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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: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Read Answer Asked by John on December 05, 2025
Q: Gooday My question is that I have 2 sons with money in there tax free account. Which are the safest divden pay stocks that you recommend .
Read Answer Asked by Lynn on November 03, 2025
Q: What is the best way to play Utilities in Canada & US? Stocks or ETFs? Which ones? Thanks!
Read Answer Asked by Austin on October 24, 2025
Q: Question for the 5i team. Are there any buys that may prove to good holdings in recession. 2 or 3 us and or cdn. Thanks in advance for sage advise!
Read Answer Asked by Robert on October 01, 2025
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
Read Answer Asked by Graham on September 22, 2025
Q: Good morning. Retired live off portfolio. Had a GIC with a nice yield just mature. Need to reinvest for "safe" income. Which of the stocks in your income portfolio would you say are the best buys at this time with safety in mind. Thanks.
Read Answer Asked by MANFRED on August 29, 2025
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.

Also please recommend ETFs that mainly invest in companies with the above criteria?

Thank you
Read Answer Asked by Ahmed on August 22, 2025
Q: Hi Guys;

I own FTS in my non registered account and I am looking for a complimentary holding in my TFSA. Which of the companies listed above would you prefer and why?

DON
Read Answer Asked by Donald on August 22, 2025
Q: I am overweight in FTS and wish to reduce it and diversify into H or another utility. Do you think that H would be impacted if Ontario decides to retaliate to US tariffs by cutting off US electricity? Is there another utility company that you prefer? I already own some EMA.
Read Answer Asked by Maria on August 08, 2025
Q: Hello 5i,

We have decided to trim equity positions by 15%-20% and replace those stocks with less risky investments. This move is to retain capital investments for the near term due to leveraged market evaluations and the Narcissist who is making a serious attempt to change the US from a democracy to a Totalitarian state.

Can you please provide a list of safe havens to shelter against some of the potential risks?

Thank you
D&J
Read Answer Asked by Jerry on August 05, 2025
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Read Answer Asked by Gerry on July 31, 2025
Q: Has Hydro One always paid a dividend since it went public? Has it ever decreased the dividend payment ( in dollars)? I am thinking of buying Hydro One as a 5+ year hold.

I am looking for a solid utility with good chance for growth in share price over the long-term, but already own Fortis, so am looking for an alternative to that stock.

What would be a good entry price to buy Hydro One? Thank you.
Read Answer Asked by Cathy on July 09, 2025
Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks
Read Answer Asked by Brad on June 27, 2025
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks
Read Answer Asked by Frank on June 25, 2025
Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.
Read Answer Asked by Kim on June 25, 2025
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).

Thank you for the incredible insights. Have a great day!
Read Answer Asked by Don on June 25, 2025
Q: Please rank the following stocks to purchase today for a 20 year hold. Thanks
Read Answer Asked by Ben on April 21, 2025
Q: Hi Peter, Ryan, and Team,

US bond yields have recently increased quite substantially due to the self-inflicted chaos caused by Trump. Canadian yields have also risen, but thankfully not as much as in the US. Even dividend payers like Fortis, Emera, and Hydro One have recently been under pressure.

Portfolio Analytics tells me that our Utilities exposure needs to be increased. Since the three stocks referenced are “on sale”, do you think that this could be an opportune time to buy some FTS, EMA, or H? We already have a large holding of FTS, but I’m intrigued by the recent momentum of Emera.

Your thoughts on this strategy will, as always, be of help as we try to navigate through this truly bizarre period.
Read Answer Asked by Jerry on April 10, 2025
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