Q: Would appreciate your advice for RRSP - 15 to 20 concentrated ETF/stocks quality plus growth Portfolio for 3-5 years hold.
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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: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?
Is there a case to be made for owning both …. Or neither?
Thank you
Is there a case to be made for owning both …. Or neither?
Thank you
Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.
Thank you and Happy Holidays!
Thank you and Happy Holidays!
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Celestica Inc. (CLS $406.01)
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Vertiv Holdings LLC Class A (VRT $162.01)
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Nebius Group N.V. (NBIS $83.71)
Q: can you talk about these stocks as investments
Thank You
Peter
Thank You
Peter
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Royal Bank of Canada (RY $233.99)
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Toronto-Dominion Bank (The) (TD $129.36)
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Bank of Nova Scotia (The) (BNS $101.23)
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Enbridge Inc. (ENB $65.68)
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Sun Life Financial Inc. (SLF $85.68)
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Constellation Software Inc. (CSU $3,301.40)
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Dollarama Inc. (DOL $205.14)
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Intact Financial Corporation (IFC $285.73)
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Celestica Inc. (CLS $406.01)
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Toromont Industries Ltd. (TIH $166.05)
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Thomson Reuters Corporation (TRI $181.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.02)
Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.
Q: hi, a couple of questions on GLXY: is the company making a profit now? does it have a PE and PEG ratio? approximately what percentage of the income comes from it's various sources? how much is the income related to the price of Bitcoin and/or other digital currencies"currency" concoctions?
cheers, Chris
cheers, Chris
Q: Curious about how 5i adjusts their individual stock allocation in the portfolios. Do you annually take a broad look and make adjustments or do you just clip a stock if it becomes overvalued or to much within the portfolio. With the new money do you add to another stock or put the proceeds in cash.
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Manulife Financial Corporation (MFC $49.84)
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Great-West Lifeco Inc. (GWO $67.69)
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Sun Life Financial Inc. (SLF $85.68)
Q: GWO has done extremely well this year, up over 40%, while MFC is up over 11%. SLF, though, has lagged, down about 1.5% over the past year. What explains the wide gulf in their stock performance?
Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.
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Amazon.com Inc. (AMZN $230.82)
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Alphabet Inc. (GOOG $313.80)
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Intuitive Surgical Inc. (ISRG $566.36)
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Netflix Inc. (NFLX $93.76)
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NVIDIA Corporation (NVDA $186.50)
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Booking Holdings Inc. (BKNG $5,355.33)
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United Rentals Inc. (URI $809.32)
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Sun Life Financial Inc. (SLF $85.68)
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Constellation Software Inc. (CSU $3,301.40)
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Intact Financial Corporation (IFC $285.73)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
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Axon Enterprise Inc. (AXON $567.93)
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Robinhood Markets Inc. (HOOD $113.10)
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Brookfield Corporation Class A Limited Voting Shares (BN $63.02)
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Nebius Group N.V. (NBIS $83.71)
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Tesla CDR (CAD Hedged) (TSLA $39.67)
Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG
Would you add to existing positions or choose to buy others?
Please list your top 5 other stocks, and a brief reason for each ? Cnd or US
Thank you
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG
Would you add to existing positions or choose to buy others?
Please list your top 5 other stocks, and a brief reason for each ? Cnd or US
Thank you
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Royal Bank of Canada (RY $233.99)
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Toronto-Dominion Bank (The) (TD $129.36)
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BMO Equal Weight Banks Index ETF (ZEB $58.30)
Q: Good morning,
If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?
Thanks as always.
If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?
Thanks as always.
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Constellation Software Inc. (CSU $3,301.40)
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Descartes Systems Group Inc. (The) (DSG $120.41)
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Toromont Industries Ltd. (TIH $166.05)
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goeasy Ltd. (GSY $131.29)
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Topicus.com Inc. (TOI $127.15)
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Lumine Group Inc. (LMN $27.14)
Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,
Grazi,
Q: To follow up on a previous question that asked about short term. Would you give an edge to AEM compared to WPM going forward over the next 3-5 years?
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Magna International Inc. (MG $73.17)
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XPeng Inc. American depositary shares each representing two Class A (XPEV $20.28)
Q: Good day to you all
I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe
Thanks a lot and best wishes for the Season
I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe
Thanks a lot and best wishes for the Season
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Constellation Software Inc. (CSU $3,301.40)
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Celestica Inc. (CLS $406.01)
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Thomson Reuters Corporation (TRI $181.13)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $221.00)
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Firan Technology Group Corporation (FTG $11.55)
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5N Plus Inc. (VNP $17.72)
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Kraken Robotics Inc. (PNG $6.40)
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Zedcor Inc. (ZDC $6.30)
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kneat.com inc. (KSI $4.92)
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Vitalhub Corp. (VHI $9.47)
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Galaxy Digital Inc. Class A common stock (GLXY $30.73)
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Kits Eyecare Ltd. (KITS $18.33)
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Tantalus Systems Holding Inc. (GRID $4.68)
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Electrovaya Inc. (ELVA $10.84)
Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.
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Silvercorp Metals Inc. (SVM $11.48)
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Vizsla Silver Corp. (VZLA $7.52)
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Discovery Silver Corp. (DSV $8.38)
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First Majestic Silver Corp. (AG $22.90)
Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?
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Finning International Inc. (FTT $74.37)
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Descartes Systems Group Inc. (The) (DSG $120.41)
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TMX Group Limited (X $52.23)
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Toromont Industries Ltd. (TIH $166.05)
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TerraVest Industries Inc. (TVK $164.51)
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EQB Inc. (EQB $103.89)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $159.48)
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Aritzia Inc. Subordinate Voting Shares (ATZ $117.35)
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MDA Space Ltd. (MDA $26.64)
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Telesat Corporation Common and Variable Voting Shares (TSAT $39.57)
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Lumine Group Inc. (LMN $27.14)
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Groupe Dynamite Inc. Subordinate voting shares (GRGD $82.67)
Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Q: Hi 5i,
In your answer to Clayton's question yesterday about features common to multi-baggers, you provided a list of stocks you think might reach multi-bagger status over the next decade - and TOI and LMN were noticeably absent.
Correct me if I'm wrong but I feel that not that long ago both of them would have been not just on but at or near the top on your list. If so, has your view of their prospects changed dramatically, or was their omission more an oversight?
Thanks 5i - I look forward to your thoughts.
Peter
In your answer to Clayton's question yesterday about features common to multi-baggers, you provided a list of stocks you think might reach multi-bagger status over the next decade - and TOI and LMN were noticeably absent.
Correct me if I'm wrong but I feel that not that long ago both of them would have been not just on but at or near the top on your list. If so, has your view of their prospects changed dramatically, or was their omission more an oversight?
Thanks 5i - I look forward to your thoughts.
Peter
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goeasy Ltd. (GSY $131.29)
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Firan Technology Group Corporation (FTG $11.55)
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TerraVest Industries Inc. (TVK $164.51)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A $159.48)
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Kraken Robotics Inc. (PNG $6.40)
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Zedcor Inc. (ZDC $6.30)
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Vitalhub Corp. (VHI $9.47)
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Galaxy Digital Inc. Class A common stock (GLXY $30.73)
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Tantalus Systems Holding Inc. (GRID $4.68)
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Telesat Corporation Common and Variable Voting Shares (TSAT $39.57)
Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
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goeasy Ltd. (GSY $131.29)
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Kraken Robotics Inc. (PNG $6.40)
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Monolithic Power Systems Inc. (MPWR $906.36)
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Zedcor Inc. (ZDC $6.30)
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Kratos Defense & Security Solutions Inc. (KTOS $75.91)
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BWX Technologies Inc. (BWXT $172.84)
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Galaxy Digital Inc. Class A common stock (GLXY $30.73)
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NewMarket Corp (NEU $687.26)
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Telesat Corporation Common and Variable Voting Shares (TSAT $39.57)
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Nebius Group N.V. (NBIS $83.71)
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Rocket Lab Corporation (RKLB $69.76)
Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.