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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: Hello 5i,
What could be the purpose of scheduling an “investor day” on november 20th, with AIF in an official strategic review process? Note that this is only the 2nd time (to my knowledge) that AIF is doing such a “investor day” during the past 10 years (the other was in 2021). According to you, does it decrease your estimation of the probability of a sale of the whole company? The stock did not move today on this announcement. Thank you
Read Answer Asked by Eric on October 10, 2025
Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
Read Answer Asked by David on October 10, 2025
Q: I would like to listen to the podcast while I drive to work.

I don't have a youtube subscription or spotify, so can currently only watch the video on youtube at home.

Is there a way I can download it?

Kevin
Read Answer Asked by Kevin on October 09, 2025
Q: What stocks do you predict would do the best if CBD got approved for medical coverage in the USA.
Read Answer Asked by Merrilyn on October 09, 2025
Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim
Read Answer Asked by Timothy on October 08, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: What would be your general guidelines in investing in private equity and private credit. And/or, if the question exceeds the scope of this plateform or expertise please refer to sites or books that could be of interest.

Thank you for your excellent expertise
Read Answer Asked by Jean on October 08, 2025
Q: I am under water in these three companies, should I keep holding them or should I sell them.
Read Answer Asked by Dorothy on October 07, 2025
Q: Are any of these above companies worth investing in? Also if so, at what price would be a good buy.

Thank You
John G.
Read Answer Asked by John on October 07, 2025
Q: HI guys
I remember Ross Healy saying early in his career he covered forestry stocks as an analyst, and he commented that the time to buy these stocks is not when everything is rosy, but when there is blood in the streets in terms of of bad news and low building starts. In terms of valuation, and longer term opportunity and appreciation is there any reason to buy lumber companies now - like West Fraser - which I know you have liked in better times?

Much thanks

stuart
Read Answer Asked by Stuart on October 07, 2025
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Read Answer Asked by kevin on October 03, 2025
Q: How do you approach a market like one we are in now? We have gone pretty well straight up since the April lows with a lot of names having increased substantially.

If one is almost fully invested right now but has new money to put to work. Do you hold off putting new money to work until a correction? Do you start to raise a little cash and take some profits on the nice run (5-10%)?
Read Answer Asked by David on October 03, 2025
Q: I am deciding between these two companies for a 1% position (I will add over time if the company performs well): sector allocation is not a concern for this purchase. I am investing specifically for growth. Would you have a clear preference here?

Thanks so much, and I look forward to your response.
Read Answer Asked by Domenic on October 02, 2025
Q: Is there a downside in holding a U. S. company that i purchased as a CDR in a TFSA. Thank you.
Read Answer Asked by Brian on October 02, 2025
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