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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: I have had EFN on a buy watchlist but always hesitated because CFRA, a firm whose analyses I have found useful and reliable, gave EFN a poor rating. Last week RBC’s Toronto office initiated coverage and rated EFN its ‘top growth stock’. Please give your own analysis and comments on EFN, including possible vulnerability to tariff flip-flops; soundness of business model; competitive position; and strength of management. Share value has risen rapidly and EFN is at 52-week highs. I am tempted to wait for a better price, but good companies have a habit of 'running away' from one.
Read Answer Asked by Adam on July 01, 2025
Q: I am planning to invest approximately $700,000 to $800,000 from the sale of a property and am interested in constructing a portfolio using only Canadian ETFs. My goal is to achieve diversification across different sectors. As a starting point, I am considering allocating $100,000 to the TD Canadian Equity Index ETF (TTP).

I would appreciate any opinions or advice on this approach. Thank you.

— Rick
Read Answer Asked by Rick on July 01, 2025
Q: I have noticed in recent questions that you have been ranking Savaria and tcl lower than you have in the past. I am curious as to why the change? Awhile ago you had very high hopes for these two. To a layman, the reasons still seem valid: an aging population and new vision for packaging. Please don’t see this comment as a criticism. I realise that things change. I also have esteem and a high level of confidence in 5i. I am just curious about the elements that brought about this change.
Read Answer Asked by joseph on July 01, 2025
Q: HOVR Would you consider this a good speculative investment?
Read Answer Asked by Gary on July 01, 2025
Q: Dear 5i
What would be your order of preference with the above listed stocks to purchase now based on expected earnings growth over the next 2-3 years ?
Thanks
Bill C
Read Answer Asked by Bill on July 01, 2025
Q: If you were looking specifically at dividend safety and dividend growth, what would you prefer to own, JNJ or PG and why? is there another dividend growth company you would prefer for a US dividend account?
Read Answer Asked by Frank on June 30, 2025
Q: Have you warmed up to OWL since your March 2025 comment? OWL currently rates a strong buy in the financial sites I have access to. If your views are unchanged, do you have another private equity-cum-asset manager that you favor? OWL seems to have stronger, favorable buy ratings than BX, or CG. If not OWL, would you prefer Apollo and why.
Read Answer Asked by Adam on June 30, 2025
Q: When comparing SAN to JPM, I was surprised to see that SAN-ADR significantly outperformed JPM over 5, 3 , 1 years and YTD. I did not compare appreciation in shares of SAN in €. Notwithstanding remarkable appreciation in share value YTD, SAN still trades at below market multiples in its industry. Having used SAN’s services (business and personal) I find this bank to be well-run, and customer focused, far superior to Barclays , Lloyds et al . Am I missing something that justifies the low valuation? If not, do you think SAN is a good investment that could also be a reasonably good diversifier? .
Read Answer Asked by Adam on June 30, 2025
Q: Is NDIV a reasonably good natural resources fund? Only 3 years old, has minimal AUM, and there is no Morningstar rating. Selects dividend paying natural resource companies globally. Could be attractive IF it’s managed by Kevin Simpson , who seems to be a great manager running covered call strategies. I cannot tell if NDIV follows such a strategy. Information on ETF data sites is scanty. Would appreciate very much your insight and comments including whether this ETF is a good diversifier. MER 0.59%.
Read Answer Asked by Adam on June 30, 2025
Q: I am relooking at the Fixed Income portion of my portfolio. The bulk is bond funds, but it also includes a few GIC’s and a HISA. But what about Preferred Shares, EIT, FIE, TXF, and UMAX, all of which I hold STRICKLY for their distributions? I am currently grouping them in with my dividend stocks but maybe they should be included in Fixed Income? EIT and FIE have paid out the same distribution for ten plus years. Thanks.
Read Answer Asked by Kim on June 30, 2025
Q: Where would you recommend that cash or near cash be held in a registered acct. in order to get best net return for next 6 months? Also, for an extra credit, please compare CASH:TSX to:

TDB8150
ISA-TDB@2.30% PA /NL'FRAC

Thank you.
Read Answer Asked by Tim on June 30, 2025
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