Investment Q&A

• Vanguard FTSE Canadian High Dividend Yield Index ETF (VDY $60.62)
  • $60.62 P/E (TTM): 5.99X Cap: $5.25B
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• State Street SPDR Bloomberg 1-3 Month T-Bill ETF (BIL $91.72)
  • $91.72 Cap: $43.48B
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• JPMorgan Ultra-Short Income ETF (JPST $50.75)
  • $50.75 P/E (TTM): 17.81X Cap: $35.10B
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• JPMorgan Equity Premium Income ETF (JEPI $57.91)
  • $57.91 P/E (TTM): 24.94X Cap: $40.58B
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Q: Let's say a conservative investor (i) wants to invest US dollars in US ETFs, (ii) wants principal protection above all, for example by investing primarily in BIL.

If this investor wants to move a little bit up the risk ladder with a view to getting more yield, by adding one or two other conservative ETFs (while continuing to hold BIL as the primary holding): what would you suggest?

Upvote 3

Read Answer Asked by Chris on November 28, 2025

• TELUS Corporation (T $18.34)
  • $18.34 Cap: $28.39B
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Q: Is the Telus dividend sustainable? Current dividend yield is 9.19%

Upvote 9

Read Answer Asked by Ron on November 28, 2025

• Emera Incorporated (EMA $67.82)
  • $67.82 P/E (TTM): 18.38X Cap: $20.39B
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Q: 80 year young value investor. I held EMA for many yers until it started going downin 2022. Now it seems to be back to where it was before it dropped. Time to get into it now for the dividend?

Upvote 3

Read Answer Asked by STANLEY on November 28, 2025

• Bank of Nova Scotia (The) (BNS $96.94)
  • $96.94 P/E (TTM): 18.63X Cap: $120.35B
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• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.78X Cap: $148.17B
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• Canadian Natural Resources Limited (CNQ $47.29)
  • $47.29 P/E (TTM): 14.74X Cap: $98.51B
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• Power Corporation of Canada Subordinate Voting Shares (POW $71.15)
  • $71.15 P/E (TTM): 15.17X Cap: $45.32B
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• Pembina Pipeline Corporation (PPL $54.17)
  • $54.17 P/E (TTM): 18.81X Cap: $31.47B
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• Restaurant Brands International Inc. (QSR $101.54)
  • $101.54 P/E (TTM): 25.79X Cap: $46.03B
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• Emera Incorporated (EMA $67.82)
  • $67.82 P/E (TTM): 18.38X Cap: $20.39B
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• Exchange Income Corporation (EIF $79.55)
  • $79.55 P/E (TTM): 29.6X Cap: $4.31B
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• Nutrien Ltd. (NTR $81.30)
  • $81.30 P/E (TTM): 46.8X Cap: $39.29B
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• Alimentation Couche-Tard Inc. (ATD.A)
  • P/E (TTM): 9.8X
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Q: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.

Upvote 9

Read Answer Asked by Neil on November 27, 2025

• AT&T Inc. (T $26.02)
  • $26.02 P/E (TTM): 8.38X Cap: $184.46B
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• BCE Inc. (BCE $32.92)
  • $32.92 P/E (TTM): 4.92X Cap: $30.69B
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Q: I have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.

Upvote 4

Read Answer Asked by James on November 27, 2025

• Canadian Utilities Limited Class A Non-Voting Shares (CU $42.23)
  • $42.23 P/E (TTM): 20.6X Cap: $11.48B
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• ATCO Ltd. Class I Non-voting Shares (ACO.X $55.69)
  • $55.69 P/E (TTM): 14.4X Cap: $6.24B
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Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?

With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?

Do you see the current dividend level as being safe for both companies going forward?

And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?

Thank you for you insight and have a great day!

Upvote 4

Read Answer Asked by Cathy on November 26, 2025

• TELUS Corporation (T $18.34)
  • $18.34 Cap: $28.39B
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• South Bow Corporation (SOBO $38.43)
  • $38.43 P/E (TTM): 18.82X Cap: $8B
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Q: In your opinion which one of these high yielding companies, telus, sobo offer the best return over the next 5 years?

Upvote 7

Read Answer Asked by Terry on November 26, 2025

• TELUS Corporation (T $18.34)
  • $18.34 Cap: $28.39B
  • View T Profile
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.66)
  • $52.66 P/E (TTM): 14.7X Cap: $12.04B
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Q: Eighty year old income investor. I am down a little ($2500) on T:ca. Based on your thoughts about these companies in questions today: Should I sell T:CA and buy more QBR.B:CA which I also own and is up for me by ($1500) or hold everything and let T:CA eventually go up? I do not need the funds immediately. I enjoy the dividend of T:CA.

Upvote 7

Read Answer Asked by STANLEY on November 25, 2025

Q: I value David Rosenberg's opinion that; "Shiller P/E, length of bull run and standard deviation measures are red flags that signal a big shift is imminent." Capital appreciation is important to me, with modest income. Suggest some investments, please.

Upvote 8

Read Answer Asked by James on November 24, 2025

• Bank of Nova Scotia (The) (BNS $96.94)
  • $96.94 P/E (TTM): 18.63X Cap: $120.35B
  • View BNS Profile
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• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.78X Cap: $148.17B
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• Sun Life Financial Inc. (SLF $82.83)
  • $82.83 P/E (TTM): 20.53X Cap: $46.17B
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• Fortis Inc. (FTS $73.26)
  • $73.26 P/E (TTM): 20.99X Cap: $37.02B
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• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.59)
  • $73.59 P/E (TTM): 32.58X Cap: $118.53B
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Q: Good Day, in an earlier question you indicated that the above 5 companies could be acquired for dividend income. What entry price would you recommend?
Thank you.

Upvote 6

Read Answer Asked by Ian on November 24, 2025

• BCE Inc. (BCE $32.92)
  • $32.92 P/E (TTM): 4.92X Cap: $30.69B
  • View BCE Profile
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• Rogers Communications Inc. Class B Non-voting Shares (RCI.B $54.63)
  • $54.63 P/E (TTM): 4.26X Cap: $29.72B
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• TELUS Corporation (T $18.34)
  • $18.34 Cap: $28.39B
  • View T Profile
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• Quebecor Inc. Class B Subordinate Voting Shares (QBR.B $52.66)
  • $52.66 P/E (TTM): 14.7X Cap: $12.04B
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Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted

Upvote 16

Read Answer Asked by Ted on November 24, 2025

• Capital Power Corporation (CPX $61.33)
  • $61.33 P/E (TTM): 21.11X Cap: $9.54B
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Q: Hi 5i,
Is this a good entry point for Capital Power? Do you think it has much growth potential?,
Thanks, Cheers

Upvote 3

Read Answer Asked by Hans on November 24, 2025

• Northland Power Inc. (NPI $17.39)
  • $17.39 Cap: $4.54B
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Q: Now that the dust has cleared a bit after the big drop in Northland Power is there any further information regarding the drop? Do you see anything in the next couple of years that would help it to recover?

Upvote 5

Read Answer Asked by Les on November 24, 2025

• Bank of Nova Scotia (The) (BNS $96.94)
  • $96.94 P/E (TTM): 18.63X Cap: $120.35B
  • View BNS Profile
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  • View Reports on BNS
• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.78X Cap: $148.17B
  • View ENB Profile
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  • View Reports on ENB
• Sun Life Financial Inc. (SLF $82.83)
  • $82.83 P/E (TTM): 20.53X Cap: $46.17B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• Fortis Inc. (FTS $73.26)
  • $73.26 P/E (TTM): 20.99X Cap: $37.02B
  • View FTS Profile
  • View Questions on FTS
• Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $73.59)
  • $73.59 P/E (TTM): 32.58X Cap: $118.53B
  • View BAM Profile
  • View Questions on BAM

Q: If you were to buy 5 stocks for their dividend what would they be?

Upvote 19

Read Answer Asked by Brian on November 24, 2025

• Northland Power Inc. (NPI $17.39)
  • $17.39 Cap: $4.54B
  • View NPI Profile
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Q: Do you think this is a good time to take a partial position in NPI or do you foresee tax loss selling resulting in more of a sp decline?

Thank you

Upvote 4

Read Answer Asked by JACK on November 24, 2025

• Aecon Group Inc. (ARE $27.28)
  • $27.28 P/E (TTM): 270.9X Cap: $1.72B
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• Bird Construction Inc. (BDT $26.48)
  • $26.48 P/E (TTM): 15.55X Cap: $1.46B
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Q: How would you compare BDT and ARE going forward

Upvote 3

Read Answer Asked by terrance on November 20, 2025

• Power Corporation of Canada Subordinate Voting Shares (POW $71.15)
  • $71.15 P/E (TTM): 15.17X Cap: $45.32B
  • View POW Profile
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Q: First of all. thanks for your timely advice and guidance in these crazy times!!!

Do you feel POW is a good conservative play in a RRIF rather than BN, if one is concerned about safety in a portfolio and with BN's price drop lately
or do you think BN is still a good stock to hold for the long term?


Thnx 5I

Upvote 4

Read Answer Asked by David on November 19, 2025

• Enbridge Inc. (ENB $67.93)
  • $67.93 P/E (TTM): 25.78X Cap: $148.17B
  • View ENB Profile
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• Fortis Inc. (FTS $73.26)
  • $73.26 P/E (TTM): 20.99X Cap: $37.02B
  • View FTS Profile
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Q: Hi Team
I currently hold both ENB and FTS and I'm looking to add to one of them. Which one would you add to at this time, it will be for a long term hold (5+ years)

thanks
Paula

Upvote 8

Read Answer Asked by Paula on November 19, 2025

• TELUS Corporation (T $18.34)
  • $18.34 Cap: $28.39B
  • View T Profile
  • View Questions on T

Q: Greetings 5i, I know that you have answered several recent questions on Telus including the dividend sustainability. But given the drop today (Nov 18) of >5%, which appears to be due to the JP Morgan downgrade, can you please refresh your thesis? Is the market reaction overdone? How does the current situation with Telus compare to that of BCE in the months leading up to its dividend cut? Thank you.

Upvote 15

Read Answer Asked by Barbara on November 19, 2025

Q: Is telus a buy under $19. Looking at a long term hold for the dividendsand some growth.

Upvote 5

Read Answer Asked by Greg on November 19, 2025