of CM, BMO, SLF, SIS. Not so much GUD and XBC. However, still good news. Am thinking of adding one of ANRG, ATA or T.
Very balanced otherwise, willing to take on risk. Please rank or should I add to the conservative side. Please free to suggest others....CTS? Well?

Q: I hold all 3 in a non-registered account, and spin-offs from U.S. companies can bring unnecessary complications at tax time (86.1 elections requiring paper tax filing) - I just want to avoid that whenever possible. Given market efficiency theories, the value of the spin-outs 'should' be in the stock close to spin-out time. Given that, does your Bloomberg advise as to when the ex-dividend dates will be for the spin-outs of these 3? Thanks very much....

Q: AT&T has never seen such a low price for almost 30 yrs, would you suggest right now is a good time to initiate a position for long-term holding? Thanks for your great service.

Q: I have a position in T I have been holding for years for the dividend which was cut with more cuts on the horizon.
I plan to sell and replace with Verizon. I am thinking T will drop further in December due to tax loss harvesting. With this in mind is it better to sell it now or wait until the new year.

Q: Is there a Scorecard or Rating Agency, that tracks the long-term performance of different Rating Agencies and Analysts ?
On the extremes; "T" has a 50% + spread in target prices, maybe rightfully so.
The different Poles here, are two widely used Analysts. One of which is to be vastly proven wrong, pending they scramble to adjust.

Q: Good Morning
This morning Peter McKeough is recommending that T is a buy. He is forecasting a 7.7 Price /Earnings ratio for the 2021 earnings.
Is this the right time to average down on this stock?
I will appreciate your insight as always.
Thanks

Q: Currently have ~10% loss on T. Considering taking the loss and buying VZ in its place. Any concerns with this swap?

Thanks,
TJ