skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have BEP.UN at 1% of my total portfolio, H at 3%, EMA at 3% and FTS at 4.5%. I feel If one is to be sold to reduce holdings, I feel EMA offers the least growth potential / stability. Your thoughts are very much appreciated
Read Answer Asked by Gary on April 22, 2026
Q: DOL is down around say 16% YTD, COST, WMT are up 16% and more, why do you feel this is happening with the tight $ for a lot of customers in todays economy as most families are living paycheck to paycheck.
Thanks Again
Read Answer Asked by eugene on April 22, 2026
Q: I was thinking of selling Tourmaline Oil (TOU) and PrairieSky Royalty (PSK) and buying back into Canadian Natural Resources (CNQ), which is down about 15% from when I sold it. I am interested in the best overall return, not just the dividend. I would appreciate your thoughts on this move. Also, which is the better hold today, Hydro One (H) or Fortis (FTS). Finally, how big of position would you be comfortable letting BAM be in a portfolio? Thank you.
Read Answer Asked by Kim on April 22, 2026
Q: Hi Peter & 5i Team,

I know that you like stocks with momentum. In the Industrials sector, our major holdings are WSP, which has been held for a long time, and STN, held for less time, and I'm somewhat disappointed in its performance. Please comment on these three possible scenarios:

(1) Wait until May 13 when BDT and STN post their earnings. BDT is presently displaying excellent momentum. If prudent, sell some or all of STN to deploy into BDT.

(2) Realizing that WSP is currently under pressure and trading at a reasonable price, sell some or all of STN to deploy into WSP.

(3) Perhaps 5i may have a better idea.

Thanks as always for your valuable insight.

Read Answer Asked by Jerry on April 22, 2026
Q: Our current Utilities holdings are BEP.UN, BIP.UN, CPX and FTS. We are overweight on each (compared to our other holdings). I'm comfortable with these companies and had been comfortable with the weightings, however we recently added BAM to our Financials for diversification (by trimming our CDN Bank exposure).

I'm currently thinking of adding another Utility, in part to reduce our overall Brookfield Exposure and to bring each of our utility holdings closer to "equal weight".

I'm not looking to add a covered call position or utility etf. (We already have full positions in PPL & ENB). We are retired and can be characterized as income investors.

Based on current market conditions, and our other utility holdings, which 2-3 companies (other than BIP, BEP, CPX and FTS) would you recommend for income and modest growth and why? Is there any one Utility company that you feel is currently the most attractive?
Read Answer Asked by Cory on April 22, 2026
Q: Hi Peter
it was one of the top picks on market call BNN 1-2 weeks ago
it has Pulled Back alot
likely the Strait of H is opend
looking for an entry point for a partial position
for some dividends and a 3 years hold
what is a decent price for entry?
if there is an alternative or comparable name, please
educate us
many thanks
Michael
Read Answer Asked by Michael on April 22, 2026
Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.
Read Answer Asked by Edgar on April 21, 2026
Q: Hi Peter
on the yahoo fiance post, Canada needs to invest over 1 trillion dollars in the sectors in the next 10 years, see posted note
My question is on the sector of Electicity
does it means companies like FTS, EMA, H and Bep.un? feel free to add some more
of your favorite company in this sector
thanks
Michael

In order to do that, Canada needs to make $1.8 trillion in investments over the coming decade to boost six sectors: oil and gas, metals and minerals, electricity, agriculture, defence and space.

Read Answer Asked by Michael on April 17, 2026
Q: This ETF started trading last August along with a number of others launched at the same time by Purpose Investments Inc. It is specific re: Enbridge and attempts to gain a higher yield it seems. Could you please explain how this ETF works, what the target yield is for it, where it might best fit account wise, and whether you feel that it is a safe longer term investment. Thank you for the great advice.
Read Answer Asked by Will on April 16, 2026
Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.
Read Answer Asked by simon on April 10, 2026
Q: Hi 5i Team,

Are there any company-specific issues to account for yesterday's 4.28% decline in the share price of QBR.B, and the larger 6.87% decline for Telus?

A 5i member recently expressed his frustration with Telus, a view that I share.

I own both of these stocks, and have been pleased with the performance of QBR.B. With Telus, not so much!

To maintain the same weighting in the sector, I plan to sell Telus, and use the proceeds to buy more QBR.B. Your thoughts?

Thanks as always for the guidance.
Read Answer Asked by Jerry on April 10, 2026