Q: I notice recently that Dollarama is often near the bottom of your "recommendation" list. I know its currently overvalued but its price has dropped significanly lately. Is there a reason why its near the bottom of your list, why its price is dropping, and at what price it would be a good "buy"?
Q: Jan 3, DOL was one of your top picks for Canadian stocks in 2025. Since that date all questions asking you to rate buys, DOL was always rated last. Please explain what you would do if had intended to hold the stock for another 3 years with a good embedded capital gain. Thank you
Q: Dear 5i
I currently hold VRT in my TFSA and was considering adding NBIS but was wondering if they are too similar in terms of what they do . If so could you recommend another smaller cap high growth stock instead .
Thanks
Bill C
Q: Could you suggest some ETFs in a non registered account ($100k) and in TFSA ($60k) for a retired person who would not need those funds for the next 10 years?
Q: Good Morning
You are recommending continuously DIR.UN as one of your favorite REITs.
I have noted that this Company has not increased their dividend since 2013.
Normally, we have been advised to avoid companies that have not increased their dividends for several years.
Isn't this fact a red flag that DIR.UN should be avoided ?
Thank you as always for your insight.
Q: I submitted this question on Sunday, so now re-submitting...
Asking this question for a friend who is relatively new to investing (and may be a future 5i client:-)
She has $200k in a non-registered account and is contemplating a balance of 75% US ETFs and 25% US equities, any sector. The account is growth-focused, moderate to medium risk; no funds will be withdrawn for 3-5 years. Given these parameters, please suggest 4 ETFs and 4 stocks she should consider. Thank you.
Q: Hi. After listening to a 5i podcast about 4 years ago - in May 2021? - I purchased Ultra Clean Holdings. Since then, I’ve pretty much been underwater with that holding by 30% or more (34+ % today). The stock did bounce, I think once, but it was short-lived and I’m still holding. What is in the cards for UCTT if you don’t mind answering a question on an American company. Thank you.
Q: Recently KSS has loosing its value significantly with mostly SALE recommendation. Do you have any opinion on this company? There dividend is way high to maintain it.
Q: My question is on Cerrado Gold, a Canadian company that was a spin-off from a piece of junk I bought a long time ago. Its symbol on the venture exchange is CERT but it is not in your database. I was planning on selling it to clean up my portfolio but after some initial due diligence, it seems like it might be worth keeping. I find its balance sheet confusing in regards to its debt level so I want your thoughts before I do anything. Its a very small position so not a factor in my portfolio.
Q: I have an enigma for you….
CALL.TO closed at C$4.13 today while CALL.U.TO closed at US$16.01.
If these are identical shares, both listed in Toronto, then the price difference should be the exchange rate - correct?
However, the equivalent USD shares are far more expensive than the CAD shares. This is the puzzle.
Could you explain this?
Which is the better buy, or would you not recommend either one?
Q: Good day. I’ve been holding my stocks for just over 3 years without much adding subtracting and balancing. I have a few stocks that have declined quite a bit over that time. I think it’s time to sell a few of my losers and reinvest in better companies. The two equities in question are in a RRIF account. Magna is down 53% and CSW.B is down 31%. Each represents about 1% of my portfolio. Do these companies have a hope over the next 12 months or should I sell and move on. Can you recommend a replacement equity to purchase with the proceeds. Thanks
Q: Here is a challenge for investors to beat financing charges. The financing is 2.4% for 36 months and I need better than 2.6% to pay taxes on unregistered account. With a ladder of tbills, bonds and strips one can obtain 3.1% with very little risk. If one could live with a bit more risk ( say possibility -5% over the term) are there any other options such as a low volatility income fund or preferred shares?