Investment Q&A

Q: I would appreciate your current thoughts on ATD - do I sense momentum - are they back on track? Any news you are aware of? Thanks

Q: Good day,

Wild few days in the market. As a stroke of luck, I transferred one of my managed accounts over so I could manage it myself, and that sale happened early last week and it is sitting in my account, ready to deploy. As a lucky tailwind, I don't want to squander it. Mostly in RRSP account.

Would you be adding to CLS, BAM, SHOP, TVK, PNG, ZDC right now? In order of priority please with a small 'why'.


I had purchased some AEM 1-2 years ago (great recommendation, thanks), and it has flown. Is it an add now and/or are there other Materials tickers you would suggest? Doesn't have to be precious, as long as they are executing well and have quality assets and a solid runway. maybe 1-2 each for precious, critical, and non-precious?

I sold TOI last summer, and with this crazy "Software off" cycle here, would you start accumulating? like 20 or 25% of a position? Is TOI the most likely candidate to return to its growth trajectory when the world begins to appear normal again?

Thanks for Everything!

James

PS. While looking at all my statements while transferring over to Questrade for their cashback promotion, my statements had my annualized returns calculated over 1 3 5 and inception. Since inception was 21% which I'm staked about, but my 3 year annualized was 43% !!! I just renewed my 4th year with 5i. Thanks Thanks THANKS!

Q: Your thoughts on this tech sell off - getting ugly for Software especially- what could turn this market around. ae we getting close to capitulation iyo?

Q: Hi 5i Team,

These two companies have pursued similar strategies it seems over the years and both have been badly beaten up. Is there a preference among the two of them and why?

Thanks!

Derek

Q: Hi Peter
today is a pull back for the market
but both ATD and Dollarama has pulled back for over 1 week
knowing that DOL is a growth stock
I have a half position in each of Dol and ATD, which one would you
prefer for growth, abit of income? thanks
if there are any particular reasons for the pull back of both, let me know
thanks
Michael

Q: Could you provide some insight on what TRI & DSG are saying about their future prospects and is their moat real and believeable? In the case of CNR, whenever the political tiddlywinks ends, they will eventually be filling freight cars. TRI & DSG seem to be more exposed to sentiment, which is a bit like guessing which way the cat will jump. Thank you

Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.

Q: Legal Software Stocks Slide After Anthropic AI Release, this was today's headline. With legal services representing 35% of TRI's revenues, their largest segment....where do you think this stock will be repriced at? What price could be the bottom, an approximate guess?
Thank you

Q: Hi Peter and Team,
What's going on with TRI today? It's down 13.15% the last time I looked. Are there any company-specific issues?
Thanks.

Q: As a contrarian investor, I can’t help but think the forestry sector is closer to a bottom rather than a top. If you wanted to play the sector what would be your top 2-3 ideas?

Q: Hi 5i,

I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.

At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?

Thank you,


Greg C.

Q: What do you think of Canadian Tire for the dividend and some growth. With the winter we have had lots of batteries, snow shovels and blowers being sold. Thanks

Q: These four stocks ,equally held in my TFSA, represent 5% of my total stock holdings. I put my 2026 contribution into LMN ( ouch ) , and my other 3 have sizeable gains. I also own 3 times as much of EIF in my RRIF. I would like to buy more GLXY if it dips into the low 30’s. Would you sell and which one of the three to buy GLXY ? I have cash in my non registered account where I could buy, but my thesis for this account is solid dividend growers. Thanks. Derek.

Q: Hello Team,

What would be a good price to buy CNR?

Thanks,
John G.

Q: MDA falling fast, lawsuit, what to do now?

Thank you.

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: What are the opinions for TMX and Bird for the next 2 to 3 years? Will they have good growth? Are the current price good entry points?

Q: Hi Super Team!

Apologies for one of those “apples to oranges”kind of questions but I have some cash to deploy and am deciding between SE and ELVA.

I realize they are very different but if I’m looking for projected growth, reasonable valuation and some strong fundamentals which would you pick today?

This is for a 3-5 year hold and is a 3% allocation in terms of my total portfolio.

As always, thank you so much for all you do.

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: Hello,

Do you think the current drop in share price is a good entry point or is it better to wait? This is for a starting position, I don't have any grocery sector holdings in my portfolio.

Thanks