skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.
Read Answer Asked by jean on July 07, 2025
Q: According to CNN, "Currently, gamblers can deduct their losses before paying taxes on their winnings. Under Trump’s bill, though, they’ll be able to deduct just 90% of their losses. For example: Win $100,000, but lose $80,000? You’ll have made $20,000 but owe taxes on $28,000. “This new amendment to the One Big Beautiful Bill Act would end professional gambling in the US and hurt casual gamblers, too,” professional poker player Phil Galfond said on X. “You could pay more in tax than you won.”
An easy question for you, as it's more or less just speculation, but how could you see this affecting these two stocks? Thank you!
Read Answer Asked by GeeMac on July 07, 2025
Q: Hi Peter at present I have an FHSA for my son holding both BAM and BN, if you had to pick one to sell so you could increase one of the other shares, which one is best suited for this type of account, or would you still stick with both. Thanks
Read Answer Asked by Nick on July 07, 2025
Q: I would like to help my 12 year old granddaughter with a RESP. Can you recommend a few choices?
Read Answer Asked by Denis on July 07, 2025
Q: With these two etf's both modeling the S&P 500 and returns since inception appearing to be only .69% apart why do they have such different pricing per unit? I assume both are treat similar in tax treatment?

Thanks
Read Answer Asked by Kolbi on July 07, 2025
Q: Hoping to get your view on this NA small cap. Stock price seems to have taken a huge hit from its IPO at the height of the pandemic years, and although it began a recovery in the last year or so it’s still nowhere near its IPO. What do you make of this company specifically and the industry it operates (leisure products) specifically. Thx

Read Answer Asked by Tony on July 07, 2025
Q: I notice lots of your answers for why a stock is good is because of "momentum". I guess this isn't a fundamental, so what is it? It seems even if stock A is cheaper and is similar to stock B, you will suggest stock B even if it is more expensive but has momentum.
Read Answer Asked by B on July 07, 2025
Q: Hello, I have been thinking about initiating a long-term position (6-10yrs) in Costco for a while now.

My long-held view of the US dollar remaining strong and stable has changed; I have resolved to continue holding my US dollar securities through whatever this is but not buy more US currency at this time.

The issue is whether to initiate a new position in:
1)COST using existing $US or
2)the Costco CDR in Canadian $

Which option, in your opinion, represents the best risk-adjusted return over the next:
A)6-10 years?
B)1-5 years?

Does your response for A) change for beyond 10 years?

I know there are way too many variables here for any ‘correct’ answers but it is still interesting to have 5i’s perspective.
Thank you. This is an awesome service!
-Trevor

Read Answer Asked by Trevor on July 07, 2025
Q: Now that Canada is ratcheting up defense spending, I am looking to invest in this sector. Here are a few aerospace defence companies I know of CAE, Magellan, MDA, Bombardier.
Would any of these stocks have potential for growth.
Would you have any other suggestions.
Thank you.
Rick and Chris Fralick.
Read Answer Asked by Rick and Chris on July 07, 2025
Q: Hi 5i
My grandson lives in U.S. and has a recent inheritance. He is asking what ho might invest in for a quite long term hold. I am suggesting a Nasdaq ETF, a S&P ETF and north American banks/financials ETF. What would be your top picks in these categories?
Read Answer Asked by Guy R. on July 07, 2025
Q: What can u tell me about this company? It seems to have a very low P/E but recently has had a bit of a pullback. I am not a holder of it but it has had a steadily rising stock price last 5 years. Would you consider it a good investment and why or why not? Thank you.
Read Answer Asked by John on July 07, 2025
Q: There is a lot of rhetoric coming out of Ottawa about going all in to boost the canadian economy with major growth projects, reduce internal trade barriers, and mitigate tariff impact. If this in fact all comes to fruition, do you think this would positively affect canadian ETF values and would this be a good time to buy into those? VDY for example.
Read Answer Asked by Rob on July 07, 2025