Investment Q&A

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Constellation Software Inc. (CSU)
  • View CSU Profile
  • View Questions on CSU
  • View Reports on CSU
• Dollarama Inc. (DOL)
  • View DOL Profile
  • View Questions on DOL
• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC

Q: Hi Gang,

If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!

Upvote 16

Read Answer Asked by Julie on March 28, 2025

Q: Good morning 5i team,

Recent headline .... "Better Choice Company Shareholders Overwhelmingly Approve Acquisition of SRx Health Solutions and Related Proposals"

Is 5i covering, or planning to cover this Canadian company, SRx?

Thank you.

Edward

Upvote 4

Read Answer Asked by Edward on March 28, 2025

• Vitalhub Corp. (VHI)
  • View VHI Profile
  • View Questions on VHI
  • View Reports on VHI

Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Upvote 7

Read Answer Asked by Roger on March 28, 2025

• Intuitive Surgical Inc. (ISRG)
  • View ISRG Profile
  • View Questions on ISRG

Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Upvote 7

Read Answer Asked by Maureen on March 28, 2025

• Blackstone Inc. (BX)
  • View BX Profile
  • View Questions on BX
• Apollo Global Management Inc. (APO)
  • View APO Profile
  • View Questions on APO

Q: Hi 5i team,

What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.

Upvote 2

Read Answer Asked by Julie on March 28, 2025

• Methanex Corporation (MX)
  • View MX Profile
  • View Questions on MX

Q: Hello , is this a good time in the cycle to start buying MX.TO.

Upvote 1

Read Answer Asked by Andrew on March 28, 2025

• Occidental Petroleum Corporation (OXY)
  • View OXY Profile
  • View Questions on OXY
• Canadian Natural Resources Limited (CNQ)
  • View CNQ Profile
  • View Questions on CNQ
• Peyto Exploration & Development Corp. (PEY)
  • View PEY Profile
  • View Questions on PEY
• Tourmaline Oil Corp. (TOU)
  • View TOU Profile
  • View Questions on TOU
• Birchcliff Energy Ltd. (BIR)
  • View BIR Profile
  • View Questions on BIR
• Chord Energy Corporation (CHRD)
  • View CHRD Profile
  • View Questions on CHRD

Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.

I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?

Upvote 4

Read Answer Asked by Ed on March 28, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
  • View VIU Profile
  • View Questions on VIU
• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
  • View VE Profile
  • View Questions on VE

Q: My international holdings (ex, US) comprise 15 % of my portfolio, which comprises 70% VE, and 30% VEE. Do you think that VIU would be a better option than VE at the same percentage? Thanks in advance as always.

Upvote 5

Read Answer Asked by bernie on March 28, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD)
  • View XGD Profile
  • View Questions on XGD
• iShares Gold Bullion ETF (CGL)
  • View CGL Profile
  • View Questions on CGL
• Sprott Physical Gold Trust (PHYS)
  • View PHYS Profile
  • View Questions on PHYS

Q: Hello. Gold and gold stocks have had a nice run. Do you think this move still has legs? If so, would CGL and XGD be good investments or are there others which you prefer?

Thank you.

Upvote 8

Read Answer Asked by Edward on March 28, 2025

• Tesla Inc. (TSLA)
  • View TSLA Profile
  • View Questions on TSLA
• Ferrari N.V. (RACE)
  • View RACE Profile
  • View Questions on RACE

Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Upvote 4

Read Answer Asked by Terry on March 28, 2025

• Premium Brands Holdings Corporation (PBH)
  • View PBH Profile
  • View Questions on PBH
  • View Reports on PBH
• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
  • View XHY Profile
  • View Questions on XHY
• AeroVironment Inc. (AVAV)
  • View AVAV Profile
  • View Questions on AVAV
• Magna International Inc. (MGA)
  • View MGA Profile
  • View Questions on MGA
• Brookfield Renewable Corporation Class A Subordinate (BEPC)
  • View BEPC Profile
  • View Questions on BEPC

Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!

Upvote 4

Read Answer Asked by Brenda on March 28, 2025

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL)
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.

Thanks for the great service.

André

Upvote 16

Read Answer Asked by André on March 28, 2025

• Linamar Corporation (LNR)
  • View LNR Profile
  • View Questions on LNR

Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.

Upvote 1

Read Answer Asked by Francis on March 28, 2025

• Nebius Group N.V. (NBIS)
  • View NBIS Profile
  • View Questions on NBIS

Q: Hello Team,

In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?

Upvote 5

Read Answer Asked by James on March 28, 2025

• Linamar Corporation (LNR)
  • View LNR Profile
  • View Questions on LNR
• Martinrea International Inc. (MRE)
  • View MRE Profile
  • View Questions on MRE
• Mistras Group Inc (MG)
  • View MG Profile
  • View Questions on MG

Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?

Upvote 2

Read Answer Asked by Patrick on March 28, 2025

• Kits Eyecare Ltd. (KITS)
  • View KITS Profile
  • View Questions on KITS

Q: KITS is up big recently. Should I still be adding more?

Upvote 3

Read Answer Asked by Patrick on March 28, 2025

• Sprott Physical Gold Trust Unit (PHYS)
  • View PHYS Profile
  • View Questions on PHYS
• Sprott Physical Gold Trust (PHYS)
  • View PHYS Profile
  • View Questions on PHYS

Q: If the American dollar drops significantly what effect on price of Phys.to

Upvote 4

Read Answer Asked by Brad on March 28, 2025

• A & W Food Services of Canada Inc. (AW)
  • View AW Profile
  • View Questions on AW
  • View Reports on AW

Q: Hello, I have noticed that AW has moved up $2 over the last 2 days which seems like a lot for a stock that has been moving down for the last 4 months. Other than an RBC target price of $34 has there been anything else to get this stock moving? Thanks,

Upvote 2

Read Answer Asked by Mark on March 28, 2025

Q: Hi team,

What is the significance of the Morning Star annotations (v.g. *** Silver) when you look at an ETF or stock ? Does it change frequently and for what reason ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on March 28, 2025

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Propel Holdings Inc. (PRL)
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: What happens to the earnings of Propel if the US economy goes into recession? I’m confused because I have heard recessions cause more people to use their type of lending. Yet you would think defaults would rise significantly. What would the net effect be?

Upvote 10

Read Answer Asked by Michael on March 28, 2025