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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: Can you please provide your analysis of whether AI software developments will negatively impact the businesses of OTEX and ENGH? Both companies seem solid, reasonably well-managed, and pay nice dividends to compensate for their low growth. Should I be concerned that their revenues will decline over time such that my retirement income will be in jeopardy? Should I move on to a more stable dividend payer, for example FTS, that is less likely to be hurt by AI?
Read Answer Asked by David on January 19, 2026
Q: I am looking for 6 undervalued stocks in the Canadian market. What would be as your top 5 picks in order of upside potential. I am interested in some of them to have dividends.
Read Answer Asked by Dick on January 18, 2026
Q: My daughter is starting her TFSA. I have suggested a couch potato strategy to start - can you recommend a good all in one ETF that rebalances and any suggestions for 1-2 buy and hold Canadian stocks if she wants to try that out too.
Read Answer Asked by Graham on January 18, 2026
Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?
Read Answer Asked by mark on January 18, 2026
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
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