skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I’ve held The Trade Desk for a long time and it is at a very low price at the moment compared to historic prices, but it sounds like you're skeptical about its near-term growth potential. Should I look to exit? Between Crwd, ens, app, and png …which offers the highest growth ceiling for a five-year horizon? If you have another company to recommend, feel free … Thanks
Read Answer Asked by jean on January 09, 2026
Q: Good Morning 5i,

Thank you for advice over the 5 years we have been with you. Can you help us understand the negative momentum on TT. At this time the technical side is showing a possibility of $310 to $320 as a bottom but we don't have insight into the last two quarters in 2026 or 2027 and beyond. Their moat is large so the decline is somewhat of a mystery. We do not own the stock and are looking at purchasing it if it falls below $330.

Thank you for your help.
D&J
Read Answer Asked by Jerry on January 09, 2026
Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated
Read Answer Asked by Jean-Yves on January 09, 2026
Q: Constellation Software and Lumine Group were the only two companies in our Portfolio, which had a negative return during 2025, being a rare event after years of spectacular growth. Software stocks, in general, have also been weak, for past several months, due to AI related fears. Some market watchers are hopeful to see a recovery in software stocks, during 2026 and Tech-Software ETF was up in Wednesday's trading by 1.23%, against a flat tape at Nasdaq.

1. Do you believe that investors may shake off the concerns with Constellation Software group and shares could recover in 2026, from last year's steep losses ?

2. With our combined holding down to 10-12% (CSU 7%, TOI 2.5% and LMN 2.5%), due to price declines, and road to recovery at least a few quarters away ( plus a need to raise some cash), would it be wise to trim, across the board, or consolidate into one/two names and eliminate the other ?

Thank You
Read Answer Asked by rajeev on January 09, 2026
Q: Mawer Global Fund has just experienced a down year and I assume they are experiencing significant redemptions. December 2024 they paid a dividend of 20 cents per share. December 2025 they paid a dividend of $2.30 per share.

Is the large dividend simply an enticement to keep people invested? Why would they paid such a large dividend when they just experienced a year of less than stellar results?

Thank you

Paul
Read Answer Asked by paul on January 08, 2026
Q: Dear Peter et al:

Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!

My first question of the year!

A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.

Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.

Look forward to another good year with your team.

Make Portfolio Analytics "bit more personal", then I will come on board there as well :)
Read Answer Asked by Savalai on January 08, 2026
Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.
Read Answer Asked by Rob on January 08, 2026
Q: Hi there, what is your opinion on space exploration? Also, what company or basket of companies do you feel would be worth investing in, in this area?

Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?

https://www.wealthsimple.com/en-ca/portfolios/income

Thank you!
Read Answer Asked by Michael on January 08, 2026
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!