Investment Q&A

Q: Hello,
I own both CAR.UN and DIR.UN, am growing tired of watching CAR's share price steadily decline over the past 5 years.
Could you suggest a replacement for CAR.UN with a better growth profile, decent yield, not necessarily residential?
Thanks as always.

Q: First, want to thank you for the service provided over the years. I recently reached a financial milestone (another 0 at the end of the net worth statement at age 33) and 5i played a massive part. Biggest elements were the great stock picks (obviously) which allowed me to outperform the market quite a bit, as well as the reassurance to stay long when the market has a fit.

My question is can you provide a list of top picks for long term growth that are less associated with AI. I'm heavy in AI, want to stay overweight, however would like to slowly diversify a bit over time. Open to a mix of risk levels.

Q: Thoughts on latest quarter.

Q: I entered a small position in Fireweed Metals after talking to someone who worked on the Mactung Project drill program, he claimed some staff were very optimistic based on the size/quality of the Tungsten deposit. Doing some research I see both Canadian and American governments have provided funding, the Lundin group has increased their ownership, up to 20% of outstanding shares if I'm not mistaken, and Tungsten has been called the #1 critical mineral by more than one source online, apperantly China has 80% of worlds production and is limiting exports. All seem to be positive developments here, share price is reacting accordingly, in your experience with past " everything looks really good" in a juniour non producing mining company, will the stock continue to rise?

Q: I sent this Q on April 9 but perhaps it was missed, hence the resend. "Question on PANW vs CRWD post-Anthropic Launch.
I’ve noticed a sharp 'gap up and give back' over the last 48 hours [Apr 9] in both Palo Alto Networks (PANW) and CrowdStrike (CRWD). Initially, the market cheered their inclusion as founding partners in Anthropic’s 'Project Glasswing,' but today they are seeing a significant drop—seemingly on fears that Claude’s new autonomous security capabilities could eventually disrupt incumbent vendors.
1. Do you view today’s drop as a valid structural concern regarding AI-driven disintermediation?
2. Which of these two do you feel is better positioned to integrate 'agentic AI' into their platform without eroding their existing moat?
3. Looking at current valuations, does it make sense to harvest a tax loss in PANW here to rotate into CRWD? Or would you sell and deploy proceeds elsewhere, given the current uncertainty in software businesses? :ao:

Q: Road stood up well thru this. Makes me curious. What do you think?

Q: Hi,

If I own CLS (1/2 position) and MU (1/2 position) already, would there be too much duplication to take out a 1/3 position in VNP as well?

Thanks very much, Michael

Q: I hold a fairly large holding in 4 Brookfield entities and am looking at selling Bam to add more to my Bip.un in order to adjust my holdings. Would you favor this move for a 3 to 5 year hold and what might your reasoning be for and against? Thanx.

Q: We bought it in Oct/2025 and sold in Dec/2025 for a big loss, and claimed capital loss on 2025 tax.
We rebought in Feb/2026. I was considering harvesting some profits but am cautious about CRA interpretation.
I wonder if CRA consider this a speculative stock and this, as well as the recent activity, might trigger something?
I realize you are not in the tax business and are not lawyers so any views or experience would be taken in that light.
Thanks for all your guidance

Q: I wish to reduce my number of holdings in my portfolio. Feeling what I have has some overlapping. Which ones of my list would you recommend to keep? I do plan to hold the rest for growth and stability for more than 5 years.
BN, BAM,BIP.UN, BIP-C, BEP.UN, BEP-C
Many thanks,

Q: On the off chance a 100 others don’t ask, looking for an updated opinion on DRX after earnings miss. Still making money.

Q: One of the members mentioned feeling bad that he had missed the boat on the rising tide. I am also in that boat. I had planned to buy something but kept putting it off. That being said, are there still some bargains around? I am thinking of the usually favoured stocks such as Shop, Google, CSU etc.
Thanks for the greatest service

Q: My recent answer for additions to my tfsa was to add the following firms: VNP, CLS,PNG, BN, & SHOP.
My question when written listed the above holdings as currently owned.
Could I have 4-5 other firms please?
Thank you David

Q: Ontario government fast-tracking re the Kinross Great Bear project at Red Lake was announced with fanfare in February. Apparently this major project should now start producing in 2029. Are there project development points that I should pay attention to re investing in Kinross, or maybe just do annual buys (subject to no bad news)?

Q: Good morning, I am looking to invest about $60,000 for about 7 years that will be put towards a child’s down payment. Can you suggest some stocks and/or ETF’s that you would consider as a starting point. Happy to include a mix of Canadian/US names. Also would you suggest DCA in over the next few months or invest all at once in today’s environment. Thanks!

Q: Question for a 30-year-old starting an RRSP with a growth-oriented focus. He has little interest in managing a portfolio, so the intent is a simple portfolio that is on autopilot (using automatic monthly DCA) with a yearly review.

The idea is to use XEQT. Does it make sense to add XUS or VFV to XEQT to add more US exposure to potentially improve returns over such a long period of time? Say DCA 75% XEQT and 25% XUS?

Would there be a better ETF to pair up with?

Much appreciated.

Q: Please can you give me your opinion of OTEX. I am thinking of buying it. Thank you

Q: May I please have your top five North America and international oil and/or gas stocks. I currently owned some CVE and VET. Small positions in Tamarack Valley and White Cap.
With appreciation,
Ed

Q: Can you please suggest 5 names (Canada or US) that, regardless of size or sector, you have a high conviction that an investor will really, really wish they had bought or added to at today’s price looking back 5 years from now?

Q: Could you please give the pluses and minuses of buying these two ETFs now? Do you two others in this space?

Thanks.