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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: Would it be prudent to reduce energy exposure at this time? My wives RRIF account holds ARX, TOU, & FRU they represent 21.8% of the portfolio. My RRIF account holds ARX, TOU, HWX, PPL, OBE, & PD they represent 33.3 % of the portfolio, PPL alone is 15% of the total portfolio. I know I should reduce this exposure what would you suggest?
Read Answer Asked by lance on January 12, 2026
Q: My wife (71 YO) has these stocks in her TFSA as well as $47K cash. What do you think of these holdings? Suggestions on possible purchases? Sell/keep these holdings?
Read Answer Asked by James on January 07, 2026
Q: I am thinking about buying either PPL, FRU or PEY, mainly for the dividend. Which one is the best quality and has the best prospects of its share price rising?
Read Answer Asked by Paul on December 15, 2025
Q: I am an income investor and am overweight energy at 13.82% of my portfolio. FRU (4.63), CNQ (1.93), ENCC (1.17), TOU (2.72), EMAX (3.37). How would you reduce the energy holdings down to a more reasonable 5-7%?

Thank You, Jim
Read Answer Asked by William on October 27, 2025
Q: Continuing with Adding Core Portfolio holdings. Energy Sector has EMAX (3.54), ENCC (1.23) & FRU (2.93) for 7.73% of my portfolio. (FRU I have traded many times). Any comments on the Energy Sector holdings?
Read Answer Asked by William on June 18, 2025
Q: Looking for a generous dividend with some growth and reasonable volatility for a long term hold. Which would you suggest? Are there tax issues with a royalty company like FRU?
Read Answer Asked by Graeme on May 16, 2025
Q: I own FRU in a TFSA and although I appreciate the high dividend associated with this stock, I now understand that the dividend is not covered by either its Earnings or Cashflows.

Q1. With the NAV of the stock significantly down over the past few years and the dividend not being covered by either the Earnings or Cashflows, should I be worried about the relative safety of the dividend?

Q2. What are your thoughts on continuing to hold FRU in a TFSA and should a holder of FRU just cut their loss and replace FRU with some other stock?

Q3. What is your best idea as a FRU replacement should I need to sell FRU and replace it with another stock or ETF in the sector?

Thank you and I'll await your response.

Francesco
Read Answer Asked by Francesco on February 24, 2025
Q: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve
Read Answer Asked by STEVE on February 05, 2025
Q: I recall that a few years ago, it was said that CNR had approximately an 18% equity position in FRU. I wondered if: a) the share count of FRU had changed dramatically and, b) if CNR still has an approximately 18%. Thanks to all the 5i team and have a healthy 2025. Bill
Read Answer Asked by Bill on December 31, 2024
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