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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: Good afternoon Troops. 65y/o retiree looking to reduce my holdings and consolidate into an easier to manage portfolio. I have chosen six ETFs to give me some international and US exposure, some using covered calls for income. For the Canadian side of my portfolio I have chosen these ten stocks that would be my core holdings going forward. Can you please comment on this strategy and if these stocks are suitable for my situation. Cheers.
Read Answer Asked by Neil on November 27, 2025
Q: I hold both of these industrials. EIF has done much better during my hold period plus I get a decent and seemingly secure dividend. CAE is one company that should get tailwinds from increased defence spending, sometime. I'm thinking of selling CAE and increasing EIF. No tax issues. Your thoughts, please?

Many thanks and BTW, I feel like 5i is a reliable source of information and guidance with your subscribers best interests up front
. Keep up the great work.

al
Read Answer Asked by alex on November 09, 2025
Q: Retired, dividend-income investor. I am a little short on Industrials and am looking for a few ideas for me to do further research. I have a full position on WSP (trimmed it multiple times, having bought it at $36 in 2014). I also own CDZ, ZLB, ZWC, each having roughly 10% industrials.

Some initial ideas I have include CNR, TFII, and other stock and ETF ideas from you. I would prefer that you screen for having a dividend (>2%-?).

Thanks for your help....Steve
Read Answer Asked by Stephen on October 30, 2025
Q: Please suggest a 12 position starter portfolio of quality Canadian stocks with an emphasis on dividend growth (~10%/yr), with broad sector diversification, for longterm/indefinite hold. Current dividend yield is less important. Thank you.
Read Answer Asked by Walter on September 22, 2025
Q: CDN margin account
I’m up 126% on NEO which is 14.7 % of portfolio.
US margin account
I’m up 187% on OR Royalties which is 85% of portfolio (total of two stocks).
TFSA
I’m up 78% on EIF; 34% of portfolio
I have enough capital loss carry forward to offset 100% of the accrued gains in the CDN and US margin accounts. What is your advice? Click on the “sell” button for the two margin account stocks? What about the TFSA EIF stock? Should one sell, trim down?
I would appreciate your comments/guidance.
Thank you

Read Answer Asked by Gilles on September 02, 2025
Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.
Read Answer Asked by Michael on August 15, 2025
Q: I have an observation, as well as a question. I have held this company for a long time and am at a $31 cost base. Several times, I have taken profits to maintain a 4% weighting. I am at a loss as to why it was targeted more than once by short sellers over the years, and generally added on those dips. Now I am online and I see that despite the great quarter and upgrades by most analysts, Morningstar has a 1-star sell rating on it as of 8/13/25. It has been negative this stock constantly, which seems contrary to performance. I looked at new estimates and am wondering if you go along with the low $80 ish ranges or do you expect a bit of profit taking to kick in here? Thanks for your help over many years.
Read Answer Asked by James on August 14, 2025
Q: My son currently has Meta (META), Nebius (NBIS), Amazon (AMZN), and EIF Corp (EIF) in his TFSA, plus an ETF (ZSP) for some diversity. It’s a small portfolio but he really wanted to hold some individual stocks and not just ETFs. Would you be comfortable adding Nvidia (NVDA) and Axon (AXON) at current prices? They are two of my favorite stocks in my non-registered account but I know the prices have really run up. Would you have any better suggestions? Thanks.
Read Answer Asked by Kim on August 07, 2025
Q: Good morning, I’m thinking about selling DSG and buying PRL or EIF. This would be for my TFSA. Which of the two would be a better option. No concerns about allocation,thanks.
Read Answer Asked by Mary on July 28, 2025
Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks
Read Answer Asked by David on July 28, 2025
Q: These are my 4 roughly equal weighted stocks in my TFSA which represent approximately 2% of total reg.and non reg. accounts. I have taken a barbell approach to this portfolio with EIF and GLXY anchoring the ends.
I have held WELL for several years waiting for that sustained breakout expected ( any day now ? ) and am down 20%. How much more time do I give it ? They seem to be getting all the pieces together and management is respected but I am getting itchy to sell and move on. Wait another quarter ? What will make it move higher without retreating ? What would YOU do if your portfolio ? Finally please provide 3 growth alternatives ( with reasons )should I decide to pull the plug .
Thanks. Derek
Read Answer Asked by Derek on June 10, 2025
Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek
Read Answer Asked by Derek on May 15, 2025
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