Investment Q&A

Q: My wife owns BCE, CU and ENB in her TFSA. She has a 10-20+ year timeframe.

Would you rate any of the three as a SELL or trim?

Can you suggest a replacement to BUY in the Industrial sector.

Can you explain the reasons for the BUY/SELL? Thank You.

Q: unfortunately you did not answer the previous question in its entirety. ( may not have been clear enough)

I was looking to get guidance on selling some winners and losers (no suggestions were given on the losers)with the goal to buy more CSU,LMN,TOI,(once in a lifetime opportunity or proceed with caution ?

How would you view this strategy and in what order and price would you add to the 3 of them or 2 or 1 as you seen the opportunity

Thanks for your help

Q: Hi 5i - for a long term investor, what are the most attractive 3 stocks in the Balanced and Income portfolios at todays prices?

Thanks, Neil

Q: Everyone, were do you see the markets going in the next three months? Clayton

Q: If DSG is sold what stock would you replace this one with?

Thanks

Q: Hello 5i,

I wanted to ask you about Renewables as i have nothing in that segment. Is there 1 particular renewable company you like/prefer (BEP-UN-T?) over others or would you suggest the better option would be a renewable ETF?

Always appreciate your assistance and insight.

Ralph

Q: A follow up question to Matt's question on WBI, are there any issues in investing in this company from a Canadian investor standpoint? You have mentioned implications for MLC's in past.

Q: Would like your opinion on this stock- seems like a massive move due to AI - is it sustainable or too late? I guess the short thesis isn't working ...

Q: Hi 5i
What is your outlook for rddt today going forward, and who are the competitors for them With the current SP decline would this be an opportunity to start small position? At what price would 5i be interested.
Thx

Q: What would be your top 5, US small/mid cap stocks today? What would be good entry points?

Thanks
Tim

Q: What would be your top 5 , small/mid cap stocks in Canada today? What would be good entry points?

Thanks
Tim

Q: Hi there, with such high interest in Chatterbox ( to be listed on the Bombay Stock Exchange on Oct 3) and with the QYOU being a majority shareholder, how should this affect the QYOU stock price going forward? Keeping in mind that India has banned Tik Tok and that Chatterbox is the "Tik Tok" of India.
Thank you,
KT

Q: In preparation for Armageddon (debt crisis, China invades Taiwan), what commodity stocks or ETFs would you recommend to provide a hedge to an otherwise balanced portfolio?

Q: I own BRK but i want to reduce some USD exposure so i am thinking of moving to the Canadian hedged version.

1. Are there any concerns with that? I assume the return is just the BRK return removing currency fluctuations less hedging costs?
2. Do you know what the cost of the hedging is?
3. I see a few tickers (BRK.NE; BRK.TO)... why are there multiple and what is the best one?

Thank you.

Q: Goeasy has paid and increased dividends consistently for some 10 years. The payout ratios appear to be very reasonable and the growth has been strong. This seems like an enticing stock to carry in a dividend orientated portfolio. 5i has it in the growth portfolio. Why not in your income portfolio as well?

Just curious, Stephen S

Q: Thanks for this idea, Bloomberg Space profiled the satellite imagery industry as in high demand, especially in Europe:

"The rebranding comes during a lucrative year for Earth observation companies like Vantor and competitors like Planet Labs and BlackSky Technology. These firms have seen a spike in deals, revenue and stock prices as countries realize the need for real-time Earth observation data in an increasingly unstable and geopolitically tense world.

European nations in particular have been driving this demand as they seek to lessen their reliance on the US for space-based military capabilities. In March, President Donald Trump’s administration temporarily suspended satellite imagery sharing with Ukraine, which is used to inform the location of Russian troops and infrastructure damage during the war."

Q: Peter; What would you think of a switch from TFII to MDA? Both in the dog house but which could start barking first ? Thanks.
Rod

Q: Would you be allocating fresh capital to these two names?

Thanks

Q: Your thoughts please on the latest acquisition?

Q: I am currently overweight tech in general (36%) and NBIS (9%) in particular. I reluctantly feel I need to reduce my exposure to NBIS and, as I am underweight industrials, am in search of suggestions for growth-focused US industrials. Would you kindly provide 3-5 names of mid to large cap industrials you are reasonably confident can match or outperform the NASDAQ over time? AXON and WSP already held. Thank you.