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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: Please suggest a 12 position starter portfolio of quality Canadian stocks with an emphasis on dividend growth (~10%/yr), with broad sector diversification, for longterm/indefinite hold. Current dividend yield is less important. Thank you.
Read Answer Asked by Walter on September 22, 2025
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Read Answer Asked by Ray on September 18, 2025
Q: Your thoughts please on this TFSA used by a retired banker that is very simple but has vastly outpermormed the TSX. I realize only 3 sectors are covered but looks to be all quality companies?

Thx
Read Answer Asked by blake on September 04, 2025
Q: BUY. or. HOLD. or SELL for a 3 to 5 year period?
Read Answer Asked by Ray on September 03, 2025
Q: Good morning. Retired live off portfolio. Had a GIC with a nice yield just mature. Need to reinvest for "safe" income. Which of the stocks in your income portfolio would you say are the best buys at this time with safety in mind. Thanks.
Read Answer Asked by MANFRED on August 29, 2025
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.

Also please recommend ETFs that mainly invest in companies with the above criteria?

Thank you
Read Answer Asked by Ahmed on August 22, 2025
Q: Which of these 3 dividend stocks would be your pick for the short and medium term?

fts, cnq and enb.

thanks
Read Answer Asked by Valter on August 19, 2025
Q: Confused by the reaction of these 3 names. EMA/FTS up materially and BIP.UN down so far this year. Thoughts on why? Also on EMA with a 29% return YTD the stock must be stretched. Would you suggest a switch to BIP.UN?
Read Answer Asked by Michael on August 12, 2025
Q: Hello 5i,

We have decided to trim equity positions by 15%-20% and replace those stocks with less risky investments. This move is to retain capital investments for the near term due to leveraged market evaluations and the Narcissist who is making a serious attempt to change the US from a democracy to a Totalitarian state.

Can you please provide a list of safe havens to shelter against some of the potential risks?

Thank you
D&J
Read Answer Asked by Jerry on August 05, 2025
Q: Brookfield was a significant beneficiary of large investments in clean power from the tech giants. Do you see other utilities in Canada or US benefiting similarly in the future? It seems that the utilities space offers a potentially stable growth space going forward with power demand going up. Is this worth the effort, for example, compared to chips or software as a growth investment avenue.
Read Answer Asked by Peter on August 05, 2025
Q: Having held FTS approx. 10 years I have enjoyed the total return. Now looking (in a well diversified RIF) at taking the gains and redeploying into CNR for some yield but predominantly capital gain over the next 3 to 5 years to bolster portfolio size due to increasing req. withdrawals (also own TFI and looking for similar upside on this). Thoughts?
Read Answer Asked by Harry on August 01, 2025
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Read Answer Asked by Gerry on July 31, 2025
Q: hi group please see attached lists of my \TSFA holdings in what order would you add to them or is there a better stock picks you would recommend instead Maybe 3 suggestions. thanks

ps how much cash are you recommending we hold thru these turbulent times as well as the market being way oversold (gold/metals and Tech seem to me the leaders
Read Answer Asked by Terence on July 16, 2025
Q: Hi Team,

I went looking through the questions and couldn’t find one like this. I am not looking for personal advice but the context is that I am closer to winding down the working years and am trying to build some income into the portfolio through dividend growers.

What would be your top seven dividend growers in both the US and Canada where the starting dividend is at least 1.5% indicating that management sees the dividend as a meaningful part of its capital allocation strategy? Obviously, I would prefer some sector diversification as well.

Please feel free to deduct as many questions as you deem appropriate.

Thanks for the great help!
Read Answer Asked by Derek on July 09, 2025
Q: Hi, I have CPX and have considered switching in the past to FTS or H , because of your ranking. However in the last 5 years it has doubled in price and has a great dividend. Hydro One seems to be keeping pace but has a much lower dividend. Just wondering what I’m missing and would you be more comfortable with a switch to H or FTS. Thanks
Read Answer Asked by Brad on June 27, 2025
Q: Hi, can you rank these stocks for best to worst expected total return over the next 3 years in a non-registered account. Also, rank them for the lowest to highest risk.

Thanks for the great service!
Read Answer Asked by Camille on June 27, 2025
Q: I am looking at buying Canadian Dividend payers. What are your highest conviction dividend payers. Can you provide top 10 list. Please keep in mind valuation.

Thanks
Read Answer Asked by Frank on June 25, 2025
Q: Currently I hold Fortis (FTS), Hydro One (H), NextEra (NEE), and Brookfield Infrastructure (BIP.UN) in the utilities space. I have been thinking of adding Capital Power (CPX). Could you please rank the five in terms of best overall expected return over the next few years? Would you consolidate any? Thank you.
Read Answer Asked by Kim on June 25, 2025
Q: Based on your reply to my last post, can you name 2-3 utilities and 2-3 material investments worth looking into regardless of location (US/CAN/Other).

Thank you for the incredible insights. Have a great day!
Read Answer Asked by Don on June 25, 2025
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