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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good Morning, I’m looking to round out my TFSA. Excluding Celestica, Shop, BN and Kraken what Canadian company would you recommend for a 3 year hold.
Thank you
Read Answer Asked by Marty on April 14, 2026
Q: Which of CAT, FTT, and TIH do you see as the best performer over the next year? Thanks for your insight.
Ian
Read Answer Asked by Ian on January 27, 2026
Q: Last question on these two companies as late December, and I am interested if your take has changed. I just sold CAT, and am looking at repositioning into one of the maintainers of its equipment; largely to get out of the $US and potential risks to CAT of Trump policies.

What is your take on these 2 companies and which would come out ahead for an investment now?
Read Answer Asked by Dave on January 26, 2026
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Read Answer Asked by Robert on January 19, 2026
Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,
Read Answer Asked by Helen on January 06, 2026
Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks
Read Answer Asked by Terence on January 05, 2026
Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.
Read Answer Asked by sam on December 22, 2025
Q: Hi Peter and 5i,
Like the momentum of both companies. Like the strong net cash position of TIH.
Which one would you pick of the 2 for the potential highest return over the next 5 years?
Is it FTT based on 5i starting a new position in your Balanced Portfolio? Or is it a coin toss?
Read Answer Asked by Dennis on December 22, 2025
Q: I have 26 positions in a combination of your growth and balanced funds and have liquidity to add 3 or 4 new positions or add on's to what I have. Without listing my positions, is it fair to ask you for your 'fav' 5 or 6 undervalued equities that I could add while there is tax loss selling?
Grazi,
Read Answer Asked by Claus on December 16, 2025
Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.
Read Answer Asked by David on December 11, 2025
Q: Hi, I don’t think I worded my recent question about the energy/mining sector very well. I was looking for some ancillary type company suggestions, like the company that supplies the sand for fracking or provides well services or repairs or leases the mining equipment or is going to build the roads to remote mines…that kind of thing. I guess anything that might be on your radar or comes to mind as an opportunity in that space broadly.
Read Answer Asked by Stephen R. on November 21, 2025
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Read Answer Asked by Dan on October 17, 2025
Q: I hold RBA in my TFSA and have done well. TIH is performing better over the past 6 months. Over 5 and 10 years performance of the stocks is even. I notice you like TIH and would you switch from RBA to TIH for a 3 year hold. I am looking for steady /conservative growth and not concerned about a dividend. Thank you
Read Answer Asked by Richard on September 30, 2025
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Read Answer Asked by David on September 29, 2025
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Read Answer Asked by Walter on September 24, 2025
Q: You just published an excellent article by Michael Huynh on Canadian Companies that issue monthly dividends under certain criteria. Is there any chance you have the same criteria used on Canadian companies that issue quarterly dividends with the same criteria. With staggered investments I don't need to be that focused on monthly issuers.
Read Answer Asked by Graham on September 22, 2025
Q: Hi,

Can I have your three top picks for industrials.

Thanks,
Robert
Read Answer Asked by Robert on September 15, 2025
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