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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: Hi 5i, I have a family member who has retired and is interested in buying a growth portfolio of ETFs that is US currency based. They have bought an annuity that will support their lifestyle for 10yrs. If you were building this portfolio what ETFs would you chose and what percentages would you allocate to them?
Read Answer Asked by Mark on February 03, 2026
Q: Hi Peter
today is a pull back for the market
but both ATD and Dollarama has pulled back for over 1 week
knowing that DOL is a growth stock
I have a half position in each of Dol and ATD, which one would you
prefer for growth, abit of income? thanks
if there are any particular reasons for the pull back of both, let me know
thanks
Michael
Read Answer Asked by Michael on February 03, 2026
Q: Despite it's name, Canadian Solar, is listed only on NASDAQ. Please advise whether there are similar companies listed in Canada, producing industrial-scale solar/wind energy battery storage products. Pls. also indicate their prognosis for investment.

Grazzia
Read Answer Asked by Franklin on February 03, 2026
Q: What are your thoughts on IFA I noticed this today when I was scanning the 52 week highs. It looks like it is seeing an increase in revenue lately and was profitable last quarter. Perhaps it is finally starting grow. It does hit one positive for me little or no questions from 5i members.
Read Answer Asked by Jerome on February 03, 2026
Q: Could you provide some insight on what TRI & DSG are saying about their future prospects and is their moat real and believeable? In the case of CNR, whenever the political tiddlywinks ends, they will eventually be filling freight cars. TRI & DSG seem to be more exposed to sentiment, which is a bit like guessing which way the cat will jump. Thank you
Read Answer Asked by Delbert on February 03, 2026
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Read Answer Asked by Stephen on February 03, 2026
Q: Hi Peter and 5i Team,

I manage my son’s TFSA. One of his holdings is Kinaxis KXS, which has been held for a long time. The average cost per share is $49.56, and the last time I looked, KXS is trading at $136.59.

Noticing that, based on answers to other members, 5i is becoming more frustrated with this company, so I’m wondering if any action should be taken.

Please advise if there are any other TSX-listed companies or ETFs (other than the CSU family) that have better prospects than KXS going forward, or would be wiser to “stay the course”?

Thanks for your insight.
Read Answer Asked by Jerry on February 03, 2026
Q: "Trade Rationale - We continue to like KXS over a long-term holding, but amid the sell-off in software names, KXS has been hit, and while we think it can eventually recover, it may take some time. At this time, we are looking to reduce the size of the position in favour of adding to other names which we think have better secular tailwinds. "

is what 5i said in your recent market rundown piece. Just wondering what stocks or sectors you would be thinking of in particular, US and Canadian?

thanks as always
Read Answer Asked by joseph on February 03, 2026
Q: Would you buy GlXY on this pullback?
Also can you comment on the reasons for the decline in MSFT and Shopify ?
Read Answer Asked by Allen on February 03, 2026
Q: Hi 5i,

In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?

Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.

Thank you,

Greg C.
Read Answer Asked by GREGORY on February 03, 2026
Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.
Read Answer Asked on February 03, 2026
Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?
Read Answer Asked by Jean-Yves on February 03, 2026