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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 am thinking about starting a position in each of these companies: PRL, DSG, CLS, WSP & KXS. Any concerns or is there anything I should be aware of before pulling the trigger? Thank you in advance for your consistently excellent counsel.
Read Answer Asked by Paul on May 12, 2026
Q: Stantec and WSP seem to be consolidating at recent levels - are these "growthy" enough for a TFSA and if not, do you have alternatives in the Industrial space either in Canada or the US? Thanks!
Read Answer Asked by Michael on May 11, 2026
Q: There is increasing media coverage of the fact that data centres are gobbling up huge amounts of water and electricity. Communities in the US are now banning their construction fearing water shortages and higher power rates.
I assume industry is starting to look at these issues. I know it is very early in this game but are there companies dealing with these matters that one could start to review and analyze ? Thanks. Derek.
Read Answer Asked by Derek on May 06, 2026
Q: Hi Peter & 5i Team,

If one owned these four Industrial stocks: ARE, STN, WSP, and BDT, please rank them (BUY more, SELL and HOLD). Briefly comment on the rationale for each.

As always, many thanks for your assistance.
Read Answer Asked by Jerry on May 05, 2026
Q: Hi Peter & 5i Team,

I know that you like stocks with momentum. In the Industrials sector, our major holdings are WSP, which has been held for a long time, and STN, held for less time, and I'm somewhat disappointed in its performance. Please comment on these three possible scenarios:

(1) Wait until May 13 when BDT and STN post their earnings. BDT is presently displaying excellent momentum. If prudent, sell some or all of STN to deploy into BDT.

(2) Realizing that WSP is currently under pressure and trading at a reasonable price, sell some or all of STN to deploy into WSP.

(3) Perhaps 5i may have a better idea.

Thanks as always for your valuable insight.

Read Answer Asked by Jerry on April 22, 2026
Q: Hello everyone, could you please rate for each on a scale of 1-10 with 10 being the highest on the scale. With a brief reason for your rating.

WSP
PBH
PET
KITS
FC because of the deal with GFL

Thank you kindly
Read Answer Asked by Paul on April 20, 2026
Q: Hi to all. For a GARP long-term investor, what are your recommendations today, 5 can securities & 5 US stock exchanges securities.
Please no defense titles. Thank you
Read Answer Asked by Djamel on April 20, 2026
Q: Looking at some of the construction/engineering stocks. Since early summer of 2023, the larger companies STN and WSP are up about 50% and 30% respectively, but the smaller companies ARE and BDT have been massive winners, as ARE is roughly 4 times what it was then, and BDT is roughly 6 times what it was, gains of about 300% and 500%. Is the vast outperformance from ARE and BDT just a case of smaller companies being able to grow faster, or is there something fundamentally different in their businesses? Dol you think that ARE and BDT will continue to outperform STN and WSP?
Read Answer Asked by Dan on April 15, 2026
Q: Long term owner of WSP, with a full position. Started buying WSP in 2014 @ $37. Long term believer that WSP will rebound from it's current price of around $220 and resume it's "up and to the right" trajectory.

Going to trim some (again) from my Cash account for a capital gain. At the same time, I plan to buy some in my TFSA. My understanding is there are no CRA issues with this plan, as it is a capital gain and NOT a capital loss situation.

Please confirm....thanks....Steve
Read Answer Asked by Stephen on April 12, 2026
Q: Do you see many blatantly mispriced equities in the North American market today?Granted there have been strong price pullbacks in several sectors but could some of this just be multiple contraction on overpriced stocks that investors were previously chasing to overpriced levels?

I'd like to ask if you have 2 ideas of Mega or Large Cap US Technology stocks that are blatantly mispriced (too cheap to explain) and also the same for 2 Non Tech US or Canadian stocks Large Caps.

Thx for your help.
Read Answer Asked by Craig on March 31, 2026
Q: Energy is obviously trading at a premium, given the current conflict, and with this in mind I was thinking of taking advantage of the bump and trimming my CNQ and SU positions. While I don't have any concerns about the companies, it would seem to make sense to monetize some of those gains. That being said, the current conflict has obviously impacted other sectors and companies negatively. What are some opportunistic buys (in your opinion) of companies that are currently depressed by the current conflict, but whose balance sheets and business models are sound, and who will probably do fine over the next 5 years.
Read Answer Asked by Mike on March 31, 2026
Q: I bought ATRL late last year. For a while it was gaining bit by bit. Now it is losing steam. It looks as if it should be a good buy. What do you think?
Read Answer Asked by christianne on March 30, 2026
Q: Overall, my portfolio is very balanced, but I have gone with higher growth in my TFSA. I hold GOOG, META, NVDA, NBIS, BN, AXON, MELI, LMN, and ZEO. What is the max percentage of the TFSA that you would hold in GOOG and NVDA? Could you suggest some new stocks with good momentum that would balance out my holdings? Thanks.
Read Answer Asked by Kim on March 30, 2026
Q: What are your three best midcaps and large caps with reasonable dividends? Am i too late to the parade?
Read Answer Asked by Geoff on March 24, 2026
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