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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: assuming that AI will eventually assist in allowing transportation/logistic companies to become more efficient, would DSG and TFII be the logical choices? any other suggestions - US or domestic
thanks
Read Answer Asked by Robert on December 05, 2025
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
Read Answer Asked by sam on July 28, 2025
Q: Please rank the following for purchasing (10years +)
Thanks
Read Answer Asked by Ben on December 10, 2024
Q: Hello Team,
According 5i Portfolio Analysis, I need to increase US Industrials. Could you suggest three names please.
Thank you!
Read Answer Asked by Issaku on December 10, 2024
Q: Can I get your opinion on this company, and how it would compare to others such as TFII and ODFL?
Read Answer Asked by Mike on December 06, 2024
Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
Read Answer Asked by mike on November 12, 2024
Q: In May 2024 you answered a question rewarding building a portfolio of US stock: Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
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Asked by Esther on May 27, 2024
5i Research Answer:
Here are some of the high-quality US names with moderate risks and reasonable valuations that we think investors could do well by owning a basket of these names over the long term. Although these may not the the best winners, we think these could be considered as compounders such as BKNG, ULTA, AXON, ABNB, UBER, ADBE, FI, ODFL, HEI, AZO, ORLY, ARES.

Would your answer be the same today. If not, what would be your list today? Thanks
Read Answer Asked by Roger on September 16, 2024
Q: Hello,

Which stocks would benefit the most from a strike/lockout at CP and CNR?
Thank you
Read Answer Asked by Marie-Noelle on August 20, 2024
Q: Please rate the following stocks to purchase for a long term hold. Thanks
Read Answer Asked by Ben on July 16, 2024
Q: I have two stocks in a registered account that seem to have stalled: J and HD. Both are up over time (J up 50%, HD 75%) but there hasn't been much movement lately. Given the absence of tax consequences, is it time to move on? And if yes, please provide two US industrials and two US consumer cyclicals to replace them. (AMZN already held.) Thank you.
Read Answer Asked by Maureen on July 03, 2024
Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!
Read Answer Asked by Duane on July 03, 2024
Q: I have some USD cash from selling USD tech stocks. I still hold quite a few US tech stocks.
I would like to purchase some non-tech US companies for a long-term 5+ year hold.
Can you please recommend good non-tech US companies for me to consider buying?
Read Answer Asked by STEVEN on July 02, 2024
Q: Portfolio analyzer says I need more industrials. I already have a 3-4% position in CNR. What other names in industrial would you suggest and their price points for entry please? can be both US and CA.
Read Answer Asked by Anh on June 27, 2024
Q: My industrial portfolio currently has a light exposure to the industrial sector. I’d like to diversify by adding some industrial stocks in the US and Canada. Additionally, in the consumer sector, I already hold ATD, TOY, PBH, ULTA, and COST. To further enhance my consumer holdings, could you recommend several consumer stocks in the US and one or two in Canada? Your assistance is greatly appreciated. Thank you!
Read Answer Asked by Esther on June 17, 2024
Q: Suppose our extraterrestrial friend, Blaarg, seeks to diversify their portfolio by investing in the U.S. market. Which 12-15 top U.S. stocks would you recommend for them over the next decade? Thanks
Read Answer Asked by Esther on May 27, 2024
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Read Answer Asked by Ben on April 22, 2024
Q: Could you please provide 3-4 names of US companies that you buy now in each of the following sectors: Technology, communications, industrial, discretionary, and Materials.
Read Answer Asked by Ahmed on April 01, 2024
Q: Which US industrials represent the best combo of dividends and growth potential? Thanks
Read Answer Asked by alex on March 28, 2024
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