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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: Good morning team; in view of this mornings announcement re Entwisle stepping down. what is your opinion of telus going forward.I am currently overweight and am planning on selling some in the near future.Should I pull the trigger now or place a covered call order? keep up the great work thanx for your answer
Read Answer Asked by rick on March 31, 2014
Q: Hello 5i, I am currently invested in BA, BCE, and SJR.B., the three representing a total of 5% of my total portfolio. I am considering adding TELUS(T). IYO,would I be better off to ADD this issue, increasing my exposure to this sector, or should I consider replacing one of the three I currently own?
Read Answer Asked by Rick on March 20, 2014
Q: Good Afternoon Peter and Team,
Presently I have $42K in a TFSA. I would like to run with a portfolio of 10 high quality growth stocks. I don't plan on taking any money from this account for 10 years or longer.
Right now I have holdings in:
BNS
BAM.A
FSZ
WSP
SCL
LNF
Cash
I would appreciate your opinion of my present holdings and any suggestions as to how to better construct a diversified, 10 stock, long term, growth oriented portfolio. Dividends are nice but not absolutely necessary.
Any help that you could provide would be greatly appreciated.
Thanks, DL

Read Answer Asked by Dennis on March 13, 2014
Q: Hi Team I have about 100k to invest for my 82 year old mother. I am strictly interested in income and security. I am not interested in etfs which stock or stocks would you recommend. She already has about 100k divided between CM and GWO which were bought about 10years ago.

Thanks
Mike
Read Answer Asked by Michael on February 28, 2014
Q: Hello Peter
I have sold a large 2017 NB Provincial bond yielding 4.45% and need to replace it with an equity that is quite recession resistant, has a rising price and rising dividends and is not in a sector where we already own stocks.
I come up with BCE and Telus [T] as we own no telecoms. Currently BCE has a 5.24% div and Telus 3.80% div. Over the next 10-20 years which will do better for us? Do you have any other possible candidates we should consider.
Thanks Paul
Read Answer Asked by Paul on February 20, 2014
Q: In a report dated January 14, 2014, TD Securities noted WIND Mobile withdrawing from the 700 MHx auction. The following is a precis of their 5 anticipated results.
1. A buyer sells the 700 to WIND
2. 700 buyer acquires WIND from Vimpelcom
3. Large new (foreign?)player acquires WIND
4. Industry Canada and the CRTC bump up the regulatory requirements and encourage WIND to buy the 700
5. Buyer just sits on WIND as investment.

Here's the quote that prompts the question.

" In all but the fifth scenario above, we believe that investors in RCI.B,T and BCE shares could face as much risk, or even more, over the next 12-24 months as they would have faced if WIND had participated in the auction directly. However, it would take several months for these scenarios to play out, and we expect a bullish tone in the interim..." They then raised the target price by $4 on RCI, $2 on BCE and $3 on T.

The price of BCE dropped by 12% on the Verizon news ($47-$41)
and the suggestion is that this could happen in the next year or so.

I had planned on buying BCE and T on a pullback, but I don't relish the idea of holding them under TD's warning. What do you think. I won't ask you to comment on their raising the target price after issuing a warning on what amounts to a 12% drop in the stocks! Thanks Tim...


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Read Answer Asked by Tim on January 25, 2014
Q: I own Telus shares and am considering selling my position. The company generates solid cash flow but at about 18 times earnings the shares seem expensive. The shares still look good for the 4% dividend and dividend growth over the next few years but growth could be limited from current prices. There is also the concern about the politics of Telecom in Canada currently as the federal government seems determined to reduce the major players' market share and margins. Technically the shares have had a substantial increase since early August. Do you think that it would be prudent to sell the shares at current levels.
Read Answer Asked by John on November 26, 2013
Q: I am currently down $5 on Telus bought at $35 and am considering selling since reports indicate that the Government is not going to change the rules regarding new entrants to the Canadian wireless scene.
I am proposing to switch into Autocanada which you recommended on BNN last night. Am I overly worried about the entrance of Verizon in Canada? Is this a good decision?
Thanks David.
Read Answer Asked by David on August 14, 2013
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