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Investment Q&A

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

Q: General question here. Many folks often ask for stock ranking and entry prices. However, as I am typically a long term holder of equities can you put into perspective how we should interpret this info? If we are going to buy something long term (10yrs or more) isn't it rather immaterial if we end up "overpaying" somewhat. This becomes even more true with growthier type stocks that have great upside but can only go to 0 as worse case scenario, when considering position sizing. So, that being said, can you help clarify how we should navigate "good buying" and what main criteria should we consider that may be more important overall than just entry price? Thanks!
Read Answer Asked by Marco on November 03, 2025
Q: Hello 5i,

I am looking to add one name to my income portfolio and the names mentioned above come to mind.
I own TD, ENB and FTS, so have a representation in the sectors. I would like a high dividend (who doesn't) and a dividend grower too.
Would you have a favorite amongst these or would prefer another name?
Regards
Rajiv
Read Answer Asked by Rajiv on November 03, 2025
Q: Considering the uncertainty about its major customer, but taking into account the crucial nature of its products and expertise, does the stock present a buying opportunity at $27.5-$28, present levels, after a drop of 20% over two days, for someone to start a new position ?

We are aware that BMO and Scotia analysts have brought their price targets down to $36 and $40 ( Outperform ratings ) respectively, lowering their P/E multiple to discount possible impact of this news.

Thank You
Read Answer Asked by rajeev on November 03, 2025
Q: does 5 I have a referral program. If so how does it work?
Read Answer Asked by Dale on November 03, 2025
Q: Hello Team,

As part of my Small Cap Portfolio I own KSI, VHI, WELL which have traded sideways for a while. I also own PNG, ZDC and ZOMD which have done very well over the last few months (thanks!).

Would you continue to hold all 6, do you see any other small cap companies I should/could move into? (Was looking at GRID, FTG or any other small caps you like)

In total, this 6 stocks are 13% of my total portfolio.

Thanks again.

Read Answer Asked by Kevin on November 03, 2025
Q: Hi gang. I recently added QMAX to my portfolio to provide exposure to tech. I see that back in April you indicated you would not go higher than a 25% portfolio exposure. Are you still sticking with that? I'm presently at 5.6% and looking to increase. Second, many "talking heads" posit that ROC in yield maximizer funds is bad and that it erodes stock value. I understand how ROC reduces ACB and you will pay more "capital gains" in a non registered account, but is this an issue in a TFSA or RSP account? As always thanks for your thoughts. Bill
Read Answer Asked by William on November 03, 2025
Q: I'm falling behind on these stocks. Please tell me , sell , hold or possibly buy more ? Thanks.
Read Answer Asked by Frank on November 03, 2025
Q: hello 5i:
Recently, I asked the following question and you answered:

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
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Asked by Paul on October 30, 2025
5i Research Answer:

According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.

Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L
Read Answer Asked by Paul on November 03, 2025
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