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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: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs
Read Answer Asked by Guy on March 04, 2025
Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,
Read Answer Asked by Harry on March 04, 2025
Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again
Read Answer Asked by eugene on March 03, 2025
Q: Hi 5i, In a recent TD analyst TECK report management stated that, "No material impacts from U.S tariffs — Management addressed the issue of potential tariffs on its conference call, noting that while they sell some finished products from Trail into the U.S., they did not expect the imposition of tariffs to have any meaningful impact on its business other than potential impacts to global GDP". Teck is premier company currently trading at a decent price so it seems as if TECK would be an excellent buy at this time. Can 5i give us 5 more superior quality Canadian stocks that appear to be well positioned to weather the US tariff storm? Yes bulletproof would be nice! Thanks, Chris
Read Answer Asked by Chris on March 03, 2025
Q: Hey 5i,
Has TFII found a bottom after their latest earnings report and subsequent reversal of their relocation of head office or will an announcement on tariffs cause a further drop? Are they still considered investable over the next 5 years? Would you buy this dip in share price?
Would you consider NBIS a buy at their current price? Where would you place them on the risk scale (10 being highest) over the next 5 years?
Always appreciate your advice.
Dan
Read Answer Asked by Dan on February 28, 2025
Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.

This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.

Didn't seem like a big catalyst.....
Read Answer Asked by Cathy on February 28, 2025
Q: Recent market disruptions have presumably changed the potential returns for many stocks that have taken a significant short term hit. Given current valuations, can you shortlist a few Canadian companies that provide a significant opportunity for rebound?
Read Answer Asked by Rick on February 28, 2025
Q: Based on the current market situation, what level of cash would be apropriate to have ?, and if wait and see it is the best approach now , what is the best parking place for cash ?
Read Answer Asked by Alejandro (Alex) on February 27, 2025
Q: In a recent comment on SAP the Debt was characterized as “pretty high” and a “concern”. Could you please quantify? The Net Debt / EBITDA looks to be around 2.0x which could be viewed as quite normal or even “good”. Perhaps the fact that the company has failed to grow despite carrying some Debt is the issue?
Read Answer Asked by Paul on February 27, 2025
Q: On Feb 3, 2025 you answered a question from Doug regarding which companies would be affected most by tariffs. Could you expand on your answer and offer which of those would be most likely to be able survive a protracted dispute; and if it is not too much trouble your buy targets for any of these that you deem worthy of purchasing?
Read Answer Asked by Robert on February 27, 2025
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