Investment Q&A

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.

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,

Q: TRI.CA: I was thinking of buying 500 shares of this stock. I t is down a fair bit due, I guess to AI concerns? I currently hold : BCE, T, BIP.UN, BMO, BNS, CM, CTC.A, EIF, ENB, TRP, GSY, CTC.A, L. MFC, IFC, T, TFII, . TFII, L, are recent buys on weakness (2025), I was thinking CJT as well. Comments please. This is a non-registered account.

Q: TRI is hitting 30-month lows. Do you have a sense of where the floor might be? Is there anything specific to account for the sharp reversal since last July?

Q: WHY IS TRI CONSTANTLY GOING DOWN WHILE THE REST OF THE MARKETS ARE INCREASING

Q: Could you please rank these companies from from most to least desirable for a new position:

GRID, TRI,ENS, STN, WSP, PSN, URI, KRMN, PNG, CECO, AXON

Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

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.

Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.

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: Hi Team,
The stock has fallen from C$293.53, a 5-year high to C$183.66 on 2025 Dec 5th. In the last report Q3 (2025 Sep 30) had increased revenue and profit and kept full year outlook. If someone is a long term investor, should he stay invested and add to the position (to take the advantage of weak market) or sell and deploy capital in some other Canadian Tech (only in Canadian company investment option). Your views about the company fundamental and future prospects based of AI fear in the market and not for any personal financial advice. Just to know as the fear of AI is really going to hit this company so bad?
Thanks
Piyush