Investment Q&A

Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.

Q: Hello 5i Guys

I followed the thread on previous questions on ALV and understand they're small and risky. But, last year (2024) your opinion seemed down as these guys as stock had dropped 25%. But, recently in December (2025) your opinion seemed more 'upbeat'.

For 2026 and beyond do you see ALV as a reasonable position or it doesn't need to be owned.

Thanks as always for your great service.

Ken

Q: My wife (71 YO) has these stocks in her TFSA as well as $47K cash. What do you think of these holdings? Suggestions on possible purchases? Sell/keep these holdings?

Q: Happy new year to the whole team . I have owned these 2 companies ORCL/HON or a number of years . Are they still worth holding ? Can you recommend their replacements if I were to sell them

Q: How do you see DVA’s recent performance and opportunities going forward?

Q: what would your top 5 dividend stock in North America?

Q: Do you see any news to account for the steep drop today (now 9%)? Are you still ok with it?

Q: I was disappointed to discover that this ETF had a distribution of zero for December 2025. Any ideas about what occurred?

Q: Hi 5i Guys, Could you please rank the noted stocks in order of your expected growth in the next 3 + years? Thank you!
Happy New Year!

Q: Is there a Canadian-traded equivalent of GLD?

Q: I think you believe all of these companies are buys.How would you rate them and which would you prefer to buy today? I already have small positions HPS.a and PNG.

Q: What would be your top five stock choices to add to a TFSA today, regardless of sector and geography? Thank you.

Q: Hi Team,
I am looking for a tfsa candidate to play the secular growing demand in the north American electricity grid. Would Grid fit the bill here? The company seems to be doing well, and with a smaller 240mil market cap it seems that there could be multi bagger opportunity here over the next decade, would your agree? If you do not see Grid as a top pick today, do you have a couple alternative suggestions for a high conviction growth stock for this years tfsa contribution?

Thanks,
Shane.

Q: You’re thoughts on finning

Q: In the growth portfolio, could you list the companies you would add to in a TFSA from highest conviction to lowest. Maybe six of them,

Q: I hold small (less than 1%) positions in VNP and GRID. I would like to beef up the size of my holdings or sell and redistribute the funds into other positions. Would you put more money into VNP and GRID, combine the two into one holding of either VNP or GRID, or reallocate the funds. Thank you for your help with this.
David

Q: I would appreciate your opinion on MU. Would you consider it to be a Buy even with it's recent meteoric price rise and it's P/E of 29.7?

Q: Hold these 3 stocks in TFSA: NVDA, FRU and HPS.A. I have $15K in cash. What stock would be a good addition?

Q: hi, and hopefully Happy NEW YEAR!
I am down ( with percentage in brackets ) on the following Canadian equities:
CSU(13), ENGH(41), FSV(9), GLXY(31), LMN(17), NPI(40), PRL(12), SRAD(19), T(24), TRI(25), VHI(19).
Which stocks (if any) would you be comfortable adding to at these current levels, and please rank best to worst.
cheers, Chris

Q: Happy New Year to the entire 5i community.

It is time to make my 2026 TFSA contribution. My TFSA is a high conviction portfolio focused on a few US securities with a risk profile somewhere in between that of the 5i Growth and Balanced portfolios. Currently, I hold AAPL, ADBE, CRM, GOOG, NVDA, QCOM, and TOL in this account. Which should I add to? I am very overweight NVDA and slightly overweight in GOOG.

If you think initiating a new position would be preferable (US securities only, and not MSFT, LLY, IBM, or MDT since I own these in another account), please let me know. No consideration to sector or market cap necessary as I am diversified in my other accounts.

If you believe any of my current holdings 'do not need to be owned', please let me know as well.

There are several questions here, please deduct as many credits as deemed appropriate for a complete response to each one.

Thank you as always.