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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 remain with a small position in OBDC. Even though it is down a fair bit and has been for quite some time, There has been many comments about OWL but not OBDC. I bought it for the dividend and will be happy enough as long as it continues. Do you see the OBDC dividend as secure? Do you see any prospect that the whole enterprise might collapse? Thanks for your excellent service.
Read Answer Asked by Leonard on March 25, 2026
Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?

Thanks again
Read Answer Asked by Donald on February 11, 2026
Q: Hi 5i Team,

I am pondering selling some positions in my cash account and buy a few USD income producing investments. Could you please give me your opinions and analysis of OBDC and OCSL given the current interest rate and macro outlook?

SCHD is an EFT I have heard a lot about and looks like a quality holding in an income focused portfolio. Are there any other U.S. ETFs with a similar yield that you would recommend as an alternative or addition to SCHD?

Finally what are the tax implications for a Canadian holding these investments in a non-registered account?

Thanks for the Great Service and Happy Holidays!

Colin
Read Answer Asked by Colin on January 01, 2025
Q: At 71, I'm getting a little scared of the Market (Wednesday), and I'm 100% in equities mostly Tech. I'll keep the Mag 7 but want to sell the rest and move to safety in these Large Mgt. Firms. Please LMK if you agree with my strategy and can you kindly Rank them? Thanks!
Read Answer Asked by Austin on December 22, 2024
Q: Please compare the first two with BAM. Seems they have much higher dividends, and lower valuation. Would you comfortable to pick one today for a long term investing? Thank you!
Read Answer Asked by David on January 24, 2024