Investment Q&A

Q: hello 5i:
IF you were running a balanced portfolio, and IF you could only buy one of the two names listed, which would it be, and why? I suppose another way of asking this, is which of the two would fit best in a risk/reward situation.
thanks
Paul L

Q: Between CN and TFII which one in your opinion would provide the best return over gather next 5 years?

Q: As 5I research noted the 5 reasons to be worried about markets. Are there at least a few good reasons to be a bit optimistic. I tend to be overly optimistic for too long sometimes.

Q: One of these will have to go as I need the funds. Which one, or should I just decrease each one. Thanks and greetings. Peter.

Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx

Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,

Q: Hi 5i
A question dated July 23 had this portion of an analyst's opinion on PBH:


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.
~~~~~~~~~~~~~~~~~

Does this defy logic, gravity or both? Can a stock that has been dead money for more than 5 years more than double in a year and a half? The $140 target seems optimistic, but over $200 is mind boggling.

Thanks,
Greg

Q: hi
there is a recent pull back
is there any fundamental reasons?
looking for an entry price for a half/or a quarter position
thanks
Michael

Q: Why has this stock dropped so much this year? Would you advise selling?

Q: Been reading that Shopify will likely partner with OpenAI with Shopify powering purchase transactions via Shop Pay. If this was to happen what do you anticipate the impact on the stock and revenue will be?

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