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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: Everyone, When evaluating a stock purchase, what process do you follow? Specifically, what financial metrics do you review, what peer companies or benchmarks do you compare the stock against, and do you typically buy the position all at once or build it over multiple purchases? Similarly, what criteria and process do you use when deciding to sell a stock? Clayton
Read Answer Asked by Clayton on May 07, 2026
Q: Hi team,

Grateful for your views on International Petroleum (IPCO-t), W&T Offshore(WTI-N), Cardinal Infrastructure (CDNL-Q) and Range Nuclear Renaissance ETF (NUKZ-n).

Would you be a buyer at this time and at what price ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on May 07, 2026
Q: What are 5 or 6 Canadian stocks that are currently undervalued (not including CSU and related companies) that have good long-term potential and which are less volatile.
Read Answer Asked by Stephen on May 07, 2026
Q: Hi 5i
Read 5i's comments on CCO's "solid" results this morning and considering a small position 2-3 year time frame.
What is their PE and are they considered overvalued?
Would 5i be interested in initiating a position at this time?
If so why and what price gets your attention as it has a small pullback after earnings,

thx
Read Answer Asked by jim on May 06, 2026
Q: Hello, my position in TRI has tanked and is now less than 1% of total holdings, and in a TFSA to boot. Going forward, does it make more sense to:
1)hold and hope
2)re-deploy to something with more upside potential.

Honestly, I'm surprised TRI is down this much and for this long. When I initiated the position I was expecting it to be a long-term keeper.
Read Answer Asked by Trevor on May 06, 2026
Q: There is increasing media coverage of the fact that data centres are gobbling up huge amounts of water and electricity. Communities in the US are now banning their construction fearing water shortages and higher power rates.
I assume industry is starting to look at these issues. I know it is very early in this game but are there companies dealing with these matters that one could start to review and analyze ? Thanks. Derek.
Read Answer Asked by Derek on May 06, 2026
Q: Hi Peter & 5i Team,

If one owned these four Industrial stocks: ARE, STN, WSP, and BDT, please rank them (BUY more, SELL and HOLD). Briefly comment on the rationale for each.

As always, many thanks for your assistance.
Read Answer Asked by Jerry on May 05, 2026
Q: In my TFSA I've been hit by the drop in CSU, DSG, TOI, LMN, and SHOP. Offset a bit by gains in TD, ENB, and SIS.

I have 12% in cash and am looking to rebalance and make some changes. I maintain 20% to 25% of the account in WXM. I like to follow stocks in the portfolios, mostly balanced, and those that you have reports on. I let things get a bit heavy on the software stocks, so looking for 5 or 6 idea's outside of that sector.

Can you make some suggestions? Thanks very much.
Read Answer Asked by Matthew on May 05, 2026
Q: I have held the following companies for many years, but they've fallen to below 1% of my portfolio. Any names you would sell if looking to consolidate? Any you would add to today?

Thank you!

Read Answer Asked by Stefan on May 05, 2026
Q: Hi Peter…the 18 years old grandson of a friend has put $7,000 CAD in his just opened TFSA and has asked for my help.
1) Do you have a reduced membership fee for young people?
2) I think he should structure his account with $5000 for a “core” holding and 2 $1,000 tranches for more risky investments.
3) For core I think GOOG, NBIS or MDA are good candidates.
4) For higher risk candidates I think VNP, CCO, ANRG or OMG might be promising.
5) Do you like Bombardier now that the company seems to have turned around?
6) He is OK with not purchasing dividend paying stocks like the banks and Life Insurance companies.
Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on May 05, 2026
Q: They are both down with ATZ reporting on Thursday.
Could it be that similar to DOO, the market is worried that
they hay have tariff trouble and that may impact them in the future?

Thanks
Read Answer Asked by Herm on May 04, 2026
Q: Hello
Does 5i have a RSI recommendation for the above.. similar to the finviz screener ?
Read Answer Asked by Brant on May 01, 2026
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