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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,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.
Read Answer Asked by Peter on December 09, 2025
Q: Hello gentlemen: I am looking for companies to top up such that their current PE is near or within its last 10 years average. Which of the above is your Most prefer to least. Feel free to add a few more that isn't mentioned above.
Can you name a few US ones , say 4-5 companies. Thank you
Read Answer Asked by DAVID on December 08, 2025
Q: I had been eyeing both of these to add to a TFSA, and they have been rising steadily, especially Couche-Tarde after earnings. Which do you prefer for TFSA for 25 year old? Or, do I add a little of both? Suggested buy price? Thank you for your great work!!
Read Answer Asked by Neil on November 28, 2025
Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.
Read Answer Asked by James on November 26, 2025
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad
Read Answer Asked by Bradley on November 24, 2025
Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?
Read Answer Asked by David on November 14, 2025
Q: While I could buy a number of international or emerging market ETFs, are there any large cap Canadian stocks that would provide some degree of exposure?
Read Answer Asked by Jim on November 11, 2025
Q: Good Afternoon. I'm looking at consolidating my low weight stocks. Out of QSR, RBA and ATD, which two would you sell and which one would you keep? Cheers.
Read Answer Asked by Neil on November 10, 2025
Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.
Read Answer Asked by Mark on November 10, 2025
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Read Answer Asked by Kevin on November 09, 2025
Q: Hello Team,
Could I have your top 5 Canadian "value stocks"please.
Many thanks!
Read Answer Asked by Issaku on November 05, 2025
Q: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Read Answer Asked by ralph on October 31, 2025
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Read Answer Asked by Patrik on October 21, 2025
Q: I am thinking of selling my full position in TCS and investing the proceeds in ATD. This will reduce my Technology holdings to market weight and increase my Consumer Discretionary holdings to be closer to market weight. What do you think?
Read Answer Asked by David on October 10, 2025
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