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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 hold OGI (-67%), SPB (-18%), TCL.A (-20%), and RCI.B (-10%) all at the losses indicated. Which would you buy more of, hold, or sell? Would you switch RCI.B for more BCE or T, both of which I already hold? I'm looking for capital gains with a dividend, when possible. Thanks for your insight.
Read Answer Asked by George on May 26, 2020
Q: Hi 5i team,
Regarding Rogers, Bell and Telus, judging on their readiness for 5G rollout, their most recent quarter performance, and their current valuation, which of these companies will be the best buy for a 2-3 years hold? Thanks,
Read Answer Asked by Willie on March 02, 2020
Q: Related companies to 5G and internet of things may be a good investment in Tech. which I have a very small positions in. Could you " gestumate " what Canadian companies might benefit from  the above trend or any other futuristic trends  in technology as I would like to consider the sector. thanks
yossi
Read Answer Asked by JOSEPH on November 27, 2019
Q: Hello Peter, any ideas about recent sell-off in RCI.B? I read some news about the back to school promotion intensify between RCI and Shaw's Freedom. Considering overall rate dropping backdrop, do you think Telecom sector is at bargain compared to other "safe" sectors (e.g., Utilities, REITs). THANKS!
Read Answer Asked by yun on August 29, 2019
Q: Hello 5I team,
Thanks for the great service.

In my TFSA, I hold the following:
AW.UN (15.2%); BPY.UN (4.4%); BYD.UN (15%); DSG (5.3%), EMA (5/5%); ENB (10.3%); GC (4.2%); GUD (0.7%); JWEL (1.9%); KXS (7.5%); PEW.VN (1.6%); SAP (4.5%); SHOP (17.1%); SLF (4.1%); TSGI (2.6%).

I have about 12k to add to the above and I would like your thoughts on which 2 stock I should select from the above and/or any of 2 alternate selections you might suggest, I am interested in positions that would include some dividend growth, some capital appreciation, lower volatility and improved diversification. I note that my weighting in financial and healthcare are least represented currently.

Your suggestions and details for your selections are very much appreciated.
Read Answer Asked by Joseph on May 14, 2019
Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?
Read Answer Asked by Dorothy on May 02, 2019
Q: Hi, Rogers stock took a hit this week due to soft earnings and market concern in general about slowing subscriber growth in wireless. We have 3.5% position in BCE, but wanted to add another Telco/Cable co. for decent dividends and some growth. Just started a 1.5% position at $67.10, average price, in past 2 days. Is it a reasonable move from a long term perspective ? I am aware of the large debt with Rogers, but I also like the growth profile of the company in the group. Could you help us with your assessment. Thanks
Read Answer Asked by rajeev on April 23, 2019
Q: With talk about banning huawei, should I be concerned in owning any telco stocks for the next 12 months. Maybe an opurtunity to buy on a dip if it happens. No idea what effect it could have financialy on these companies other then investor reaction on the stock price
Read Answer Asked by Tim on April 23, 2019
Q: Hi,

By my analysis, Telus has achieved 6% growth of stock growth over the last five years, while RCI has achieved 12% over the last five years. Why the discrepancy and which telco do you think will perform better in next five years, if any?
Read Answer Asked by Graeme on April 10, 2019
Q: Hi Peter and team, I'm just starting to look into setting up my RRIF and wanted to ask if 5i could recommend any good reading materials, with respect to what sort of assumptions I should make? Currently my portfolios are producing income which would equate to about the minimum I would consider withdrawing on an annual basis. This will be my only income other than CPP and OAS. Is there any benefit to equalizing my US/CAD exposures when I'm not really planning much travel to US? For example, I could replace my Telus with VZ or my RY with JPM. Thanks again for your great service.
Read Answer Asked by Keith on February 14, 2019
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