Investment Q&A

Q: Good morning, regarding the answer that you provided to Dennis that references diversification and the amount of stocks one could hold, is this taking into account potentially all three accounts (RRSP, TFSA, non reg)? You suggested 15 stocks may be enough for proper diversification. I'm assuming this is spread among all accounts?

Regards
Seamus

Q: Your thoughts please on the Enbridge news with the new pipeline?

Thx

Q: Your take on the fourth quarter results?

Q: Hello Peter
one of the speakers on BNN made Key his past pick and has done well
he seems to prefer Key.ca over some of the Cdn pipelines like ENB TRP and PPL
Keyera has out performed the above pipelines in the last year or so
should I start a partial position in Keyera or add to my pipelines with any pullback, thank you
Michael

Q: Hi,

Have close to a 5% position in HPS.A and love the recent momentum. Do you think electrification still has long term secular tailwinds?

Which of the companies mentioned would be the largest beneficiaries of upgrading or growth of grid equipment (transformers, transmission lines, substations, breakers)?

How would you rank them to buy currently in terms of risk/reward looking at their fundamentals/valuation/growth and which 2-3 would you own? Thank you!

Q: The PM phones your office and tells you that he wants to demonstrate to the economic leaders of the world that Canada is a great place for them to be investing money in smaller, promising businesses. He asks you to provide a demonstration of this by selecting a group of about a dozen Canadian corporations with a market cap under $10 billion that can be expected to perform very well over the next few years. Which companies would you select for the PM to represent the potential in the Canadian market?

Q: Hello 5i
Earlier you answered a question regarding the space sector giving the following names. My question is which one you would buy right now?

We think FLY, RKLB, VOYG and MDA are the ways to play this sector. ASTS is also interesting. MAXQ is


Thanks

Q: NVDA position has reached 12% of my portfolio thanks to it being at all time high.
Google position has become 17% also to it being at ATH.
Together they compose of 29% of my portfolio!!.

I think I have to sell a bit to manage risk. Of course the playbook is to sell a portion of these guys to buy something under valued that has more upside. But what looks better than NVDA and GOOGLE at the moment?

Q: I own Wallmart Costco and Dollarama in the Consumer defensive sector. They each comprise about 2% of my portfolio holdings for a total of 6%. Would it make sense to just own the big two compounders Wallmart and Costco and sell Dollarama?

Q: Hello 5iTeam,
I sold the only energy stock (ARX) that I had in my
portfolio after it was announced that it has been acquired by Shell. Would you please recommend a Cdn stock (or stocks) to replace ARX.
Cheers,
H

Q: I know you had recently highlighted RKLB as a company to invest in ...wondered what you thought of IRDM?
Thank you

Q: What is your assessment of this small cap company pals. Is there much upside for a company like this?

Q: I have full positions in NVDA, NBIS and GOOG and do not need to add. For additional money directed at the AI theme, please suggest 4 US companies and 4 CDN companies to buy today and hold for 3-5 years. A one sentence explanation for each choice would be appreciated. Thanks

Q: Hi, I'm wondering your thoughts on this company since the last question (September, 2025). And if you think the sector it's in will grow (satellite + earth/weather monitoring)

Q: Can I gift ETF shares to my spouse without incurring capital gains or a sale? If possible, how would I do this?

Q: One of Peter's top picks reported this morning: CECO. Your thoughts on its most recent quarter. Thanks.
Robert

Q: TFII reported earnings that beat estimates but were down from the previous period. What lies ahead for TFII? Will the recent momentum be maintained? Was there anything in the call that surprised you, either positive or negative? Is this a time to increase a position?

Q: Can you please comment on reclassification news and what these means to the sector. Would you step in, do you see a bright future, what would your top 3 choices be ranked in order.

Q: I have had a good run with NVDA, TER and NBIS. I would like to rebalance with some of those gains to bring my percentage position more in line. What other non tech US names would you recommend for a TFSA?
Thank you

Q: This is a follow up to Dennis‘s question on the number of stocks to hold in a portfolio. You have suggested that about 20 (15-25) is all that you need. This may be correct for a conservative investor, but I feel your client base is a little bit more aggressive. Hence 20 conservative stocks, and a dozen more aggressive ones. I have used your advice to help me invest in a dozen smaller or unknown companies of which some have done great, some have done well, some are treading water and some have done poorly. I have started all these at a quarter position, which has worked well over the years. My biggest problem is knowing when to trim the great stocks as a fourfold increase only brings them to a full position. A great problem to have. Thanks for your advice over the years.