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: PPI , Producer Price Index in the US, reported this morning (September 10) , show a surprising drop of 0.1% vs. an expected increase of 0.03%. It’s unclear where tariffs, which is essentially a consumption tax, is being absorbed. Logically it should show up in consumer prices before long. It’s either that, or margins at retail companies will adjust down. Over the next year , how will this affect the share prices of Costco and Walmart? In your opinion are such retailers likely to drift down, or trade sideways at best, for the next year or so? Or do you believe things are too uncertain to make portfolio changes based just on tariff impacts?
Read Answer Asked by Adam on September 12, 2025
Q: I understand there is a new release of the popular game "Call of Duty".
I was assisting grandsons move onto a uni campus 2 weeks back and almost every student had a version of this game and a high-priced unit to play it on.
I now see the stock trading just under $170 US.
What can you tell me about EA as a possible investment ? Thanks david
Read Answer Asked by David on September 12, 2025
Q: In a CCPC, investment income is taxed at a rate of 50% or more , with a partial refund via the RDTOH mechanism. It is my understanding that Corporate class etfs attempt to recategorize income in the form of capital gains, thus not triggering any income until the item is sold. Is this your understanding?

What is your view of these products? What drawbacks do you see? Are there any hidden fees?

Thank you

Paul
Read Answer Asked by paul on September 12, 2025
Q: Everyone, what would you not invest in today? Clayton
Read Answer Asked by Clayton on September 12, 2025
Q: In researching the Swedish company EQT, a global powerhouse in finance (listed as EQT on the Stockholm exchange ) I found that EQT.st is the largest holding in PSP, the US-listed ETF that holds alternative asset managers and private equity companies. Many of the businesses held by PSP look attractive, including for example: KKR, OWL, APO, CG and BX. Do you think PSP the ETF is an attractive buy currently over EQT.st? I much prefer EQT.st but I ask you whether you would rather hold one or more of the individual constituents of PSP? If the latter, which companies, if any, do you think have good financial prospects and are at reasonably good prices to buy now?
Read Answer Asked by Adam on September 12, 2025
Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?
Read Answer Asked by joseph on September 12, 2025
Q: Hi Guys

What were your thoughts on Adobe earnings and conference call yesterday, if you had a chance to hear it. Do you think the the quarter was one where there is a more positive view on Adobe's place in the Ai world going forward? Would you be a buyer at these levels?

Much thanks

Stuart
Read Answer Asked by Stuart on September 12, 2025
Q: I was half way to building a recent position in TECK with an average cost in the mid $40's. With the offer on the table, if it was you, would you sell TECK and purchase Capstone or hold for better offers? In the past you have leaned more toward Capstone in the copper space, are you still positive on Capstone?
Read Answer Asked by eric on September 11, 2025
Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
Read Answer Asked by chris on September 11, 2025
Q: If you had 10K right now - and were not invested at all - and were 5 years away from using the money, where would you invest it for maximum growth?
Read Answer Asked by Judith on September 11, 2025
Q: Any reason for the 10% increase in its price today?
Read Answer Asked by Terry on September 11, 2025
Q: Please advise which covered call QDAY, SDAY or CDAY ETF you would recommend and why since I can have money to buy one ETF only or you prefer another cover call ETF.

Thanks for the great advice
Read Answer Asked by Hector on September 11, 2025
Q: If someone wants to invest in a fashion company (clothing retail), which would be the best option today? I'm thinking of Lululemon, Aritzia, Roots, Groupe Dynamite (you’ve made good comments about this company), Canada Goose, etc. Thank you
Read Answer Asked by Gervais on September 11, 2025
Q: In your opinion, are Cdn. bank stocks overvalued and is it time to trim. Along with two Cdn insurance companies they currently represent approximately 26% of our portfolio
Read Answer Asked by Donald on September 11, 2025
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue
Read Answer Asked by Susan on September 11, 2025
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!