Investment Q&A

Q: Hello there,
For the above stocks, which are in my RRSP, gains in about a year are 15%, 37%,26% and 15% respectively. I didn’t plan it but just happened to buy approx $5k in each of these on a near 52 week low I guess.
I read a comment about letting your winners run, but also am learning about taking profits and not being greedy for more.
What do you look for to make a smart decision, please?
In the examples given, are any obvious sells or keeps?
Thank you for your help!

Q: I hold all of the above in roughly equal weight in the income portion of my portfolio. The first three are at roughly breakeven, the latter five are up, two of them over 20%, as economic conditions have weakened. I am wondering why I don't simplify life by selling them all and buying the PDC ETF which provides greater diversification and has a dividend yield of 4.59%. I realize that 25% of PDC is in energy but mostly safer pipelines. Would this be a good move or am I better off to keep what I have?

Q: Time to rebalance my portfolio. BCE has increased to almost 7% of my portfolio (4% in RRSP and 3% in Investment accounts). Is this too overweight and should I trim back? Which account, or both, and by how much? Can you suggest another communications/telecom stock to redeploy the funds? I also own Verizon at about a 1% of portfolio holding.

I am primarily a conservative investor, a few years from retirement, with a tilt to growing dividends.

Many thanks!

Q: comments please on the quarter Thx

Q: Hi, I switched from BCE to Telus about 18 months ago for growth and dividend, but I see BCE is out performing on growth and has higher dividend.
Are my numbers correct ? And would you add to Telus within limits, as it may be undervalued?
Thanks

Q: Hello 5i team
Question:
What is going with Lightspeed today + Bell & Telus over the last 5 trading days.

Thanks

Q: HI 5iTeam,

BCE dropped by over 4% on Thursday (June 13), to what would you attribute this decline.
Thanks....

Q: Dear 5i,
For communication exposure in Canadian portion of the portfolio would you add today BCE and/ or T to well diversified RRSP and TFSA? This is for Income conservative investor. If yes would you suggest full or half position? Thanks in advance.

Q: Currently have cash flowing rental property where I've built some cash reserves that I'd like to put to work. Looking for stable, lower risk, higher yield opportunity to put this cash to work in TFSA. Any recommendations?

Q: Looking to lighten up on TRP and BCE and use the proceeds to purchase something of similar quality but perhaps more potential growth.Thinking to purchase BAM.What do you folks think and would you have other suggestions?Income and sector not an issue.Appreciate your input.

Q: Based on the information I'm getting from various sources, it seems to me that it's time rearrange my portfolio to reflect the possibility of a recession in the near future. Based on that premise, I've decided to buy the 'best of the best' dividend and dividend increasing companies in Canada. I would appreciate it if you would suggest the absolute best quality companies Canada has to offer an investor in the so called "more conservative" sectors. I'm thinking sectors like pipelines, utilities, telcos but I'm open to other sectors/companies you think will hold up well in a recession. I'm looking for at least 6-8 companies that you believe would fit these criteria. Thanks as always for your guidance.

Q: Hi,
Why is a small sleepy company like Cogeco growing faster (than T and BCE) especially in the last one year? Would CCA be a better bet for long term growth? Thanks.

Shyam

Q: Good Afternoon,

I am looking at raising some cash. Of the above, which 3 would be your sell preference, in order of 1st, 2nd & 3rd.


Thank you.

Q: I need to free up some cash for investing and plan to reduce my Communication Services. I own both T and BCE. Which would you sell here?

Q: According to analytics I am underweight in communication services. I currently own TELUS. Please suggest a few names to look at here.

I am overweight in Financial Services. I currently own: BNS,ZEB,GSY,GWO,HSBC,SLF. Please suggest some names to take away here.

Thank you

Q: I have all these stocks in my non-registered account, I have some money to deploy. My two smallest holdings are CP and WCN, should I add to either one or would you suggest a new stock?

Q: I'm looking for a 'reasonable' way to approach the 5G world as it rolls out over the next few years. With so much being said about this technology, is there a way to approach this with Canadian companies? While the companies I note are not really comparable I mention them only as potential candidates to look at. Would you see an investor better off to be in a large cap such as BCE or lean towards a small cap such as BYL? Would the cable companies be worth a look? What other companies are likely to benefit from the 5G rollout that you would suggest looking at? I am comfortable with risk so small cap and volatility is ok.

I'm more interested in what companies I should be researching and potentially adding to my portfolio.
Thanks

Q: Thank you for for answer yesterday about setting up my parent's investments. To summarize, they are very conservative, above 80 years old, and looking for safety and income.

I would now like to ask you about the distribution of the equity component of the investments (composing only 17% of the total, the rest being in bonds, preferred, and GICs). Those below are all in equal weight. What do you thing?

BEP.UN, BCE, BNS, CM, CU, ENB, TRP
XHC for healthcare exposure
IWO for US growth
VGG for US exposure
XEF (in a half position) for international exposure
VEE (in a half position) for emerging market exposure

Could you please suggest some more to round things out? I need another 5 or 6 stocks.


Also, do you have any objection to using ZAG and HYGH as bond substitutes for their conservative portfolio? I am buying individual preferred shares for that component.

Thank you once again,

Fed

Q: I own 1410 shares of BCE and 1435 shares of Rogers in a Riff. In order to reduce the number of stocks that I am holding I would like to combine these share into one of the above. Which stock would you suggest I sell. Thanks. Ernie

Q: Hello . My house is paid off. I would like to set up a reverse mortgage or home equity loan to cover the cost of running it. Which 5 dividend payers would you recommend for my project? Is my plan reasonable and which is better home equity loan or reverse mortgage? Much thanks for your excellent service.