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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 group i own the above stocks and have some cash to deploy. pick out 10 core holdings c/w with order to buy and entry price. I am in no rush but want the buy list ready for any opportunity that pops up. Thanks for your help
Read Answer Asked by Terence on March 19, 2025
Q: Have some cash to deploy and redeploy. What would be your 10 absolute top conviction picks for long term capital appreciation? Thanks!
Read Answer Asked by Dale on March 18, 2025
Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).

If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?

If you were to sell please rank from high to low which of the current securities in the account you would recommend.

Read Answer Asked by Simon on March 17, 2025
Q: How would you rank for purchase of ALA, BEPC, EFX, EIF, EQB, MFC, NA, NPI, NTR, PSI, SOBI, SOB, SU, WSP for a income focused portfolio?
Read Answer Asked by David on March 10, 2025
Q: I need to raise some money and own these stocks in an investment account, VGG is about 50% of the account.
I would like to sell 1 or 2. In your opinion which 1 or 2 should I sell?
Read Answer Asked by Stephen on March 10, 2025
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Read Answer Asked by Kim on March 07, 2025
Q: Now that WSP has also reported, could you please give a short update on your answer today? Given STN's results, what do you think is better to open a position in: STN, or WSP at the moment? Thank you
Read Answer Asked by Pongs on February 27, 2025
Q: All three companies reported yesterday. Can you review results for each with special attention to any strengths/weaknesses? Any surprises? Outlook for stock performance going forward? How strong is 5i's conviction in each (rate out of 10).
Read Answer Asked on February 27, 2025
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
Read Answer Asked by Derek on February 25, 2025
Q: Thank you for your recent counsel on Trump tariff vulnerable stocks in my portfolio { Sold TFII for $186.50 before the earnings disaster . Bought it for $43 } Woo Hoo ! 5i rocks ! ....

I'd like a little clarification if possible .... In a question this morning on WSP and tariffs, 5i's response was " could be vulnerable to buy American " . When I asked the same question the response was " should be okay " .... Could you clarify ? As I really believe Trump is going to do what he said ..... If it's vulnerable it will be sold ....... Thanks for your terrific service ......
Read Answer Asked by Garth on February 25, 2025
Q: In the last while, 5I answers in this forum have indicated that WSP is at risk from the potential of tariffs; the background for this appears to be that the company is considered an industrial, a sector that is exposed. But doesn't WSP provide services, which seemingly would not be the subject of tariffs? And isn't a large of their work in USA or abroad? Can you please detail your analysis of this? Many thanks for your excellent service.
Read Answer Asked by Leonard on February 24, 2025
Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom
Read Answer Asked by Tom on February 21, 2025
Q: Hi, I'm seeing what appears to be rather large moves in these two stocks, so am wondering what I'm missing. Or are these sorts of daily movements going to be the "new normal" going forward? I'd like to hear your thoughts - thanks and keep up the great work!
Read Answer Asked by Dawn on February 18, 2025
Q: I plan to reluctantly trim CSU from 15% down to 10%. I have sufficient LMN, TOI and WSP. Can you give me 3 growth stocks to consider for my TFSA with the CSU proceeds? I tend to be a long term investor with not many trades.

Thanks for the tremendous service!

Doug
Read Answer Asked by Doug on February 14, 2025
Q: Hi Peter and Team,

Our Industrial holdings are too high, considering their vulnerability to the “Trump tariffs”, as you suggested in a question today from Shirley.

In what order would you reduce or sell any of these stocks? This is a daunting task, as I like them all, and they are among the “cream of the crop” in this sector.

I’m planning to use the proceeds to buy some US small and mid-cap ETFs and would appreciate any Canadian domiciled ETFs that you could suggest.

Thanks for your insight.
Read Answer Asked by Jerry on February 13, 2025
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