Investment Q&A

Q: Hi 5 i Team - Although I still like Tourmaline I am considering trimming my position and using the proceeds to buy something else in the oil and gas sector but with more growth potential. First of all am I right in considering Tourmaline an income type of stock with little growth potential. Secondly could you provide a few O&G suggestions for growth, preferably mid cap and small cap but also large cap if you think it would fit into this theme. Thanks.

Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Q: Can you provide me updates on the 4 companies listed. Thanks very much.

Q: Looking for steady growth. LMN or GIB.A ? Thank you

Q: Good morning.

Please comment on the prospects of GIL with respect to 'tariff' climate, 2025 performance, and entry price point.

Grazzia

Q: Hello,

Could you comment on Block and Booking quarterly earnings.

Thank you
Stephane

Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom

Q: Please rank these stock for risk relative to the US Tariffs from High to Low....thanks....Tom

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these US stocks are......Many thanks.....Tom

Q: Hi,

When doing a regional allocation would you allocate the following to Canada or US or international?

AEM,ATD,BAM,BN,BEP.UN, CCO,CSU,SHOP,SLF and TRI

Regards.

Rajiv

Q: High speed rail between Toronto and Quebec City.
Is there any public companies that may benefit such as CNR or will it be operated by VIA.

Q: I have decided I need to put more resources into income funds and wonder what you think of the three etf’s mentioned. Currency conversion is not an issue.
Thanks for your thoughts, Lesley

Q: How do you handle your portfolio if your concern is cash preservation for yourself rather than for any heirs and the time to recover from market falls is no longer there?

Q: Is there a book or online resources on how to manage your portfolio during retirement (or close to retirement) that you can recommend?
I have read a lot about long term investing, the economical cycles, and related weightings during wealth maximization stage when one has many years before retirement. I recently started asking myself about how that could change when a person approaches retirement and then actually retires. I still have many years before I retire but I would like to plan early.
Your advice is greatly appreciated.
Thank you

Q: Hi 5i Team - The guest today on BNN Market call mentioned that Lumine specializes in carve-outs and that is to their advantage. Although he explained it, I'm not sure what carve-outs means and even if I have the correct term. Could you provide more information on this. In addition he felt that the evaluation is quite rich. Do you also feel this way. Also could you provide a summary of Lumine's fundamentals. and if you have any concerns with these fundamentals.
Thanks.

Q: Hi Gang
What is your take on POW

Thanks Mike B

Q: Please comment on the latest quarterly results for ASGN and the outlook for this stock.

Q: Please give us your opinion on this company going forward. From your last analysis, did the trend improoved? What would be the metrics and their threshold that you would watch? What would be the alternatives stocks for long term growth?

Thank you and congratulations on a great job

Q: Following up on Harrison's RESP question from February 10th, I'm seeking advice on ETF recommendations for my grandson's RESP. He turns two in March 2025, giving him approximately 16 years until he'll need the funds.
I appreciate your ETF recommendations, particularly the split between Canadian and US markets (VGG, ZSP, ZCN, XCG, VDY). I'm also considering ZUQ (BMO MSCI USA High Quality Index), but I'm wondering if it's too similar to ZSP? Your thoughts?
I do not like CDZs holdings as much.
You also mentioned two balanced ETFs in your response (XBAL and VBAL). The fixed income allocation is approximately 40% for these balanced ETFs. In contrast, XGRO and VGRO have a fixed income allocation of around 20%, and XEQT or VEQT have no fixed income. What I like about these allocation ETFs is they have some international exposure.
Considering the long-term horizon, I'm leaning towards XEQT/VEQT, which have no fixed income. My main question is whether the 20% fixed income component of XGRO/VGRO or even the XBAL/VBAL (40% fixed income) is necessary for a two-year-old’s RESP? Or are XEQT/VEQT too aggressive, considering the other ETFs mentioned?
Finally, wouldn't it be more appropriate to introduce a 100% fixed income ETF closer to the withdrawal age or perhaps three years before we start accessing the funds?
Deduct as many points as you think necessary.
As always thanks for the great advice.
Élaine

Q: What Canadian energy companies have the largest amount of condensates?