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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: Hello 5i Team,

I am looking to add to the dividend growth portion of my portfolio and want to increase my positions in both Telus and Agrium to full positions (5-6% weightings). Would you recommend waiting to add or would you be comfortable adding at todays prices for a long term hold?

Thanks again for the great service,

Keith
Read Answer Asked by Keith on December 24, 2015
Q: Am I correct in interpreting Mr Entwhistle's purchase of $10m of Telus shares as a large expression of confidence in the Company and as good news for Telus shareholders?
Can you speculate as to where the funds to make this purchase might have come from -- cash holdings (re)deployed, or would he have likely sold other holdings? It would really be interesting to know what, if anything, was sold to finance this purchase.
Thanks.
And may all of you at 5i, and all your members out there, enjoy all the blessings and peace of this holiday season.
Read Answer Asked by Lotar on December 22, 2015
Q: Thought I was cute buying some at $42 once the dividend rose above 4%. Pretty much brought my telecom weighting up to 5% of my portfolio (I also hold BCE with a fairly small amount of VOD and VZ). Kicking myself for not holding off on my original purchase of Telus. One of my best investments was buying BCE when it got pummeled due to the income trust changes a few years ago. Wondering if this is a similar opportunity to add more Telus?
Read Answer Asked by Richard on December 17, 2015
Q: Telus today reported a 10% increase in its dividend, but I think it meant 10% for all 2015 including the previously announced 5% dividend increase from Spring 2015 of 2 cents from 40 to 42 cents. If my understanding is correct, then the Telus dividend increase is overstated and Telus is guilty of taking credit twice for the same positive news. Full disclosure - I have a full position in Telus and am well satisfied. Can you provide a general comment on companies taking credit for the same news more than once. If so, the politicians have competition.

Thanks as always to the work of the team.
Read Answer Asked by Pat & Cyril on November 06, 2015
Q: Please provide your analysis on TELUS' stock in the next 6 months, what are the key risks and opportunities ahead for this business?

-Should we expect growth within core services of wireline, wireless?
-Given CRTC's ruling for pick and pay TV packages and also the change to 2 year cell phone contracts (exit contract free of charge after two years - what is the impact of these regulation changes on TELUS?
-What is the impact of losing the acquisition battle with Rogers on acquiring Mobilicity? Does this immediately impact TELUS' stock price?


Read Answer Asked by Michael on July 20, 2015
Q: Good Morning Peter, Ryan, and Team,
My wife's retirement account is managed to look very similar to the 5i Income Portfolio. Telus has been a holding for quite awhile. She will start taking income from her account within 3 years. Telus grows a bit faster than BCE but the dividend yield is lower. Based upon the above information should I sell her Telus shares and replace them with BCE ??? Thank you. DL
Read Answer Asked by Dennis on June 01, 2015
Q: Hello Peter, thanks to the extra $4500 in TFSA room and some additional uninvested cash, I'd like to now add two stocks from your Growth portfolio to my TFSA (where, of course, one prefers one's largest gains to occur). I already have full positions in AVO, DHX, XTC and GUD. Can you please recommend two choices based on current prices. (I know you have favoured CDV and CXI very recently, but given the large gains I've missed in the last month, I worry about pulling the trigger on those.) Also, kindly suggest a good current choice from your balanced portfolio for my non-registered account. (I already own AW, ESL, FCR, HCG, MDA, BIN, SJ, and WPK amongst others.) I was considering TELUS? Thanks in advance! James
Read Answer Asked by James on May 05, 2015
Q: Hi! I don't have much exposure to interest rate sensitive sectors such as telecoms, utilities, REITs, etc. With rates expected to rise eventually (we think!) would it be prudent to wait since historically there seems to be a short-term overreaction in the market and a short-term sell off even though longer term the impact is negligible. Should I start building a position in these Companies now or wait for a short-term interest rate correction or half now and half later. Also, do you prefer Telus over BCE and do you think the Conservatives desire for a 4th carrier will subside eventually or only with a change in government?

Thanks for your help,
Jason
Read Answer Asked by Jason on April 01, 2015
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