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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 Peter & 5i Team,

If one owned these four Industrial stocks: ARE, STN, WSP, and BDT, please rank them (BUY more, SELL and HOLD). Briefly comment on the rationale for each.

As always, many thanks for your assistance.
Read Answer Asked by Jerry on May 05, 2026
Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.
Read Answer Asked by Matthew on May 05, 2026
Q: Hello everyone. I own both ENB and TRP. Less than 1% position on both. What are your thoughts on SOBO and is it a good buy at the moment. All 3 for long term growth and income.

Thanks
Read Answer Asked by Ron on May 05, 2026
Q: Hello 5i

Like others have mentioned, I have also learned and profited from following 5i and I thank you. I usually listen especially closely when you speak about your own strategies. In that regard I was intrigued by an answer you gave concerning your own portfolio size i.e. 15 stocks and 3 covered call etf’s. It raised several questions. I appreciate your willingness to talk about your own holdings, and this encourages me to ask the following questions. If you feel, however, that they are too personal for a public forum I certainly understand. If you feel comfortable answering, though, I would like to get more detailed information:

1.First is that there seems to be no mention of fixed income. I assume that you don’t hold any and further assume that the reason for this is that if one has enough funds one can withstand a sizable meltdown of the stock market without too much concern. I ask this because I am always wavering about whether to hold fixed income.
2. I notice that you don’t mention any vanilla flavoured etf’s, such as SPY or QQQ. Does this mean that you see the covered call etf’s as a suit iable substitute for them? The question I am getting at here is whether they would be good for all seasons or simply in times like this?
3. Do you now use these covered call etf’s as an easier way to make money on covered calls than selling calls on individual stocks?
4. If you hold 15 stocks as well as three etf’s, what kind of percentage might each one represent and the etf’s?
5. I am planning to use this strategy, But, for the moment I need to buy on margin, Canadian margin has a lower interest rate than US. So I was looking at Hamilton’s QMAX.It looks similar but I wondered what you thought.
thanks
Read Answer Asked by joseph on May 05, 2026
Q: Of these companies, which two would be your top picks for dividends and growth, 3 to 5 year hold?
Read Answer Asked by Edgar on May 05, 2026
Q: I want to bump my REIT holdings up a bit. I own the above three RIETs, which would you add to at this time? Thanks Ron
Read Answer Asked by Ronald on May 05, 2026
Q: Hi,
How are the CDR ratios established? Are there any rules or guidance? They vary so much, I do not find any logic. Not simple for investors who want to follow any CDR and their parent stock. Thanks.
Read Answer Asked by Denise on May 05, 2026
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