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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 5i, Based on portfolio analytics I am underweight consumer defensive and overweight industrials. I'm thinking of selling my CP and buying DOL for a long term hold. CP has been a laggard in my portfolio over the past four years. I realize DOL is expensive and earnings are next week. Would appreciate your thoughts on this switch. Thanks
Read Answer Asked by Martha on August 22, 2025
Q: There are two questions here, the first relates to the abandonment of science, a policy issue. I note that HHL has recovered significantly and reportedly follows the prospects of leaders in medical science, in which Crisper also participates, that issue is now lagging and down. While this appears to be an extraordinarily cruel hit to an essential industry, question I have - is there a reason which might be ordinarily attributed to each of these related issues, and how do you perceive the outcome?



The second question relates to the price of Lithium. It is my understanding that China has closed a major supplier of Lithium and that this briefly sent the price soaring. It is my guess that this has occurred because salt has replaced Lithium as an energy storage mechanism for major - grid related - energy storage facilities, despite its lower energy density and because of its availability and cost to produce, but that Lithium is expected to be used in cars, bikes, and hand held devices because of its higher energy density/ capacity. Does this coincide with your view of the lithium industry's prospects and do you have an opinion for the trajectory for the price of Lithium?
Read Answer Asked by Mike on August 22, 2025
Q: Hi Peter and 5i Team,

I need to raise some cash and plan to sell/reduce in a non-registered account to accomplish this. Of the stocks and ETFs addressed in this question, please rank them in the order that YOU would sell/reduce, starting with the ones to sell/reduce first. If any holdings are an outright sell, please indicate. For example, we've held BYD for a long time and have a decent gain, but it's short-term performance has faltered somewhat.

As always, thanks for your insight.
Read Answer Asked by Jerry on August 21, 2025
Q: This may, (or may not) be a stupid, amateur question:
Some BIP.UN metrics are good, but the PB is 14.97 and PE !,011.45!
How can one buy something like that?
This is an extreme case, but you now frequently recommend stocks at 40, 50 and higher PE's. Leaving all else aside, that, at minimum, is a sign of a stock priced to perfection, no?
Thanks for your comment.
Jerry
Read Answer Asked by jery on August 20, 2025
Q: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
Read Answer Asked by Benjamin on August 20, 2025
Q: Is it possible that, since technologies ( and even bitcoins) are so widely popular with the hope for big future gains ,this trend would direct less money towards more traditional sectors as utilities and energy ,then generating interesting opportunities ?
Read Answer Asked by Jean-Yves on August 19, 2025
Q: On my watchlist some stocks have an orange checkmark on their names; can you please explain this? Thank you.
Read Answer Asked by Molly on August 19, 2025
Q: Hi Guys
Thanks for all of your great work. I asked a question a couple days ago and accidentally hit “private question”.
You accidentally sent me an answer to someone else’s question.
I’m looking for your top 10 stocks for a TFSA and 10 for non registered account for 5 to 10 yr hold. Moderate risk for a semi retired couple. Also, I’ve held CGXF.TO and was wondering if a 5-10 % allocation in the non registered account is something you feel is fine.
Thanks!
Read Answer Asked by Randall on August 19, 2025
Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?
Read Answer Asked by shirley on August 18, 2025
Q: Hello, I’m looking to add consumer staples to my portfolio. That being said, after Metro’s recent decline post earnings would you consider the current price an attractive entry point? At current prices, do you have a preference between Metro or Loblaw. I plan on holding both in a non registered account where I prioritize yield, dividend safety and dividend growth. I’m leaning toward buying both but taking a bigger position in Metro due to the recent price drop and higher yield. Thanks.
Read Answer Asked by Anthony on August 15, 2025
Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane

Read Answer Asked by Shane on August 15, 2025
Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!
Read Answer Asked by Sandra on August 15, 2025
Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.
Read Answer Asked by Stephen R. on August 15, 2025
Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.
Read Answer Asked by Michael on August 15, 2025
Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.
Read Answer Asked by dan on August 15, 2025