Investment Q&A

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: Morning
Please rank these 3 in terms of buying opportunities and dividend. I own all 3, and want To add to 1
EIF. T. CNQ
Thank you

Q: Good afternoon!
I have substantial room in our TFSAs this year due to large withdrawals made. I plan on moving some combination of these four equities into it from RIFs and my unregistered acount:

BCE, T, LIF, CHE.UN

Taxation is not a concern, as the only one in an unregistered account is BCE, and it is just slightly down from my purchase price (no doubt due to tax loss selling).
My reasoning on choosing these four is that each of these has some potential growth of a substantial nature, and therefore would be better in a TFSA as opposed to a RIF or unregistered account.
Could you please comment on this logic, and also rank them on the basis of growth from most likely to least likely over the next few years?
Please take as many credits as necessary.
Thanks!
Paul K

Q: Would selling Telus for a tax loss and buying BCE as a "replacement" be considered net acceptable by CRA? Happy Holdiays!

Q: Telus just announced *approval* for an NCIB. How does this affect the thinking on possibility of a dividend cut?

If its free cash flow made it barely sustainable before, won't this additional use of funds make a cut even more likely? (Or will they issue more debt/equity?)

Q: We have owned this stock for a very long time (4000 shs) - small position - down about 26% this year. Tax loss selling probably has something to do with this decline. Is the dividend secure? CIBC I. E. shows over 200% payout ratio. Thinking of buying more - what do you think?

Q: What do you think of Telus at these levels ?

Is a dividend cut built in ?

Q: Greetings 5i, as Telus drops further, a tax loss strategy could be to BUY now and then SELL part of the position after 30 days assuming the price will go up in the interim. Comments? This assumes that one will need some tax losses in 2026 and would like long term exposure to this company. Thank you.

Q: I could sell BCE for a "very much needed" capital loss. Would you put the proceeds into Telus or just wait 30 days and buy back BCE? Thanks Ron

Q: Hi Folks,
Tax loss selling - which of T or IBIT(US) would you sell. If I were to sell Telus, I would NOT buy it back and if I were to sell IBIT, I would buy it back in 30 days.
Thanks

Q: Given today’s announcement of Telus pausing dividend increases, would you now view it as a buy at these levels? Should we have confidence a cut is not coming? Also what practically does their discounted DRIP plan achieve? Why not just eliminate the discount in full now?

Q: Telus has been in my portfolio following the BE Portfolio basically since 5i started (I joined the first day) and I think I actually even owned it before that.

With it getting completely smashed over the last while and seemingly overblown concerns about its dividend, should we be adding to it here? I have a 2.3% weighting currently (this started at a 5% weighting in the BE Portfolio) due to it underperforming the rest of the portfolio so much. Should we add to it here to take on the 9+% dividend or should we leave it and watch it or are there better suggestions to put new money to work today?

This stock is so hated today, it makes me wonder if we should be adding to it while no one likes it.

Q: Do you think Telus is an oportunistic buy at this time? Risk/Reward.?

Thank you

Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.

Q: In your opinion which one of these high yielding companies, telus, sobo offer the best return over the next 5 years?

Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.

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

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy