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
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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: CLS ,Would you buy today or wait?
Sheldon
Sheldon
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Tourmaline Oil Corp. (TOU $68.51)
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TFI International Inc. (TFII $147.34)
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Alimentation Couche-Tard Inc. (ATD $78.62)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $60.39)
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
Thanks for the great service
Scott
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Constellation Software Inc. (CSU $2,406.75)
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Thomson Reuters Corporation (TRI $120.87)
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Topicus.com Inc. (TOI $95.14)
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Lumine Group Inc. (LMN $22.00)
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?
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Alphabet Inc. (GOOG $289.59)
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Micron Technology Inc. (MU $382.09)
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RTX Corporation (RTX $195.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $55.16)
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.
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
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
Maria
Q: Goldman downgraded Bombardier to a sell. Could this be the start of the "elevator down"?
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WSP Global Inc. (WSP $221.86)
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Axon Enterprise Inc. (AXON $460.15)
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Trane Technologies plc (TT $434.00)
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RTX Corporation (RTX $195.00)
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MDA Space Ltd. (MDA $38.45)
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
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
Q: Hold a position in TOI that is currently up 49% in my TFSA. Would you switch out to BN based on a long term outlook? Thanks Ron
Q: Any info on why ATD has been sinking lately? Cheers.
Q: From it's high of $140 ATZ is down almost 39% in the past few months.
What would the reason be for this?
Sheldon
What would the reason be for this?
Sheldon
Q: Wondering if this stock is worth long term investment
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Amazon.com Inc. (AMZN $211.71)
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Alphabet Inc. (GOOG $289.59)
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Intuitive Surgical Inc. (ISRG $469.98)
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Booking Holdings Inc. (BKNG $4,237.75)
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JPMorgan Chase & Co. (JPM $295.42)
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Eli Lilly and Company (LLY $916.31)
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United Rentals Inc. (URI $747.59)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $44.32)
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RTX Corporation (RTX $195.00)
Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.
I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.
Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.
Thank you
I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.
Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.
Thank you
Q: Why the steady down trend? Is it time to sell and buy amazon?
Q: I'm trying to diversify from American companies. What would be your top 10 suggestions. Thanks
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Nike Inc. (NKE $52.98)
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lululemon athletica inc. (LULU $158.72)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $75.95)
Q: Your analysis of Groupe Dynamite Inc please? How do you view this company in the next 3,5,10 years?
Current Buy/hold/sell?
Thank you
Current Buy/hold/sell?
Thank you
Q: Good Afternoon
Looking at the offerings for ISRG and GRID, Do they offer products unique to their markets and have developed a loyal and growing customer base? For pure growth going forward which company would you endorse? I have become impatient with ISRG and the lack of SP appreciation
Thank you
Looking at the offerings for ISRG and GRID, Do they offer products unique to their markets and have developed a loyal and growing customer base? For pure growth going forward which company would you endorse? I have become impatient with ISRG and the lack of SP appreciation
Thank you
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Caterpillar Inc. (CAT $719.04)
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Finning International Inc. (FTT $88.10)
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Toromont Industries Ltd. (TIH $193.77)
Q: Which of CAT, FTT, and TIH do you see as the best performer over the next year? Thanks for your insight.
Ian
Ian