Investment Q&A

Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.

Q: And a good morning to you ... Yesterday, someone asked about your two top holds (med to long term). CNR was one of the selections. Why CNR and not CP? Many thanks.

Q: Greetings,

1) To me it seems counter intuitive to buy a stock like VNP which has experienced such a steep appreciation in a short space of time.

Whatever happened to “reversion to mean” ? Surely this phenomenal rise makes the stock more vulnerable to a sharper pull back?

Or are we looking at a company that has a phenomenal runway and this is just the beginning?


2) Are there dangers making purchases based mostly on momentum? I am worried about “jumping on the bandwagon”? and making a FOMO purchase.


3) At what approximate price do you think the risk reward ratio is more favourable?

4) Is there a way of seeing who is actually buying at the moment? i.e General Public or Institutional or Insiders. Can we draw any conclusions from WHO is mostly buying?

My screen is showing a 4.5% insider ownership but NO recent insider purchases

Many thanks in advance for your sharing your thoughts.

Q: Hello Team,

I would like to free up a bit of cash in the cash account. In what order would you sell these 4 companies? These account for only about 3% of my overall portfolio and want to free up about half of this.

Q: I have read an opinion that Bitcoin may have run its course and I assume this would apply to other crypto currencies as well. Could you comment on how widespread this feeling is. Do you feel that there is a case to be made for the sector or might it be best just to exit and move on to something else.
Also how many crypto currencies are there - my knowledge in this area is weak.
My only holding in this sector is Galaxy (as far as I know). Does it have other components to its business that might carry it through if the crypto sector continued to falter or even collapse.
Thanks.

Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.

Q: Good Day,

I have just started adding in to my cash account, which now has me considering tax ramifications. Since I am not looking to pay MORE taxes, what are some names you would suggest for a longer term hold with no or really low dividends and a long runway for growth. I have listed PNG GRID GRGD VNP and CLS. Would you add a couple other names and rank them with a comment on their preospects.

Thanks!

James

Q: Hi 5i Team,

Can you suggest 5 Canadian and 5 US Value stocks that you would buy in order of high to low and the rational behind it. Please also include the entry price.

Thanks
Joe

Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Q: Comments on the quarter please. Market seems angry.

Q: The market keeps going up with high valuations for many stocks. What are your current top 5 Canadian and 5 US stocks with high convictions, good valuation and growth for the next 3 to 5 yeas in TFSA account. Please provide your rationale for each pick with risk level (H, M, L) and entry price if possible. Thanks.

Q: On Jan 19, in a question by David, you stated that both DSG and OTEX did not have a dividend. Globe & Mail has that OTEX does have a dividend. Please advise if you need to correct your response. G&M advised "OpenText Corp. OTEX-T has named former IBM executive Ayman Antoun as chief executive, effective April 20. 2026" Is this a good move by OTEX? Does it change your impression of potential of OTEX?

Q: What are your top 3 choices in your growth portfolio. Please give rationale. Thanks Stephen

Q: Mark Carney made quite the splash with his recent speech. He seemed to be saying the old economic system is broken and will not return. (we can no longer depend on the world's super powers to play by the old rules.) If he is right (I think he is) what 3 Canadian companies could benefit the most from this new reality? Also, this new paradigm being global, what three global ETFs could benefit the most? Thanks as always for your guidance.

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Q: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!

Q: Would you consider BDT a reasonable compliment to WSP/STN/ATRL? Of the latter 3, which would be your 2 favourites? Thanks for your response.