Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.
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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.
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $248.06)
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CAE Inc. (CAE $41.06)
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Magellan Aerospace Corporation (MAL $21.70)
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Calian Group Ltd. (CGY $74.41)
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Kraken Robotics Inc. (PNG $7.67)
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MDA Space Ltd. (MDA $35.28)
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Telesat Corporation Common and Variable Voting Shares (TSAT $35.18)
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
Q: Do you see any Software companies as compelling Buy at current levels. Please Suggest some names & why?
Q: Hi, Please provide your thoughts about CSU valuations. Do you consider it a buy, Hold, or Sell at this time and Why?
Q: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Q: The State of the Union address by Trump is on Feb 24th in the evening. The Supreme Court will release decisions on Feb 20, 24 and 25, and these are the last dates until July 2026. I predict they will wait until after the State of the Union address because Supreme Court judges attend the State of the Union, and they don't need Trump criticizing them in public and will release their decision on Feb 25th. If they decide the tariffs are unconstitutional, which sectors might be the winners?
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Constellation Software Inc. (CSU $2,299.00)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.45)
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Galaxy Digital Inc. Class A common stock (GLXY $28.62)
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Propel Holdings Inc. (PRL $24.87)
Q: Just a comment, I'm sure I'm not alone in this situation. All down 30-45% in my TFSA. I hate it when it feels like everybody is wrong and you and a few others think you are right, or are we? It feels like Armagedon. Been there before. It's not fun but they now only represent 5% of my portfolio so I will survive but my TFSA will take a huge hit this year.
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
Q: Well after 50 years in the market, what have i learnt.
Never fall in LOVE with a stock, protect your capital, sell a portion of a stock when you have made your cost back. Thinking that you are up say 50% in a stock, you have not made a PENNY until you SELL. Investors have a thing in there head that is called GREED, i can make more on this stock. I can name all kind of stocks in say 5i that clients would be very happy if they would of taken some profits a couple of months ago. It takes a long time to make up a 50% loss.
Thanks Again
Never fall in LOVE with a stock, protect your capital, sell a portion of a stock when you have made your cost back. Thinking that you are up say 50% in a stock, you have not made a PENNY until you SELL. Investors have a thing in there head that is called GREED, i can make more on this stock. I can name all kind of stocks in say 5i that clients would be very happy if they would of taken some profits a couple of months ago. It takes a long time to make up a 50% loss.
Thanks Again
Q: FYI: This article (in french) might be interesting regarding the recent drop of WSP, ATRL, STN.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
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Seagate Technology Holdings PLC (STX $423.63)
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Kraken Robotics Inc. (PNG $7.67)
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Micron CDR (CAD Hedged) (MU $88.67)
Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?
HY9H as well?
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Cisco Systems Inc. (CSCO $77.14)
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Micron Technology Inc. (MU $396.84)
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QUALCOMM Incorporated (QCOM $141.24)
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Q: Which one of these two communication stocks would be your favorite today and the reason why please.
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Stantec Inc. (STN $119.79)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $153.45)
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Waste Connections Inc. (WCN $162.31)
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Shopify Inc. (SHOP $111.52)
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Stantec Inc (STN $87.58)
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Waste Connections Inc. (WCN $222.36)
Q: Hello,
To which would you add/start a position in to today? Long term hold. I already own STN and WCN (would be averaging up).
Also, if you could explain the drop in Stantec that would be great.
Thanks!
To which would you add/start a position in to today? Long term hold. I already own STN and WCN (would be averaging up).
Also, if you could explain the drop in Stantec that would be great.
Thanks!
Q: I have had XHY for awhile and it has treated me well. I also have a full position in CNR. Would you have another suggestion if I were to lighten up on XHY as you are suggesting?
Thanks
Thanks
Q: Reflecting on the Software apocalypse... Given that most trading has been automated for years, I assume that it is now largely AI driven.
A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
A question asked only partly tongue in cheek, is it possible that trading AI's see the software companies as adversaries and the stock market as one avenue of attack?
Q: Hi there. Do you have any thoughts on the ETF DDFD as a way to have exposure to both long and short sides of the market? Is it worth it to have a position/ half a position here? Thanks
Q: Hi
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you
Looking back at previous and most recent comments, you've considered PINS as a hold.
Would this still be the case ? Current thoughts please.
Thank you
Q: I read in the Q&A that portfolio analytics does not give a sector breakdown for HXS.
Does this mean that the analysis of my portfolio indicating which sectors i need to increase or decrease are inaccurate?
Does this mean that the analysis of my portfolio indicating which sectors i need to increase or decrease are inaccurate?
Q: Hello
What do you think of the news of photonic inc. partners with telus. At today's price is telus a buy, hold or sell and is the dividend safe.
Thanks a million
What do you think of the news of photonic inc. partners with telus. At today's price is telus a buy, hold or sell and is the dividend safe.
Thanks a million