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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: Hi, similar to a previous question, I've held DSG for awhile at about 4% of my portfolio and have come out a bit ahead. Would YOU think it might be a good time to sell half and begin a position into KXS? Or continue to hold DSG and initiate a position into KXS more slowly?
As a new 'customer,' I'm really appreciating all your advice! Thank you!
Read Answer Asked by GeeMac on August 26, 2025
Q: I noticed you prefer KSX over DSG recently, and I’m wondering why. Or is GSY the better choice of the three? I have held all three for a few years and due to timing issues I have a much higher gain on DSG and GSY. I know past performance does not guarantee future results, but can’t get over my negative bias towards KSX. Also I have too many different stocks and know I should concentrate more. (I.e. 20 vs 30+)
Read Answer Asked by Gordon on August 25, 2025
Q: Hello, I would like to know your top 3 Canadian picks for small, mid and large caps in order for a 3-5 year hold. Also in which order would you buy (ENB, TOU,CNQ) and at what $ entry point.

Thank you
Read Answer Asked by Van on August 22, 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 there, what would be the best risk to reward AI play on the TSX? Would it be CLS? If not CLS, what name would it be? And could you maybe provide a few names that you have conviction in, in order? Thank you!
Read Answer Asked by Michael 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: Please rank in order for growth, long term hold? A risk rating for each. 10 being the riskiest. Thank you
Read Answer Asked by Nick on August 19, 2025
Q: Hi 5i team,

I'm confused about PRL's dividend sustainability due to negative free cash flow (−$57M in 2024 and −$3.7M in Q2 2025) and high leverage (112% D/E). Your March 2024 report assigned a B+ rating and positive outlook might be because of strong revenue growth (38.68%) and high ROI (30.33%), but didn’t address these cash flow issues. What am I missing? Is there something in their business model or cash flow timing that supports dividend sustainability?

Best,
Matt
Read Answer Asked by Matt on August 19, 2025
Q: Galaxy glxy/t getting hit 8+% on the $1.5B finance announce for the Helio project....does everything seem in-line with the financing, in your opinion, and longer term...how much will the project be beneficial to Galaxy, in their relationship/partnership with Coreweave. and finally....is the C$35 level a good price (longer term) to add to a position....thx as always for great Service, jb
Read Answer Asked by John on August 15, 2025