Investment Q&A

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

Q: Sold TIXT in tfsa (11 equities) as do not want to hold Telus in this growth leaning account as I already have some in cash account oriented mostly towards dividend paying growth equities. So looking at which of my “better” remaining tfsa holdings to add to for next 18 to 24 months: lmn, tvk,dsg, drx or eqb or do I consider something new like png, vhi or zdc? I am long retired and survive on a DB pension.

Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.

Thanks

Q: hi folks, thoughts on Q results for Versabank, Vbnk/t & q....stock took big hit on last Q results but recent news/developments seem encouraging??....Chris mentioned stock/liked previously in a podcast....have held for awhile....things look better going forward, or time to cut loose & move on....thx as always, jb

Q: My portfolio is top heavy in Financials and lately two of the companies I have a good interest in have been punished by the market. Both after earnings that disappointed. Do you believe both have structural problems that will weigh on their stock price for a good time or is it only passing issues they will soon recuperate from? Thank you.

Q: EQB's earnings were surprisingly bad. I expected maybe not great after seeing NA report, but its worse than that. Deposit growth is way below the projections they gave a few years ago, which never came to fruition. Customer growth is lagging and the loan book continues to deteriorate. They seem to be trying to smooth the impact with a big 17% div raise. But this is starting to be consecutive quarters or bad news. Thoughts?

Q: hi,
today BMO Nesbitt burns analyst Etienne Ricard downgraded EQB. can you comment on the report thesis, and give your thoughts on whether it is a buy, sell or hold today?
cheers, Chris

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Q: What is your preference between Go easy and Equitable bank?

Thank you

Q: Do you like FN deal? Would you sell now or hold till the deal is finalized? Suggestions on potential replacements would be appreciated

Q: " I am increasingly interested in shifting from US to Canadian growth stocks and have been looking a little closer at the 5i growth portfolio as a result. I recently acquired a position in PNG.V and am actively looking for another great Canadian growth story. Could you comment on the company (or companies) you would recommend from your growth portfolio that would be the best bets to put new money to work in the current environment?"

Q: Hi 5i team
Let me start by thanking you all for you valuable insights into markets and stock valuations through the years. My question is regarding a tfsa portfolio. I am considering reducing amount of stocks to 20. Which 6 stocks would you let go in order of first to sell to last. Secondly, could you give me a brief opinion/ comment on my present holdings in a tfsa and if there's value in keeping status quo.
Thanks as always
Gilles

Q: What do you believe has the higher probability of greater return- 10 yr Hold. Is there a name that you call out as an alternative to these?

Thx as always for the excellent service.

Q: My holding in EQB is now less than 2 %. Would you purchase more to bring it back up to 2% or sell and add to my current holding of X and TD?

Thanks

Q: In a recent question on conviction for a 3-5 year hold in the 5i model portfolios you recently ranked these 3 financials lowest. Do you see problems on the horizon that would limit your enthusiasm for ranking them higher?