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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: Hello, how would you rate in order the above 5 companies going out 2-3 years. Thanks as always.
Read Answer Asked by Anthony on July 31, 2025
Q: Do you feel the valuation is stretched? Have been tracking results quarterly for the past 2 years and have noticed the number of stores, including Dollarcity, has been increasing while, at the same time, the number of common shares outstanding has been decreasing. I feel those 2 metrics are very favourable for the shareholder.

An option I have been considering is taking profits in DOL and investing the proceeds in CHP.UN and just compound the 5.1% yield. I recognize there is some risk with Choice REIT but it seems to one of the most conservative REITs available. The reason I am considering this option is my parents, over the course of their lives, lived frugally and saved a substantial amount of money by simply purchasing GICs and reinvesting proceeds on maturity; they never took any equity risk.

Thank you

B
Read Answer Asked by Brad on July 28, 2025
Q: Hi, I'm thinking of initiating a position in one of these. Thinking of three plus years and the highest growth. How would you rank these in order, and please give a good entry/price. Please note that I just submitted a question but forgot to include DOL and GIB.A. Thank you.
Read Answer Asked by GeeMac on July 15, 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: Hi Peter and the 5i Team,

John Heinzl on June 20 rated EMP.A as a “star” in his Stars and Dogs column in the Globe & Mail. We recently purchased a smallish amount in Empire EMP.A to round out our Consumer Defensive holdings which include COST, DOL, XST, and L.

As far as Metro MRU is concerned, it’s held in XST which also contains some of the other smaller firms in the sector.

Do you believe that the troubled takeover of Safeway by Empire several years ago is now a ‘thing of the past’, making Empire a reasonable investment, given its successful takeover of Farm Boy as well as its 51% share of Longos? Both Farm Boy and Longos are quite busy in our Oakville location.

Thanks as always for your insight. Happy Canada Day to all at 5i as well as my fellow 5i members!

Read Answer Asked by Jerry on July 03, 2025
Q: Good morning, These stocks have shown strong returns over the past 5 and 10 years. In your opinion, and looking ahead at the next 3-5+ years, which order might you choose to buy today? Please also indicate if any of these might still be a 'hold' for now.
Thank you for the service!
Read Answer Asked by GeeMac on July 02, 2025
Q: April 28th you answered Kevin ranking these stocks in this order, there has been news on some, any changes you'd make to your guess?
Read Answer Asked by Charles on June 26, 2025
Q: BN is sitting at 7.5%, AXON - BKNG are 5% and the rest are 3% positions totaling approx. 83% of my stock assets. I have some 1-2% positions in my cash account (GSY, ATZ, PRL, CLBT, HPS.a, BNS,SU, TMDX, TVK and CNQ. I'm heavy tech, financials and industrials going into H2 2025. Would you add to, remove or change anything is this was your account (assuming you're 52 and plan to retire in 8 years). Not looking for a person allocation but rather if it was you, what might you be looking to adjust, if anything. Note I have no utilities currently. Thanks and have a great weekend.
Read Answer Asked by Don on June 24, 2025
Q: I am a longterm holder of DOL. They should continue to prosper as long as they continue to execute as they have been doing.

The one concern we hear about is the company debt. I would appreciate your comments on risk going forward as it relates to this company's debt?

Thank you,

Patrick
Read Answer Asked by Patrick on June 13, 2025
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.
Read Answer Asked by David C. on June 03, 2025
Q: Do you have any suggestions for consumer discretionary buys, Canada, US or other, and is now an advisable time to jump in?
Read Answer Asked by Peter on May 23, 2025
Q: Hi 5I,
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?
Read Answer Asked by Craig on May 13, 2025