Investment Q&A

Q: For a portfolio overweight in Tech, which would you suggest trimming? The highest weights are VGT and NVDA, with less in GOOGL and MSFT, and a small portion in each of CSU and SHOP. Thanks for all you do!

Q: I noticed Morningstar believes this may be a winner in 2026 - what is your opinion, and if a buy, what price looks attractive.

Q: I bought this stock last summer and I'm down 18%. My plan is to hold it long-term, and based on this, I was wondering if it makes sense to add to it.

Q: What would be your top 3 choices if you were buying Canadian ETF’s that hold USA tech companies including those with an AI focus?

Q: I am looking for 6 undervalued stocks in the Canadian market. What would be as your top 5 picks in order of upside potential. I am interested in some of them to have dividends.

Q: I have an incorporated business investment account. There will be no new money coming in and I will not need the money for five to ten years. Currently, I have roughly 5% in each of CSU, SVI, WSP, MELI, and TSLA, and 10% in ZSP. The remainder is split between EIT and FIE, whose distributions are primarily capital gains and eligible dividends. Would you have some suggestions on how to tweak the portfolio? Thanks.

Q: Today I received an email called Chart Attack.

Of course I've recieved them before but never made good use of them

I'm sure a lot of work has gone into it by 5i and was just wondering how would you suggest your subscribers use these to influence/improve their investment decisions.

Thanks

Sheldon

Q: My daughter is starting her TFSA. I have suggested a couch potato strategy to start - can you recommend a good all in one ETF that rebalances and any suggestions for 1-2 buy and hold Canadian stocks if she wants to try that out too.

Q: I am a big fan of Anduril, their mission and their CEO. The company will probably IPO in 2026. I would like to become a shareholder, but not at any price. Perhaps it starts trading up big on the IPO. What strategies would you suggest to establish a position while protecting myself from overpaying.

Thanks

Q: With the Canadian government meetings in China -looking positive - do you see any specific companies that will opportunities in the EV space or any others?
Thanks.

Q: I am assuming CPX was down Friday on heavy volume in response to Trump’s initiative to impose a cap on residential price increases, and require tech companies to pay for their own power centers . There was a concurrent selloff in independent US listed power companies as well.
How much exposure to the US market does CPX have?

Q: I realize that shareholders of record on 15 January will receive the annual dividend of US$15.00 per share. That said, any reason for the stock to fall C$134.00 the following day? The Canadian dollar is weak but c'mon now.

Thanks as always.

Q: It's almost too good to be true. I have owned HMX for 2.5 months and have a 5.82% share price gain on top of the monthly paid12% (annual) dividend. I understand that the underlying sector - financials - has been on a hot roll. Let's assume that banks were suddenly flat. How would that impact the share price performance and their ability to sustain the lofty dividend? i.e. can this potentially be a long term hold or am I just riding a wave?

Secondly how do you feel about the two sister ETFs HDIV and UMAX?

Thank you

Q: I have a very large position in the 5 big Canadian Banks. How can I hedge my position in the event of a decline this year (and longer). Thanks.

Q: . This mining company stock has been going straight up. can I have your thoughts.

Q: Hi 5i. My son owns some Shop and Nike in his small RRSP account. What would you recommend as 1 or 2 stocks to add, and 1 ETF to add. This is for the long term as he is 32. Thx

Q: Hello Team 5i & Everyone,

Please share if you think this will be of help to other members (and not unintentionally hurt them), I thought that I would share what price levels I’m watching the CSU family at for a reaction. But at the end of the day it’s just a guess:

Lumine - It sold off the hardest initially, so it may recover first. There was a strong reaction as soon as the price action dropped just below $23. Someone likes that price and immediately bought enough to stop and reverse the sell off. Therefore, if the price action drops below $23 again I am going to watch and see what happens. What I would like to see is price go slightly lower than before and then bounce back up quickly like before, and maybe even start a bit of a rally.

Topicus - There was a strong reaction when price dropped just below $109 on Thursday that looks similar to Lumine’s $23 level on the chart, so I’m watching to see if the price action consolidates around the level that it is now. There’s also a gap fill at $104 that I’m also keeping an eye on.

CSU - I’m watching to see what the price action does if it gets down to the $2,700 (or even the $2,500) level and if there is a reaction around there.


A sell off this dramatic is like trying to stop a freight train, the same way the market sells off at the end of a bull run. It will take time, but as long as the fundamentals of the company justify it then institutional buyers will step back in at a price level that they like the potential risk/reward of and provide support for a bottom where they will start accumulating. When I see that, I will look at adding to my position. (Take a look at the chart for BCE if you’d like to see an example of this.)

Hope everyone is having a nice weekend!

Sandra

Q: What happens to the market canadian and us it trump replaces Powel with one of his studges.

Q: Hello Team,

I don't currently own any of the noted stocks, can you rank them in order in which you would purchase today based on a 2-3 year return. Thanks.

Q: What is the best way for a Canadian to invest in Rolls Royce. What is the best symbol to use.