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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: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!
Read Answer Asked by Robert on December 17, 2025
Q: I have full position of both Telus and BCE, both at substantial losses in a margin account. Should I leave them be, reduce, or get out? I do not have much in the way of capital gains this year. If reducing these stocks is a good idea, what would you replace them with in today's very expensive market, not worrying about sector, more about regaining the losses? Could GSY be a replacement or would you consider this much more high risk? Thank you!
Read Answer Asked by Pat on December 17, 2025
Q: How would you define a "core holding" in a portfolio? The above listed companies I consider to be core holdings. Does this list broadly match your definition of what type of companies should make up core holdings in a portfolio? Are there names in that list that you would NOT consider to be "core holdings"?
Thank you for your work and please deduct as many credits as you see fit.
Read Answer Asked by John on December 05, 2025
Q: I have owned BCE & T for a very long time. Even with BCE dividend cut I am up a lot (including dividends paid). T is in the doldrums and share price is stagnant. Should I sell these two and buy CGO: low payout ration ROE of 10% but a ton on debt. CGO up a lot this year! Or, sell T and BCE and not buy CGO. I am 77 YO. T & BCE are a small % of total portfolio.
Read Answer Asked by James on November 27, 2025
Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted
Read Answer Asked by Ted on November 24, 2025
Q: Firstly, I very much appreciate your tax loss, selling list and the explanations that came with it.

I am down about 22% on both BCE and GSY. Would either or both be appropriate for a tax loss/re-buy strategy?

On PSI, X, and TSU I am down about 6 1/2%. Is it worth considering these for the same strategy, or am I just being silly?


Thank you very much for your help.

Gary
Read Answer Asked by GARY on November 21, 2025
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
Read Answer Asked by David on November 14, 2025
Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.

A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.
Read Answer Asked by James on November 13, 2025
Q: My portfolio is income based. I have capital losses in BCE, CAR,UN and ENGH. What order would you sell them in or should some be held? I am looking to replace some or all with the following; BIP.UN, NWC.UN and/or RCI.B. How would you rank them for acquisition?
Read Answer Asked by David on October 27, 2025
Q: I want to raise a bit of cash for a balloon payment on my mortgage. I can sell BCE at a loss, which would offset good gains earlier this year. Alternately I could sell NTR for a slight profit. I also own a bit of Telus (also at a slight loss) but no other Ag stocks.

Which would you be inclined to sell?

(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)
Read Answer Asked by David on October 20, 2025
Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets
Read Answer Asked by jean on October 14, 2025
Q: In a recent G&M article, Bell and Rogers could soon have competition for direct-to-cell customers from Starlink.

What future impact, if any, would this potentially have on Telus? This will be my only remaining Telecom stock, which pays me a fairly significant amount of my dividends. Do we know if there is a huge risk of future disruption for Telus?
Read Answer Asked by James on October 08, 2025
Q: My wife owns BCE, CU and ENB in her TFSA. She has a 10-20+ year timeframe.

Would you rate any of the three as a SELL or trim?

Can you suggest a replacement to BUY in the Industrial sector.

Can you explain the reasons for the BUY/SELL? Thank You.
Read Answer Asked by Blake on October 02, 2025
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