Investment Q&A

Q: Hi 5i,

I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.

At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?

Thank you,


Greg C.

Q: What do you think of Canadian Tire for the dividend and some growth. With the winter we have had lots of batteries, snow shovels and blowers being sold. Thanks

Q: These four stocks ,equally held in my TFSA, represent 5% of my total stock holdings. I put my 2026 contribution into LMN ( ouch ) , and my other 3 have sizeable gains. I also own 3 times as much of EIF in my RRIF. I would like to buy more GLXY if it dips into the low 30’s. Would you sell and which one of the three to buy GLXY ? I have cash in my non registered account where I could buy, but my thesis for this account is solid dividend growers. Thanks. Derek.

Q: Hello Team,

What would be a good price to buy CNR?

Thanks,
John G.

Q: MDA falling fast, lawsuit, what to do now?

Thank you.

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: What are the opinions for TMX and Bird for the next 2 to 3 years? Will they have good growth? Are the current price good entry points?

Q: Hi Super Team!

Apologies for one of those “apples to oranges”kind of questions but I have some cash to deploy and am deciding between SE and ELVA.

I realize they are very different but if I’m looking for projected growth, reasonable valuation and some strong fundamentals which would you pick today?

This is for a 3-5 year hold and is a 3% allocation in terms of my total portfolio.

As always, thank you so much for all you do.

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: Hello,

Do you think the current drop in share price is a good entry point or is it better to wait? This is for a starting position, I don't have any grocery sector holdings in my portfolio.

Thanks

Q: I am considering selling a full TFII position in registered accounts and replacing it with CN. This for a multiyear hold. I like TFII but wonder if there isn't more upside in CN. Your thoughts, please. Thanks

Q: CLS ,Would you buy today or wait?

Sheldon

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.

Q: What’s up with Dollarama—down 10% in past month. Good time to add?

Q: I hold my smallest positions in tvk and axon, both have lost positive momentum ,any reason why? Is now a good time to add
Thanks

Q: TRI has fallen almost 50% from its high in July/ August 2025. What should we make of this and what are your expectations for this stock moving forward? Thank you,
Maria

Q: Goldman downgraded Bombardier to a sell. Could this be the start of the "elevator down"?

Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you