Investment Q&A

Q: I am down 33% BCE and 18% BEPC in my non registered account. Would you sell both for tax loss purposes ? BEPC is suffering from the general negative in green stocks compounded by Trump but I like the company and would repurchase it while BCE would not be repurchased. Thanks. Derek

Q: GLXY trades on the TSX yet is headquartered in NY, how does that work?
I sold half my bitcoin position and plan to replace with GLXY at some point, what would you consider a good entry point/price?

Q: Greetings 5i team,
For my 2025 TFSA contribution, I will be adding to existing holdings as listed above. In what order might a person add to these three companies. I note the 6% drop in EQB today.
Thank you very much as always
SP

Q: I do have a sizeable chunk of TD and am just wondering if y'all think a different bank is better suited for upside over the next 4 years or so....

Q: I own both Riot and Galaxy and have thought of closing my position in RIOT and deploying that cash to buy into Galaxy. Your thoughts on why this may be a sensible move -- or why it might not be, and to maintain the status quo. Thank you.

Q: Can I ask for an updated view of MTL. Has the possibility of tariffs added yet another concern. It still trades as a value play. I have a small position, time to put my money elsewhere?

Q: Can I get your opinion on this company, and how it would compare to others such as TFII and ODFL?

Q: Hello, with the overall stock market reflecting a historically high valuation I would like to rotate some of my profits into a few safer names, ideally with relatively lower down-side risk and/or that pays a healthy dividend so I can receive some income in he interim. I appreciate that trying to time the market carries its own risks i.e. it could take a while. What names would you recommend?

Q: I have owned GSY for a good number of years and it has been very profitable over the long term. The share price turned negative at the end of July 2024, with a bigger set back in mid October. Many analysts have a positive outlook, though Morningstar has a price target of $152 (about 10% below its current share price) and CFRA recommends selling. The CEO is on his way out. Its last earnings results seemed quite strong, yet the share price continued to decline, and forward estimates seem to be lower.

While my patience is being tested, I am mindful you have observed that one should assess a stock's performance over the long term ie over a number of years, not just a couple of quarters.

But everything is relative....is there a better place for my investment dollars, or would you hang in? Do you see any catalyst that will turn this ship around?

Many thanks for your excellent service.

Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?

Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib

Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC

Q: Well Health certainly has made a move and great to see. Is it too much or just finally being valued for its potential.
Thanks John

Q: Im looking for a list of companies that might get a bump in January after tax loss season.

Thanks Steve

Q: There is a lot of talk about cyclicals doing very well in 2025
Can u expand on exactly what that “means”?
If you agree that cyclicals will outperform
can u recommend 5 best cyclicals stocks to purchase and entry points if possible
Thanks

Q: Please compare risk and reward of RBA and TIH. Going forward, which stock do you think will provide the highest total return. Thank you

Q: Hi 5i.

Which Canadian companies would meet the criteria to be considered dividend aristocrats, if they were listed in the US? I know one of the criteria is that the company must be a member of the S&P 500 Index, so obviously an equivalent index membership will have to be used; perhaps the S&P/TSX? Or, would you apply a minimum market cap threshold? It would be interesting to know what Canadian companies would meet the test. Thanks.

Q: telecoms have had a rough year and have not reacted positively to the lowering of interest rates with the heavy debt levels they have I would have expected a positive reaction by now. That being said if you had to choose between Rogers, Telus or BCE what one would you choose and why ?

Q: I see that financial yield is being used as a evaluation metric on GSY. Can you please explain how this valuation is used as compared to say more traditional measures such as; ROE, EBITDA, etc. Thx Steve

Q: Dear Peter et al:

Thanks to your persistent AND consistent faith in some of your high conviction stocks, my portfolio has done well! I just renewed my 5i Bundle subscription! (Your favourite pick BN alone paid for a few years worth of subscriptions!) My only request is to "fix" the search function in your ETF/MF Newsletter! Long over due my friend!!

I have asked this question several months ago and your answer once again proved VERY profitable! I had asked a few questions from different angles about NON-Correlated assets. Private Equity and Utilities and a few others ere mentioned by you. ALL of them are up till date!!

However at this current point in this cycle, post- election phase, how would you structure non-correlated assets? (To dampen my drawdown in Large caps/Tch/Financials etc., ) Any suggestions?