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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: Hello 5i,
New to portfolio analytics, can’t say enough about this team! Bravo.

Circumstances forced me to shuffle financially this past year.
43, pension, rentals. 55 freedom or forget it.

Highest conviction, growth, maj; tech, leaning themes to the next decade, a sprinkle of sector diversity, large/mid/small caps, predominantly US. I’m aware of course of all the caveats here lol. A 12-15 starter pack would be fabulous.

This is you starting today; You have 300k.
I do add 700 per week, please exclude
BN, TRI, ISRG, COST, HIMS, NBIS, NVDA, BKSY.

Eagerly waiting! Thank you.
Read Answer Asked by Adam on September 30, 2025
Q: When people compare investing a lump sum to dollar cost averaging to market timing they usually trot out long term averages showing lump sum is better. Doesn’t context matter? Valuations are currently elevated. If they ran the comparisons after eliminating the years when valuations were at or below some long term average would the answer change?

How would you approach this question in today’s market context.

Appreciate you get a version of this question regularly but I’d like your answer for today. Thanks!
Read Answer Asked by Chris on September 30, 2025
Q: SHOP announced yesterday a collaboration with AI. Stock bounced up on the news. How big a deal is this? What impact on the price might it have? Is this something that analysts weren't considering and is new news? Now, for you crystal ball look, what might the stock price be in 6 and 12 months?
Read Answer Asked on September 30, 2025
Q: KMI pays a less than spectacular dividend which increased this year by a very modest amount. The share price has been flat for almost a year. Their recent acquisition may be accretive but this has not yet been reflected in the price. What, if anything, do you see as a catalyst for price growth?
Do you have better alternatives in this space?
Thanks for your great service.
Ian
Read Answer Asked by Ian on September 30, 2025
Q: Hi Folks,
I sold some CSU recently. I now have MSFT, NVDA, AAPLE and some CSU as holdings in the Tech Sector( GOOG and AMZN as well). Can you suggest a couple of Tech stocks that I could add to my holdings in the Tech Sector. This would be in my TFSA.
Thanks
Read Answer Asked by JOHN on September 30, 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: Recent thoughts on this company. I was thought it would be a nice asset light business, that would have great long-term potential. I get that travel to the USA might be down, but alternatively the pricing of hotels recently has been outrageous! How do you feel about management? Can they turn this around?
Read Answer Asked by Steve on September 30, 2025
Q: Hello, I want to sell ISRG for tax-loss reasons and buy it back after 30 days (I am about 20% down). I just saw that their next earnings call is Oct. 21st. Do you know enough about their progress this year to figure out if there is a good chance their 3rd Q is going to be great and therefore I should wait after Oct. 21st, or should I move to sell now? Thanks!
Read Answer Asked by Martin on September 30, 2025
Q: This is a follow up to Michael's question. He asked that you correct him if he was wrong about the Canadian government needing to buy more gold. My understanding is that this is indeed wrong in two ways. The government holds no gold and has no plans to buy any. Is this correct? Thank-you.
Read Answer Asked by Alex on September 30, 2025
Q: An analyst made the point that he thinks any foreign bond exposure should be hedged to the Canadian dollar. His point was that fixed income is usually meant to de-risk one’s portfolio and that by taking on foreign exchange risk in this particular asset you are working against yourself. Assuming one doesn’t require the foreign income generated what do you think of his argument?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on September 30, 2025
Q: I am thinking of selling ZUH for KSI/VHI. ZUH maybe safer, though I am looking for more growth. Would you recommend a combination of VHI/KSI or just 1? Other recommendations?

Thanks for your service!
Read Answer Asked by Ozzie on September 30, 2025
Q: If one was looking for a little growth along with a dividend, for a income portfolio, what would you stock(s) might you look at from 5i’s growth/income or balanced portfolio, or one not already in any of the 3 models?

Thx
Read Answer Asked by Kelly on September 30, 2025
Q: Hi Peter, I thought I finally had a winner with CSU. I have 7 shares and it was nice when they were close to 5000.00, thinking they might go higher. It's always hard to sell the winners. Even though I still have a bit of a gain is it time to forget about this high price for CSU. I know you can't predict the future but how low could this go, it's not going to be another Nortel, or drop down to 500 or 700 is it? Would it be a good time to add or sell. Can you give us some encouragement or some guidance with this. Much appreciated.
Read Answer Asked by Nick on September 30, 2025
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