Investment Q&A

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

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: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?

Q: Would GRID be one of your top 3 small caps currently? Please name your top 3 regardless of sector. Thanks

Q: Which will likely return better long-term growth?

Q: I hold positions in all of these companies and I have some money to put into the market. Could you rate these in terms of which positions you would add to given the potential for total rate of returns given their current stock price, business model tailwinds, risk vs reward etc.

Conversely, if you would rate these as a hold then feel free to mention that as well. Thx.

Q: For fun, a year from now what order will these stocks be in based on price appreciation, would your answer change if it was a 3 year term?

Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?

Q: Of the three stocks, which is the most promising, financially healthy and likely to produce the best returns? What time frame should one expect?

Q: Could you please rank these 5 stocks in terms of growth prospects and business model / sector strengths?

I have a 2yr to 3yr timeframe for these portions of my portfolio. Thx.

Q: Hello Team,

Can you please rank the above Canadian Equities looking for best possible returns over the next 2-3 years. Thanks again!

Q: Of the small cap stocks listed above which ones are the most seriously negatively impacted by tariffs and could be affected existentially?

Which ones do you feel by the construct of their businesses and segements they compete in will survive ?

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: Hello 5i Team
I hold these three stock Zdc , png and E in my
RIF account that are about 1.2 % total. With this uncertain market and potential recession would you recommend to sell them for a more defensive stocks.Do they have good potential to recover? I am down on all of them .
Thanks

Q: This company seems exempt from much tariff impact according to their recent press release and since they're continuing to expand their manufacturing capabilities and growing into new US markets - how do you view this company going forward?

It seems expensive on a PE basis but wondering your thoughts.

Also - do you know when this company reports and the outlook for earnings?

Q: Good morning, may I have your view of the latest results? Cheers

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: I have done well on all of these stocks but all have had pull backs. Which of these should be held, sold or added to.( I have no need for the cash and none are on margin) Thanks for your help.

Q: Please rank the above companies for total return over the next three years. For the top two companies, please advise why you prefers them.

Q: Hello Team,

I am looking at adding a half position of one of the above companies in my TFSA. Can you please rank them in order with the most potential return over the next 3 years. Thanks