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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: 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
Q: Today I received a letter from my broker TD regarding a proposed settlement by a class action suit for purchasers of Lightspeed (LPSD) shares between March 7th 2019 and November 3rd 2021. Since I did purchase 200 shares within that timeframe I am wondering whether it is worth completing the relevant forms? Do you have any estimate of the payment which I might receive if I submit the required information before the deadline of March 4th 2026?
many thanks for your great service.
Geoff
Read Answer Asked by Geoffrey on February 03, 2026
Q: Hi, I'm reading that heavy truck sales have dropped significantly year over year - about the same as they did during Covid. I've understood this is a recession signal of sorts, because it acts as confirmation that buying of goods has slowed enough to be affecting shipping. Is this a reasonable assumption? If so I would welcome any comments and thoughts you might offer. If not, please feel free to correct any misunderstanding I have regarding this. Much appreciated!
D
Read Answer Asked by Dawn on February 03, 2026
Q: As a contrarian investor, I can’t help but think the forestry sector is closer to a bottom rather than a top. If you wanted to play the sector what would be your top 2-3 ideas?
Read Answer Asked by Jim on February 03, 2026
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