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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: Currently BEPC trades at approximately 10% premium above BEP.UN.
From my understanding they are basically the same company but structured differently. BEPC is mostly eligible dividends and I think BEP.UN could be fully taxed as other income but the math doesn't make sense to me. What do you believe the spread should be if you just looked at the math? Can you explain other considerations that may be adding to the premium.
Read Answer Asked by Ian on May 01, 2026
Q: I own mcdonalds,pepsi and visa and notice that over the 3 and 5yr period that they have been outperformed by the SPY etf.Would you sell the three stocks and simplify by replacing them with SPY?
Read Answer Asked by John on May 01, 2026
Q: Hi Team,
I have positions in CSU,TOI, LMN with LMN position being the smallest. Being that I own all of these and all of them have poor momentum, I was looking possibly selling LMN being that is the smallest position and smallest company and using the funds to add to my position in MDA to top it up to full position. Would this be advised at this time?

Thanks,
Shane.
Read Answer Asked by Shane on May 01, 2026
Q: Good morning 5i
Nokia seems to be rising from the dead. There is some news that this relates to Nvidia's increasing interest and investment in the company. I am wondering whether you know something about this and whether it is worth investing in
Thanks
Read Answer Asked by joseph on May 01, 2026
Q: Given that even with yesterday's loss in BEPC a substantial premium still remains for the BEPC vs BEP.un, do you advise selling BEPC while the premium still exists?

Are either BIP.un or BEP.un buys at current prices and if not what would you recommend as entry prices?

Do you think the selloff in CPX was overdone and if so, what price would you consider to buy?

Thank you
Read Answer Asked by Ian on May 01, 2026
Q: Hello Peter,

Even if you have consistently maintained not to buy a stock in the hope of a takeover; I am tempted to dabble in the Canadian energy sector. The three mentioned here were your suggestions as a response to a query yesterday. I am considering all of them
My question-- would you not invest in anyone of the lot with the assumption that they are not takeover target?
Regards.
Read Answer Asked by Rajiv on May 01, 2026
Q: Thanks Garth
My T.D. Waterhouse account only shows my profit/loss position without taking into account the dividends paid into my account . Could 5i tell me my total profit/loss including dividends for the following purchases of GDXY . A total number is fine as of whatever date you select..... I just want to know if I'm winning or losing and how much with this investment ..... Thanks for your terrific service .....

Purchase dates and prices { in U.S. dollars } are the following

200 shares on Mar. 28/25 for $15.90 per share

200 shares on May 2/25 for $15.95 per share

200 shares on June 9/25 for $15.52 per share

200 shares on Aug. 1/25 for 14.55 per share
Read Answer Asked by Garth on May 01, 2026
Q: Please advise which fees should I look on ETF ie Management or MER fees. Ex: BMO ETF website FCCM shows .10 as management fees and .38 on MER fees or total fees ( Management + MER)

When I look at the charts does it includes dividends or price only. Is there a website where we have option to exclude / include dividends.

Thanks for the great service.
Read Answer Asked by Hector on May 01, 2026