Investment Q&A

Q: Hi 5i,

In the event of a sharp pullback in the markets, what would be your top 5 stocks that would be on your radar to purchase?

Putting aside sector/industry/US or CAD markets and with the mindset of a 5+ year hold.

Thank you,

Greg C.

Q: Can you provide your 5 top Canadian growth companies (in order) along with where (price) you think they might be a year from now and 2 years from now. For each one, please provide a quick note on what makes each company so compelling and rate each with a confidence indicator (10 highest). I understand these are your best assessments of things at this time.

Q: Markets still look somewhat overevaluated and are volatile : what sector(s) could represent an entry point with no excessive risk actually , real estate looking interesting among others ?

Q: Compare these two ETF and which type of account Registered vs Non Registered would be a better fit related to withholding tax and overall return

Q: Comments on the quarter please. Market seems angry.

Q: Good day,
1) Recommend a few US bond ETF/fund 5-7 yrs duration to invest my US cash for the next year, best return and safety.

2) Do the same for my Canadian cash, again 5-7 yr duration.

Thanks,

George

Q: Legal Software Stocks Slide After Anthropic AI Release, this was today's headline. With legal services representing 35% of TRI's revenues, their largest segment....where do you think this stock will be repriced at? What price could be the bottom, an approximate guess?
Thank you

Q: Hi Peter and Team,
What's going on with TRI today? It's down 13.15% the last time I looked. Are there any company-specific issues?
Thanks.

Q: Today I received a letter from my broker TD regarding a proposed settlement by a class action suit for purchasers of Lightspeed (LPSD) shares between March 7th 2019 and November 3rd 2021. Since I did purchase 200 shares within that timeframe I am wondering whether it is worth completing the relevant forms? Do you have any estimate of the payment which I might receive if I submit the required information before the deadline of March 4th 2026?
many thanks for your great service.
Geoff

Q: Hi, I'm reading that heavy truck sales have dropped significantly year over year - about the same as they did during Covid. I've understood this is a recession signal of sorts, because it acts as confirmation that buying of goods has slowed enough to be affecting shipping. Is this a reasonable assumption? If so I would welcome any comments and thoughts you might offer. If not, please feel free to correct any misunderstanding I have regarding this. Much appreciated!
D

Q: Is Vitalhub considered a SAAS company? If so is this a possible reason for decline or is there another cause.
Matthew

Q: Many markets around the world have outperformed the US market in the past year. Do you feel that investors have had enough of the KING and are looking elsewhere
to invest. Maybe that is why GOLD is rising.
Thanks again

Q: Would you view TDB as very comparable to XBB?

Q: As a contrarian investor, I can’t help but think the forestry sector is closer to a bottom rather than a top. If you wanted to play the sector what would be your top 2-3 ideas?

Q: Please provide a case summary for either investing in FUTU or avoiding it

Q: Everyone, I asked AI about the psychology of CSU stock price falling and below is the summary portion of the full answer, and it is a interesting response,

Clayton

Recent CSU Price Pressure – Real Examples

Here are some real movements that show how psychology plays out:

• Analyst Calls & Target Cuts
Analyst price targets on CSU have been trimmed by brokers recently, even while maintaining Buy ratings. That doesn’t mean the business is weak, but it signals caution to the market. 

• Technical Downturn
CSU has traded under long-term moving averages—a common trigger for mechanical and psychological selling pressure. 

• Sentiment vs. Fundamentals
Even when overall earnings and free cash flow remain strong—as reported in various market discussions—the share price can lag because investors are pricing in uncertainty about profitability trends or strategic direction. 

⸻

🪞 So What’s Really Happening?

When Constellation Software’s stock falls:
• It’s often fear or uncertainty driving price, not necessarily deteriorating business fundamentals.
• Leadership changes + sector narratives can outweigh positive earnings or cash flow in the short term.
• Technical trading patterns and valuation psychology can accelerate moves once they start.

In short:

The stock price can fall even when the company is doing fine — simply because investors feel unsure, reprice expectations, or shift narratives.

That’s not unusual in markets, and it’s why price moves don’t always equal financial failure.

Q: Hi 5i,

I have read through your past responses to questions regarding CCO. Based on your responses it seems that your team believes that CCO is a great company with a expensive valuation.

At what share price would you believe CCO to be a good entry point for someone looking for growth and a 5+ year time horizon?

Thank you,


Greg C.

Q: For smaller accounts looking at this new ETF - QMVP. New product but showing 200+M in AUM , what do you think as a core holding for growth?

Q: Trading well below its price when the U.S. government announced it was taking a stake in the company. Do you think it may be a good time to step in as a long term investor? Or are there lithium plays you think look better?
Thanks

Q: I have U.S. dollars to invest and am looking for an ex- North America fund like VIU which you often suggest. How about VXUS? Can you suggest a better option? It has a 3% divided yield and an mer of .05%?

Thank you during these times of tumult.