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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: Half of my equities EPS growth from 2022 to 2024 is negative (ATD, LNF, QSR, PPL, SU, BNS). I did not include projected growth for 2025, 2026, 2027 as this seems excessively optimistic. Should I include at least 2025? Should I be worried? Most of them are doing well in spite of this. Any suggestions aside from hold tight and do nothing? These are all blue chip. 79 year old income, dividend value investor.
Thank you
Read Answer Asked by STANLEY on May 13, 2025
Q: Hi, is there etf or something that invests in the Japanese trading houses that Warren Buffett seems to be such a fan of? Any way for Canadian investors to buy some shares? Thank you.

Itochu, Marubeni, Mitsubishi, Mitsui, and Sumitomo
Read Answer Asked by Jayden on May 13, 2025
Q: Hello,

From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?

Thank you.
Read Answer Asked by Sarj on May 13, 2025
Q: Do you know anything about BMO Nesbitt Burns Architect Program, if so could I have your thoughts on it and how does this compare to other financial institutions similar products?

Any info you can give is and will be much appreciated, Jim
Read Answer Asked by James on May 13, 2025
Q: Similar to my last question, but looking to the US, I am interested in having a group of companies that are great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great US Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: For the last 5 yrs I have considered myself a dividend investor, and have a good grouping of Stocks that pay a decent average Dividend. But more and more I am interested in having a group of companies that are just great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great Canadian Companies for each sector or industry. Thank you.
Read Answer Asked by Pat on May 13, 2025
Q: I have arranged my 41 stocks into their sectors. Within each sector I have tried to find their revenue growth, earnings growth, P/E, depth/capital, ROE, and price/ cashflow. I am trying to use the 5i website but many items are missing for various holdings such as for BIPC and BIP. As well, to fill in the missing numbers I tried TD, Morningstar and others. Much of the data from these sites is conflicting. One shows no earnings, another shows $2.90 EPS yet another shows $0.92 for the same company. When trying to find an average for each sector to use as a bench mark the situation is worse!

QUESTION: Would you indicate a site that offers these criteria for each sector. Take as many credits as required.
Thank you
Read Answer Asked by STANLEY on May 13, 2025
Q: I'm chiming in on retirement calculators - the CRA retirement calculator is an excellent tool, and very easy to use. The instructions are clear, and you can choose as many income streams as you have and for what years you will use them. I have built my retirement with several income sources - savings, RRSP, rental income, employment income, CPP and OAS, starting/stopping at various stages of retirement. This tool is terrific for planning as you lead up to retirement, as well as checking in along the way for any adjustments that need to be made. https://www.canada.ca/en/services/benefits/publicpensions/cpp/retirement-income-calculator.html
Read Answer Asked by Kim on May 13, 2025
Q: Hi Peter and team,
European ETFs such as the ones listed above have a relatively high concentration of pharmaceuticals. With Trump's plans to curb such imports to the US, do you believe that this will be a headwind for these ETFs?
Your insight is greatly appreciated.
Read Answer Asked by Jerry on May 13, 2025
Q: Hi 5I,
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?
Read Answer Asked by Craig on May 13, 2025
Q: I have been building a portfolio with ETFs.
ZWC (10.3%) & HMAX (4.97%) makes up the Canadian Income Equity Sector (15.3%)

I am 77 years of age and only interested in Dividends, Interest and Distributions. I have 9 sectors I will present each over the next 2 weeks. Please comment on the 2 ETFs in this sector.

Thank You, Jim
Read Answer Asked by William on May 13, 2025
Q: Would you consider one of these superior to the other? Are there others that you would prefer?
Thanks.
Read Answer Asked by Catherine on May 13, 2025
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