Investment Q&A

Q: I would like your top two oil stocks, canadian or american, for small, medium and large cap with your top two suggestions, overall for a longer term hold. Thanks for all that you do. Geoff

Q: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?

Q: Even though copper has sold off, I still think it is going to be needed for data centres etc. I would like your opinion and some stock suggestions to purchase now after the pullback.

Thanks Dave

Q: Boralex BLX Enters into Definitive Agreement to be Acquired by Brookfield, alongside La Caisse for $9 billion

They never say which Brookfield entity will be the owner. Can you please tell me which it is...BIP, BEP, BN, or BAM ?

Thanks........ Paul K

Q: its been in a nice uptrend. thoughts on whats driving it?

Q: Would you add today to 1/2 positions in MDA and PNG for a 1-3 hold?

Q: Hi 5i,
Because 5i looks favourably on ZDC I've looked into it with an eye to investing some of my hard earned money. Based on my review I wonder if you could elaborate on the reasons for your favourable analysis. I went to its website expecting to see a highly sophisticated and somewhat difficult to duplicate mobile security technology and found instead that ZDC basically provides little camera towers that it'll wheel out to a jobsite to provide mobile surveillance. Which really doesn't seem like much to me, but does really look like something that almost anyone with a mind to could replicate without much trouble.
I understand that it's a nice little business, but is ZDCs really a serious candidate for investment?
(I know this sounds very skeptical, but I was stunned by what a one trick pony ZDC appears to be, and not a very sophisticated pony at that. But it's a Calgary company and I'm a Calgary boy I would like to invest in it - if there's really any reason to think that reasonably soon - 1 or 2 years - it might be worth $11 or $12 instead of its current $5 and change, to justify taking the risk.)
Thanks 5i - I look forward to your thoughts.
Peter

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Q: I am looking for ideas to invest this year’s TFSA contribution plus cash I have accumulated. What top 3 names would you add to in both the BE portfolio and income portfolio? So looking for 3 names in each. I have a 5 year horizon before de-risking into retirement

TY!

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Q: Has there been that much of a slowdown in the retail sector to have all 3 down 20%.

Q: I hold NVDA, CLS, TER, NBIS. Considering buying MU. How much overlap in these companies? Would you sell any based on exposure?

Thanks

Q: You've been asked for your preferred 5 equities wrt specific equities mentioned. What are your 5 preferred buys at today's prices, in order, wrt to your Balanced Equity Portfolio and ditto for your Growth P.
mille grazie...

Q: Updated opinion please

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: You increased the weight in the Income portfolio yet Ryan called it a hold on 05 March BNN? Just seeking clarity. Thanks

Q: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim

Q: Hello,

Does the brief rally followed by a pullback that these four stocks have just experienced carry any meaningful signal, in your view, is it positive or neutral?

Thanks