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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: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!
Read Answer Asked by Borys on January 22, 2026
Q: In one of recent reports you suggested to sell full position of CPD mentioning "better opportunities". I noticed that CVD also disappeared from your Income Portfolio as well (it is more explicable for me). Can you suggest potential alternatives for substitution of CPD / CVD considering relatively high dividends they pay and relatively low volatility? (may you consider ZMO or ZPAY... or something like that - kind of speculations :)). Thank you for great service!
Read Answer Asked by Borys on January 22, 2026
Q: Would you consider BDT a reasonable compliment to WSP/STN/ATRL? Of the latter 3, which would be your 2 favourites? Thanks for your response.
Read Answer Asked by Michael on January 22, 2026
Q: Would you buy into Gold momentum or are we too late. If the answer is that we are not too late, what stocks or ETF would you recommend? Would you recommend KILO?
Thanks for your advice.
Kathy
Read Answer Asked by Kathy on January 22, 2026
Q: I was planning on adding some or all of these to an RRSP and /or an RESP.
Any issues or better ideas. I am thinking ETF's and one or two blue chip.Thanks,Paul
Read Answer Asked by Paul on January 22, 2026
Q: Thanks to the markets I have large gains in the above banks in registered and non registered accounts. Thinking of trimming back and diversifying in to ETFs for retirement. Any suggestions for Canadian ETFs, also thoughts on XAW. Please deduct credits as needed. Thanks Steve
Read Answer Asked by STEVE on January 22, 2026
Q: Could you tell me about this Bio tech company - New Amsterdam Pharma NAMS? Looks like they have an interesting drug coming out. How high risk would this be?
Read Answer Asked by Pat on January 22, 2026
Q: Hi 5i Team - At today's prices what are some key metrics and ratios for each of these three companies starting with P/E and free cash flow. Also how do they compare with the same metrics and ratios a year ago or whenever the AI theme started to become a concern. Are all three companies profitable.
Thanks.
Read Answer Asked by Rob on January 22, 2026
Q: Last week I sent you a question about etfs and my portfolio. You answered my question and suggested I put some money in fixed income because I am 60 and retired. GICs currently appear to yield about 2.5%. Bonds seem to vary greatly. Can you suggest a fund where I would get a steady return.
Thanks Steve
Read Answer Asked by Stephen on January 22, 2026
Q: I’m considering selling Meta to purchase either AVGO or TSM in the tech sector of my portfolio. This is within my RRIF account.
Thoughts for a three year hold??
Read Answer Asked by Dennis on January 22, 2026