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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: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton
Read Answer Asked by Clayton on December 09, 2025
Q: I receive DKAM quarterly newsletter. These 5 stocks (MDA,PRL,VHI, ZDC and E) they are high on for various reasons for 2026. If you agree, which ones should I add to my TFSA and why?
Thank you,
James
Read Answer Asked by James on December 08, 2025
Q: I am a conservative dividend investor. However I have about 3% of my investments in high risk high reward stocks all in a TFSA account. I have made adjustments to this account and am thinking of adding one or all of the listed stocks. Propel, Kneat, Lumine and 5N Plus. In what order would you purchase the 4 listed stocks and do you have any recommendations that you would purchase before these 4 for a high risk reward account.

Wayne
Read Answer Asked by Wayne on December 04, 2025
Q: What order would you buy today based on current prices?
Read Answer Asked by Chris on December 04, 2025
Q: Hello, Can you please share your thought on below scenario. LMN/PRL are my favorite. if you have any comments or suggestions please let me know

1. is it too late to sell LMN for Tax loss selling? take some loss for the tax? and switch to PRL ?and buy back after 30days?

2 just sell 50% of LMN? and switch to PRL ? and buy back after 30days?

3.do not go into switching game. just stay with investment

Thank you!
Read Answer Asked by Maulik on December 03, 2025
Q: Hello 5i Team

With the buyout of LB at $40.50, which will occur Q3 2026 and current share price around $39.90, is it better to sell or to wait out the nine months to closing and collect 3 x $0.47 dividend plus sale price equal to $41.91.

Second, if I was to sell today, which would be the best purchase:

EQB
GSY
PRL

or allocate one third of the sales proceeds to each?

Thanks for great services 5i provides.
Read Answer Asked by Stephen on December 03, 2025
Q: hi 5i
Just heard that PRL will become their own bank in USA i believ and stock seems to be up on the news..... How does this effect the company going forward.....good news, great news?
Currently have a small position with a view to averaging down....is this being a bit short sighted or would you wait ?
Just wondering
thx
Read Answer Asked by jim on December 02, 2025
Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?
Read Answer Asked by Todd on November 28, 2025
Q: A number of Small/Mid caps seem to be finding a bottom and rebounding nicely over the last week.. I have small positions in these names, what order would you be adding to these names at current pricing? Is there any you wouldn’t add to?

Thanks
Tim
Read Answer Asked by Timothy on November 27, 2025
Q: Good morning,just looking for your best guess on when the tax loss selling might possibly be over and a good time to purchase some bargains,I realize it’s impossible to exactly pinpoint a day just looking for a general timeframe although the exact day would be nice LOL of these 3 stocks which has the best chance for recovery in 2026
PRL,KSI or NCI Thanks
Read Answer Asked by Greg on November 26, 2025
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Read Answer Asked by Yves on November 25, 2025
Q: I've developed my own list of tax loss selling candidates some of which are common to your list. In what order would you purchase and are there any that you would consider a value trap or worse?
Read Answer Asked by Brendon on November 25, 2025
Q: Thank you for the recent flash update on several companies that have experienced a large decline in the last few months. Your reports reaffirmed the solid foundation of these companies. Also nice to see a bit of a bounce upward of these companies,
Thanks Stephen
Read Answer Asked by Stephen on November 24, 2025
Q: Hi 5i Team - I am having some difficulty deciding whether to sell or hold onto my shares of Propel. Could you summarize the reasons for its decline as well as the potential for recovery over both the next year and longer term. Do you have confidence in the ability of management to do this. There are certainly many developing opportunities in other companies to use the money if I were to sell. Thanks.
Read Answer Asked by Rob on November 20, 2025
Q: I hold these in registered accounts and am down approximately 20% for each stock.For a 2-3 year time frame would you buy/hold/sell at this time?Would your answer change if asked in January?
Thank you very much
Read Answer Asked by John on November 18, 2025
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: Would u suggest one should add position to these stocks, or will dollar cost average is a better option. What would be a good entry price suggestion, thank you for your great service is this turbulent time
Read Answer Asked by DAVID on November 18, 2025
Q: If you held GSY and PRL in a taxable account and were down about 35% on each. Would you sell to claim the tax loss and buy back a month later? Or if there a decent risk of either going up in the next month? Thx
Read Answer Asked by Adam on November 17, 2025
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