Investment Q&A

Q: Hi 5i, If you have to pick one for the next 3-5 years, BN or FFH ?

Q: What are your thoughts on western union? Seems cheap? Is it for a reason? Sounds like they are getting into stablecoin..can it be considered a proxy for crypto exposure? Thanks.

Shyam

Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks

Q: A question of how to take profits on a stock that’s has run up. If a stock has run up 80% for example, do I take the initial cost base off the table or do I take the profit off the table to redeploy. Idea is to keep the stock in play but also take either/or and reinvest it

Q: Hello 5i Team,

Could you please rank these 5 US stocks in the home-building and building materials sector for a 3-5 year hold and include a brief explanation.

Are there any others you would consider (not including HVAC)?

Thanks for your always helpful advice!

Q: I must admit that I know nothing about crypto and have no intention of investing in that field. My question concerns the stablecoin 'GENIUS Act' signed into law by the U.S. government yesterday. Will it be beneficial for the U.S. economy or the U.S. dollar, and could it have any impact on the Canadian economy? Thank you

Q: Hi,

With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?

In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!

Q: What is meant by a full position or a half position?

Q: Any news/reason for the nice increase today? Also what are your long-term thoughts on this company, are there better utility stocks for an income investor? Thank you.

Q: hello
got a nice spike
maybe close to a parabolic rise?

any fundamental reasons
I have a half position for income and some cap gains
should I add, hold or sell?
thanks

Michael

Q: Would appreciate your view of their earnings.

Q: Given we may have seen the worst of the tariffs, is now a time to start buying CNN? Given the lower guidance provided today, there may be an opportunity to purchase sharers at a lower price. If the stock down come in tomorrow, would you suggest it may be a good time to accumulate shares? Or, is it still in a wait and see mode?

Q: Thoughts on FI ? Thank You

Q: When does Otex report and expectations? Thanx.

Q: What do you do about a stock like DRX? It has signed a nice contract which has caused the stock to pop 20%. Looking back to 2024, the stock had a nice run, got hit by tariff news and was trending down 9 months and now its getting its mojo back. The downtrend has broken to the upside now and fundamentals have turned positive. What are your thoughts going forward and do you see an investor re-entering the stock?

In general, when you see a company like this rocket higher, get dragged down by fundamentals/external factors (tariffs, etc) and now are recovering, how do you approach these kind of situations? Would you be a buyer again now and do you see the stock heading back up to its old highs? Thanks!

Q: What is your opinion of ADF Group's new contract? The market likes it obviously. Would this be a good time to add to a starter position? Thanks.

Q: I hold a number of Small/Mid Cap stocks. Some have done really well and others have done good. Given that Small/Mid caps in general have had a good run would you be trimming these positions? Position suze is not an issue.

Thanks
Tim

Q: Morning Peter & team!

How would you rank these (Most attractive to Least) in terms of growth potential, health and momentum over a 5 year timeline held in a TFSA.

Thanks in advance,
Greg.

Q: Hi there, can I please have your opinion on Opendoor? Do you feel it has potential to rebound similarly to Carvana? Thank you!

Q: What are your thoughts on PBH? TD released a research report on Friday, increasing its target price from $120 to $140 based on a stronger 2nd half of 2025. Buried in the report was the possibility of PBH divesting its Distribution Group and using the money to deleverage; in doing this, TD sees an implied share value of $205 to $225. See TD's comments below. Do you see the current price as a good entry point for PBH?

Which should drive significant deleveraging and could push the share price to $205-
225 by YE2026. Should PBH divest its Distribution Group, we think that PBH may first consider using the proceeds for debt reduction to both improve balance sheet flexibility and realize meaningful interest savings (i.e., ~75% of PBH's interest-bearing debt is floating rate), which should push total funded debt leverage down to 1.5x by the end of 2026, versus our current estimate of 2.5x. Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.