Q: TRI: read your report. Owned for very long time - small position 550 shares - up 327% including dividends. Thinking of adding at some point this month - tax loss selling. Non registered account ( wife's) Own in this portfolio: ATD, BMO, CM, EMP.A, ENB, TRP, SLF, T, TFII ( bought few weeks ago - up 10% now) ETF ZUE - owned very long time - up 504% and of course TRI. We are in our 70s, so, have more than enough capital.
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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: Which do you prefer, and why. Would you buy here.
Q: There was news today but I am not sure how to interpret it; it looks as though MDA is set up for the longer term, maybe. Your input would be appreciated.
Q: Do you think Mda is attractive at current levels?
Q: Hi 5i, can you please provide your opinion on PBH's acquisition of Stampede Culinary Partners, Inc.? Thx.
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UnitedHealth Group Incorporated (DE) (UNH $336.69)
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goeasy Ltd. (GSY $124.10)
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MDA Space Ltd. (MDA $25.73)
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Elevance Health Inc. (ELV $359.93)
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Lumine Group Inc. (LMN $27.70)
Q: I plan to convert most of my stock holdings into ETF's by Dec 15/ 28. The highlighted stocks are in my TFSA with significant loses due to poor timing increasing positions. Would you hang in there or cut bait and move on. For the names you would kiss goodbye, please suggest a more stable proxy. Thank you
Q: Engineering stocks, specially WSP, have lagged the market this year, despite lot of positive news around data centres build and Canadian government spend plans on infrastructure projects. WSP actually is trading near its 52 weeks low.
Unless there is a solid catalyst to lift the stock over next 6-12 months, would it make sense to step aside and assign these funds elsewhere like financials ( Canadian banks ) or other industrials ( US aerospace) or even Tech ( CLS ), where there is better momentum and more visibility ?
Thank You
Unless there is a solid catalyst to lift the stock over next 6-12 months, would it make sense to step aside and assign these funds elsewhere like financials ( Canadian banks ) or other industrials ( US aerospace) or even Tech ( CLS ), where there is better momentum and more visibility ?
Thank You
Q: It looks like the market isn't fond of the recent quarter from NWC. What will it take to get this stock going again? Is this a good entry point?
Q: Following from Matt’s questions….
What is the forecasted revenue source for AI companies?
How do you see the service offerings between consumer and business?
What is the forecasted revenue source for AI companies?
How do you see the service offerings between consumer and business?
Q: Hello, I'm low on consumer staples stocks, which one of the following three would you pick and why (FYI, I am not interested in either L or ATD): MRU, NSTL (CDR) or PG(CDR)? Thanks.
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?
Q: Are these good entry points to initiate position?
Q: You have Dollarama profiled as consumer staples but classify it as cyclical in the growth portfolio. Which would be the better classification?
Q: Having erroneously believed that momentum runs in a straight line, I purchased both of these equities in a 'new' account, earlier in the year, near their lofty heights. Are either of both considered a reasonable candidate for a tax loss sale? To be re-purchased a month or so later per your recommendation?
Q: Greetings 5i team,
Any thoughts on allowing members to use question credits to purchase other services you provide? I ask few questions but thoroughly enjoy the Q&A aspect of my subscription nonetheless. For instance, a member might opt to increase the # of companies on their watchlist using Q credits since this number is restricted to five for non portfolio analytics subscribers. Or they might use credits to use portfolio analytics for longer than the 30 day trial period. This might be cumbersome to manage but just a thought.
Thank you again for the great service you provide.
SP
Any thoughts on allowing members to use question credits to purchase other services you provide? I ask few questions but thoroughly enjoy the Q&A aspect of my subscription nonetheless. For instance, a member might opt to increase the # of companies on their watchlist using Q credits since this number is restricted to five for non portfolio analytics subscribers. Or they might use credits to use portfolio analytics for longer than the 30 day trial period. This might be cumbersome to manage but just a thought.
Thank you again for the great service you provide.
SP
Q: Hi Peter and team,
My Enbridge weighing is approaching 10 per cent of my portfolio and I am looking to reduce it to 5 percent. I am light on industrials. Can you recommend one or two industrial stocks that would be a good replacement?
Thanks.
My Enbridge weighing is approaching 10 per cent of my portfolio and I am looking to reduce it to 5 percent. I am light on industrials. Can you recommend one or two industrial stocks that would be a good replacement?
Thanks.
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iShares Core Canadian Universe Bond Index ETF (XBB $28.15)
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iShares Global Infrastructure Index ETF (CIF $58.86)
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First Trust NASDAQ CEA Cybersecurity ETF (CIBR $75.75)
Q: Would you purchase these etf's today at these levels?How much upside do you see for each of them?
Thank you
Thank you
Q: I just saw a question on transcontinental. It seems like they are selling their packaging business, which I think they bought in 2019 as the new big thing. My question on it is whether the stock price generally falls following a payout and, if this is the case, you might not be any better off in waiting for the payout than selling now?
Thanks
Thanks
Q: Retired, long term holder of Nutrien in both TFSA and RRIF accounts. All in, it has been a pretty good year for NTR....up roughly 25-30%.
Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?
As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.
Thanks for your insight....Steve
Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?
As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.
Thanks for your insight....Steve
Q: Hi Team,
The stock has fallen from C$293.53, a 5-year high to C$183.66 on 2025 Dec 5th. In the last report Q3 (2025 Sep 30) had increased revenue and profit and kept full year outlook. If someone is a long term investor, should he stay invested and add to the position (to take the advantage of weak market) or sell and deploy capital in some other Canadian Tech (only in Canadian company investment option). Your views about the company fundamental and future prospects based of AI fear in the market and not for any personal financial advice. Just to know as the fear of AI is really going to hit this company so bad?
Thanks
Piyush
The stock has fallen from C$293.53, a 5-year high to C$183.66 on 2025 Dec 5th. In the last report Q3 (2025 Sep 30) had increased revenue and profit and kept full year outlook. If someone is a long term investor, should he stay invested and add to the position (to take the advantage of weak market) or sell and deploy capital in some other Canadian Tech (only in Canadian company investment option). Your views about the company fundamental and future prospects based of AI fear in the market and not for any personal financial advice. Just to know as the fear of AI is really going to hit this company so bad?
Thanks
Piyush