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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: Dear Peter and Team,

My weighting in bonds has decreased as my stocks (matching BE portfolio plus some US and international holdings) have increased. I was considering trimming some stock gains and adding some short-duration bonds. What do you think of the following two choices?

1. AT&T INC, 3.2 coupon (current Ask YTM is 2.77835%) maturing 3/1/2022
2. FORD MOTOR CREDIT CO LLC, 3.336 coupon (Ask YTM 2.71415%), maturing 3/18/2021

The goal I am trying to achieve with the bonds is preservation of capital with small returns as a bonus and reduction of portfolio standard deviation by adding low-correlation securities. Current total bond weighting is about 7.5% and I am 35 years old.
Read Answer Asked by Marc on May 09, 2017
Q: I am interested in an american telecom for RRSP

I was considering Verizon or AT&T

Please provide your thoughts on which one is presently the better buy based on
A. valuation
B. dividend growth
C. earnings

and the magnitude of the difference ( my perception is that the difference is small, but I would appreciate your thoughts.)

I would also be happy to consider any alternatives to these 2 in the telecom sector that you think has better upside. longterm hold.

thanks
Read Answer Asked by Ernest on April 24, 2017
Q: Hello Peter and Team, my question is about AT&T proposal to buy Time Warner. What I do not understand is the reason why this deal has such a negative impact on the price of AT&T shares, could you explain? I hold shares of AT&T, what should I do now? Thank you very much, Gervais
Read Answer Asked by Gervais on October 24, 2016