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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 recently initiated positions in both BEPC and BIPC. I was confronted with the decision to invest in the LP or the corporations. In the end, I decided to invest in the corps as it was in a taxable account, and I wanted to keep thing simple from a tax perspective. Now I find out today that the company is profiting (at my expense) by running an arbitrate strategy between the two classes of shares. How is this in my best interest as a shareholder of the corporations (vs LPs)? Does this open the company up to liability in the sense they are treating each class of shares differently? Can't help feeling both betrayed and regret that I should have bought the LPs. Should I do the same and sell the corps to buy the LP’s or just let it play out?
Read Answer Asked by Stefan on April 30, 2026
Q: Hi,

I wanted to get your thoughts on Brookfield Infrastructure Corporation (BIPC). The stock dropped about 10% today despite reporting solid Q1 2026 results — FFO was up 10% and they raised the dividend 6%. The stock is now near its 52-week low around $35.50.

Given the current interest rate environment and BIPC's debt exposure (particularly in Brazil), do you think this sell-off is an overreaction and a buying opportunity, or are there fundamental concerns I should be aware of before adding to my position?

Looking forward to your thoughts.
Rick
Read Answer Asked by Rick on April 30, 2026
Q: Can I please get your thoughts on Robinhood's latest quarter? Would you buy, hold, sell here? Couple of other suggestions for Financials if not a buy?
Thank you
Read Answer Asked by Neil on April 30, 2026
Q: Kel is up 20% in the past few trading sessions and HME is up 16%. I like them both but feel they have really had hyperbolic moves lately.

If you were going to open positions in these 2 energy plays would you wait or buy at current market.

If wait, at what price?

Sheldon
Read Answer Asked by Sheldon on April 30, 2026
Q: Now that Shell have snapped up ARX what are all the remaining Canadian companies with big gas and liquids reserves in the Montnery Formation? I am looking for large reserves, strong and growing dividends and a track record of good management. Which would you invest in?
Thanks...... Paul K
Read Answer Asked by Paul on April 29, 2026
Q: I owned IWMY and sold for tax loss in December, and am considering buying it back. I'm curious why when I look at the chart on IWMY's 5i profile, it shows that a year ago the price was $15,54, so an increase in value to today's price, but when I look at the same position on my RBC DI site, I see 23.74 as the price a year ago, decreasing to today's price. It's a considerably different picture. Thanks!
Read Answer Asked by Kim on April 29, 2026
Q: What exactly is happening in the world of microprocessors, which experienced a sharp drop yesterday? How exactly are the recent events at OpenAI impacting the microprocessor market? What should we be concerned about in this area in the short and medium term? Your clear explanation would be greatly appreciated.

Thank you in advance
Read Answer Asked by Gabriel on April 29, 2026
Q: Hi Peter & Team,

In our combined portfolio, we own the following International ETFs: ZEM, VEF, VA, and VIDY. Please list which ones to keep if you think there’s too much overlap.

As always, many thanks for your perspective.
Read Answer Asked by Jerry on April 29, 2026
Q: While I am sure Mr. Nuttall will have some interesting insight into today’s news that the UAE is withdrawing from OPEC, I would appreciate your thoughts. First, is this something short term, and the UAE rejoins after the Iran crisis, or can we now expect an upheaval in OPEC and its membership? Articles suggest this will result in a lowering of oil prices in the medium term if the UAE remains out….your thoughts?

Thanks as always,

Dave
Read Answer Asked by Dave on April 29, 2026
Q: Peter recently answered a question about the number of positions which makes for good diversification and in answering I believe he said he personally holds about 15 stocks and 3 income oriented ETFs. All my holdings are stocks and I know nothing about ETF's. Could Peter share with us what 3 income oriented ETF's he holds and why he chose those. I am a long time subscriber to 5i and you and your team have taught me so much over the years, allowing me to achieve WAY beyond what I could have done on my own.

Many, Many Thanks
Scott
Read Answer Asked by Scott on April 29, 2026