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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: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
Read Answer Asked by David on July 08, 2025
Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.
Read Answer Asked by Robert on July 08, 2025
Q: Now that Canada is ratcheting up defense spending, I am looking to invest in this sector. Here are a few aerospace defence companies I know of CAE, Magellan, MDA, Bombardier.
Would any of these stocks have potential for growth.
Would you have any other suggestions.
Thank you.
Rick and Chris Fralick.
Read Answer Asked by Rick and Chris on July 07, 2025
Q: Hi 5i - Five years ago, you suggested that my son (now aged 31) invest his early career earnings in in NVDA, TTD, ROKU, DOCU, FLIR, TEAM, CRWD, KXS, SHOP, LSPD, GSY, DOO, BYD, REAL, DSG. He largely took your advice a few of your picks have skyrocketed. Most notably, the $2,500 USD he put into NVDA is now up almost 1,900%. At the five year mark, he is wondering if it's time to rebalance and sell some of this NVDA shares or if he should continue to hold. He worries that all good things must come to an end and would appreciate your input, since it served him so well in 2020. If you have any other suggestions of growth stocks (or particular picks from your Growth Model Portfolio) he would also be interested. Thanks.
Read Answer Asked by Giovanni on July 07, 2025
Q: Hello 5i,

Now that MG & CTJ has confirmed above the 200 day moving average (daily chart). Are these good buys to fill up a full position as I currently only have 1/2 positions. I was thinking of waiting until past liberation day-2 to add.
Read Answer Asked by Dean on July 04, 2025
Q: Are all of these companies buyable in your opinion? And how would you rank them if they were bought today while keeping in mind dividends, safety, growth there are a few sectors here so that aside. I do think some of these companies are being forgot about with all the focus on tech.
Read Answer Asked by Mark on July 04, 2025
Q: Hi Peter and the 5i Team,

John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.

As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.

Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.

Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!

Read Answer Asked by Jerry on July 03, 2025
Q: I have been using the website Bigcharts.com for viewing charts of stocks of interest. They have a facility to compare one company to the next, which I find very handy. However, I think, as of today, at least it looks like they've stopped providing charts on Canadian listed stocks. Their only contact information is their physical address. I wonder if this has something to do with the digital tax Canada is charing US companies now. Do you have any insight? And can you provide an alternate site (preferably free) that provides similar capability, especially the ability to compare one stock to the next in a chart over various time frames?
Read Answer Asked by Diana on July 03, 2025