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: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.
Read Answer Asked by Harry on January 07, 2026
Q: In what order would you put these 4 companies for growth income and safety.
Read Answer Asked by don on April 23, 2025
Q: I am puzzled as to why the pipeline stocks have been dropping substantially over the last few days. I would have expected these companies to hold up quite well as they are basically a toll road for oil and gas with a good dividend. I considered pipeline stocks as a good defensive holding. What am I missing?
Read Answer Asked by John on April 09, 2025
Q: What are your total return estimates (per year) for the above Utilities over the medium term (3-5 yrs.)?
Pls. include any utility that I have missed that would crack the top 3.
Are there any of the top 3 that would come with elevated risk?
Thanks, Hugh

Read Answer Asked by Hugh on February 21, 2024
Q: Hi,

I am contemplating replacing Fortis with a greener utility. I already own BEP. What are your best suggestions please in Canada and the US and their relative risk rankings. Thank you, Michael
Read Answer Asked by Michael on February 19, 2024
Q: Hello - I am an income investor. My view has been to construct my portfolio with companies that pay growing dividends as a way to offset inflation. With BCE’s announcement of reduced expected dividend growth in the future I am considering shifting that portion of my portfolio somewhere else. Can you please provide the stated expected ranges of dividend growth (as a %) of these companies? Please take all the credits you wish. Thank you
Read Answer Asked by Mark on February 12, 2024
Q: I am finally going to dump my AQN holdings and would like to redeploy capital to get similar dividend yield. I hold hold postions in all of the other stocks listed. How would you rank order them in terms of value/upside and are there any particular standouts which you would recommend for a buy now. Thanks
Read Answer Asked by Gary on November 28, 2023
Q: Hello 5i Team

I currently hold in my US$ denominated RRSP Brookfield Renewable Partners L.P. (BEP) to avoid complications with taxation of BEP.UN in a taxable account.

I want to proceed with buying Brookfield Renewable Corporation (BEPC) in my taxable account to receive Canadian Eligible Dividends. I would then sell my BEP holdings in the RRSP.

Could you please provide your top 5 ideas in the US market (i.e. NYSE or NASDAQ listed) for electrical utility and or renewable electrical generation to replace the BEP units in my RRSP.

Thank you

Read Answer Asked by Stephen on August 17, 2023
Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on August 02, 2023
Q: These are my current holdings and I am looking forward to 2023. They are held in relatively the same quantities in 5 different accounts, a RRIF, 2 TFSA's and 2 Non registered accounts. I am retired an enjoy the income. Do you see any issues with these holdings or have any suggestions looking forward. The only non dividend holding is AR.
Take any extra credits as necessary. Thank you in advance. Enjoy and appreciate 5i'S help. Happy New Year.
Read Answer Asked by John on January 10, 2023
Q: My wife has $75,000 to invest in her TFSA, in which she is also holding 100 shares of TD Bank along with 100 shares of TD in an RSP. She is retiring in a month has a defined pension plan, CPP, OAS. But she is still looking for dividend income either monthly or quarterly to supplement her income.
We are looking at going with "Beating the TSX Portfolio 2022" but also looking at ZWU and ZWC which look like they could bring in more income but higher fees. What are your thoughts? Thank you.
Brian
Read Answer Asked by Brian on February 16, 2022
Q: I bought enb about 3 months ago, I am up a little on it, I keep hearing that other pipelines have a better growth profile on dividend payouts, I was thinking of selling it and buying another pipleline, ala, ppl,ket etc. I also own a little ppl, both in a non tax account. What would do you think?
Thanks
Read Answer Asked by auftar on February 15, 2022
Q: Where/how could one accurately determine the dividend payout ratio... It seems like an important fact, that is often not listed and often hard to obtain. I've read some Earnings are calculated after perferred dividends. Referencing GEI and Pembina, what are their annual divdend payout ratios?
Read Answer Asked by Mark on January 24, 2022
Q: My only oil/gas exposure is via the pipeline stocks listed. I am virtually at a break even point on PPL and up on TRP and ENB. I am thinking that some exposure to a oil producer is a good thing. I am thinking of selling PPL and using the proceeds to buy SU. Thoughts?
Read Answer Asked by Ken on January 21, 2022
Q: These companies pay high dividends. Any red flags?
Are the dividends relatively safe?
Thank you.
Read Answer Asked by Steven on December 03, 2021
Q: Please rank re: distribution increases and share appreciation. Any other suggestions for income/safety would be welcome.
Read Answer Asked by Steven on November 18, 2021
Q: I'd like your opinion in regard to which of the above would be the best investment over the next five years? Perhaps you could rank them from highest to lowest in your opinion. I've included BIP because of their likely acquistion of IPL and the broad level of infrastructure that they represent. With thanks, Don
Read Answer Asked by Donald on August 11, 2021
Q: Looking to sell this US utility as the price appreciation is not there though I like the div. Can you name three possible replacement and would Dominion D be one of them.

Thanks
Read Answer Asked by Mark on May 12, 2021
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!