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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: CN Rail stock has retreated to $140 from a high of $154, over past 4 weeks.

It dropped 4%, in Tuesday's trading.

Is there any company specific reason to worry or it's the Transports/Market in general ? Do you expect the trend to reverse anytime soon ?

Could you also explain the relationship between Oil prices and rails ?

Thank You
Read Answer Asked by rajeev on March 18, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.
Read Answer Asked by Stephen on March 13, 2026
Q: Greetings 5i, would you add to an existing position in TFI International or start a new position in Canadian National Railway? Would doing both provide good diversification in transports or would you look at something else? ? Thank you.
Read Answer Asked by Barbara on March 11, 2026
Q: Recently we have seen many blue chip stocks that had done really well pull back.

Companies like RBC, TD, BN, SHOP, MFC, CNR, CP, JPM, GOOG, MSFT, BRK, and others…

What are your favourite five Canadian and US large cap names that have pulled back recently? Would you be a buyer today or would you wait until the market settles a little?

Thanks
Tim

Read Answer Asked by Timothy on March 10, 2026
Q: Hello 5i,

We are nearing our max contribution to our TFSA's by transferring excess RRSP funds. We have never used a non-registered account. Can you suggest 5-10 stocks that should be in a non-reg account and why they are best in a non-reg over a TFSA Would you add GLXY or ETHQ to a non-reg due to volatility?

Thank you

D&J






Read Answer Asked by Jerry on March 05, 2026
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
Read Answer Asked by Dick on March 03, 2026
Q: CN Rail stock seems to have benefitted from the HALO theme as well as business prospects turning for better, after lagging the market for almost 18 months. The shares have gone up 15%, within a short span of 4-5 weeks.

Does it make sense to initiate a New position at current levels $150-$152 ( 52 wk high) or wait for some pullback/consolidation ?

Thank You
Read Answer Asked by rajeev on February 26, 2026
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon
Read Answer Asked by Sheldon on February 25, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.

Can you speak to the management of each company? Which is the better long-term hold?
Read Answer Asked by Kevin on February 17, 2026
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
Read Answer Asked by John on February 13, 2026
Q: CN Rail shares were added to the Income Portfolio, Today.

If you decide to add exposure to rails in the Balanced Portfolio, which Canadian rail would be your preference today and why ?

You had mentioned before that CNR has a cheaper valuation and good dividend yield. But, I would appreciate your reasoning to cover other factors like future growth prospects, geographical considerations and total shareholder returns, as well.

Thank You
Read Answer Asked by rajeev on February 13, 2026
Q: " AI-focused logistics firm Algorhythm Holdings said its SemiCab unit boosted customers' freight volumes by 300%-400% "without ‌a corresponding increase in operational headcount."

The above AI powered logistics tool news caused a havoc among most Trucking and Logistics stocks resulting a drop of 10-20 %, in Thursday's trade, giving back all gains of last few weeks. Dow Jones Transportation Index was down 4%, today.

Do you see this as a long term threat to the sector ?

I am curious to have your take on whether this news/AI scare could impact rail stocks also, in any way.

We were planning to initiate a position in CNR, but not sure, if the move warrants a caution in near term.

Thank You

Read Answer Asked by rajeev on February 13, 2026
Q: Hello, what would be your top 2 picks for a med to long term hold.


Thanks
Read Answer Asked by Valter on February 10, 2026
Q: What are your current favourite Canadian 'low worry' stocks from any category? Please list as many as you like! Cheers.
Read Answer Asked by Robert on February 09, 2026
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