Investment Q&A

Q: Hello for a 2-3 year hold, full position,which of these 2 would you pick for a total return,I already own TOU and ARX.
Thanks

Q: I was looking for the Beat The TSX website (dividendpayer.ca) but it is no longer active. Can you tell me if Matt is still looking after that? Has someone else taken it over?
Thanks! Paul K

Q: Good morning 5i team.
With the arrival of colder than normal weather since last week,the price of natural gaz ran up to 5.50 or so last week but has been coming down for three consecutive days at the 4.75 level. At what price does ARC benefit the most form nat. gaz?The consensus is that ARC is cheap and should be added at this price.WHat are your views on the volatility of nat gaz and would 30.00$ be a realistic target price for ARC within a period of twelve months? Many thanks,
Jean

Q: Hi Peter and 5i,
Between CLS and ANET which company would you currently invest for future stock appreciation? Say 5+ year time frame.
Thanks so much for your always stellar advice.

Q: DOL: well I wish I had bought this one when 5i recommended it way back when. Buy now or wait - perhaps some selling to boost annual results by large money managers?

Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx

Q: Investable CCCX?

Q: Please comment on the 3rd q results. For a company that got hammered by tariffs, it seems to be adjusting ok.

Q: For best growth over next three years CLS or FTT, or a bit of both?

Q: In my TFSA I currently own SIS, GRGD,SVM,RUS and WPM. I am wondering if it is best to sell RUS and replace with LUN as I don't want too many material stocks in my TFSA and wondered if LUN would be a better growth stock?

Thanks

Q: Greetings 5i, as Telus drops further, a tax loss strategy could be to BUY now and then SELL part of the position after 30 days assuming the price will go up in the interim. Comments? This assumes that one will need some tax losses in 2026 and would like long term exposure to this company. Thank you.

Q: TCL.A selling off pkg. business - apparently $20.00 dividend to share holders from funds from sale, yet stock still going down. What about buying this stock to reap this dividend? I would have thought that the stock would be climbing because of this news?

Q: Comments on the quarter please. Also, do you think this reflects an ongoing improvement or just a single good quarter? Nice special dividend of $1.00 payed on 24 Dec!

Thanks.

Q: TRI: read your report. Owned for very long time - small position 550 shares - up 327% including dividends. Thinking of adding at some point this month - tax loss selling. Non registered account ( wife's) Own in this portfolio: ATD, BMO, CM, EMP.A, ENB, TRP, SLF, T, TFII ( bought few weeks ago - up 10% now) ETF ZUE - owned very long time - up 504% and of course TRI. We are in our 70s, so, have more than enough capital.

Q: Should I consolidate my two holdings into one??

Q: Hello, I won’t be able to attend Ryan’s presentation, “2026 Outlook: Does Sci-Fi Become a Reality or a Nightmare!” Could you let me know if it will be available later in the Podcast section of the 5i website? Thank you

Q: Yesterday (Dec 10) I submitted the following question:

“I had an order in today to buy 3 CSU shares at $3251.00. I noticed that at least 4 times today the stock fell below that price. The low for the day was $3250.00. My order was not filled despite being above the low for the day on at least 4 occasions. Can you explain why my order was not filled? If the reason is because I am buying only 3 shares, then how do I buy such a small amount if my order is being ignored? I am reluctant to place a market order when the trading volume is relatively low.”

You asked what time the order was placed. It was Dec 10th at 10:24:43 am ET using RBC Direct Investing.

After the market closed yesterday I did call RBC DI to get an explanation. The person gave a few answers that just didn’t make sense, and said it was the first time he had a call with a question like mine. He tried to deny that there were any trades below $3252.00 and that’s why my order was not filled, then finally admitted he saw a trade for 4 shares below my bid price, and would have to investigate further.

Today (Dec 11), I placed another day order to buy 3 CSU shares at $3250.50. The same thing was happening this morning. The price was trading below my buy price and still my order was not getting filled. I called RBC DI and spoke to a licensed trader who gave me this explanation. An order for 3 shares is an odd lot, and odd lots go to a different exchange, and it depends on the shares available for sale on that exchange. She also said a lot (100 shares) gets priority (which I thought was not an issue anymore).

Does that explanation make sense to you?

Maybe others who have placed odd lot orders have experienced this problem.

p.s. By the way, while I was on hold at RBC DI, my order got filled at a lower price than my bid price. She told me my order went to the CBOE exchange.

Q: TD is now offering a "Stock Lending Income Program". They lend out the stock to short sellers and split the interest between us and themselves. Seems like a good source of income though you're encouraging betting against your own holdings. What's the downside?

Q: Looking for a Canadian ETF with a momentum bent. Do you have a favourite. Two you have mentioned in the past are WXM and FCCM. The mer for the former is quite high.
Mike

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.