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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: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott
Read Answer Asked by Scott on January 29, 2026
Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please
Read Answer Asked by Terence on January 23, 2026
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Read Answer Asked by Robert on January 19, 2026
Q: Any reasons for the recent weakness of BAM & AMZN? Timely to buy Amzn and what is good entry prices in US$ and Can$?Please comment on Amzn especially re its AI and holiday sales.Txs for u usual great services & views
Read Answer Asked by Peter on January 17, 2026
Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.
Read Answer Asked by David on January 05, 2026
Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L
Read Answer Asked by Paul on December 16, 2025
Q: My financial holdings are TD, BNS, BMO, MFC and SLF. With the recent surge in the banks I am looking to rebalance back to a 50/50 split between banks and insurance companies. If you were to add a third insurance company, which would it be? Or should I add a non-bank/insurance company like BAM or X which is still classified as financial? I am only interested in large cap, dividend-paying stocks.
Read Answer Asked by David on December 08, 2025
Q: What would be your top 5 CDN DIV growth names ranked in order that can be set up as a DRIP. Thanks as always.
Read Answer Asked by Chris on December 08, 2025
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Read Answer Asked by Yves on November 25, 2025
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.
Read Answer Asked by Ian on November 24, 2025
Q: If you were to buy 5 stocks for their dividend what would they be?
Read Answer Asked by Brian on November 24, 2025
Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help
Read Answer Asked by Terence on November 21, 2025
Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Read Answer Asked by Lauren on November 19, 2025
Q: Can you comment on whether or not you feel there are currently issues in the Private Equity market today, and how it would (or perhaps would not) have any affect on BAM and / or BN's business. What is the biggest current concern that is negatively affecting stock price. I am trying to decide whether or not to take a position in one, or both.
Read Answer Asked by James on November 19, 2025
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