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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: Good Day,

With the end of the year approaching and the US poking the tarriff bear again (pun... intended?), do you see more selling/profit taking coming in the end of the year?

It seems many names have either been hit by these latest developments, have unsubstantiated short report attacks, or have no news declines. What are some of your favourite names right now that have solid outlooks/execution and some real potential for strong recovery? Say 10 names, mix of Canada and US with attractive entry prices?

Secondly, what would be your main buy targets likely to see tax loss selling? What would be an attractive entry price for them?

No need for megacap names, I'm well represented there.

Thanks!

James
Read Answer Asked by James on October 16, 2025
Q: I have a smallish position in GSY which I should probably either Add to or Sell after one or more quarters. The recent Reports on GSY and PRL got me looking at longer term performance of both companies. The Report states that GSY has grown EPS at > 28% per year for a decade. However, most of that earnings growth occurred 5+ years ago. Annual EPS since 2021 is only up approx 15% - not per year but in total over 4 years. Over the same period revenue has doubled. Can you comment on why EPS growth has lagged revenue growth over the mid-term, and if/when those issues might be behind them?

GSY being much larger than PRL may be a factor. GSY has issued new equity over the period but the amount does not seem to be significant. PRL over the same 4yr period has tripled revenue, with EPS up almost 7x.
Read Answer Asked by Paul on October 16, 2025
Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry
Read Answer Asked by Larry on October 15, 2025
Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry
Read Answer Asked by Larry on October 14, 2025
Q: Roughly a month ago, I finished building a small, but "full" position. (2% vs a blue chip 4-5%).

I know you are not a fan of averaging down, but with the "GSY-short report sympathy decline", would you make an exception here and add more to PRL?

If so...and trying to avoid "catching a falling knife", at what price would you add at? When I look at the technicals, to my amateur eyes it looks like $23-24 has some support. Be more patient and wait for that price to come?

Your thoughts?.....Steve
Read Answer Asked by Stephen on October 14, 2025
Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets
Read Answer Asked by jean 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: Hi 5i: I have a full position in BN. Thinking of selling partial positions in BAM or BIP and/or PRL. In addition to add to the torque of RIFs considering adding partial positions in ZDC, VHI and ELVA. Please rank the order of the sells and the order of buys. Your opinion on this strategy is much valued. Thanks

Tom
Read Answer Asked by Tom on October 06, 2025
Q: Big banks TD and RY trim and add to GSY and PRL. Is it time to begin ---- wait ----or not at all?
Read Answer Asked by joe on October 06, 2025
Q: Hey 5I

Seeing how PRL is in a bit of a spiral for all the reasons you've recently mentioned, I am contemplating selling PRL and buying EQB with a plan to but back into PRL when it turns around. What do you think?

Carl
Read Answer Asked by Carl on October 06, 2025
Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.

There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?

Thanks!
Read Answer Asked by Connor on September 29, 2025
Q: I need to raise some capital. Please advise in what order you would sell these equities. Are there some you would not sell? I am more of a income investor.
Read Answer Asked by David on September 29, 2025
Q: Hello Team,

Looking at adding some funds to CAN stocks I already own, are you able to rank these in order from 1 to 14 based on a 3-4 year hold, I'm not worried about company size or industry. Thanks!
Read Answer Asked by Kevin on September 29, 2025