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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: 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: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility
Read Answer Asked by Stephen on May 08, 2026
Q: If you were starting to invest, had $500,000, and sought income with some growth, would you invest today or wait for the Iran war to resolve? If you were to invest today what companies would you buy and in what amounts?
Thank you!
Read Answer Asked by Ian on April 29, 2026
Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you
Read Answer Asked by Delbert on April 16, 2026
Q: I’m a senior but still like to maintain a majority weighting to stocks. I am concerned though about market valuations and the strength of the whole economic system. With that in mind would you suggest Berkshire as a good stock for me? can you suggest 5 or 6 other names that have excellent downside protection?
Read Answer Asked by Ian on April 08, 2026
Q: Could you tell me the MER of this fund and how and when do you pay it,also what are the top holdings and how safe is that juicy dividend…thanks
Read Answer Asked by Greg on April 06, 2026
Q: I bought both of the Canadian Rails in a TFSA 1 1/2-2 years back and they haven't done much. I assume much of the underperformance is related to the tariff issue, but historically if i'm correct, have been very good investments over multi year periods.

With the increase in diesel prices do the rails stand to gain traction brought about by cargo being pushed from truck to rail and how do you perceive the relevant cost efficiencies of rail vs truck assuming both are likely powered by diesel?

Do you see any reason for a breakout of these stocks that have traded in a range for some time?
Read Answer Asked by Craig on April 02, 2026
Q: In response to a recent question on companies worth considering, 5i suggested ATD, CSU and CNR. I have 'some basic understanding' of ATD's and CNR's business, strengths, and financials. Just now taking an initial look at CSU, and wondering, how does a company with a P/E ratio (using 2025 EPS) of roughly 100, more debt than equity, and a negligible dividend rate so highly in today's uncertain environment?
Read Answer Asked by Edward on March 30, 2026
Q: Can you name 3 Canadian and 3 US companies that have above average EBITDA, pricing power, generate high cash flow. Please rank in order of preference to buy now for long term hold

Thx Yves
Read Answer Asked by Yves on March 26, 2026
Q: Not too long ago I asked the question below. Given recent turmoil affecting the markets I’d like to ask it again, however would like you to consider current global risk in your response. Thank you.


Q: I would like your top 3 selections to invest in (and why) under the following scenario.

In your view moderate risk Canadian stocks, with a clear pathway (sjt externalities) to forecast stock price gains of >15% annually, yet having an annual dividend of 3% or greater. Exclude Oil stocks and major Bank stocks.

I know...it is asking a lot and if we could do this reliably we'd already be retired and on a beach somewhere! Thanks for all you do...

Dave
Read Answer Asked by Dave on March 23, 2026
Q: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You
Read Answer Asked by rajeev on March 18, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.
Read Answer Asked by Stephen on March 13, 2026
Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.
Read Answer Asked by Barbara on March 11, 2026
Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Read Answer Asked by Timothy on March 10, 2026
Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J






Read Answer Asked by Jerry on March 05, 2026
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
Read Answer Asked by Dick on March 03, 2026
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