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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: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.

5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.

Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?
Read Answer Asked by Walter on September 23, 2025
Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?
Read Answer Asked by Donald on September 23, 2025
Q: What's your opinion on the outlooks of ATS and CJT over the next 3-5 years?

ATS has essentially been flat over the past 4 years and CJT is down quite a bit. Do you think the outlook going forward is better for them?
Read Answer Asked by Patrick on September 23, 2025
Q: Hi 5i,
I've been thinking about adding Telus to my RRIF for its dividend of over 7% and slow but hopefully steady growth over time. However, a service I subscribe to puts its Earnings Payout Ratio at 251% and its FCF Payout Ratio at 116%. And also says its debt-to-equity ratio is not healthy. Are these numbers accurate, and could I have your thoughts on buying T at today's price and holding 5 years? And could you also compare it to POW for the same 5 year hold.
Thanks 5I,
Peter
Read Answer Asked by Peter on September 22, 2025
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
Read Answer Asked by Graham on September 22, 2025
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: Hello Team,

I'm about 5-6 years away from retirement and have starting to move some of my growth portfolio into dividend paying stocks. Currently I have 25 different holdings in my account (mostly your growth portfolio mixed with a few of your favourite US names). I have 11% of my portfolio in 3 dividend stocks, T, CJ and BEP.un. Would you be okay holding these 3 or do you suggest having more (or less) individual stock holdings for dividends. My goal is to average at least 6% yield. Thoughts?
Read Answer Asked by Kevin on September 19, 2025
Q: Good day to you all
I have a small position in both Co.
some cash available
which one would you add to ?
thanks for your always good advice
Read Answer Asked by georges on September 17, 2025
Q: Hello Team,
Could I have your top two Canadian utility names please.
Many thanks!
Read Answer Asked by Issaku on September 17, 2025
Q: Looking for a few suggestions for a new position in the Utility space (Cdn) that you think is at at a favourable valuation based on a mix of reasonable growth potential and history of dividend increases together with healthy balance sheet? Please omit Fortis, Hydro, Enbridge and Brookfield companies even if they would be your first picks. Thanks so much.
Read Answer Asked by Stephen R. on September 17, 2025
Q: 5I team: Have owned this name for several years in a TFSAwith a current yield of 3.5%.Would you double down or more to get a better yield or swap for something with more yield and growth potential.Any suggestions please and thanks Larry
Read Answer Asked by Larry on September 16, 2025
Q: I've held these for several years, except for BEP.UN which is little over a year, I've accumulated dividends in LRSP, RRSP and TFSA, and want to add to these and keep over long term, wondering if you would be comfortable doing so generally speaking.
Read Answer Asked by Don on September 15, 2025
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
Read Answer Asked by Donald on September 11, 2025
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