Investment Q&A

• Fortis Inc. (FTS)
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• Brookfield Renewable Partners L.P. (BEP.UN)
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Q: What would be your choice and why if you were to invest in one of these two companies. Thanks

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Read Answer Asked by satish on August 02, 2023

• Yellow Corporation (YELL)
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Q: what is popping this? would tfii be interested in the assets ?

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Read Answer Asked by blake on August 02, 2023

• Patriot Battery Metals Inc. (PMET)
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Q: After Albemarie took a 5% stake in PMET for $109,000,000 which is a small premium to current market cap, what are your thoughts on taking a speculative position in PMET. Canadian lithium investment options are minimal.

Carl

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Read Answer Asked by Carl on August 02, 2023

• SilverCrest Metals Inc. (SIL)
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Q: Why the big drop in SIL today? Worth holding on or time to move on?

Thanks

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Read Answer Asked by Irshad on August 02, 2023

• Illumina Inc. (ILMN)
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• Intuitive Surgical Inc. (ISRG)
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• AbbVie Inc. (ABBV)
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• Eli Lilly and Company (LLY)
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Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.

Carl

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Read Answer Asked by Carl on August 02, 2023

• Neighbourly Pharmacy Inc. (NBLY)
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Q: On May 25, 2023 you suggested increasing the weighting of NBLY-T to 2.5%. I did not have the funds to do it at that time but I do now. Would you suggest I do it now or do you have another suggestion for the funds?

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Read Answer Asked by Larry M. on August 02, 2023

• Savaria Corporation (SIS)
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Q: what does the market expect from savaria this quarter?

Thx

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Read Answer Asked by blake on August 02, 2023

Q: could you list top 5 small cap
oil producers offering good upside
if goldman $86 2023 wti target is met.
thank you

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Read Answer Asked by howard on August 02, 2023

• Microsoft Corporation (MSFT)
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• Miscellaneous (MISC)
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• Fortinet Inc. (FTNT)
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• Palo Alto Networks Inc. (PANW)
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• Check Point Software Technologies Ltd. (CHKP)
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• Zscaler Inc. (ZS)
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• Qualys Inc. (QLYS)
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• CrowdStrike Holdings Inc. (CRWD)
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Q: Hi 5i Team - Could you suggest a few cyber security stocks, Canadian and U.S., including established companies that are profitable as well as two or three newer ones that show some promise but may or may not be profitable yet. Any market cap is fine. Thanks.

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Read Answer Asked by Rob on August 02, 2023

• Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
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Q: What is your favourite emerging market at this time.The one that in your opinion has the best risk vs reward potential.
What ETF would you reccomend to best take advantage of this potential opportunity. I am looking for some international diversification in my TFSA.

Thanks very much!

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Read Answer Asked by Thomas on August 02, 2023

• WSP Global Inc. (WSP)
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• CAE Inc. (CAE)
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• TMX Group Limited (X)
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• ATS Corporation (ATS)
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• Kinaxis Inc. (KXS)
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• Thomson Reuters Corporation (TRI)
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• EQB Inc. (EQB)
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Q: Hello 5i team,

I sold "CAE" and made some money to find next growth name. Could you please suggest one? I already have "STN" and "CP" in my portfolio for your information. Your suggestion doesn’t have to be in the same sector though, I am looking for the best rewarding one as of today for 3-5 years holding. Thanks.

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Read Answer Asked by Lin on August 02, 2023

• Boardwalk Real Estate Investment Trust (BEI.UN)
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• Dream Industrial Real Estate Investment Trust (DIR.UN)
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Q: Was thinking of selling Boardwalk Reit, what would options to potential replace it within REIT space?

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Read Answer Asked by Maurice on August 02, 2023

• Lithium Americas Corp. (LAC)
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• American Lithium Corp. (LI)
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Q: Can you provide any update information on LI. It was looking good in Jan./23 but has fallen . Is it a hold or can you compare it to LAC.

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Read Answer Asked by John on August 02, 2023

• Vanguard Balanced ETF Portfolio (VBAL)
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Q: This is a question about composition of a rrif. I am 77: as I age I can no longer rationally think of long term holdings ie 10 years. In your opinion would it be wiser to shift to ETFs . I probably have enough saved to last my twilight years. I prefer the clarity of stocks but I would also prefer to be ten years younger.
Thanks for your wisdom

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Read Answer Asked by Tom on August 02, 2023

• ON Semiconductor Corporation (ON)
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Q: What did you think of earnings? Recent news seems very positive. Do you have any thoughts about silicon carbide (SiC) chips and the outlook for ON? Thanks

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Read Answer Asked by Marco on August 02, 2023

• Total Energy Services Inc. (TOT)
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Q: For a one or two percent short term speculative play---what can you say about Total Energy---- TOT---- to use the possible energy wave for a little ride?

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Read Answer Asked by joe on August 02, 2023

• Atkore Inc. (ATKR)
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Q: Good day everyone your thoughts on ATKR
Thanks

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Read Answer Asked by George on August 02, 2023

• GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
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• TerraVest Industries Inc. (TVK)
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• Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Q: ATZ, DND, TIXT, WN.PR.D Gentlemen: The above four securities have been very disappointing for me. I have held them for some time with little change. I could hold them longer, as they are in my RIF, but I wonder if the funds might do better elsewhere.

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Read Answer Asked by Ken on August 02, 2023

• Aritzia Inc. Subordinate Voting Shares (ATZ)
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• ECN Capital Corp. (ECN)
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• Nuvei Corporation Subordinate Voting Shares (NVEI)
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• Topicus.com Inc. (TOI)
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• TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
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Q: How would you rank these current and 2-3year potential. All except TOI look to be massively discounted versus previous performance. Possible multi baggers?

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Read Answer Asked by Chris on August 02, 2023

• PPL Corporation (PPL)
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• Southern Company (The) (SO)
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• Fortis Inc. (FTS)
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• Hydro One Limited (H)
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• Atmos Energy Corporation (ATO)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: Hello 5i Team,

Could you please provide your top utilities stock picks (3 Canadian, 3 U.S.) based on total return for a long-term hold, i.e. 5+ years.

Thanks in advance for your always helpful advice!

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Read Answer Asked by Keith on August 02, 2023