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: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.
Read Answer Asked by Paul on July 31, 2025
Q: I hold partial positions in listed stocks. I would like to reduce and have a more concentrated sector holdings. Please advise those that can be dropped in favour of increasing the remainder and adding XLI for larger industrials. Could you rank with weights. What sector weight would you advise for total US and Cdn industrials? Thanks
My last question about ranking my industrial sector holdings, I omitted to add HEI and TDG. Hope you could add to your reply. THx
Read Answer Asked by sam on July 28, 2025
Q: Hi 5i,

I am Canadian and holding the above stocks. I am so upset that brk.b not do well these days, because I am holding 2/3. 1/3 are holding the rest including RY, TRI, CNR, CP, ENB, DOL. would you please comment above stocks. I am not an aggressive person but look for re-balance to get better sleep.

Many thanks.
Read Answer Asked by kwokwai on July 15, 2025
Q: Which industrials in Canada and US are worth buying at the moment?
Read Answer Asked by Peter on July 14, 2025
Q: Those excellent Cies, and others in various sectors, could be significantly punished if the US law bill 899 were adopted by the US senate with no change..Curiously, the valuations of those Cies are not compromised to this day , maybe because it is still too early, and that all this would only start in early 2026....What strategy do you suggest concerning all Cies that have significant US revenues in general ,before any official US senate confirmation? Your point of view shall be extremely appreciated !
Read Answer Asked by Jean-Yves on June 10, 2025
Q: I have funds to deploy and would like some exposure to the transportation sector with a 5+ year time horizon. Capital appreciation is more important than dividends.

Given the unpredictable tariff environment with the U.S. and current inflation problems, would either CNR or CP be a good bet?

What would a good entry price be for each of them?

Thank you.

Read Answer Asked by Cathy on June 03, 2025
Q: I believed that these 4 North American railroad Cies constituted a relatively safe investment ,considering the present world uncertainties . I invested during the last 5 months and losses on paper are now up to 25 % . Any suggestion / impression for each Cie, my goal being financially safe Cies . I always greatly appreciate your very pertinent feedbacks, J-Y
Read Answer Asked by Jean-Yves on April 29, 2025
Q: Good day! Many thanks to 5i providing a rudder (and sometimes an anchor) on this rollicking journey.

I have been slowly accumulating CNR for the past couple of years and am now considering whether CP is better positioned over the next decade. I am currently down 8%.

Can I get 5i’s opinion on CN vs CP given each company’s
-past performance,
-quality of management,
-valuations,
-EPS growth projections
-CAN-US trade gyrations
-any other material factors

Thank you!
Read Answer Asked by Trevor on March 31, 2025
Q: Major US and CDN railroad stocks seem to do quite well except csx ,being on a constant downtrend lately , any suggestion as hold or sell ( or buy!) for a conservative dividend stock objective?
Read Answer Asked by Jean-Yves on March 06, 2025
Q: I hold these large Canadian Companies.. I realize there will be continued volatility in the market but given that these companies have pulled back, some significantly, what order would you buy these names? Are there any you would not buy?

Please deduct appropriately…

Thank you
Tim
Read Answer Asked by Timothy on March 05, 2025
Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom
Read Answer Asked by Tom on February 24, 2025
Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 29, 2025
Q: Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations in retaliation for our DST and UTPR according to tax experts here. What Canadian companies are most at risk for this?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 28, 2025
Q: Hello, I am wanting to increase my TFSA Industrial sector from 12% to 15%. I presently hold ATRL CP MDA and DRX. Which would be better addition RTX or ATS? Another thought is add RTX and replace DRX (down 30%) with ATS. I do hold for longer term. Thanks for any comments.
Read Answer Asked by Roy on January 22, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!