Investment Q&A

Q: Currently hold PBH and considering selling. Know you recently rated as a hold for the three year period. For a better total return,over the next three years, would you sell PBH and buy one of ATH, CJT, MG, NPI, NXR.UN, TCL.A, or VHI. Please rank these stocks for purchasing. Thanks

Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Q: Good day! Many thanks to 5i providing a rudder (and sometimes an anchor) on this rollicking journey.

I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.

Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors

Thank you!

Q: What do you think of its acquisition of The Reject Shop in Australia.?

Q: Good afternoon 5i
I have been hanging onto nfi, thinking there might be brighter futures. Recently, however, I have been reading about the prominence and advanced features of Chinese electric vehicles, including busses. It seems that the only thing keeping them out is tariffs. I am really concerned that if they had free reign that the hopes for nfi would dwindle. Tariff policies can be changed. What likelihood of more permissive tariff policies for Chinese electric vehicles happening.
Thanks for your great work

Q: How safe do you think Magna’s dividend is?

Current earnings/cash flow seem to cover the dividend quite well, and buybacks could always be stopped/reduced if needed to maintain the dividend.

Even if it takes a few years for the auto industry to recover, Magna’s over 5% dividend yield at least pays us to be patient (assuming Magna can adapt to whatever the future of the auto industry looks like)?

Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?

Q: Hello , is this a good time in the cycle to start buying MX.TO.

Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!

Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.

Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?

Q: Will artificial intelligence utilization in finance and markets be able to replace stock pickers and in the end financial advisers/analyst since analysis of companies data will be faster and perhaps more reliable and objective than performed by a human irregardless of his skills and experience. Already automated portfolios are created by a computer based on certain investment goals.
I would be interested in your perspective on this matter.
Thank you
Miroslaw

Q: The three year chart on this is not pretty. Why, given the lack of potash on the market from the Ukraine and Russia, has NTR not thrived? I've done well on NTR in the past but have a hard time understanding the cyclicality. This looks like a good time to invest once again, but is it? How can tariffs hurt NTR? Where else is the US going to get their large need?

BTW, thanks for the suggestion that 475 was a good entry point for ISRG.

Now, NTR? Your thoughts, please

al

Q: Hi Guys,

Thanks for answering my question today re 10 stocks for a 3 to 5 year hold. Just wanted to know what percentage would these 10 stocks hold within the portfolio?

Thanks

Jim

Q: Hovering around high $140s and into $150s, what would be a good entry for Terravest? thank you

Q: I need to do some portfolio rebalancing. I want to increase weghtings in Basic Materials, Consumer Defensive and Health care. Could you please give me your top 3 picks in each category for a 3 - 5 year hold. Canadian or US stocks are fine.

Take as many credits as you think appropriate.

Q: Friday’s meeting between Mark Carney and the Premiers promises to lead to increased spending and capital to build infrastructure related to natural resources, alternative energy and technology. There seems to be a vibe consistent with Brookfield visions and foci. Carney may in fact be a catalyst to moving the Canadian economy out of the current malaise. Skepticism is warranted but are there any specific stocks that we should consider in light of what could develop rather quickly?

Q: Morning Troops. This is more of a hopeful question than anything. It is now almost a certainty that we will be spending more on defence regardless of who wins the election. If it actually comes to pass that our country decides to ease up on defence procurement from the US and spend more at home, how are companies like CAE positioned to profit from this and do you see it happening? Cheers.

Q: I've held Canadian National Railway (CNR) for over eight years, achieving a modest return of about 8% per annum, which has lagged the broader Canadian market. As a retired investor seeking both income and growth, I’m considering swapping my entire CNR position for TFI International (TFII). CNR has provided stability and a reliable dividend—currently around 2.3%—but its growth has been underwhelming, and it trades at a relatively high valuation, around 19-20 times forward earnings. In contrast, TFII appears undervalued, trading at roughly 15-16 times forward earnings, with a stronger historical growth trajectory, driven by its trucking and logistics operations and savvy acquisitions. However, its dividend yield is lower, at about 1%, and it’s more cyclical than CNR’s rail business. Given my goals and the small capital gain I’d realize in my taxable account from selling CNR, does it make sense to trade all of my CNR for TFII? How do their risk profiles, income potential, and long-term growth prospects compare for someone in my position?

Q: Without getting political can you please comment on the following scenario. Donald Trump is successful in weakening the independence of the judiciary in the U.S. and it becomes clear to people and businesses that the U.S. is moving towards a sort of Russia style 'sham' democracy. Would this produce a rerating of U.S. stocks? And if so what kind of guess can be made as to the percentage drop as the reality sets in over a few years? Thank-you.