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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: I don't really want to spend C$1.45+ for each USD cash. So to gain US market exposure, does it make sense to buy CDRs of US companies (Cdn $ version of their large cap stocks) ? for example JPM, MSFT, GOOGL, BRK.B etc.
Read Answer Asked by EDWARD on February 05, 2025
Q: Hi Peter and team,

I'm wondering how resilient TFII is in the face of prolonged tariffs (if it ever comes to that). The business section of the Toronto Star had an article with a scary introduction:

MONTREAL - Truckers say the sweeping tariffs threatened by U.S. President Donald Trump would wreak havoc on their industry as trade between Canada and the United States takes a hit.

“If these tariffs came in at those levels for a prolonged period, this could be the final nail in the coffin for many trucking fleets,” said Stephen Laskowski, president of the Canadian Trucking Alliance.

“It’s a grim picture.”

Realizing that TFII is a large company, does it have what it takes to 'weather the storm'?

Thanks for your insight.
Read Answer Asked by Jerry on February 05, 2025
Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.
Read Answer Asked by Dan on February 05, 2025
Q: I have a question about investing in physical gold. Can you please explain the differences between the MNT and PHYS? I noticed that MNT outperforms PHYS and it trades at a premium to NAV while PHYS trades at discount. The expense rates 0.35% vs. 0.41% seems to be close enough to justify the differences in performance and discount..?
Read Answer Asked by bernhard on February 05, 2025
Q: DRX continues to fall. I have been keeping it as a 3 year plus hold because of its value and possible growth due to its innovative technology. Your thoughts.

Also, are there any Canadian stocks that you were favorable on that you think investors should consider selling now that tariffs appear to be happening? Thanks Steve
Read Answer Asked by Stephen on February 05, 2025
Q: Could I have your thoughts on these three companies for new positions in our new investing environment.
Thanks Steve
Read Answer Asked by STEVE on February 05, 2025
Q: Hi 5i Team - Could you name a few publicly traded companies, besides CSU, that have no analyst coverage and have never had analyst coverage. Any market cap, any sector, U.S. or Canadian. Thanks.
Read Answer Asked by Rob on February 05, 2025
Q: Hi 5i,

I have some USD cash available, which stocks would you consider buying today for balanced/growth portfolio?

If holding longer on cash, where would you park it? Something equivalent to CSAV on US side maybe.

Thank you,
Read Answer Asked by Francois on February 05, 2025
Q: 3 month treasury TBIL any restrictions on adding or taking money out. I want to buy US to try and off set the fall in CAD. What does the 3 month designation mean. What's your 3 US equities ...Plus 3 Canadian. And short description why and in what order you like them.
Read Answer Asked by Terence on February 05, 2025
Q: OK so now we have "buy Canadian, bye American" trend. So I suppose Canadian companies could actually see a bump in sales. Are there any companies you can think of where this could move the needle in a meaningful way? Not sure how sustainable though?
Read Answer Asked by Kel on February 05, 2025
Q: Our loonie is taking a dramatic free fall. What strategies do you favour for value preservation if one holds a sizeable cash position?
Read Answer Asked by Denis on February 04, 2025
Q: how much of sales are to the us, with cfx, how much will the tariffs affect the bottom lines of forest companies. On a side note it is nice to see Canadians pulling together, I for one will try not to buy any us products I willing to pay more for Canadian products
Thanks
Auftar
Read Answer Asked by auftar on February 04, 2025
Q: Hi 5i Research team,
Follow up questions on KITS: based on transaction volume, what would the maximum number of shares you would recommend owning? In your answer you mention that KITS is expensive (good companies usually are): with what multiples would you consider it fairly valued? What impact would you expect a recession would have on sales growth? My intuition tells me that contact lens and glasses are more staples than discretionary: would you agree? Thank you for your collaboration, Eric
Read Answer Asked by Eric on February 04, 2025
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