Investment Q&A

Q: Hello, how do you feel about taking a position in both these stocks for safer compounding places to hide in these volatile markets ? If so, would these prices be fair or would waiting for a larger pullback make more sense ? Thanks.

Q: Good morning: Which of the brookfield companies you think will be most benefitted in the next 12-18 months. Could u listed them in order of preference?
Secondly, How much does each of these companies contributed into the parent BN's bottom line. Thank you.

Q: What is happening with GLXY and thoughts on VHI going forward....

Thanks

Q: Are the statistics on PRL reasonably supportive of their current pricing?

Q: Peter; Is it just getting thrown out with the baby today - news? Thanks.
Rod

Q: Is CLS a good buy right now? It has dropped dramatically the past week.

Q: Your analysis of the merger please.Thanks.

Q: Any preference between these 2 for a 2 to 3 year hold and why? Thanx.

Q: Hello 5i
Please give an entry point for each of these stocks and would you buy them today?

Q: Hi there. With the recent uncertainty in the markets, what is your opinion on HYLD.CA?
Does it make sense to be more diversified when deploying new money in this current environment and have a larger amount of investable capital in ETF type funds that pay higher yields- as opposed to individual names? Do you see the Canadian dollar gaining some strength as we head further into 2025?

Thank-you as always!

Q: Seems this company has been buying back shares at much higher share price that they are currently. Would this be an attractive stock to trade?

Q: I see that CNDI trades exceptionally thinly and CNDD trades more, but is leveraged. Do you know of any better non-leveraged inverse ETFs for the Canadian market? Thank-you.

Q: What's going on with these companies? Ever since I bought all of them about a month ago, they are al tanking!!!

Thanks! Austin

Q: Hi, I have to wonder, given today's drop in VRT's price if it is headed in the same direction as others following long term downward price pressure such as LSPD, AQN, SMCI, etc. Initially I thought the drop after DeepSeek was overdone, but now I am thinking I've missed something else. I understand it did not have great earnings recently - is it time to move on, vs wait to see how much lower it may go? Or is today's drop a result of outside forces, such as options expiration? Thank you for your thoughts and advice.

Q: TFII has dropped big time over the past few days since earnings came out. Was part of the drop related to their initial announcement to relocate headquarters to the US? Late yesterday, TFII said the move was off. Do you think the drop will stop and maybe reverse itself with this news? I didn't understand the rationale in their initial announcement as anything I read said they would probably benefit by getting increased freight flows as a result of tariffs and what Trump is doing to the States.

Q: If one were to believe that Trump's tariff is just bluster and will either be short-lived or not implemented at all, can you suggest 10 stocks that would see the best bounceback on the tsx?

Q: After the market events of early 2025, what would you consider a "reasonable size" position in NVDA, if it were your portfolio? Would it be a lower percentage than, say, a year ago?

Q: I have two questions on HOOD: first, on the 5i stock profile, HOOD has a PE of 87, while on Yahoo Finance it is listed as 32, which is right?
Second, after the decline from recent highs, is this a buying opportunity or would you wait until it levels out/consolidates?

Q: Hi there, a couple weeks ago I asked if you were to build a US portfolio to replicate the BEPORT using CDRs, which stocks would you use. Thank you for the great guidance. Recently there has been 10 new CDRs added. Would you make any changed to your original list from a couple weeks ago based on the new CDRs below?


Airbnb CDR (CAD Hedged) – ABNB
Applied Materials CDR (CAD Hedged) – AMAT
Arista Networks CDR (CAD Hedged) – ANET
Blackstone CDR (CAD Hedged) – BX
Chipotle CDR (CAD Hedged) – CMGS
Merck CDR (CAD Hedged) – MRK
Occidental Petroleum CDR (CAD Hedged) – OXY
Oracle CDR (CAD Hedged) – ORAC
Palantir CDR (CAD Hedged) – PLTR
Wells Fargo CDR (CAD Hedged) – WFCS

For reference, this was your previous answers:

"We are not going to allocate via sector nor weightings here, but some of our favourite CDRs would be: BRK.B, ISRG, BKNG, JPM, RTX, GOOG, AMZN, MSFT, NVDA, LLY, CVX, COST, CRWD, UNH, PG, UBER, XOM, V"

Thanks!

Q: Today, TFII announced that as a result of feedback from shareholders (including a Montreal based pension fund), it will remain a Canadian corporation and not pursue its intention to re-domicile to the US. This makes me uncomfortable with management. How was this not considered before the announcement. Is this reversal best for all shareholders or due to pressures to stay in Montreal? Does this now create additional challenges with tariffs that may have led to the earlier decision to move? Given this misstep and continued risks with tariffs and poor cost management with its recent US acquisition make this a sell rather than hold?