Q: I have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.
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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.
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BCE Inc. (BCE $32.92)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.63)
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TELUS Corporation (T $18.34)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.66)
Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted
Ted
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BCE Inc. (BCE $32.92)
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Pason Systems Inc. (PSI $12.21)
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TMX Group Limited (X $51.30)
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goeasy Ltd. (GSY $140.00)
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Trisura Group Ltd. (TSU $40.74)
Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.
I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?
On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?
Thank you very much for your help.
Gary
I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?
On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?
Thank you very much for your help.
Gary
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BCE Inc. (BCE $32.92)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A $170.02)
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Capital Power Corporation (CPX $61.33)
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Extendicare Inc. (EXE $20.55)
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North West Company Inc. (The) (NWC $49.21)
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Alimentation Couche-Tard Inc. (ATD $76.33)
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
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BCE Inc. (BCE $32.92)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.63)
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TELUS Corporation (T $18.34)
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Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.66)
Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.
A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.
A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.
Q: I have a large loss in BCE in my TFSA. I want to sell it. Should I do it now or wait until Jan. What stock should I buy to make up for my losses quickly. I already own PNG and CLS and NBIS.
Q: Good morning. I would like to harvest some losses on Bce with an eye to an eventual buyback of some or all of the shares. Could I have your opinion on using RING as a proxy.
Q: Your thoughts please on the quarter?
THX
THX
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BCE Inc. (BCE $32.92)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.63)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.03)
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Enghouse Systems Limited (ENGH $20.43)
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Brookfield Infrastructure Partners L.P. (BIP.UN $50.15)
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Northwest Healthcare Properties Real Estate Investment Trust (NWH.UN $5.48)
Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?
Q: Looking a few yrs down the road , do you feel companies such as this will kill the business of companies like BCE, Telus and all the others with towers .
Q: I want to raise a bit of cash for a balloon payment on my mortgage. I can sell BCE at a loss, which would offset good gains earlier this year. Alternately I could sell NTR for a slight profit. I also own a bit of Telus (also at a slight loss) but no other Ag stocks.
Which would you be inclined to sell?
(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)
Which would you be inclined to sell?
(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)
Q: Long time holder of BCE. What are your thoughts on the BCE announcement of their updated 3 year plan? At the time of writing this ?, BCE Monday morning is down 3.7%. RBCDI's reaction is "incrementally positive". Your thoughts?
Thanks....Steve
Thanks....Steve
Q: Thoughts on the investor day ? ( part of your income portfolio so not a question please)
Thx
Thx
Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets
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BCE Inc. (BCE $32.92)
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Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.63)
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TELUS Corporation (T $18.34)
Q: In a recent G&M article, Bell and Rogers could soon have competition for direct-to-cell customers from Starlink.
What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?
What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?
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BCE Inc. (BCE $32.92)
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Enbridge Inc. (ENB $67.93)
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Canadian Utilities Limited Class A Non-Voting Shares (CU $42.23)
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WSP Global Inc. (WSP $244.45)
Q: My wife owns BCE, CU and ENB in her TFSA. She has a 10-20+ year timeframe.
Would you rate any of the three as a SELL or trim?
Can you suggest a replacement to BUY in the Industrial sector.
Can you explain the reasons for the BUY/SELL? Thank You.
Would you rate any of the three as a SELL or trim?
Can you suggest a replacement to BUY in the Industrial sector.
Can you explain the reasons for the BUY/SELL? Thank You.
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Alphabet Inc. (GOOG $320.12)
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NVIDIA Corporation (NVDA $177.00)
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Bank of Nova Scotia (The) (BNS $96.94)
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BCE Inc. (BCE $32.92)
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Toronto Dominion Bank (The) (TD $83.93)
Q: I am in the process of sending my daughter funds to start a TFSA. She deals with Royal Bank. Can you suggest what is best for her to start. Mawer Mutual Funds or GIC's, or? Any suggestions would be greatly appreciated!
Thank you Gordo
Thank you Gordo
Q: I hold both BCE and Telus. Would selling BCE and purchasing Telus be a sound move or is the diversification of the two Telecoms still valid?
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Microsoft Corporation (MSFT $492.01)
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Bank of America Corporation (BAC $53.65)
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JPMorgan Chase & Co. (JPM $313.08)
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BCE Inc. (BCE $32.92)
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Constellation Software Inc. (CSU $3,382.25)
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Intact Financial Corporation (IFC $285.40)
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WSP Global Inc. (WSP $244.45)
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goeasy Ltd. (GSY $140.00)
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VanEck Junior Gold Miners ETF (GDXJ $109.28)
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Topicus.com Inc. (TOI $131.57)
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Lumine Group Inc. (LMN $31.30)
Q: These stocks are all losing ground lately in my portfolio. Please reply in what order and at what price you would add to them I want to ensure I add valve at this point;
Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks
Also should i add to my holding in GDXJ? or start a position a silver stock (please recommend several in order of preference ) same recommendation for US bank ETF....Thanks
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Illumina Inc. (ILMN $131.45)
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Pfizer Inc. (PFE $25.74)
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BCE Inc. (BCE $32.92)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.06)
Q: Greetings 5i team, I need to harvest some tax losses and these 4 stocks are my candidates, my question is regarding buy back strategy. (1) I intend to buy back PFE but in my RIF vs CASH account; (2) I intend to buy back both ILMN and BCE; (3) not planning to buy back FSZ; (4) not planning to use proxies for any. Does this make sense or would you do it differently? Thank you.