Investment Q&A

Q: Why would Bam be down so much and not BN??

Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.

Q: I’ve recently subscribed to 5i, and appreciate all the good information that you have on your website.

A question: how do you choose which stocks to research and which to not research? In your model portfolios, you have included a number of big-name stocks (BCE, L, TD, BN, amongst others) that aren’t rated. I understand they are included in your model portfolios to provide sector diversification, but would I be correct to infer that if you rated them they wouldn’t likely be “A” stocks?

A somewhat related question: your Income Model Portfolio includes BCE, CNQ, FTS, H and TD (amongst others), all non-rated, but your Balanced Equity Model Portfolio does not. Does this mean that although you view these stocks as being good dividend-payers, you also think they have limited upside?

Thanks

Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?

Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: How does Brookfields announcement of it's US$ 100 B AI fund affect shares of BN?

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: What would be your top 5 picks for a minimum 5 year hold

Q: Can you comment on whether or not you feel there are currently issues in the Private Equity market today, and how it would (or perhaps would not) have any affect on BAM and / or BN's business. What is the biggest current concern that is negatively affecting stock price. I am trying to decide whether or not to take a position in one, or both.

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Q: Can you comment on the relative attractiveness of BN post earnings.It dropped about 8%….

Q: Hello. Would love your thoughts on BN's earnings. Seems like the market did not like them - ADD or HOLD on the ~6.5% move lower on Thursday?

Thanks as always.

Q: Why was BN down by more than 6% today. Is it a buy or a sell

Q: Which 3 Canadian growth stocks do the 5i Team has most conviction at this time for a TFSA account. Please provide short reasoning. - Thanks!

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.