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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: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?

We already own Finning International, having taken a 4% position, just before recent quarterly results.

Could you contrast the two companies from stability/growth/valuation perspective ?

Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?

Thank You

Read Answer Asked by rajeev on January 15, 2026
Q: I am considering adding to each of the above companies. Can you discuss the EPS, and sales % growth prospects. If you had to provide these %'s for 5 years out, what would they be? Can you also discuss PE's, trailing and forward and their relation to both the projected EPS growth and historical valuations? Please deduct as many question credits as necessary. Thank you.
Read Answer Asked by John on January 14, 2026
Q: I bought VDY, primarily for the dividend, but capital appreciation has been much better than expected. Now I'm looking for a Canadian complement. I note that CDZ also contains financials and energy, but at fairly low percentages, and it seems to cover other sectors well, perhaps a bit better than VDY. Do you think CDZ would be the best complement, or is there another Canadian ETF that would fit nicely beside VDY. Again, the dividend is appreciated, but capital appreciation and low down-side risk would also be very welcome, in addition to sector balance. Thank you for all your great service.
Read Answer Asked by Gordon on January 13, 2026
Q: I own both.
I would appreciate if you could compare telus to BCE at the same point before BCE cut it's dividend with regards to similarities / differences , position, cash flow, ability to pay dividend. I am worried that Telus will do the same and cut it's dividend in 2026. Is Telus at the same teetering point or better off ?

Read Answer Asked by Ernest on January 12, 2026
Q: Hello 5i team,
Gibson Energy's yield is currently nearing 7%, quite tempting for a dividend investor. Can I get your opinion on the sustainability of this dividend? What is the payout ratio based on earnings and cash flow? I already have positions in ENB, TRP, PPL, KEY and ALA. Would taking a position in GEI reduce my risk, or would I be better off topping up the other positions?
Many thanks for your valuable advice!
Brian
Read Answer Asked by Brian on January 09, 2026
Q: Happy New Year 5i team,
Could I please have your opinion on Brookfield Infrastructure for a 3-5 year hold and also if you could explain the difference between BIP.UN and BIPC and which you think is the better to hold.

Thanks as always,
Paula
Read Answer Asked by Paula on January 09, 2026
Q: What 6 high dividend paying canadian companies would best survive or go down the least in a market selloff. Thanks.
Read Answer Asked by John on January 09, 2026
Q: I have held LNR for a couple of years now and it has recently been in an uptrend. I was looking at a 20 year chart and it has just broke the all time high set 15 years ago or is about to hard to tell for sure on the chart I was looking at. While I am not a technical guy with stocks does this have any significance either technically or in general. Thanks
Read Answer Asked by Jerome on January 08, 2026
Q: Would you please recommend some high dividend ETF for low risk. It can be either only Canadian stocks or mixed with US and Canada. May thanks
Read Answer Asked by kwokwai on January 08, 2026
Q: Part of Patrik's question, on Dec 12th re MDI, was his query if there was another name in the materials drilling sector you would recommend to move on to. As you didn't mention any other - does that mean your opinion is that MDI is the preferred choice ? If not could you elaborate, including Canada & U.S. ?
Thank you.
Read Answer Asked by Alexandra on January 07, 2026
Q: We hold both in cash accounts and need to put one or both (total $14k) into two TSFAs. All tax implications being equal ,which one or a combination of both do you recommend taking from taxable cash accounts and putting into TSFAs?
Happy New year ,and thanks for all your hard work.
Philip
Read Answer Asked by Philip on January 07, 2026
Q: My wife (71 YO) has these stocks in her TFSA as well as $47K cash. What do you think of these holdings? Suggestions on possible purchases? Sell/keep these holdings?
Read Answer Asked by James on January 07, 2026
Q: what would your top 5 dividend stock in North America?
Read Answer Asked by Gary on January 06, 2026
Q: As my wife and I 'leap' over the 90 year-yard line, we ponder what to invest in for our heirs in the coming year - - specifically using our 'new' TFSA contribution room. Historically, we have preferred to use Perpetual Preferred shares - - specifically WN.PR.A and POW.PR.A for their yield, their track record as companies, their distributions which are dividends and taxed as such, and they offer DRIP (at least in our discount house). I am looking for suggestions of other high quality firms that might be considered. Use as many credits as required to answer please. Thank you for all your help over the past several years. Happy New Year! Bill
Read Answer Asked by Bill on January 06, 2026
Q: Hello Peter
I am a retired investor
I do have a nice portfolio on utilities as well as pipelines
both have been lagging the market compared to the banks and the gold stocks but are ahead of the energy and real estate sector
What do you think with the low interest rate environment and the tariffs situation;
that utilities and pipelines will do in 2026, Thank you
Michael
Read Answer Asked by Michael on January 06, 2026
Q: I have owned BCE for 15 years and T (Telus) for maybe 10 years or less - combined $80K investments. Both are down for different reasons. I am up , including dividends a fair bit as I reinvest the dividends where opportunities present. Would you add to T at the current price?
Read Answer Asked by James on January 06, 2026
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