Investment Q&A

Q: 1. About your ”best stock ideas” feature: how often are the ideas refreshed? Is there a specific day in the month that the renewal happens?
2 In view of recent developments, is Constellation Software still a best idea?
Thank you for your excellent service.

Q: Any reason why CLS dropped $22CAN and is also down now $12US pre market?

Thanks

Q: Hi, at what point would you start nibbling away at DSG? It seems to me to be victim of the AI-software concerns (similar to CSU entities). Your prior recent comments were quite favourable after their Q release so I am somewhat surprised/shocked the market has taken this down further. It is nearing a 52 week low.
Given the downward momentum, it may have another 5% to go but it looks to be a compelling buy around $135.
I have owned for years (trimmed along the way) and done well in the past by buying the dips. Is this yet another rare buying opportunity?

Cheers,
Steve

Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.

Q: Why has Intact fallen sharply in the last few months?

Q: All 3 stocks have recently been down and are continuing to drop today (Tuesday). Your blog on the CSU/Leonard call about AI recapped what was said and indicated premiums assigned to these stocks may be lowered. Looks like it's now underway. I was hoping for more thought on what might happen in the future? As many of your customers own these stocks, it would be nice if 5i could issue quick reports on them. Are they still rated high or have they gone down a notch, or two or three? Are they rated buy, hold or sell? Where does 5i see these stocks' prices in 3, 6 and 12 months from now? I realize there are many unknowns and predicting the future is tough, but 5i has done this generally quite well in the past. These 3 stocks appear to widely held and deserve more attention at this time.

Q: I'm getting mixed messages from 5i regarding EQB . In several answers you have it as recommended buy ...... But in a reply to Adam on Aug. 28/25 you make the following statement . ...... " But with some overall economic concerns continuing it is also hard to foresee a big recovery in the next several quarters as well. "

This suggests it will be dead money for a while .... Looking at your report on the company it appears that circumstances have changed . In your " Valuation " section you make the following statement .....

" Management noted that with the recent and expected easing of interest rates, EQB is seeing signs of renewed mortgage activity and strong loan growth momentum is expected going into 2025. " ...... Well that didn't happen ...... Are you planning to update that report in the near future ? ....

I own shares { in a RRIF } and am in a bit of a quandary on why I shouldn't sell in favour of greener pastures ..... So please explain to me how I should evaluate holding or selling ? .........Thanks for your terrific service .....

Q: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.

5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.

Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?

Q: Good evening,

With the understanding that the above equities are to be considered high risk and somewhat speculative, in what order would you buy these (please exclude any names that you would not consider buyable)?

Are any of them particularly compelling at this time?

I already own a fair bit of IBIT and ETHA, as well as COIN, HOOD, GALAXY. but looking to add a little spice to the portfolio.

Thank you,

Q: Hello, what’s happening with Zedcor this morning(18th)? Thanks

Q: What's the main thesis surrounding GRID and what drives it's growth? I know it's related to the electrical grid so it must be around the increased investment needed to improve reliability of the grid and to increase grid capacity for increased electrification but maybe I'm missing something.

Who would be its main competition and what is considered a good entry price?

Q: What is up with TMX Group shares ? Stock seems to be losing ground everyday, since its recent earnings release, which was solid and general trading/listing activity seems to continue to rise, Now its back to $53, the level, it traded in April.

Thank You

Q: It is said that AI will decrease the need for software or processes provided by software technology companies. Some fund managers have said that they have reduced their software holdings. Of the companies listed, are any more "immune" to the effects of AI?

Q: Hi,

Can I have your three top picks for industrials.

Thanks,
Robert

Q: I note that you have trimmed WELL and are adding CPH. Can you provide a bit more color on CPH. There are few questions in your database and the most recent mention by you has it well down in a long list of companies with growth potential so it is curious to me how it made it to your most recent add list. Many thanks. I too have grown weary of WELL so the might be a good time to move on, to CPH? Thank you

Q: Regarding your recent portfolio changes:

- what is the best metric for determining whether or not Tantalus Systems is good value at current levels ?

- I was surprised by the AI disruption note in your commentary for CGI. I thought they were to benefit from AI. Maybe I misunderstood (?)

- By trimming NTR and adding L in the balanced portfolio, are you suggesting there is more upside with L ?

Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you

Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio

Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue

Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?