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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, I have a small position in ZST . I like to add more bonds for safety and income .
I have been looking at : XSB and XBB and ZAG as they hold Government bonds . Can I assume that by holding one of these to diversify or a combination will do the trick !! ?
Thank you
Carlo
Read Answer Asked by Carlo on February 05, 2026
Q: In my RIFF, cash from income and some sales are put into the BMO HISA or ZJK to accumulate enough for my annual required withdrawals. My ZJK holdings are only touched if I am short when December comes and I enjoy the 6% distribution. I am flat or slightly to the positive at the current ZJK market price. I am wondering if the rising CDN dollar this year and the possibility of settling CUSMA will eat into the yield on ZJK to the point that the BMO HISA (1.95%) might be the better option this year. What would you do and where would you store the cash needed for annual withdrawals? Thank you for your great service.
Read Answer Asked by Earl on February 05, 2026
Q: Just a quick question about prices on charts. Do you use log or simple for prices? Using log charts, you don't see the peaks and valleys as much as a simple chart. Also drawing long term trendlines connecting the previous bottoms gives you different support prices when using simple vs log. Is there one that you favor or people use more than others? Thanks!
Read Answer Asked by Keith on February 05, 2026
Q: Hi gang, 66 year old dividend investor here. I own both FIE @ 6.57% of my portfolio and XEI @ 5.1%. The big difference I see is that FIE holds 18.99% Canadian preferred and 9.1% Cdn Corp bonds. FIE also has a much higher MER at .74% vice .22% for XEI. Both hold all the big banks. Both have dividends roughly the same and pay monthly. I'm up considerably with both.
I'm wondering if I should sell XEI and dump into FIE. Would it be worth it to save the .22% MER on XEI and not pay the MER on both. Or should I just carry on with both. Thanks for your thoughts, Bill.
Read Answer Asked by William on February 05, 2026
Q: Keeping current market conditions in mind and assuming we still have more downside to come, can you share 5 US and 5 Canadian stocks/ETFs on your shopping list? I'm not worried about diversification - just looking for your top picks regardless of sector overlap.

Thank you!
Read Answer Asked by Gurdeep on February 05, 2026
Q: In a LIF account, I believe that dividend income, Canadian and US is not taxable, is this correct?
Are there circumstances where it would be, for example, in a Canadian ETF holding US stocks?
Thanks so much.
Read Answer Asked by Catherine on February 05, 2026
Q: - what would your top recommendations be for the sectors basic materials, consumer staples, industrial and energy?
Read Answer Asked by Robert on February 05, 2026
Q: Is Dundee Corp. a good way to invest in materials? Is it a well run company?
What exactly does it do?

Is DPM a well run mining company - what kind of metals does it mine?
Does it have a promising future - is it a good investment?
What is the relationship to Dundee Corp.
Read Answer Asked by Reg on February 05, 2026
Q: Hi There. Please correct me if I am wrong but I understand that Google, Microsoft and Amazon are stake holders of Anthropic. Can you please tell how much % ownership they have in Anthropic? Do you think this is a reasonable way of getting exposure to Anthropic? If yes, which stock if any would you purchase? Many thanks.
Read Answer Asked by Ian on February 05, 2026
Q: Hi Team: Bx looks attractive after the recent pullback. Do you like the company?
Is this an opportuity to buy? How does it compare to Brookfield for long term growth and income? Thanks for all you do.
Gary
Read Answer Asked by Gary on February 05, 2026
Q: Hello Team 5i & Everyone!

I occasionally listen to Lance Robert's posts. Today was one of those days and anyone worried about the software sector may find part of this video interesting to watch. He answers a question from his audience about A.I. and the sell off in software stocks at the 15 minute mark approximately.

https://x.com/LanceRoberts/status/2019017021019894158?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet

Thank you,

Sandra
Read Answer Asked by Sandra on February 05, 2026
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