Investment Q&A

Q: My daughter’s RESP is underpinned by three broad-based ETF’s – VFV (30% of her portfolio) for US exposure and XIU and TTP (total 20% of portfolio) for Canadian exposure. She is a long-term holder of both Amazon and Nvidia (9 and 12% of the portfolio, respectively). After several sells (CSU, GSY among others) she has about 29% of her portfolio in cash. We would like to deploy the cash over the next little while. She will not be accessing the RESP funds for about 15 years so she has a long-term view. Given this situation, what Canadian and US stocks would you suggest we review? (note we are watching nvidia closely and will likely reduce it if it grows to be a larger portion of the portfolio). Thanks for the help.

Q: Let's say you love a stock, but it's already a big % of your TFSA. Do any of 5i personally decide to let their love of it overflow into an unregistered account?

Q: If you could pick just one company for a 3-5 year investment horizon, would you go with FTT, TIH, or HPS.A? I see that all three companies are at record high, is it too late? Thank you

Q: I have to big of an allocation of Brookfield corporation in my portfolio and wanted to trim a bit and diversify in Waste Connections Inc(WCN). WCN has dropped and the CEO seems to be buying up shares and I like the stock and industry longer term. Do you have any objections to buying shares of WCN here or do you have any other stock suggestions to divest my gains into?

Q: Hello 5i
In a question asked by Joseph on May 5 he referenced an answer you gave regarding your own portfolio. Could you please tell me the date you gave that answer or provide a link to the question?
Thank you so much!
Dave

Q: What are your thoughts on WSP after this pull back, it seems like herd mentality over AI and is unfounded ? Thinking of starting a position.

Q: I have both CSU and LMN in an account at approximately equal weights. I would like to sell 1 and re-invest 1/2 of the proceeds in the other, thus reducing my exposure to these by 25% overall. Which should I keep?
I also will be doing the same with DSG and KXS in another account. Again, which is the keeper?

Q: Hi Group in what order (best first) would you add top 5 out of this group also what stocks would fit well into TSFA (have $28,000 room . Also time to bail out on CSU and GSY down 25,000 on GSY and $30,000 on CSU thanks for you help

Q: If you wanted to add exposure to the waste management space, and wanted a Canadian-situs company (i.e., eligible dividends), would you favor WCN or GFL, or another company? It's for a more conservative account (long-term buy & hold).

Ted

Q: Can you comment on the earnings and the outlook? Also if favourable, a price level to add to positions? Thanks

Q: Hi! Another sharp drop for WSP on May 13. Why is sentiment so bad on this stock? Were earnings that underwhelming? They have a great track record for growth and acquisition provide a service that cannot be directly replaced by AI and is and will continue to be in high demand. The backlog is as high as it has ever been. Any colour on the price action would be much appreciated, because it seems
overdone. But maybe I am missing something. Thanks!

Q: Hi Team, I am thinking to initiate a position in Stella Jones at current levels. Before investing I have three questions you might help me with.
1- I was wondering if you can confirm my understanding that most of what they sell in USA is produced in the USA which, in theory, is thus exempted of Tariffs.
2- My understanding of the stock is that it could be a good defensive stock in case of volatility in the stock market since it is mostly an infrastructure stock, do you agree on my assessment?
3- The stock is down 15% since last week earnings. Am I missing something that could explain of that significant short term plunge in the stock? It seems overdone and I want to think that most of the downside is already priced in the stock. The stock seems offering a good entry point since the stock is now trading more than 30% below all time high however one key trading lesson is to avoid trying to catch a falling knife. What is your opinion on the potential upside for the stock.

Thanks in advance! Feel fee to take as many credits as needed to answer these questions.

Regards

Michel

Q: Can you comment on Boyd earnings release and just the market reaction to the stock over the last 3 months?
Thanks

Q: Hi 5i,
I have about a half position in SHOP and a one third position in DOLLARAMA. Same question for both. (I know you can't predict what will happen with price but value your approach here.) Do you think I should add mostly now to either or both or add more slowly over the next one or two quarters? Thank you.

Q: Please comment on Finning International earnings. Thank You

Q: I'd like to follow up on your answer

Can you summarize why the three brokers downgraded WSP??? This might help me better evaluate the risks of owning the shares, as well as understand why the SP is declinng so much

Q: What has been pulling these two engineering companies down since the fall of 2025? What is your current investment thinking regarding these two?
Thanks!

Q: WSP has been on a downtrend this year and is down again today by about 3% . Any thoughts or recommendations.

Q: Are there any news and reasons for WSP share price to continue to drop?

Q: Hello, at current prices is KITS, SHOP and LMN a buy, sell or hold. Please explain why.
Thanks