Investment Q&A

Q: Hi 5i. My question is prompted by Thomson Reuters' long, seemingly inexorable, decline, but it is more of a general question. I have a sense that companies that have either a controlling or at least a major interest held by a family tend to be less likely to pull out of a dive than do companies that are broadly held. Do you have any thoughts on this?

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Buy, sell or hold and if hold, do you think this stock has good growth potential? If one has a gain would it be worth moving on if underweight Europe/Developed markets which are doing well. Already overweight banks. Thank you!

Q: What to do with $10864 in TFSA? At 74 years I exist on a public sector DB pension.

Transitioning my TFSA to be more growth focused. 14 holdings currently, major ones being BN, TRI, TFII, TVK, KXS, TOI, EQB, LMN, DSG, PNG, DRX, REAL, S, EGLX. Also have 41 equities in much larger balanced dividend growth non-reg account but Brookfield Group is pushing 15% of total portfolio with overall 65% Canada exposure. Overall below sector targets in consumer cycle, health, RE, Industrial, Utilities as well as International exposure.

Realizing you cannot get personal but I am looking for another viewpoint on how to use the funds in TFSA this year besides adding more Brookfield or software or financials. With available funds could only add 4 units of CSU anyway.

Q: Please comment the result and what is buy in price you would suggest for most safe.

Q: Is there a good entry-level or is it a stay away forever stock?

Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:

1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.

2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.

3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.

Thanks

Q: Sorry to sound like a broken record, but I'm kind of a deer stuck in headlights right now with regards to these software names, notably CUS, LMN, TOI, and with the news impacting TRI this morning. I've largely held onto these names and I'm not sure what to do here. Seeing constant and relentless daily selling is tough to stomach and time will only tell how much AI will impact these companies fundamentals.

In the meantime, what do I do? I don't want to hold onto losers and continue to see these go down further, at the same time, I don't want to sell at these lows. I know trimming some is an option. I have positions in these other names, do you feel any of these are vulnerable to AI severely impacting them? CRWD, SHOP, SRAD, GENI, SPOT

Thanks!

Q: Could you provide some insight on what TRI & DSG are saying about their future prospects and is their moat real and believeable? In the case of CNR, whenever the political tiddlywinks ends, they will eventually be filling freight cars. TRI & DSG seem to be more exposed to sentiment, which is a bit like guessing which way the cat will jump. Thank you

Q: Legal Software Stocks Slide After Anthropic AI Release, this was today's headline. With legal services representing 35% of TRI's revenues, their largest segment....where do you think this stock will be repriced at? What price could be the bottom, an approximate guess?
Thank you

Q: Hi Peter and Team,
What's going on with TRI today? It's down 13.15% the last time I looked. Are there any company-specific issues?
Thanks.

Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!

Q: TRI has fallen almost 50% from its high in July/ August 2025. What should we make of this and what are your expectations for this stock moving forward? Thank you,
Maria

Q: considering selling LMN and reinvesting proceeds into TRI looking for growth over next 24 months thoughts thanks Richard

Q: Greetings,

Team 5i seems to be regularly optimistic on TRI and yet I see nothing on the 12month, 6 month or 1 months charts that reflects this.

Insider buys seem scant, however, BMO asset management added 18.7% more shares (simplywallstreet) over 4 months ago, while prices were taking elevator downwards.

Can you kindly explain why you think this business will flourish in the future?

Cheers
A

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you

Q: These continue to be beat down with crushing depreciation in Market Cap. Would you step into any one of these right now or any other names CDN or US that appear to be a screaming buy long term. If so,, what order would that be.

Q: please name 5 best stocks that are below historical price levels that are still quality profitable companies (my review of 2025 would suggest something like ATD), but maybe I am really off. Please make a broad comment for your choices if ATD point of reference for such a question. forgive me if too vague.