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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 Peter and Team,

Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.

If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).

Thanks as always for your assistance.
Read Answer Asked by Jerry on October 15, 2025
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
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