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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: Came across this news article about Rio Tinto wanting to sell its stake Iron Ore Company of Canada (IOC).

Rio is also considering an initial public offering on the Toronto Stock Exchange of IOC, on which Royal Bank of Canada has been hired to advise.

https://news.sky.com/story/rio-tinto-approaches-bidders-for-6bn-canadian-iron-ore-stake-11473410

I look forward to your comments and the potential implication of LIF.

Thank you
Read Answer Asked by JACK on August 28, 2025
Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.
Read Answer Asked by Judith on August 25, 2025
Q: Hello 5i team; I have recently retired and switching my portfolio to income. I have serious overweight to Canadian dividend payers, ENB,NTR, BNS,ZWU etc. for preferential tax treatment.Is this okay? Risky? Should US be growth to avoid withholding tax.Own VGG, suggestions? Tia Mike
Read Answer Asked by michael on August 25, 2025
Q: Can I get your opinion on BAT…I’ve held it for many years…mainly for the fat dividends paid in US dollars…sort of like a bond proxy. But this year the share price has risen sharply and considering it’s in the tobacco industry, I’m not sure what to make of it…my plan is to hold it for the long haul but I’m awfully tempted to take some profits.
Read Answer Asked by Scott on August 25, 2025
Q: Hi,

I’m a real estate investor and I love monthly distributions—HMAX and UMAX felt a lot like collecting rent. However, after realizing a significant portion of their payouts is ROC, I’m exploring alternatives that offer high dividends, low ROC, DRIP eligibility, and potential capital appreciation.

My horizon is 20+ years. Could you suggest 2–3 ETF ideas in Financials and Utilities that fit this profile in the Canadian market ideally or global.

Thanks,

Read Answer Asked by Richard on August 25, 2025
Q: Hi team,
In one of your answers today regarding scr not getting Meg, you mentioned scr giving shareholders a $10 dividend ??? As in 10/ $38.92= 25.7%?! Does that mean if I buy scr shares tomorrow and this dividend gets paid out it’s a 25.7% instant return? Or , did you have to be a shareholder before the initial takeover offer? This type of special dividend seems like a crazy waste of company resources that compounds nothing for the company long term, but if I can get a special dividend of over 25% why wouldn’t I buy it and sell after the dividend?

Shane
Read Answer Asked by Shane on August 25, 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: Hi Guys;

I own FTS in my non registered account and I am looking for a complimentary holding in my TFSA. Which of the companies listed above would you prefer and why?

DON
Read Answer Asked by Donald on August 22, 2025
Q: I am mostly content with my health care stocks with the exception of MDT. It has been essentially flat since about 2016 except for the dividend. It did peak around 2022 but has fallen down to previous levels.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.
Read Answer Asked by Tulio on August 21, 2025
Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?

Much thanks
Stuart
Read Answer Asked by Stuart on August 20, 2025
Q: Where can I find a monthly Listing that shows the Upcoming Dividend stocks with their Ex-Div dates? Also, please name 5 Best Canadian Div Stocks. Thanks!
Read Answer Asked by Austin on August 20, 2025
Q: I have self directed RRSP. It is made up of equities and fixed income investments. I have investment in 16 companies of which 10 are in the Income Model Portfolio. My goal for this account is to have safe reliable dividends with moderate capital appreciation. For the past year I have invested all dividends in money market account. The money market account now makes up 8% of my account. I am 66 years old and do not need the dividend income currently but I will be using as part of my regular income in 2 to 4 years. Would you recommend BPF.UN as part of my portfolio?
Read Answer Asked by Robert on August 20, 2025
Q: I am looking to buy Enbridge and see that it is currently close to the top of the 52-week trading range. The range is $52 to $66. Today's price is $65. The 5-year graph and 10-year graph show the price all over the map, with the price now close to the all-time high.

I am buying for both income and capital appreciation. What would a good entry price be? Thank you.
Read Answer Asked by Cathy on August 20, 2025
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