Investment Q&A

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

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?

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

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.

Q: Would you purchase these etf's today at these levels?How much upside do you see for each of them?
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

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

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

Q: What will left of this company after the sale of their packaging unit? Is it worth waiting for the post sale payment of $20. Will they keep paying a dividend after the sale?
Thank you.

Q: I’m looking to start a new position in TRI. Given that the stock price continues to decline, a) what would be in your opinion, an attractive price to buy in? B) How long do you think the stock price will continue to decline for? Thank you.

Q: On the weekend, a prominent Canadian brokerage report noted the following:

" The Dow Transportation Index has outperformed the Dow Industrial Index by 405
basis points in November — the most we have seen since June 2023.
Through December 5, the Dow Transportation Index has continued to
outperform the broader index. Since the week ending November 21, the Dow
Transportation Index has outperformed the Dow Industrial Index for three
consecutive weeks and five of the last six weeks. "

The analyst also commented that most of this outperformance emanated from Freight equities and that they have seen a pick up in Dry van TL rates which gives them optimism that the freight cycle continues to slowly turn higher after a more-than-four-year recession.

They view TFII to be the greatest beneficiary of this turnaround.

Do you agree ?

And if one has no exposure to Transports, would this be a good time to initiate a position in this sector ? Also, what would be your preferred name among TFII, CNR and CP and why ?

Thank You

Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you

Q: Do you include dividends in the calculation of your total return for each stock in you Portfolios? I do and find in very helpful as to me Capital appreciation + dividends = total return. It is amazing the compounding effect over time.

Q: I have a small position in CN and I’m down about $7 per share. I have some funds to invest and was considering buying some more CN and average down, switch to CP or open to other ideas. I appreciate you can’t give personally advise, but curious in this case where you would head. Thanks and all the best in holidays.