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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: My mortgage is coming due at a much higher rate than it has been for the past 5 years, so given the current economic uncertainty, I’ve decided to sell half of my unregistered portfolio to pay it off. I understand this will incur tax, and I’m prepared for that. Here are my holdings—please advise on the optimal order of selling to ensure the remaining portfolio is defensive, particularly against tariffs and economic uncertainty. I'm open to the cheese slicer method across some or all stocks. Please deduct credits as you see fit. Thank you!
Read Answer Asked by Kim on February 25, 2025
Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help
Read Answer Asked by Terence on February 21, 2025
Q: What CAD oil companies produce mostly light vs heavy oil.
Read Answer Asked by Tim on February 12, 2025
Q: Hi 5i Team,

I'm curious about your thoughts on sentiment turning against US equities in the coming months. I'm already exhausted seeing all the foolish tweets and news clips coming out of the Trump administration and I have to believe many others are too. Trump 2.0 seems much worse than 1.0! Also, I've been hearing that European markets are already outpacing the US market so far this year and I'm wondering if the US market deserves its current valuation given the increased volatility and increased risks?

I own many US stocks (e.g., 5 of the Mag 7, COST, ISGR, HD, TT, SYK, RS, ZS, HON, V) and I'm thinking for the first time of selling/trimming some of these. I would look to increase my dividend-paying Canadian stocks to generate more income. I'm also thinking about European dividend payers?

I'd appreciate your general views along with any comments you might have related to selling/trimming some of the stocks I've mentioned above. I'd look to sell into the end of this month and buy favourite TSX dividend payers (e.g., ENB, SLF, CNQ, BEP.UN, BIP.UN, T) or others you might suggest after the next tariff decision in early March.

Like many members, I have to thank you again for the wonderful service you provide. Your Q&A section and market reviews are fabulous, especially during difficult times! I also realize this is a long question and the answers are worth more than one credit.

Lisa

P.s. I had registered to attend this week's webinar which may have answered some of my questions. Unfortunately, something came up over lunch and I missed the webinar. Please let me know if there's a chance of catching a replay.
Read Answer Asked by Lisa on February 10, 2025
Q: On Jan 7 25 you advised: Our current top 5 Canadian dividend growth stocks are BAM, FTS, ENB, SLF, CNQ. Could you provide an additional 15 Canadian equities with annual dividend growth as I want to set up a portfolio of mostly CAD dividend growth stocks. Please exclude any equity that does not have at least $250M in market value. Thanks
Read Answer Asked by David on February 06, 2025
Q: Hi 5i Team,

My expectation is that the CAD will continue to weaken based on many factors including the trade war, weak economy and continual decrease in interest rates and that there will be good opportunities in the resource sector for companies that have assets based in Canada but sell their their commodity in USD (ie companies like AEM have or CNQ). Would you agree with this thesis? If so, what other resource companies would fit this profile?

Thanks as always,
Jon
Read Answer Asked by Jonathan on February 03, 2025
Q: Hi, could you please rate these companies for a riff account. My goal would be dividend, growth and stability in down market. I have money for one company. (Would buying U.S. be beneficial?)
Fell free to add your favourite stock for my goals.
Thanks
Read Answer Asked by Brad on January 21, 2025
Q: I currently own both the above and both are winners for me at this point. The PE's are
about the same but CNQ dividend is higher and is a much bigger company. What do you think about selling TVE and buying more CNQ? Is the % growth potential of TVE greater than that of CNQ? thanks and happy new year to you and the whole 5i crew. I have done quite well by reading all your answers every morning, Much appreciated.
Read Answer Asked by alex on January 09, 2025
Q: Hi Peter,
I want to invest in a large cap energy stock that is well run, with solid balance sheet and generate increasing free cash flow. Valuation is lower than peers with lots of upside for capital gain. I’m debating between SU, CNQ and CVX. Which one of these would you pick and why? Or if there is another better candidate? Thanks.
Read Answer Asked by Willie on January 08, 2025
Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.
Read Answer Asked by Delbert on January 08, 2025
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