Q: Hi Peter What your thoughts on bce bought deal financing?
Kind Regards
Stan
Kind Regards
Stan
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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: I am a retired, conservative dividend income investor, with a well diversified portfolio of stocks, ETFs and mutual funds (AD, AQN, ALA, BCE, BNS, CGX, CPG, PBH, RY, SLF, WCP, WEF, WSP, XIT, ZLB, RBC Cdn Eqty Inc, Sentry Cdn Inc, Sentry REIT, Insured Annuities, Fisgard Capital), as well as a company pension and CPP.
Question # 1: BCE is 4.0% of my TOTAL portfolio, but 6.1% of just my EQUITY portfolio. When you discuss stock weightings, is it of the total portfolio or only the equity portfolio? What general guidelines do you recommend? I use roughly 2-4% per stock, and 4-10% for either ETFs or Mutual Funds.
Question # 2: My asset mix is 65% equities and 35% fixed income. Within equities only, my mix is 25% finance, 18% utilities, 17% consumer, 4% health, 14% industrial, 9% info tech, 10% energy and 4% materials.
I am looking for a very conservative, blue-chip, dividend-paying stock (> 3% dividend) to add and I'm not sure which sector to top up. Please point me to the right sector (or two) with 3-5 stocks to consider.
Thanks, Steve
Question # 1: BCE is 4.0% of my TOTAL portfolio, but 6.1% of just my EQUITY portfolio. When you discuss stock weightings, is it of the total portfolio or only the equity portfolio? What general guidelines do you recommend? I use roughly 2-4% per stock, and 4-10% for either ETFs or Mutual Funds.
Question # 2: My asset mix is 65% equities and 35% fixed income. Within equities only, my mix is 25% finance, 18% utilities, 17% consumer, 4% health, 14% industrial, 9% info tech, 10% energy and 4% materials.
I am looking for a very conservative, blue-chip, dividend-paying stock (> 3% dividend) to add and I'm not sure which sector to top up. Please point me to the right sector (or two) with 3-5 stocks to consider.
Thanks, Steve
Q: My position in BCE has crept up to almost 8% of my portfolio which feels a bit high. Its currently trading within 5% of the 52 week high so I am thinking of reducing the position a bit (to around 6.5%). I would like to replace the yield, div growth and risk profile. I was thinking of adding to my BEP.UN holdings (now at about 3%). My telecom total holding is now at 10.5% and my Utilities/Industrial holdings are about 12%. My Brookfield company (BIP.UN and BEP.UN and BPY.UN)holdings represent 13% now. Your thoughts on this move please. Many thanks
Q: Which Telecom is your favorite, being the one that will offer the most growth and capital appreciation over the next 5 years? T, BCE, RCI.B or SJR.B?
Or will they all appreciate similarly?
Or will they all appreciate similarly?
Q: 9:35 AM 8/23/2015
Hello Peter & Staff :
I have a large Prov of Ontario bond representing 3.5% of my portfolio, maturing soon with a 4.3% yield. The only altenative I have is to replace it with the safest most reliable dividend stock that I can find as I choose not to buy bonds, GICs, or preferreds because of the very low yields and the risk of capital loss on preferreds.
I searched today for any Provincial bond worth owning and I don't come up with much : The bond with the highest yield that I can find is an Alberta bond maturing 2029 that yields 2.49% to maturity, so any "safe" stock that can beat that return surely is better even if they cut the dividend by 50%
I am expecting a very protracted very rough time in the markets in the next years ahead. I would like a stock that I can hold indefinitely that has a rock-solid balance sheet, reasonably low debt, reliable growing dividends, and long-term stability.
It seems to me that the "safest" sectors with good yields are financials, telecoms, utilities, and the few consumer stocks with decent dividends, and I have been searching through all your answers and am considering CM, NA, GWO, BCE, FTS, EMA, CSW.A, and CSH.UN as possible candidates.
Could you comment on these companies please, indicating which you believe to be "safest" for long-term ongoing dividends, and explain your choices for me, and perhaps list them in order of preference.
Your answers are always most appreciated, Many thanks...... Paul K
Hello Peter & Staff :
I have a large Prov of Ontario bond representing 3.5% of my portfolio, maturing soon with a 4.3% yield. The only altenative I have is to replace it with the safest most reliable dividend stock that I can find as I choose not to buy bonds, GICs, or preferreds because of the very low yields and the risk of capital loss on preferreds.
I searched today for any Provincial bond worth owning and I don't come up with much : The bond with the highest yield that I can find is an Alberta bond maturing 2029 that yields 2.49% to maturity, so any "safe" stock that can beat that return surely is better even if they cut the dividend by 50%
I am expecting a very protracted very rough time in the markets in the next years ahead. I would like a stock that I can hold indefinitely that has a rock-solid balance sheet, reasonably low debt, reliable growing dividends, and long-term stability.
It seems to me that the "safest" sectors with good yields are financials, telecoms, utilities, and the few consumer stocks with decent dividends, and I have been searching through all your answers and am considering CM, NA, GWO, BCE, FTS, EMA, CSW.A, and CSH.UN as possible candidates.
Could you comment on these companies please, indicating which you believe to be "safest" for long-term ongoing dividends, and explain your choices for me, and perhaps list them in order of preference.
Your answers are always most appreciated, Many thanks...... Paul K
Q: BCE or ET? My thesis is to hold this for income and I would like to consolidate my portfolio. In order to do so I need to choose between these 2. Which one would you choose?
Q: Peter what your thouhgts on BCE what the CRTC done to the major telcos is something I would expect to happen in Russia nt here
Stan
Stan
Q: Hello Peter, I manage my elderly mother’s accounts. Investments are well-diversified amongst her RRIF and non-registered account. As she had significant unused TFSA room available, we decided to contribute a few stocks and some cash from her non-registered account. Currently, the TFSA is 50% WSP, 23% NPR.UN and 27% cash to be invested. The situation changed, however, when she (thoughtfully) decided to name her grandchildren as the TFSA beneficiaries, which causes me to consider the TFSA’s makeup on a more standalone basis (including to protect the children’s legacy). With a 5-year plan, would you agree with acquiring BCE with the remaining cash (with its almost 5% yield and some growth potential) or do you agree with my inclination to perhaps buy CDZ instead (giving up some yield but gaining some diversification safety and presumably better growth potential). Or you may have a different recommendation. Thanks in advance!
Q: Hello 5i.
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
I would like to compare apples to apples. For example I'm comparing BCE to the TSX60 over a period of 5yrs. In TDwaterhouse I look at the graph for BCE for 5yrs and it shows a 55% increase. When I compare it to the TSX60 capped Index it shows BCE at 80% and the index at 25%. Why the difference of 55% and 80%? What goes into calculating the value of BCE over this time frame. Is it the appreciation of the stock price plus the compounded dividend reinvested? Is it the same for the index? Also is it the same for mutual funds?
Q: I own come some reset preferred shares (including BCE) They have lost a lot of their value. In your opinon, will these shares regain their value.What will it take for this to happen.
Thank you
Thank you
Q: I loved your article; Five Quick Fixes For Your Investments.
I am especially interested in the following: Dividend growth is far more important than dividend yield.
I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.
I am especially interested in the following: Dividend growth is far more important than dividend yield.
I know there exists the Canadian Dividend All-Stars list, however, it contains an overwhelming amount of data. Can you recommend about 8 Can. stocks to buy now and hold indefinitely primarily for the dividend growth, with the intention of re-investing the dividends? (This would exclude the banks and BCE, which I already own.) Thank you in advance.
Q: I follow the insider trader info on the TSX website and note BCE is sold almost every day by insiders. Does this raise an alarm with your researchers.
Q: What do u think of BCE or is there some other one that u can refer
Q: Hi Peter et al, I see BCE has been downgraded by two analysts from Hold to Sell. It has performed so well for me and I love the dividend, so what am I missing? Is it tome to unload some of it? It's about 6% of my portfolio so I could take a bit off... Thanks!
Q: BCE has been on quite a run lately. Do you think it is fully valued at these levels? Is it time to take profits (I am up 70% not including dividends)?
Q: Thank You for the great service. My question generally relates to dividend paying stocks. I own the following dividend payers, BCE, BIP, BNS, BPE,CGX,CU,EMA,ENb,FTS,IPl,PPL,RY,SLF,T,TRP,NA,TD,CNR, KBL and a few others. These dividend paying stocks make up approximately 45% of my portfolio. My question is: Is this too much of this type of security to own in one's portfolio? Thank you.
Q: hello 5i:
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
the Glentel sale is interesting, and good for those who hold shares. What effect, positive or negative, would the acquisition have on BCE shares (I hold BCE and have for many years). Is this an astute acquisition? Did BCE overpay?
thanks
Paul L
Q: Good morning ,
I have owned BCE for several years now and I have always been happy and comfortable holding it and have done well with a "2 bagger". Lately I have heard several guests on BNN and a few analyst reports that would rate Telus ahead of BCE. Should I perhaps diversify within the sector and sell half of my position in favour of Telus or just continue on with BCE alone, or jump entirely to Telus?
You guys Rock! Many thanks,
John
I have owned BCE for several years now and I have always been happy and comfortable holding it and have done well with a "2 bagger". Lately I have heard several guests on BNN and a few analyst reports that would rate Telus ahead of BCE. Should I perhaps diversify within the sector and sell half of my position in favour of Telus or just continue on with BCE alone, or jump entirely to Telus?
You guys Rock! Many thanks,
John
Q: Hi, I have a 2/3 position of BCE and am wondering if I should top it up with this pull back? Jeff
Q: A portion of my overall portfolio is perpetual preferred shares (down 4.5%) and I am considering selling and replacing with rate-reset preferred shares. I would appreciate your comments on the two types of preferreds and your recommendation for 4 or 5 rate-resets. In addition to the BCE.PR, I currently hold BAM, GWO, MFC, and SLF preferreds.