Investment Q&A

Q: If I am enrolled in a drip, is the stock purchased at a discounted rate or the market price of a stock. I own the listed companies; are any of those are eligible for a discounted drip purchase price? or do you need to buy them directly from the company to qualify for the discount.

Q: Hello you Guys,
My question is as follows :
A number of years ago (3 or 4?) on a portfolio review it was suggested I buy VOX as I had no telecommunications exposure. It has been up and down and currently down. Would it make sense for me to sell the VOX and swing into either Telus, Bell or any other holding you would suggest at this time? And while I have you, is there 1 particular stock you would say is a diamond in the ruff? I'm pretty well diversified so sector stuff not so important, just a really great company that you guys really like. Bet you hate these questions but you never disappoint!
many thanks.

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Q: Hi guys, I am looking for small and mid-cap companies with a great balance sheet and high likelihood of sustaining their dividends. Would Evertz and Corby fit the bill? Also, any others that you like for that criteria? Thanks Rob

Q: Hi, I think, Monday's 10% stock price decline, could have been as a result of company's press release after close of markets on Friday March 20th. The NR for MTN Debenture issue NR had a paragraph on " COVID-19 Update ", which read as follows.
" Due to the speed with which the situation is developing and the uncertainty of its magnitude, outcome and duration, we are not able at this time to estimate the impact of the COVID-19 situation on our operations or financial results; however, the impact could be material. "

Q: Down 10% in one day?

Just the insanity of this market?

Sheldon

Q: Why is iBCE down almost 10% today if it’s supposed to be a safe haven bond proxy& do you buy a full position here?

I also want your opinion on the REIT’s and why they have been demolished in the last 10 days, which names would you be buying now or later?

Please deduct accordingly

Thank you!
Nick

Q: I have BCE, T, POW, MG, MFC and NTR in a non-registered. I can sell these for a tax loss presently and would prefer to buy proxies as replacement to stay in the market. Could you suggest proxies for each company?
Thanks

Q: Do you think that his would be a good time to buy BCE? I have largely avoided telecoms. What company would you recommend at these prices?

Q: Hello 5i team
Thanks for working through this mess.
I have BCE, ENB, EIF, FSZ, MG, PBH, SPB in a non registered. I can sell these for a tax loss presently but should I, and if I do should I replace them with similar dividend players or risk 30 days to buy them back? This might fall into the personal decision category but if there is any comments or advice that you could provide please.
Thanks
Jeremy

Q: BCE.CA or Telus? Which one would you buy today or in the near future and why?
Thank you.

Q: Hi, I'm a retired, dividend-income investor. I took some profits and losses (to wipe out potential capital gains) over the last 5 weeks and am now planning on reinvesting the cash to top up some of my existing equities, up to my desired asset allocation. I want to leg in, in probably 3 waves over the next couple (?) of months, to top up ZWC, AD, AQN, AW, BNS, BCE, LNF, NWC, RY, TRP, WSP.

Can you please indicate which of the above equities you would allocate into which wave (in other words, does it look like the equity is "ready" for an investment OR should I continue to wait for a while)...or not at all (not worth any further investment).

Thanks for your help...Steve

Q: For someone looking for income, what dividend stocks, in any sector, would you find most appealing?

Q: I am a retired income investor. Before the first big drop I was lucky enough to sell any stocks that I deemed to have a questionable balance sheet but kept things like BCE and ENB leaving me approximately 50% cash. It would seem prudent at this time to do some swaps to capture capital losses but not increase risk much and leaving me with a capital loss carried forward. eg. Sell BCE and buy Telus. What do you think of this?

Q: Any idea why ppl which currently yields 5.27% was down last week while the above other defensive stocks were up?

Q: Retired, conservative dividend-income investor with a "buy-and-hold & trim-add around a core position" strategy. At times like these, I take a fresh look at my holdings and ask two key questions. #1 = are there any of my equity holdings that have alarm bells going off? #2 = how safe are the dividends (knowing that no dividend is 100% secure)? The portfolio capital may rise or fall, but it is the continuation of the dividend that is more important.

For asset allocation purposes related to individual stocks (as opposed to sector allocations), I use the following:
5% targets = AQN, BCE, BNS, PBH, RY, TRP, WSP
4% targets = AD, AW, CSH, NWC
2% targets = LNF, MG, NTR
ETF targets = roughly 3-7%

Q#1 = are there any of these equities that you hear alarm bells?
Q#2 = are there any of these equities where you foresee dividend risk?
Q#3 = any thoughts on how I have my asset allocations set up (knowing it is a very personal decision?

Take a bunch of credits. Thanks for your help...Steve

Q: With the latest government announcement is it to sell the telcos .

Q: Hi
Interested in buying bce or telus. Which do u prefer and would u buy now or wait. Thanks Clare.

Q: I'm a little low in both of these sectors and was wondering which of these two companies you would currently invest in.

Dave

Q: Of these two companies, which one do you prefer

Dave