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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: Good morning 5i,

I hold the following industrial/material stocks in my RRSP: GEV (2%), FIX (2%) ETN (1.5%), HEI (1.5%), RTX (1.3%), GE (1.2%), LIN(1.2%), EME (1%), VRT (.5%). I also own AXON (3%).

I would like to increase the weight of some of these positions - ideally through consolidation. Could you please put these in order of conviction (growth) for a 5 - 10+ year hold. Are there any that you would sell outright? Would you recommend any other industrials?

Many thanks!

Read Answer Asked by Meagan on October 15, 2025
Q: Can I have your most recent thoughts on Booking? Including the last question specific to the company in July and recent “top pick” type references you have remained generally constructive but it seems the company has now retreated to what looks to me as a technically significant point, and is nearing break-even for me. Is there a level that would cause you to say “whatever is going on here we would step away” or do you remain comfortable in the short to medium term? Thanks.
Read Answer Asked by Stephen R. on October 15, 2025
Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?
Read Answer Asked by Everett on October 15, 2025
Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)
Read Answer Asked by Chris on October 15, 2025
Q: I see you have just added HME to your income portfolio. I have held it for a couple of years, and it pays a good dividend of about 8% including the semi annual special dividends. The stock price didn't do much until it spiked up on Sept 18, and it has been inching upward since then, now about 15% higher than 3 months ago. Do you have any idea what has caused the recent increase in the stock price? Do you think it could be a target for a takeover?
Read Answer Asked by Dan on October 15, 2025
Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.
Read Answer Asked by Lin on October 15, 2025
Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry
Read Answer Asked by Larry on October 15, 2025
Q: Another hypothetical question. If today you have let's say $1M and you want to sell all your investments and put in high dividend stocks generating an after tax yield of 5% with a condition that these companies do not have more than 33% Debt to Total Assets, are not interest bearing businesses and are not businesses in food, fashion, gambling or SIN. What would your top 5 to 10 choices be to invest for the next 20 years.
Read Answer Asked by Imtiaz on October 15, 2025
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