Investment Q&A

Q: I would appreciate your opinion on your top 3 or 4 non bank dividend producing stocks for consideration at this time . Thanks
Dennis

Q: Hello 5i team,
Thank you for your help today- what I’m hoping to get some perspective on is tactics one could do to grow a portfolio- what you’d think wise or stupid, please.
In TFSA, two holdings happen to be up: AQN by 35% and NPI by 21%. Everything else is in the minus by -30 to -35% due to the current situation as generally they’re ok businesses, like two banks, phone co, etc.
Tactically, would it be an idea to sell the two that are up, and buy a few which are quite down now, then in due course replace what was sold?
I was thinking of more banks like BNS or BMO, and PPL, CNQ,SU, and KEY.
The idea being that the gains over time would be more than the growth in price of the two being sold, thus netting an overalL growth in funds.

In RRSP, two are close to break even, just a couple hundred dollars each in the red, namely T and NA.
If sold, I was thinking of BIP, BPY, and maybe SU, CNQ, and BMO- fairly similar to the TFSA idea.

I like dividends, I know SU just reduced; I’ve not heard if these others have/plan to. I think I’m fine with a 3-5yr estimation of recovery period for these ‘down’ stocks, if you think that’s likely.

I’d appreciate your counsel on this, thanks very much!

Q: Could you please comment on Telus earnings?

Q: Given that my Margin account has the 5 big banks and 2 Telecoms paying dividends on a periodic basis and that I'm not "too" concerned that these will cut their dividends, would it be wise to implement trailing stop loss orders for these in case there is another retest of the lows of March. Had I done that at the beginning of the year, I could have picked up the above at much reduce prices with resulting greater dividend yields. And would using the same procedure for my RIF account (which has mainly REITs) be beneficial to capture the current values to avoid further losses there.
Your comments. Thank you

Q: Hi 5i - Retired income investor but also interested in growth. I have been holding FFH.PR.K:CDN for a number of years. Decent income but limited growth opportunity. It represents 1% of my portfolio. Portfolio analytics indicates I should increase my exposure to communications services. I've been thinking of selling FFH and buying BCE which I don't hold or adding to my current Telus holding (at 2.5%). Other options could be adding to Fiera (only 1% holding) or to TD (3.6%). Appreciate your thoughts and other options that provide relatively safe income with a greater long term upside. Really appreciate the good work you guys do!

Q: I would like to add a communications company to my growth portfolio.
How would you rate your choices .

Q: bce or telus, what is the best pic? brenda

Q: How Much of a threat is spaceX starlink to these companies?

Q: Sorry, I did not mean to limit my question to investing opportunities only in Canada.
What opportunities do you see in the US and would you be able to rank both the Cdn and US suggestions regardless of country in order of preference pls.

Thanks,
Terry

Q: I am looking for safe dividends and believe all of these companies meet that criteria (although recognizing that nothing is for sure these days). I would like to buy 2 companies. Which 2 would you pick from this list?

Q: Your forward outlook on these 2 companies and are the divs safe. Thank you

Q: I would like to add a mix of income stocks to my portfolio (for a 5-10yr hold) which has been primarily growth oriented and comprised of a number of 5i’s BE Model Portfolio names.
a) Could you please rank the above listed stocks for dividends with preference for long term yoield of at least 4-5%, and growth back to YTD highs over the next year or two. Moderate to high risk is okay.
b) List any particular concerns you see with any of them.
c) Your suggestions for 1-2 better names in the current market to represent sectors such as utilities, financials, Telecoms, Reits, and ndustrials would be much appreciated.
Thanks for your wisdom and guidance over these unprecedented times.

Q: Of the 3 major Telcos what would be your long term pick.
Does the Telehealth division of Telus appear to be growing and does it have a meaningful impact on the Revenue and Earnings?

Thanks Valter

Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Q: I get most of my income from dividends. Please name 4 sectors where dividends might be relatively Less likely to be suspended and 5 companies that will do best with the criteria mentioned. I understand that at this time it is hard to project but I ask for relative possibilities with the current situation that may change. 
thanks 
Yossi

Q: Hi,

I purchased these utility and telecoms largely because of their low beta. In the recent downturn, they fell as much or more than hi growth stocks like SHOP, FB, AMZN or NVDA. AQN was down over 40%?? How do you account for that? Seems to me I'm better off ignoring 'safety' and going for growth?

Q: I know Telus has a tele health department. What are your thoughts about it at a time like this for the company? What are some other companies that are involved in the space that you like?

Q: What happened to Telus today? Did I miss something?

Q: BCE.CA or Telus? Which one would you buy today or in the near future and why?
Thank you.