Investment Q&A

Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?

Q: The 5i team review GLXY in July 2024 with what I understand to be a moderate upside potential with some risk. The stock has gone form $18 to $34. I believe that you still like the stock but maybe for different reasons. Could I have your current thoughts please?

Q: Hello
I have been a moneysaver customer for many years. I noticed that the model portfolio has an inception date of 2013. Can you maybe work on another more current basket of stocks bonds given that the investing environment has changed. For example the Canadian preferred index used to be quite popular, however given that rate resets are diminishing and that we are in a low interest rate environment, there may be better alternatives

Q: Hello
Follow-up recommendation for the portfolio basket inception date. It’s a little misleading when there is only one date . Perhaps you can add a column in your spreadsheet that references when the stock was added to the basket

Q: Hello , I'm new here and i see that the portfolios that you have created have done quite well.

Would it be possible to start a new basket of stocks, given that the inception date is 10 years ago

thank you

Q: Hi 5i Team,

I invested in MFC and GWO roughly 2.5 years ago amongst a fairly diverse portfolio. I originally purchased both as a dividend play with potential for modest appreciation, but they have far exceeded my market value appreciation expectations over this time frame. I since purchased a smaller position in Sun Life roughly 3 months ago. For the first two, I likely need to trim for rebalancing / concentration sake.

My question(s) is as follows (and please deduct how many points as necessary):

- At a high level, what is your outlook for the Insurance space over the next 1-3 years and what indicators do you look at when making this assessment?
- Amongst the three companies listed, how would you rank them in terms of expected growth over the next 3 years?

Thanks and really appreciate the advice from 5i.
Erick

Q: Can you give your outlook on NOA for 2025? Any names you’d consider over it?

Q: Dear 5i
Do you prefer PWR or POWL and why ?
Also VHI seems to be one of your top picks for small cap growth stocks but the valuation ie P/E seems quite high . Does its growth rate justify the valuation ?
Thanks
Bill C

Q: I’ve owned AAPL for the past 15 years+ and it now represents a 3.5% position of my overall portfolio. 10 years from retirement with a risk reward appetite leaning to measured risk. Top holdings in order are BN, GOOG, NVDA, AMAZ, WSP, BkNG, CSU, ISRG, V, AXON then AAPL. If it’s you, do you keep it or find something with a better growth trajectory? I’m over in consumer discretionary and under in staples so wondering if a move to DOL makes sense? Thoughts?

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: What 3 stocks that you follow do you think are poised for rocket ship like maintained growth in the next 2 years?

Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks

Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!

Q: Are there any stocks out there today that you feel are stupidly mispriced and could get a nice bounce/run this year?
Thank you

Q: I'm looking for suggestions for stocks or ETFs that would benefit from increased investment in the north (either infrastructure-, defense- or resource-related). Do you have any suggestions of opportunities that warrant further investigation for a 'northern/artic play'? I can't help but feel that all the talk south of the border about Greenland, Canadian resources, etc. that someone will be spending substantially more in the north over the next 4 years...

Q: Do you have any opinion on this company latest result ?

Q: You have previously stated the current price is good entry point for SJ. Given the political climate in the US and the threat of tariffs, would you consider this a buy right now or would you hold off?

Q: Given Acadian Timber's forest lands are situated on both sides of the New Brunswick/Maine border, do you see this putting the company in an advantageous position in the event of a tariff dispute between Canada and the US? Does the company have processing operations on both sides of the border?

Q: Hi Team, I noticed DRX was removed from Growth PF .
If you own it as GARP patient investor (-22%) in 4 accounts for a total $ =2%. Will you sell, hold or add ?
Thanks
Best Regards

Q: Hi Peter and the 5i Team,

PBH continues to be a very frustrating stock which we bought for a RRIF and a TFSA. Even though 5i rates it as a “B” and most analysts rate it highly, for those of us who purchased it when it was trading at much loftier levels, what is it going to take for at least a break-even position?

In the case of the RRIF, PBH was purchased for 96.24 per share. It closed on January 9 with a price of $79.26. When dividends are included, our loss is still $3900.

National Bank rates PBH as “sector perform” with a target price of $99.00. On the 5i website, the stock is trading in a range of $75.67 (year low) and $97.10 (year high). Even with all the positive news surrounding PBH (acquisitions, etc.), the stock is retreating to only $3.59 above its year low.

I read recently that beef prices are at an all-time high. The CBC had a story called “Beef prices hit record high at the grocery store — and on the ranch, too”. Is this somehow holding back PBH?

Is PBH a stock worth holding? Are there any tailwinds on the horizon that could lift PBH out of the doldrums?

Thanks as always for helping me to make informed decisions.