Q: In August, you rated SAP as a Hold but in the past 3 weeks, the SP has performed very well as a result of Q2 Fiscal 2026 earnings which have been well received by the market. Do you now have a more favourable opinion of the company?
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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: Following the recent announcement of investments in infrastructure and other areas by Mark Carney, which companies are expected to benefit from these investments? is WSP one of the potential beneficiaries?
Q: Best choice of these 2 for overall return? Not concerned that MTL is much smaller marketcap....
Thanks.
Thanks.
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BMO Equal Weight Utilities Index ETF (ZUT $25.32)
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iShares S&P/TSX Capped Materials Index ETF (XMA $45.35)
Q: hello 5i
your analytics say that i need to increase my holdings in basic materials and the utilities sectors. I have avoided these in the past because I wanted to avoid dividends, favouring capital gains instead. but i am wondering whether i should top up a bit here and how to go about it.
can you advise me on whether i would be wiser to buy a handful of individual stocks rather than an etf for conservative| sectors like this/ if so, how many stocks would i need and can you suggest a few of the best
thanks
your analytics say that i need to increase my holdings in basic materials and the utilities sectors. I have avoided these in the past because I wanted to avoid dividends, favouring capital gains instead. but i am wondering whether i should top up a bit here and how to go about it.
can you advise me on whether i would be wiser to buy a handful of individual stocks rather than an etf for conservative| sectors like this/ if so, how many stocks would i need and can you suggest a few of the best
thanks
Q: I have the following in the industrial sector of my total portfolio.:
AXON = 1.1%, CAE = 0.9%, HPS.A = 1.9%, ZDC = 0.4%, VRT = 3.4%, WSP = 5.2%, CWW (etf) = 3.1%
Am ok with the VRT, WSP, CWW levels. I have new money to add to some or all of the smaller % holdings. Can you weigh in on what your approach would be, including selling any or buying something else . Thanks as always for your knowledgeable, experienced and measured assessment.
AXON = 1.1%, CAE = 0.9%, HPS.A = 1.9%, ZDC = 0.4%, VRT = 3.4%, WSP = 5.2%, CWW (etf) = 3.1%
Am ok with the VRT, WSP, CWW levels. I have new money to add to some or all of the smaller % holdings. Can you weigh in on what your approach would be, including selling any or buying something else . Thanks as always for your knowledgeable, experienced and measured assessment.
Q: I am a 70 year-old value investor that is reluctant to invest further in what I believe is an over-valued market. Our new portfolio manager is recommending "Index deposit notes" offered by major Canadian banks. Can you please tell me more about these market-linked term deposits? I would prefer to wait for a market correction and then invest in equities, but the portfolio manager feels the market could continue to rise over the next few years. I am of the opinion we are looking at a significant recession in 2026.
Thanks!
Thanks!
Q: I am 70 year-old value investor who is reluctant to invest further in the current overvalued equity market. Our new portfolio manager is recommending the AQR Apex Strategy Fund as an alternative investment. I am reluctant to invest in something I don't understand. Can you please tell me more about the AQR Apex Strategy Fund?
Thanks!
Thanks!
Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?
Q: Rumours of a takeover bid by a US private equity firm. If bought what do you think would be a takeover price for CAE based on their market
capitalization and moat.
capitalization and moat.
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Amazon.com Inc. (AMZN $247.38)
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Meta Platforms Inc. (META $653.06)
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Alphabet Inc. (GOOG $329.14)
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Intuitive Surgical Inc. (ISRG $586.24)
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NVIDIA Corporation (NVDA $184.86)
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Salesforce Inc. (CRM $259.94)
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Eli Lilly and Company (LLY $1,063.56)
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United Rentals Inc. (URI $938.79)
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Dollarama Inc. (DOL $199.31)
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Intact Financial Corporation (IFC $278.78)
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WSP Global Inc. (WSP $260.02)
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Global X S&P 500 Index Corporate Class ETF (HXS $100.04)
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Axon Enterprise Inc. (AXON $631.69)
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Sonida Senior Living Inc Com (New) (CSU)
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Enbridge Inc (ENB $45.63)
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Agnico Eagle Mines Limited (AEM $191.14)
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Shopify Inc. (SHOP $164.48)
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Brookfield Asset Management Inc Class A Limited (BAM $53.94)
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Hyatt Hotels Corporation Class A (H $168.19)
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RTX Corporation (RTX $188.50)
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Brookfield Corporation Class A Limited Voting Shares (BN $66.35)
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Lumine Group Inc. (LMN $26.16)
Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
Q: Similar to how you don't like giving price targets, isn't having a "starter" position a similar sin? Like how lump sum is better than DCA, wouldn't it makes sense to just go all in (to the goal % of portfolio you'd like to have).
Q: I had been eyeing both of these to add to a TFSA, and they have been rising steadily, especially Couche-Tarde after earnings. Which do you prefer for TFSA for 25 year old? Or, do I add a little of both? Suggested buy price? Thank you for your great work!!
Q: I am looking to buy LNF or AW. Which has more potential for growth and total return?
Q: Does GRGD have credible avenues for growth that will allow them to grow into and beyond their current valuation? Or is the stock already priced to perfection?
Q: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?
Q: Further to my last question about Tether, the Financial Times is also reporting the following:
Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.
Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?
Many thanks.
Michael
Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.
Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?
Many thanks.
Michael
Q: What are your thoughts on the recent S&P Global Ratings downgrade on Tether? As reported in the Financial Times:
The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.
Thank you.
Michael
The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.
Thank you.
Michael
Q: Bitcoin and Gold, Are this stocks buyable?Specially after very high price for gold stocks,and Bitcoin Down?
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Enghouse Systems Limited (ENGH $20.50)
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Superior Plus Corp. (SPB $7.23)
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Birchcliff Energy Ltd. (BIR $7.13)
Q: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc
Q: Do you feel MDA is at a good entry here for investment returns