Investment Q&A

Q: Hello 5i,

I am looking to add one name to my income portfolio and the names mentioned above come to mind.
I own TD, ENB and FTS, so have a representation in the sectors. I would like a high dividend (who doesn't) and a dividend grower too.
Would you have a favorite amongst these or would prefer another name?
Regards
Rajiv

Q: I bought Aecon (ARE) back in 2023 with income in mind, entering at $11 and locking in a dividend yield close to 7%. In November 2024, when the stock climbed to $28, I asked whether it might be time to realize the gain. You encouraged me to hold and see how things unfolded. Shortly after that conversation, the stock dipped sharply to $15.

Just to be clear—I’m not blaming you at all for that. I appreciated your perspective then, and I still do now. I’m simply revisiting the decision with fresh eyes, given how things have evolved. Aecon has always been a bit of a yo-yo—volatile by nature. And I know myself: once I sell a stock like this, I won’t buy it back. That’s why I’m approaching this decision with care. The recent contract Aecon signed to expand into the U.S., especially in nuclear infrastructure, feels like more than just a bounce—it suggests real strategic potential.

Fast forward to today, and Aecon has rallied to a new high of $32. My position is held in a margin account, and I’m sitting on a capital gain of $22,900. Of course, selling now means paying tax—but so would selling later. The dividend yield gives me about $834.48 annually, which is modest compared to the capital gain.

You once told me to hold Aritzia and not to fear a likely weak quarter. That advice turned out well. And when Aecon announced its U.S. expansion, the stock responded strongly. I appreciated your insight then, and I trust your judgment. Now, I’d love to hear your thoughts on this one.

So here’s where I’m at: should I sell now and lock in the gain, or continue holding for long-term income and potential upside? I’m not looking for reassurance—I’m looking for your clear-eyed analysis.

Thanks in advance—I really value your perspective.

Q: thoughts on this mid cap utility for a retired dividend investor.

Thanks Dave

Q: Hi Peter
I owned all 3 pipelines ENB, PPL, and TRP for dividends and slow capital appreciation;
all 3 have been declining in the last few weeks
are there any fundamental reasons ? I know that the prices of oil is weak and there are obstacles to try to build a pipeline from Alberta to BC , some talks for pipeline to the USA, I am looking for opportunity to add to my existing position, should I wait longer? is there a seasonal trade timing? Thanks
Michael

Q: Would appreciate your review of recent results. Thanks.

Q: Bought 500 CJT@ $103.00 per share (500) down 20%. I am along - term investor. Keep or sell?

Q: Bought 1000 shs in April @ $45.00 per share - down 20% or so: hold or sell?

Q: Please give us your assessment of Doman prospects with respect to tailwinds on housing starts, softwood tariffs and whether it is timely to invest in them. What would a good entry price be?

Grazzia

Q: Many thanks for your advice over the years, I have decided at 89 years old to slow down! maybe listen to Warren and buy extra safe investments! Any suggestions?

Q: Hi, looking to trim one of these holdings too many, could you please rank these companies from least liked to best . Risk and Sector not an issue. Keeping the remaining for long term.
Thanks

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: I bought DFN and HMAX a few months ago because of the dividends--today they are 16.85% and 12.76%
but also a pleasant surprise of growth in each of 31% and 34%
So have now added the above stocks
I monitor all of them daily
Would be interested in you comments on this??

Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.

Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave

Q: Questions on KBL:

Can you please comment on:

- Balance sheet quality

- Management

- Current valuation relative to its history

Considering its 12-year dividend-raising drought, is there a history of companies going long periods without raising before resuming once again. Wondering if there is any hope.

A somewhat related question.......
KBL is rated B+ in your reports. Does your rating system take into account any risk profile? For instance, I believe PRL is also rated B+. So from an overall risk standpoint, would you see these two companies at roughly a similar level of risk?

Q: May I please get your views on the most recent results from CCI ? I didn't think that the report was particularly impressive but the stock price has been appreciating slowly recently. It pay a 4.3% dividend but over the longer term I'm not getting a great return. Do you see it as a hold or should I let it go and move on to something better?
Thanks for your advice.
Ian

Q: In need of income over growth as security would be held in a RRIF.
Would FTN be a good income candidate?

Thnx for the great service!!

Q: I am trying to understand the attractiveness of QSR as an investment, having already executed a sell decision...owners of Burger King; Tim Hortons; Popeyes; Firehouse Subs; Carrols Restaurant Group. I never found their "story" very compelling, yet was talked into it a number of years ago by an advisor.

They've never really performed in my view other than provide a modest dividend. Mr. Doyle is nearing the end of his second year leading a turnaround, yet it seems to me not much is turning around. I find it equally puzzling that this stock remains on a lot of recommendation lists and has for years.

I would like your perspective on the stock, its performance to date and where you see it headed over the next 3-5 years.

Thanks as always,

Dave

Q: Some consider Telus to be a potentially significant beneficiary of AI, through its Telus Digital. Do you share this view, or is it really more of a slower growth telco?

Q: Could I have your opinion on HME please. Is it in your Income Portfolio as mention on October 15 post? If so I am not seeing it...
Many thanks!