Investment Q&A

Q: I sold for tax loss ENGH, EQB, GLXY, MDA, NPI over 30 days ago and contemplating buying them back. Do you think that they have a good opportunity to increase in value in 2026. If so, which order would you purchases them in.

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.

Q: I am done 15 % on EQB ,with the purchase of PC is EQB a sell or hold ?

Q: Not a question but an observation. Interesting times with the smaller Canadian banks and other financial firms. Stephen Smith selling First National and then his Fairstone buying LB. Then EQB ( which he has a position in ) getting involved with the Weston’s PC Financial. Then there is the Desmarais family and Wealthsimple.

Q: Please give us your analysis and best guess as to the success and effect of the PC bank takeover by EQB on EQB’s share price in the future.

Thanks

Sheldon

Q: Hello 5i Team

With the buyout of LB at $40.50, which will occur Q3 2026 and current share price around $39.90, is it better to sell or to wait out the nine months to closing and collect 3 x $0.47 dividend plus sale price equal to $41.91.

Second, if I was to sell today, which would be the best purchase:

EQB
GSY
PRL

or allocate one third of the sales proceeds to each?

Thanks for great services 5i provides.

Q: Good morning,

I'm trying to help my daughter (who is in her late 20s) with her portfolio which is a bit difficult because she is morally opposed to several lines of business (crypto, oil/gas, AI, defence to name a few) however I did notice she doesn't have any major CA bank equities at the moment. Some of my co-workers use a different research company who I think recently advised their clients to sell TD. I didn't see any recent questions on here about the CA banks lately so could you please tell me what your preferred bank is at this time (regardless whether I listed it or not.) It will be for a long term hold in her FHSA.

Cheerio,
Zara in BC

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

Q: I'm looking at adding a dividend-paying company in the financial sector, which is not one of the traditional banks. Which of these two businesses might you suggest has a better chance to outperform the market, over the longterm?

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Q: I currently only own TD, X and EQB in my RRSP. I would like to sell EQB and thinking of buying BN. Is this a good replacement stock or is there a better financial stock you like at this time. Money not needed for 20 years.

Thanks

Q: Which of these two has the greatest growth potential over the next 5 years?
Thanks

Q: Even though it is trying to clean up its structure the price has gone from 108 in July to 88 today.

Are there other options in the financial sector that can offer more growth and more stability than EQB over the next few years?


Sheldon

Q: Please comment on their announcement and the potential effects on the stock price

Q: Hey 5I

Seeing how PRL is in a bit of a spiral for all the reasons you've recently mentioned, I am contemplating selling PRL and buying EQB with a plan to but back into PRL when it turns around. What do you think?

Carl

Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!

Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.

Q: I have the above listed Canadian Stocks in my stock portfolio. Please rate each one as a Buy, Sell or Hold and the your reasons for your rating.

Q: I'm getting mixed messages from 5i regarding EQB . In several answers you have it as recommended buy ...... But in a reply to Adam on Aug. 28/25 you make the following statement . ...... " But with some overall economic concerns continuing it is also hard to foresee a big recovery in the next several quarters as well. "

This suggests it will be dead money for a while .... Looking at your report on the company it appears that circumstances have changed . In your " Valuation " section you make the following statement .....

" Management noted that with the recent and expected easing of interest rates, EQB is seeing signs of renewed mortgage activity and strong loan growth momentum is expected going into 2025. " ...... Well that didn't happen ...... Are you planning to update that report in the near future ? ....

I own shares { in a RRIF } and am in a bit of a quandary on why I shouldn't sell in favour of greener pastures ..... So please explain to me how I should evaluate holding or selling ? .........Thanks for your terrific service .....

Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue