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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: Hi 5i, looking to upgrade my consumer goods stock buy selling Deo, gis and buying Nsrgy and mdlz. What do you think of this move and what would be a good entrance price. These companies are bigger and more diversified. Are there any other companies with a dividend worth looking at? Thank you for your service!
Read Answer Asked by Mark on February 02, 2026
Q: Relating to ongoing AI buildout. I have exposure to the power generation side through Brookfield Renewable (BEP.UN), Duke Energy (DUK), and Constellation Energy (CEG), maybe some overlap here.

Given that I am effectively covered on green power, regulated utilities, and nuclear baseload, what are the best complementary high-yield blue chips in Data Center REITs, midstream energy, or industrial supply chain that would diversify my AI exposure without duplicating my existing utility holdings?" I was thinking
Realty Income for physical space. It has high yield however may not play in that space, but what about DLR for eg to compliment (lower yield however)
Read Answer Asked by Harry on February 02, 2026
Q: Do you have a sense of the liability potential for EIX with regard to California wildfires? EIX share price has recovered significantly from Jun of last year and I am within 1.5% of breakeven. What would you recommend to the 'income investors' in the group? Buy, sell, hold? If "sell", what would you replace it with?
Read Answer Asked by Robert on January 29, 2026
Q: I own both BEP and BEPC in my US Dollar TFSA.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.
Read Answer Asked by Ian on January 29, 2026
Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave
Read Answer Asked by Dave on January 28, 2026
Q: I notice for so many stocks that there is a huge increase in trading volume in the last 5 days or so of every third month. South Bow is a nice example. It trades about a million shares or less daily for most of the time then trades 3 to 5 million shares daily for the last 5 to 7 trading days in the months of March, June, September, December.. The pattern repeats every quarter.
Could you please explain this pattern for me.
Thank you Paul K.
Read Answer Asked by Paul on January 27, 2026
Q: If you had 10K to invest - and were interested in dividends and some growth, in what order would you rank these regarding total anticipated returns ?
Read Answer Asked by Judith on January 26, 2026
Q: I recently sold my Hydro holdings and replaced it with BEP.UN partly to help increase my dividend/income, this was done in a RRSP. Thoughts and a comparison of the two. Also can you comment on the recent announcement of issuing shares of BEPC to buy shares of BEP.UN it looks like BN are not happy with the current price spread of the two.
Read Answer Asked by Jerome on January 26, 2026
Q: I am considering adding to these equities (ALA, BIP.UN, BN, CCA, CPX, DIR.UN, FTS, GSY, GWO, MFC, NWH.UN, TOU, TRP). Are there any you would not purchase more? In what order would you acquire for best overall combination of growth and dividend/distribution for the next two years.
Read Answer Asked by David on January 26, 2026
Q: I am looking for a list of dividend paying stocks that you feel will do just fine in the next 2 to 3 years and that will likely continue paying dividends. Besides continuing to pay attractive dividends it would be a bonus if the price would not take a significant hit with a correction. I have listed 2 of them to consider. Please comment on those 2 as well as some of your picks.
Read Answer Asked by Pierre on January 26, 2026
Q: I want to add an additional utility sector stock to my TFSA. I currently own FTS and I am considering buying either H or BIP.UN. Which one would be better. Also open to suggestion of another utility stock.
Read Answer Asked by Roy on January 23, 2026
Q: I know your not crazy about this stock,but looking at it from purely an income play the dividend has already been cut and its pays 7% and other than a couple very temporary blips its basically at an all time low(i know could still drop more)im just thinking i could possibly hold this company between 5.50 and 7.00 for a long time and collect a nice payout and who knows the canadian landscape of these types of companies is getting smaller every year,could be a take out candidate,could you tell me the payout ratio,new management any possible head or tail winds you see in the next couple of years possibly... THANKS
Read Answer Asked by Greg on January 23, 2026
Q: Hello, I have these 3 pipeline cos plus BIPC and I would like to reduce these to 2 stocks (should be sufficient to cover the sector) among ENB, PPL and KEY. I want to keep BIPC. Which ones should I keep and why? I have held these 3 stocks for over 20 years and plan to hold 2 of these for at least another 5 years, possibly 10. Thanks
Read Answer Asked by Martin on January 23, 2026
Q: In one of recent reports you suggested to sell full position of CPD mentioning "better opportunities". I noticed that CVD also disappeared from your Income Portfolio as well (it is more explicable for me). Can you suggest potential alternatives for substitution of CPD / CVD considering relatively high dividends they pay and relatively low volatility? (may you consider ZMO or ZPAY... or something like that - kind of speculations :)). Thank you for great service!
Read Answer Asked by Borys on January 22, 2026
Q: Between BAM and BEPC ...which do you prefer for income and growth in this current environment? I currently have a full position of BN for growth as well as a full position in BAM which provides some income but little growth as of late. I am considering selling BAM and moving to BEPC. I would appreciate your thoughts on this please.

GM
Read Answer Asked by Gary on January 21, 2026
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