Investment Q&A

Q: I am an investor with a fairly balanced, income oriented securities portfolio with a relatively high weighting to financials. I am thinking of adding the securities noted and am interested in your thoughts on each, as well as how you would rank them on a relative basis. Thanks for your thoughts.

Q: Hello, Happy 2021 To All! Given a choice between these two or BCE, which is preferred, for growth / dividend growth? Others you would prefer? Thanks

Q: I have listed the securities I hold in my portfolio showing % of portfolio and gain/ loss for purposes of helping answer my question.
AGN-2.46% +16.35%: ATD.B - 3.74% +0.03%
BNS-1.96% +27.14: BYD-3.63% +15.3%:
BAM.A -3.57% +11.57%: BEPC-3.52% +90.21%: CAE-5.02% +68.26%: CAR.UN-3.57% +5%: CRWD -3.44 -1.48 (new holding):
EIF-4.06% +32.05%:GSY-4.7% +11.35:
KXS-4.63% +7.2%:LSPD-10.26% +198.54%
MG-3.21% +38.14% : NFI -1.34% +40(sold part): PBH-3.38 % +4.25%:SHOP-4.92% +9.76%: SLF-2.39% +4.32%:T- 3.59% -0.91%
TFII-4.68% +105.59%: VGG-4.96% +40.2%:
VEEV-1.97% -0.55: WELL-4.24 +13.8%
By geography I own approximately 17% in US.
My Alpha-Balanced suggests 25%.
lSPD,SHOP and T , although not US , have a dual listing.
I was thinking of transferring cash from sale of NFI to my US account to increase US holdings.
Note C$ is increasing against U$.
Would you agree with this move or stay my current investment strategy. If so would you suggest adding to current U$ position or another suggested stock?

Q: The geography of the following according to my Alpha-Balanced portfolio are US.
BEPC-3.55%: CRWD-3.42%: VFV-3.59%:VEEV-1.99%: VGG 3.95% for a total of approximately 17%. I would like to increase this to approximately 25%.
In addition to the above I own the following dual listed stocks.
LSPD-10.28%: SHOP-5%: T-3.61%
Moving cash from unregistered C$ to unregistered U$ account. Would you consider adding to any of the above or do you have an alternate suggestion,
In the portfolio I’m overweight tech & industrials.

Underweight materials and energy. Not a fan of oil or gold .

Roy
In addition I own the following that have dual listing.

Q: BCE oversold here? Does price reflect slower growth versus T (fwd PE 16.6 versus 21 for T) or could price drift lower still in your opinion?
Telus trading well above its historical PE and PEG levels,
T is higher growth but based on valuation , BCE seems to be the better buy.

Q: No rush to answer. Retired, dividend-income investor. I am a position "light" in the Communications sector. I already have a full position in BCE....looking to add one of Telus, Shaw, Cogeco, Rogers or another name you might suggest.

When I look at the various metrics (P/E, P/BV, P/CF, P/S, ROE) I filtered out Telus, leaving SJR and CCA and RCI. Reading past questions, some quite dated, I am wondering if time has changed your opinions on these three.

Shaw has a nice (5.4%) but slow-growing dividend. ROE 10%. It's chart looks good from a value point of view, but is it a value trap? Very poor momentum.

Cogeco has a lower (2.6%) but faster growing dividend. ROE 16%. It's chart shows better momentum. I also wonder whether a new takeover offer might be in the future?

Rogers is just ok across the board.

I'm leaning towards Cogeco, but wanted your advice first. What odds would you place on a take-over happening? Please rank all three in order of your preference to buy.

Thanks...Steve

Rogers

Q: I currently hold SJR.B and thinking of switching to Telus..
Would Telus be a better buy at the current price from total return perspective?
Any better recommendation in this sector - Canadian or US ?
Thank you very much for providing excellent independent views and recommendations to the investment community.
Merry Christmas and Seasons Greetings
- Raj

Q: Will Telus be a major player in the 5G roll out? What companies do you suggest?

Q: Hi Folks,
I currently have the above companies in my Non-Registered account. I am looking to add some money - can you tell me what company you would add to OR can you recommend another that I can take a look at. Appreciate your comments.
Thanks

Q: What telecom would you buy today for growth potential ...one(or two) in Canada and also in US.

GM

Q: Opinion

Q: Thinking of adding some telecom/media exposure to my portfolio. BCE is the only one in your portfolios. Would you buy BCE right now or do one of the others offer a better buying opportunity currently. 5 year hold, I follow a hybrid of growth and income portfolios with more recent moves toward income thus the interest in these names. Or is it evan a good time to buy into this sectors?

Q: Good day all.
I've read a note at Motley Fools that An IPO of TELUS International is planned for Q1 of 2021. Are you aware of this? If yes can you elaborate on how the current investors would be involved? Would we get shares of the new entity? If we got a special distribution would it be taxable as a special dividend? Do we have an idea on the split would work?

Thank you for leading us through these tough times.

Yves

Q: Which company do you prefer for some growth
And sustainable dividend for the next 3 to 5 years
Or do you have another fav in this area
Thanks

Q: Hi!
Stocks have increased a lot recently and most of the above are well off their lows with stocks like BEP and BIP almost reaching their high of the year. Would you feel comfortable entering new money into the above names for income/growth or wait for a pullback? I know timing the market is next to impossible but do you see this rising market as sustainable and if one waits will the opportunity to enter still at reasonable prices be missed? Also, what are your thoughts on RDVY. It was not listed as a choice on the drop down list.
Thank you!

Q: With your help from May2017 to now I am up 132%. Love your advice but tend to think it's aimed at young and middle aged people, which is probably most of your readers.
I am 71 and have Shopify which has done well for as have KL, Real and Brookfields to name a few. Have some cash and was wondering if you could give me some growth , yes I know the risk, that won't take 10 years to see action on.

Q: I like the business that Well is developing. I understand that Telus has recently bought into the space So I’m wondering if I only bought one of the two would I get more long term ROI from Telus or Well?

Thank you.

Q: What is your take on the move by Telus into health data management and now agricultural data? Is this a long way from their core business? Do you think they will be able to compete with those already in the precision ag space (Ntr for example)? Most importantly, if I already own BCE, are they also getting into these sorts of data management activities, or should I be adding T to my portfolio?

Q: Hi Guys,

If you were starting a North American balance portfolio, which communication companies (communications sector) would you pick? Please provide 2 names (3% each).

Thanks,

Jim

Q: Which of these telecoms would be your pick currently?
Thanks......Richard