Investment Q&A

Q: Can you please list 10-20 conservative high dividend paying companies that you would recommend. US or Cdn. Thank you.

Q: How do you feel on downgrade of Telus by Morgan Stanley on the 5G auction and the comments on debt levels of telecoms.

Q: You always seemed to prefer T over BCE. Is this still your preference in a RRIF?

Q: Hi Folks,
I currently own the following in my RRSP account (weightings in brackets ) - PG (4%), TD (13.5%), BNS (10%), MFC (3%), ABBV (6.5%), PFE (12%), BCE (14%), T (14.5%), AQN (6.5%), BIP.UN (6%), and ENB (6.5%).
I want to reduce my exposure to TD, BNS, BCE, T and PFE to bring them in line with the others - can you suggest some names that will complement the portfolio, keeping in mind I am looking for Income with some growth - long term hold.
Thanks

Q: Would you comment on the very high payout ratio of Telus?

Q: Hi guys, thanks for the excellent service. Generally TFSA is the place for high growth but my highest growth has been in my RRSP. Is there any compelling reason I should sell anything in RRSP and rebuy in TFSA (e.g., NVDA)? I realize I will be taxed on RRSP withdrawals while TFSA withdrawals are tax-free - but - my RRSP has a lot more cash than my TFSA so there isn't room to move all my growthy stuff over. Because of the relative size of RRSP to TFSA, if I were to do equal weighting of all stocks, I'd only have 4 different stocks in my TFSA, which perhaps is fine? Are there any obvious adjustments that you would make to the following:

RRSP:
XQQ 13.68%
VXC 12.03%
NVDA 7.64%
AAPL 6.70%
JPM 4.73%
BNS 4.52%
GOOG 4.32%
ENB 4.13%
MSFT 3.98%
AMZN 3.86%
RTX 3.51%
COST 3.42%
PG 3.11%
DIS 2.82%
CASH 1.32%

TFSA:
GSY 5.28%
CRWD 3.31%
VEEV 2.50%
ROKU 2.44%
SHOP 2.26%
WELL 0.85%
XBC 1.08%

RESP:
LSPD 0.79%
BYD 0.76%

NON-REG:
SLF 0.51%
T 0.42%

thanks,

Q: hello 5i team, I am 68 years old. As I get older I like to simplify my portfolios. Above is my CDN holdings. I have a U.S. portfolio of about 15 blue chip companies.
from this list which ones would you keep and which ones to sell? and time frame to sell? now/ 6 months+?
I appreciate your guidance.
Carlo

Q: Good day - thank you for reading my email and all your information and prompt assistance It is very appreciated

Would you please suggest which stocks you would buy in healthcare and consumer defensive - Canadian and US if possible

Q: I have the following companies in my RRSP account - I am looking to replace PG - can you give me some suggestions ? Something with some growth potential and dividend.

Thanks

Q: I am considering buying Telus in the Telecom sector, as I reduce my CPD holdings. Already own ENB, BAM, BRK.B, RDS.B.
With long term growth & financial stability in mind, please rank your preference in the North American telecom companies listed.
Also please advise if there are any small/medium sized companies in this sector worth considering. Thank you!

Q: Do you think there is any likelihood that either BCE or Telus will follow the lead of AT&T and 'resize' their dividend using a similar rationale? If so, where might you put that likelihood on a scale of 1 to 10?

Q: The above listed stocks are in the $C side of my husband's RRIF. I would appreciate your input on which stocks to reduce or eliminate to make his annual withdrawal. Please rank from first sell/reduce to last. For context, our overall portfolio is overweight technology and communication services (primarily GOOG & DIS)
Thank you, Jane N
PS please use as many credits as needed.

Q: Non-registered account with goal of primarily dividend income has done quite well, with all of the noted holdings nicely in positive territory. In hind sight MG and SYZ would have been in a registered account. SYZ is up 63%, MG 24%.
Overall account yield is currently 3.8%. Would prefer it closer to 5%
Need some help with this "good problem". Take capital gain now and move into yieldier positions, or let running stocks run and deal with bigger gain in future?
If I move out of some of the growthier stocks, which div payers minimum 3% yield to move into?
Overall portfolio diversification is pretty decent, and diversification within this account does not have to be perfect - dividend security within this account is more important.

Thanks,
Jim

Q: What do you think of this twenty stock dividend portfolio for a taxable account? I am focusing on high quality and it yields about 3.8% . Any changes you would make?

Q: Which do you prefer telus or enbridge for income growth and safety. thanks

Q: They are all high-paying dividend stocks, but I want to know why BCE consistently has a higher dividend. Is it because the market is reflecting that BCE doesn't have good growth prospects or are people missing something. Seems like they have at least similar prospects as Rogers (while I know Telus is doing many things outside of telecom so might deserve a higher valuation and lower dividend.)

Q: Hello, I need to liquidate some of the stocks listed. Disregarding sector diversification, in what order should I do this? Thanks for your help.

Q: I'm having trouble locating your last Report on Telus. Would you direct me please.
And would you comment on the present price of Telus being an opportune point of acquisition vis a vis Rogers and Shaw's current dance.

Q: Hi 5i team,
Within the telecommunication industry, I want to seek for companies that have good growth forecast, reasonable pricing, and mild volatility compared to peers. Dividends Not important. Among T, BCE, and QBR.b, which would be your preference and why, or is there another name you like better? Thanks.

Q: I assume the big decline in Telus' share price this morning is a reaction to their announced share sale. Would you agree the market is overreacting?