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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: I have very limited to zero holdings in Consumer Defensive and Cyclical. Could you explain the difference between Defensive and Cyclical and recommend how best to invest, either individual stocks or ETF.
Many thanks,
Ralph
Read Answer Asked by ralph on October 31, 2025
Q: Hi, it seems that for several months, many analysts have considered Dollarama to be overvalued. However, the price is about 5% lower than when it hit its high in June. I already have a half position, and wonder what you would consider a good entry point? Thank you for your service!
Read Answer Asked by GeeMac on October 29, 2025
Q: Based on what happened to companies in the recent pullback are there any of your favourite Canadian growth stocks that provide better investment opportunities today than they did last week? If so, please list them in the order that you would purchase them today.
Read Answer Asked by Les on October 27, 2025
Q: My total allocation in my portfolio is currently at 16%. However, it is inverse what the asset allocator recommend with nearly 4% in Cyclical and over 12% in Defensive. Would you recommend shifting some within Consumer? Do what extent does this matter since the boundary between both seems somewhat artificial? FYI - I own ABEV, BKGN, DOL, FDP, SAP all in my RRSP. If you recommend that I shift into Cons Cyclical, what would recommend as of today for my RRSP (US and CAN)?
Read Answer Asked by Patrik on October 14, 2025
Q: Each of these have fallen below 1% percent of total portfolio value in my non-reg account. What order of preference would you suggest for adding to top up? Altrnatively should any go or should there be a new addition? I am low in consumer cycles, comms and health.
Read Answer Asked by William Ross on October 08, 2025
Q: I have some money to deploy in my partner's TFSA and RRSP, and they currently have the following holdings. As we move towards retirement, the objective is to hold more income and defensive stocks. What three might you add today, and what three would sell from this list? Thank you for your insights.
Read Answer Asked by kevin on October 03, 2025
Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.
Read Answer Asked by Walter on September 24, 2025
Q: What are your top Canadian picks in:
Healthcare
Consumer goods and services?
Much appreciated. ram
Read Answer Asked by Ray on September 19, 2025
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue
Read Answer Asked by Susan on September 11, 2025
Q: ATD has not really done much for some time now. What stock would you recommend to replace it at this time.
Read Answer Asked by shirley on September 09, 2025
Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service
Read Answer Asked by joseph on September 04, 2025
Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you
Read Answer Asked by Edward on September 02, 2025
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
Read Answer Asked by Bruce on August 28, 2025
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.

Also please recommend ETFs that mainly invest in companies with the above criteria?

Thank you
Read Answer Asked by Ahmed on August 22, 2025
Q: Hi 5i, Based on portfolio analytics I am underweight consumer defensive and overweight industrials. I'm thinking of selling my CP and buying DOL for a long term hold. CP has been a laggard in my portfolio over the past four years. I realize DOL is expensive and earnings are next week. Would appreciate your thoughts on this switch. Thanks
Read Answer Asked by Martha on August 22, 2025
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