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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 team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!
Read Answer Asked by Ian on November 18, 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: Hi !

I refer to your monthly section of "best stocks ideas"

What are we to read in your selections: best value presently, ? best long term value ? best buying opportunity now ? best undervalued stocks ? best growing potential short term ? best long term growth ? best total income ?

It would be most helpful to know exactly what you mean by your best stock ideas.

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on August 29, 2025
Q: Hello

What is 5is shortlist preferences for these 3 sectors: Materials, Consumer Defensive & Healthcare.
* 3 USA & 3 CDA choices per would be a great starting point
Read Answer Asked by Brant on November 14, 2024
Q: These are shares purchased from your previous recommendations which have all made reasonable gains.
Which one(s) would you currently recommend? I have some cash to invest and am considering choosing from among these 6.
Regards
Read Answer Asked by Ron on August 15, 2024
Q: Good morning 5i, I've held CCL.B for a few years and until the positive results in the 1st Q this year giving it a bump it has been a slow grower. I'm considering moving on to something with more momentum. Two questions: What are your thoughts on CCL.B for the next 3-5 years?, and if it were to be sold, what are your top picks in the consumer cyclical sector, Cdn or U.S. for growth and ideally a small dividend? I already have ATD and BYD.
Thank you
Read Answer Asked by Lois on July 15, 2024
Q: How would you rate these stocks for maximum growth?
Thanks, Peter
Read Answer Asked by Peter on April 26, 2024
Q: Hi Peter and Team,

What is the long term value of CCL.B? With the recent quick rise in the stock price tied to decent earnings, it looks like its at the top of the range it has been trading in since about 2016.... I think we've been holding this in the 5i model portfolio since 2010 which is great.

I am wondering if we have realized most of the potential here and this money could be redirected elsewhere that has a higher differential between the current price and the long term value?
Read Answer Asked by Marc on February 26, 2024
Q: What would you view as being the top Canadian compounders over say a 10-15 year period. I'm thinking CSU and ATD. What others for investors that want compounding growth over many years.
Read Answer Asked by Gerry on February 16, 2024
Q: Greetings,

My first purchase of CCL.B in May 2017 was just before the stock split. At the time it was $63.3 per share. I have earned approx $1200 in dividends and am currently down around $600 based on current share price, and up $600 overall. Can you please remind me why I should continue to hold this stock. My patience is beginning to wear thin. Many thanks and my apologies if my expectations are not reasonable.
Read Answer Asked by Kelly on January 31, 2024
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