Investment Q&A

Q: What geographical percentage would you recommend for a portfolio for USA, Cdn and International stocks at this point in time?

Thank-you!

Upvote 8

Read Answer Asked by Kim on March 31, 2025

• Constellation Software Inc. (CSU)
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• Thomson Reuters Corporation (TRI)
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• Brookfield Corporation Class A Limited Voting Shares (BN)
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Q: If Peter had to give three picks on BNN Market Call that were Canadian, what would they be?

Upvote 16

Read Answer Asked by Roberto on March 31, 2025

• Savaria Corporation (SIS)
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Q: Two-part question. I currently hold SIS in a cash account; still up about 16%. Given current market conditions, I am considering selling SIS and buying gold. If this were your portfolio, would you make this move? And, if yes, what is your favourite gold-related stock today?

Upvote 11

Read Answer Asked by Maureen on March 28, 2025

• Costco Wholesale Corporation (COST)
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• Walmart Inc. (WMT)
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Q: Hi Folks,

If you could only pick one of these to invest in and are looking for growth and some stability which would you pick and why?

Thanks so much!

Upvote 4

Read Answer Asked by Josh on March 28, 2025

• HealWELL AI Inc. Class A Subordinate Voting Shares (AIDX)
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Q: hi folks, thoughts on Q/FY results for Healwell,(Aidx/t), and with acquistion of Orion expected to close 1 April....thoughts on company going forward....I believe Well Health has a 14% position in Healwell??.....thanks as always, jb

Upvote 4

Read Answer Asked by John on March 28, 2025

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Enbridge Inc. (ENB)
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• Sun Life Financial Inc. (SLF)
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• Fortis Inc. (FTS)
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• Enghouse Systems Limited (ENGH)
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• Magna International Inc. (MG)
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• Open Text Corporation (OTEX)
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• goeasy Ltd. (GSY)
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• Leon's Furniture Limited (LNF)
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• Hydro One Limited (H)
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Q: Perhaps am looking for unicorns. I have some money to deploy and I am looking for companies that have the balance sheet to ride out the current situation whether it lasts another two months or >12 months. My basic criteria were those potentially undervalued, dividend over 3%, div growth of at least 5% and a decent payout ratio. Any suggestions appreciated, thanks for your help.

Upvote 23

Read Answer Asked by Art on March 28, 2025

• NexGen Energy Ltd. (NXE)
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Q: Can you comment on the current price and prospects for Nexgen

Upvote 1

Read Answer Asked by Kim on March 28, 2025

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Constellation Software Inc. (CSU)
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• Dollarama Inc. (DOL)
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• Intact Financial Corporation (IFC)
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Q: Hi Gang,

If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!

Upvote 16

Read Answer Asked by Julie on March 28, 2025

Q: Good morning 5i team,

Recent headline .... "Better Choice Company Shareholders Overwhelmingly Approve Acquisition of SRx Health Solutions and Related Proposals"

Is 5i covering, or planning to cover this Canadian company, SRx?

Thank you.

Edward

Upvote 4

Read Answer Asked by Edward on March 28, 2025

• Vitalhub Corp. (VHI)
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Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Upvote 7

Read Answer Asked by Roger on March 28, 2025

• Intuitive Surgical Inc. (ISRG)
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Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Upvote 7

Read Answer Asked by Maureen on March 28, 2025

• Blackstone Inc. (BX)
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• Apollo Global Management Inc. (APO)
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Q: Hi 5i team,

What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.

Upvote 2

Read Answer Asked by Julie on March 28, 2025

• Methanex Corporation (MX)
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Q: Hello , is this a good time in the cycle to start buying MX.TO.

Upvote 1

Read Answer Asked by Andrew on March 28, 2025

• Occidental Petroleum Corporation (OXY)
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• Canadian Natural Resources Limited (CNQ)
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• Peyto Exploration & Development Corp. (PEY)
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• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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• Chord Energy Corporation (CHRD)
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Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.

I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?

Upvote 4

Read Answer Asked by Ed on March 28, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Q: My international holdings (ex, US) comprise 15 % of my portfolio, which comprises 70% VE, and 30% VEE. Do you think that VIU would be a better option than VE at the same percentage? Thanks in advance as always.

Upvote 5

Read Answer Asked by bernie on March 28, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• iShares Gold Bullion ETF (CGL)
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• Sprott Physical Gold Trust (PHYS)
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Q: Hello. Gold and gold stocks have had a nice run. Do you think this move still has legs? If so, would CGL and XGD be good investments or are there others which you prefer?

Thank you.

Upvote 8

Read Answer Asked by Edward on March 28, 2025

• Tesla Inc. (TSLA)
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• Ferrari N.V. (RACE)
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Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Upvote 4

Read Answer Asked by Terry on March 28, 2025

• Premium Brands Holdings Corporation (PBH)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• AeroVironment Inc. (AVAV)
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• Magna International Inc. (MGA)
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• Brookfield Renewable Corporation Class A Subordinate (BEPC)
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Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!

Upvote 5

Read Answer Asked by Brenda on March 28, 2025

• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.

Thanks for the great service.

André

Upvote 16

Read Answer Asked by André on March 28, 2025

• Linamar Corporation (LNR)
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Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.

Upvote 1

Read Answer Asked by Francis on March 28, 2025