skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i.

I was very surprised when you removed Acadian Timber from the Income portfolio this January, as I have always considered it a solid dividend stock. With the trade uncertainties with the US, its cross-border assets seemed like a great advantage. It has performed quite well lately. What was your reason for removing it from the portfolio? Will you still be providing updated reports on ADN?
Read Answer Asked by William on May 08, 2026
Q: Kel is up 20% in the past few trading sessions and HME is up 16%. I like them both but feel they have really had hyperbolic moves lately.

If you were going to open positions in these 2 energy plays would you wait or buy at current market.

If wait, at what price?

Sheldon
Read Answer Asked by Sheldon on April 30, 2026
Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.
Read Answer Asked by Danny-boy on April 21, 2026
Q: I trimmed PNG in early Jan. and added to HME thinking I would increase my dividends. With the increase in oil prices HME has run up to be a 5% position. I have been trying to figure out what to do take the quick gains and trim the recent add or hang in there for the dividends as I first thought with the belief that after the war is over the capital gain will shrink on its own. I see HME has announced another special dividend. Not looking for personnel advise but your thoughts of the different options.
Read Answer Asked by Jerome on April 16, 2026
Q: How much have each of these names hedged their forward sales and how common is it in the patch? What is the most hedged Canadian name and the least? If unhedged how much in terms of EPS % gain generally can be expected if oil remains at $100 or even $80 for the remainder of this year?
Read Answer Asked by Jeff on April 10, 2026
Q: I’m currently holding Enbridge, CNQ, HME, and Whitecap, and I’m sitting on attractive gains. Given today’s market environment — including oil price volatility, sector valuations, and shifting interest rate expectations — I’d like your guidance on whether it makes sense to start taking profits. My risk tolerance is medium to high, so I’m comfortable with some volatility, but I still want a disciplined approach. Should we be trimming these positions into strength, using trailing stops, or rebalancing to manage my energy exposure? I’d appreciate your view on the most appropriate profit‑taking strategy for my situation.
Thanks for your help. Rick
Read Answer Asked by Rick on April 09, 2026
Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff
Read Answer Asked by Geoff on March 31, 2026
Q: I am wondering about your newfound enthusiasm for HME, and why this microcap is lately being recommended alongside stocks such as TOU, SU, CNQ and IMO. As recently as Jan. 29 in a reply to Thomas, your opinion was decidedly less positive about the stock and its prospects.
What has changed, that we should be taking a closer look at HME?
Read Answer Asked by chris on March 18, 2026
Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks
Read Answer Asked by Dennis on March 16, 2026
Q: I hold the above dividend stocks and looking at adding one more with some cash I have, (GSY was my other holding). I would like at least a 5+% dividend. Can you give me a few options of your favourite holdings you would suggest? Thanks.
Read Answer Asked by Kevin on March 12, 2026
Q: Hi Again. Similar to my last question, with consolidation in mind, would you please rank the above holdings in order of "sell" to "keep".

Carl
Read Answer Asked by Carl on March 02, 2026
Q: Hi 5I. I would like to consolidate this mixed bag into one or two holdings. Would you please rank them in order of "sell" to "keep".

Carl
Read Answer Asked by Carl on February 27, 2026
Q: What are your current favorite small cap, and mid cap energy names ? The PSCE ETF covers a good selection of US names. Is there a similar TSX listed ETF ?
Thank you.
Read Answer Asked by Paul on February 11, 2026
Q: I am considering purchasing these stocks (ARX,BCE, DBM, FCR.UN, GEI, HME, PRL). For the best return (income and price gain) over the next two years, in what order would you acquire? Are there stocks you would not buy now from this list?
Read Answer Asked by David on January 26, 2026
Q: I sold T in December for a tax loss, hoping to buy it back however the stock has risen by 7-8 % since, so would lose on the exchange.
I have since been looking at HME and was considering replacing T with HME in an income account. I would take a little hit on the yield however I think it would be a safer holding re-dividend safety and possibly a better growth profile.

Your comments please on this approach.
Thanks
Jeff
Read Answer Asked by JEFF on January 19, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!