Q: Automatic Data Processing(ADP), just came out with their earnings report can you comment quickly on how you think that went? But more importantly can you tell me how changes in interest rates affect this companies profits and what you think of this company long term in the portfolio. For the most part it looks like a great company long term can you comment on the pros and cons and WHY did it have a correction of roughly -23% since it's all time high June 6th/2025? This a screaming buy now?
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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: I understand the debt to equity is 55%. Being around 20 years, what was there worst year??
Regards
Capital direct income fund
Regards
Capital direct income fund
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Constellation Software Inc. (CSU $2,434.02)
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Thomson Reuters Corporation (TRI $120.18)
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Topicus.com Inc. (TOI $94.72)
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Lumine Group Inc. (LMN $20.00)
Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?
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Alphabet Inc. (GOOG $323.10)
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Micron Technology Inc. (MU $394.69)
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RTX Corporation (RTX $198.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
Q: Hi,
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
In October ’24 I asked 5i to identify:
A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.
The answer was:
A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG
B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG
If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )
Thank you.
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Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $17.35)
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iShares India Index ETF (XID $47.49)
Q: I know it’s not in your wheelhouse but would you have a good suggestion to invest in India? With the European trade deal and potential for increased trade around the world including Canada, it seems like a good place to begin investing a small portion of one’s portfolio
Q: I must have missed the news release that sent Atz shares from about 140 to 108 in the past few weeks.
What happened , any idea .
What happened , any idea .
Q: If one sells ADBE at a loss and buys IGV, is the loss accepted by CRA or because it's included in IGV will not be accepted.
Thanks
Thanks
Q: Hi! I keep seeing commercials for Sofi accounts in the US, and it seems enticing. I never see commercials for Robinhood. I hold HOOD and am wondering what the difference is between this and Sofi. Why should one continue to hold HOOD, and is the negative momentum due to competition? Does one hold through this negative momentum? Thank you for your insight.
Q: I bought and traded out of HME and then re-purchased at the recent low... It is a fairly small producer and the stock price seems to be range-bound... $1.89 to $2.20 ± . What are the long term prospects for this company ? Should I just keep flipping it for a profit , or do you see it pivoting upward ?
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Meta Platforms Inc. (META $661.46)
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Intuit Inc. (INTU $443.77)
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Home Depot Inc. (The) (HD $385.15)
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United Rentals Inc. (URI $899.55)
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Constellation Software Inc. (CSU $2,434.02)
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TFI International Inc. (TFII $166.50)
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Alimentation Couche-Tard Inc. (ATD $78.74)
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goeasy Ltd. (GSY $131.36)
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Brookfield Corporation Class A Limited Voting Shares (BN $61.71)
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Nvidia CDR (CAD Hedged) (NVDA $41.91)
Q: Hi,
Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!
Sorry my last question meant to ask about individual stock compounders, not ETF's. Can you list 5 Cdn and US names that you would DCA into over time? For example, I'm assuming BN would be on that list. What other names? Looking for names that can CAGR +10-20% over time. Thanks!
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $52.91)
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iShares Core S&P U.S. Total Market Index ETF (XUU $69.25)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $51.84)
Q: Would have any concerns or recommendations for a retired senior with a employment pension. Having a total portfolio consisting of xuu.ca, xaw.ca and xic.ca?
Thanks
Thanks
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Lockheed Martin Corporation (LMT $623.58)
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Northrop Grumman Corporation (NOC $709.11)
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Waste Management Inc. (WM $226.79)
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WSP Global Inc. (WSP $265.84)
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Comfort Systems USA Inc. (FIX $1,230.26)
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SPX Technologies Inc. (SPXC $222.32)
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Stantec Inc (STN $101.53)
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GFL Environmental Inc. subordinate voting shares (GFL $58.04)
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MDA Space Ltd. (MDA $34.50)
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Karman Holdings Inc. (KRMN $95.36)
Q: Can you suggest some stock and ETF's traded on both US and CDN exchanges that employ many blue collar workers that may not be effected by AI implementation. My thinking is that one always needs humans to do "actual" labour like building homes, plumbing & electrical maintenance etc. Does this make sense?
Q: Every year I take 10% of my portfolio and invest in a specific sector ETF. Last year it was financials with a 36% return thanks to your recommendations 😊. What one sector would you invest in for 2026 and which ETF would that be?
Thank you for your excellent work!
Thank you for your excellent work!
Q: What do you think of this Harvest ETF as way to play Cameco and uranium. Paying a hefty dividend. Sustainable?
Guy
Guy
Q: GRGD is down 15% last 30 days. Any concerns? What may be causing this decline?
Still bullish?
Thank you
Still bullish?
Thank you
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Edison International (EIX $64.01)
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Bank of Nova Scotia (The) (BNS $104.30)
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Enbridge Inc. (ENB $68.74)
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Brookfield Renewable Partners L.P. (BEP.UN $41.60)
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A & W Food Services of Canada Inc. (AW $36.50)
Q: Do you have a sense of the liability potential for EIX with regard to California wildfires? EIX share price has recovered significantly from Jun of last year and I am within 1.5% of breakeven. What would you recommend to the 'income investors' in the group? Buy, sell, hold? If "sell", what would you replace it with?
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.47)
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Brookfield Renewable Corporation Class A Subordinate (BEPC $41.95)
Q: I own both BEP and BEPC in my US Dollar TFSA.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.
Is the price action generally the same for both?
Would you expect total return to be the same (incl. taxes)?
If yes, which one would choose to consolidate and keep?
Many thanks.
Q: Just wondering what your thoughts are on MBSF (Regan Floating Rate MBS ETF). It was noted on BNN this morning. Is the dividend of 4.62% correct and is it safe ? Any red flags with this one ?
Also it is not in your database.
Also it is not in your database.
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Advanced Energy Industries Inc. (AEIS $273.26)
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MKS Inc. (MKSI $242.96)
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MACOM Technology Solutions Holdings Inc. (MTSI $235.87)
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Credo Technology Group Holding Ltd (CRDO $111.40)
Q: Hi team,
These 4 companies in the field of AI are apparently considered undervalued by Bank of America.
Do you think they are a good buy now for a growth portfolio ?
Gratefully,
Jacques IDS
These 4 companies in the field of AI are apparently considered undervalued by Bank of America.
Do you think they are a good buy now for a growth portfolio ?
Gratefully,
Jacques IDS
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Constellation Software Inc. (CSU $2,434.02)
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Thomson Reuters Corporation (TRI $120.18)
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Topicus.com Inc. (TOI $94.72)
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Genius Sports Limited (GENI $6.09)
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Sportradar Group AG (SRAD $16.99)
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Lumine Group Inc. (LMN $20.00)
Q: Patience is wearing thin on some of these names, they just continue to have negative momentum and I don't want to sell into the negativity and sell just because others are selling. What are your thoughts? Are fundamentals still strong in these quality companies? Is your updated view still a hold on these? Thanks!