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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: Hi Guys,

Please rank the following stocks in order of highest conviction, Tsat, Elva & Mda. Inside my portfolio, they are all around 1%.

Thanks

Jim
Read Answer Asked by jim on March 17, 2026
Q: Morning 5i,
I have done well with MDA in a TFSA account and would like to sell half and place the proceeds in a name or two (or three) that will benefit from Canada's recent emphasis on defense and both economic and northern sovereignty, as I believe these themes are both real and durable. Do you agree with the thesis and, if so, could you please provide a list of the names you think best placed to benefit from Canada's recent dramatic change in national philosophy?
Thanks 5i,
Peter
Read Answer Asked by Peter on March 17, 2026
Q: How would you rank the listed names today for new TFSA additions?
Read Answer Asked by Andrew on March 16, 2026
Q: What is your top 5 Canadian buys in order at today's price for each
Small cap
Mid cap
Large cap

Thank you
Read Answer Asked by Jane on March 10, 2026
Q: Hi, I always like your options about valuations. With this diverse group of stocks, please rank the order in which you'd initiate a position today, with a short explanation why. Thank you.
Read Answer Asked by GeeMac on March 03, 2026
Q: With the increasing focus on the “space race” and ongoing defense spending innovations I am looking for promising investment candidates to take advantage of those themes.

Could you please provide your assessment of Redwire as an investment option.

Thanks as always,

Dave
Read Answer Asked by Dave on March 02, 2026
Q: Please rank these growth stocks for a hold over the next 3 years.. After reading some of your comments I am thinking of selling GRID and replacing with ELVA. Other suggestions would be appreciated. As always thanks for your insights. Stephen
Read Answer Asked by Stephen on February 27, 2026
Q: Do you consider these all industrial?

uri ens grid.to png.v mda.to vrt stn.to gpgi wsp.to tri.to krmn eose ceco zdc.to axon

If so, what would your current ranking be? Or if it's a better question, what would your ideal 5 stock portfolio be?
Replace with other industrial stocks as desired.

Would you agree that industrials look good going forward? And any preference to Can/USA focus for the sector right now?

Read Answer Asked by Kel on February 23, 2026
Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.
Read Answer Asked by Dan on February 20, 2026
Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?
Read Answer Asked by michael on February 18, 2026
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
Read Answer Asked by Merrilyn on February 17, 2026
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Read Answer Asked by Andrew on February 17, 2026