Investment Q&A

Q: hi, and hopefully Happy NEW YEAR!
I am down ( with percentage in brackets ) on the following Canadian equities:
CSU(13), ENGH(41), FSV(9), GLXY(31), LMN(17), NPI(40), PRL(12), SRAD(19), T(24), TRI(25), VHI(19).
Which stocks (if any) would you be comfortable adding to at these current levels, and please rank best to worst.
cheers, Chris

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.

Q: What are the 10 best Canadian stocks that have a higher ROIC percentage and allocate their capital really well for a 5-10 year hold

Q: As my wife and I 'leap' over the 90 year-yard line, we ponder what to invest in for our heirs in the coming year - - specifically using our 'new' TFSA contribution room. Historically, we have preferred to use Perpetual Preferred shares - - specifically WN.PR.A and POW.PR.A for their yield, their track record as companies, their distributions which are dividends and taxed as such, and they offer DRIP (at least in our discount house). I am looking for suggestions of other high quality firms that might be considered. Use as many credits as required to answer please. Thank you for all your help over the past several years. Happy New Year! Bill

Q: Why do you feel that TRP is outperforming ENB in the past year, anything to do with what they are putting through the pipes, natural gas vs. oil.
Thanks Again

Q: Hello Peter
I am a retired investor
I do have a nice portfolio on utilities as well as pipelines
both have been lagging the market compared to the banks and the gold stocks but are ahead of the energy and real estate sector
What do you think with the low interest rate environment and the tariffs situation;
that utilities and pipelines will do in 2026, Thank you
Michael

Q: What would be your top 5 small cap recommendations in order 1 being your highest conviction

Q: in order what 5 silver stocks do you recommend for growth potential and okay with juniors.

also 2nd question same for gold stocks

Q: What are your thoughts and/or insights regarding the monster Alberta AI data centre complex being promoted Kevin O'Leary? Are there any investable companies involved that aren't on the public radar yet that you would consider investing in? Thanks, and Happy New Year!

Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Q: Good Morning and Happy New Year !!
CGX used to be a market darling prior to Covid 19. Their long serving CEO is slated to retire in 2026. According to a BNN guest, the CEO's employment contract has a clause whereby he would receive a payment of $12 Million CDN if the company was sold prior to his retirement. Prior to the pandemic, Cineworld agreed to purchase Cineplex for $2.8 Billion. That of course fell through and CGX received a settlement of $1.23 Billion from Cineworld.
The BNN guest felt that CGX shareholders would fetch north of $30 per share if a transaction were to take place.
I just was curious as to your opinion of this situation ?
Thank you so much for all that you do. DL

Q: Do you have any views on Alpha Picks, run by Steven Cress? He has an extensive background focused on quant. It has only been around for about 2 1/2 years, and those have been exceptional market years, but the results surpass the S&P by a wide margin.

Q: TRI.CA: I was thinking of buying 500 shares of this stock. I t is down a fair bit due, I guess to AI concerns? I currently hold : BCE, T, BIP.UN, BMO, BNS, CM, CTC.A, EIF, ENB, TRP, GSY, CTC.A, L. MFC, IFC, T, TFII, . TFII, L, are recent buys on weakness (2025), I was thinking CJT as well. Comments please. This is a non-registered account.

Q: Can you give us the total returns for the S&P 500 and TSX benchmarks? Also why are there so many different numbers reported for these on many different sites, and even each AI has different numbers. I'd like the returns including dividends, since I don't know why you would compare to a benchmark excluding dividends. Thx

Q: I recently decided that this drone firm was worth a roll of the dice. Drones are clearly the weapon of the future as we're witnessing in Ukraine. Canada needs to get up to speed with this technology and according to the corporate marketing blurbs it is supposed to be happening, although at a choppy pace. I know it's a small cap with the inherent risks. What do you think? Can the Federal defense dept. get their act together and help to nurture this important industry sector?

Q: I have 12 thousand to add to my tfsa what stocks would you recommend.

Q: The best Real Estate Investment Trust (REIT) ETF to invest in in Canada & in the USA?

Thank you.

Q: For investments outside North America what Mutual Funds or ETFS would you recommend given specific stocks harder to buy unless you have also EDRS to recommend

Q: what do you think of these 2 etfs

Q: I'm looking to clean up some of my TFSA and would like to get your thoughts on the following to either buy more, sell, hold: ABNB, TTD, PRL, LULU, CLBT, RS, PNG, JPM, LMN, AEM, BKNG, ATZ, AMZN, INTU, AXON, WSP, GOOGL, NVDA?


What are a few other CAD/USD growth stocks you would recommend that are not listed for a long term hold? Thanks.