Investment Q&A

Q: I am a buy-and-hold total return value investor. I have a concentrated portfolio of eleven stocks. I don't worry about asset diversification. I hold FFH and BN in the financial space right now, but I'm considering selling BN and replacing it with a Canadian bank (not an ETF). What do you think of that plan? Which Canadian bank would you think would best fit my strategy? Could you please list three banks, in order of preference?

Thanks.

Q: I have held Savaria for several years now, and it has performed steadily, but has lagged in growth compared to many of my other holdings. I am wondering if it might be more prudent to consider adding to my positions in either ISRG or ABBV, or perhaps consider another company with stronger growth prospects.

My overall exposure to health care (I deem SIS to be a health care-related company) is roughly 7%, and SIS makes up about 1% (was larger initially, but grew less than portfolio over time). If a lower exposure to health care is still tolerable within a portfolio attempting to maintain diversification, are there another positions outside of the health care space that might be prudent for me to consider? Thanks so much, and I look forward to your response.

Q: In my portfolio, I’m only interested in long term compounders. For example, in the compounding software portion of my portfolio I own CSU, TOI, LMN, VHI and PNP. I am reviewing my allocation of Canadian Industrial stock holdings. What would be your top five small to mid cap Canadian compounding industrial companies that you own for 5-10 years. Thanks for your wonderful service and Happy New Year.

Q: looks good on paper, my novice opinion. whats your view? thanks

Q: Can you provide a list of your top 3 down trodden stocks that have faced more macro-related challenges, but still quality companies. I’m looking for companies oversold with a 2 year investment timeline.

Q: Please give your assessment of the impact of the recent Lundin Mining acquisition. The markets seem to be reacting postively, but what is your take on the new CEO and the company framing itself as a "multi-asset" nickel-copper company? Has the company finally transitioned from exploration to production?

Q: I've seen conflicting MER numbers depending where I look. From 0% to .71%. Can you tell me what the correct MER costs are for U,UN?

Thanks,

Mike

Q: Any reason for the drop in price of this ETF over the past few days? It normally doesn’t bounce around too much.

Q: May I please have your top three or four graphite producers that are relatively safe?
With appreciation,
Ed

Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

Q: I would be interested to know what your suggestions are on US growth stocks for long term hold in a RRSP account (sectors not important).

Thank you.

Q: what is the forward P/E for each company which offers the best growth opportunity over the next 2 years and which has the greatest risk over the next 2 years please rate in order thanks Richard

Q: Do XUSF and ZXLF track the same index in the U.S. ? If a Canadian listed ETF is just owns the US ETF (which actually owns shares), is there a double MER being charged ?

Q: I have small amounts of these growth stocks balanced by dividend payers, and broad market etfs. If you were to reduce this list by streamlining it, which stocks would you eliminate and why?

Q: what is your view of this company? what is the forward P/E v the P/E for each of the 3 preceding years thanks Richard

Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Q: Hello 5I,

I stumbled across an interesting U.S. small cap in energy supporting Data Centres (the AI play) as well ancillary sectors and I wanted to get your thoughts on it - WLDN.

Merry Christmas and a Happy New Year to the 5i team for helping out all the DIY investors.

Cheers and all the best!

Peter

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Q: NLR I invested in this ETF some time ago and rode it up to its high of high of $168.12. I have now given back half of my gains. Is it time to sell?

Q: Are either of these worth some speculative dollars?