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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 have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.
Read Answer Asked by James on November 27, 2025
Q: I am an 80 year old value investor. In a diversified portfolio in all sectors, covered call ETF's as per above, make up 10% of my portfolio. I am satisfied with that and all but two are up. 30% of holdings are ETF's including the covered calls.
QUESTION:1. Am I holding too many covered call ETF's? They seem to take the stairs up and the elevator down faster than single stocks. 2. Is it supposed that the covered call ETF's will plunge faster than the single stocks in an expected steep correction?
Thank you
Read Answer Asked by STANLEY on November 27, 2025
Q: Hi, can you give me a top level summary of the differences between Mutual Funds and ETF's? And which would you prefer when choosing funds to allocate dollars to the Global Market?

Thank-you!
Read Answer Asked by Kimberely on November 27, 2025
Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!
Read Answer Asked by Keith on November 26, 2025
Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.
Read Answer Asked by Jacquelyn on November 26, 2025
Q: Regarding Steve's question on Nov 25, 2025 about the TFSA withdrawal and re-contribution limit.

Using his example, if one were to withdraw $122,000 today, could one re-contribute $40,000 in '26 then $40,000 in '27 then $42,000 in '28 or does the re-contribution rule only apply to the following year and ONLY the following year?
Read Answer Asked by Harvey on November 26, 2025
Q: Dear 5i,

I have a diverse portfolio with stocks and ETFs. Most of my portfolio is doing well. Want to know your thoughts about a few of my holdings that are not doing so well - Adobe, Nike, Accenture, TMO, IDXX and Telus.

What are your thoughts? Should I replace these with a US ETF or hold on. Thanks for your valuable advice as always.
Read Answer Asked by Alka on November 26, 2025
Q: I own Canadian Utilities and Atco Class 1 shares and they have appreciated nicely over time. How would you rate their prospects for growth in share price for the next 5 years?

With today's economic climate with the US, and the Canadian government's stated intention to push for big Canadian infrastructure projects, would one of these companies be a stronger bet?

Do you see the current dividend level as being safe for both companies going forward?

And, is there a good reason to own both of these stocks, given that CU is a sub of Atco?

Thank you for you insight and have a great day!
Read Answer Asked by Cathy on November 26, 2025
Q: hi, I thought I read something yesterday about improper sales accounting from some shopify employees? apparently they have been fired and "the case is closed". surprised nothing in the major financial propaganda sites this am, and no questions here. what are your thoughts on this?
Read Answer Asked by chris on November 26, 2025
Q: Good morning,just looking for your best guess on when the tax loss selling might possibly be over and a good time to purchase some bargains,I realize it’s impossible to exactly pinpoint a day just looking for a general timeframe although the exact day would be nice LOL of these 3 stocks which has the best chance for recovery in 2026
PRL,KSI or NCI Thanks
Read Answer Asked by Greg on November 26, 2025
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