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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: 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
Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram
Read Answer Asked by Ray on January 27, 2025
Q: Can you give your outlook on NOA for 2025? Any names you’d consider over it?
Read Answer Asked by Matt on January 23, 2025
Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!
Read Answer Asked by Keith on January 20, 2025
Q: Could you comment on STN.TO vs WSP.TO

Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?

Thank you
Read Answer Asked by Colleen on January 20, 2025
Q: Hi 5i,

Advice please - I am down almost 50% with MG; it accounts for 7% in a LIRA account. Do I hold faith it will rebound at some point or cut my losses? Cannot touch LIRA for another 15yrs. Thank you!
Read Answer Asked by Julie on January 14, 2025
Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY
Read Answer Asked by Garth on January 10, 2025
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