Investment Q&A

Q: Everyone, what is your biggest regret about investing? Clayton

Q: I am over weight on CSU, WXM, DSG, and SHOP and under weight AW, BEP.UN, KXS, BYD, PBH, and LMN. How would you rank these 6 where i'm under weight to add to in 2025? Are any recommended to hold or sell?

Q: Could you share 2-3 ideas that have the potential to replicate the historical performance of CSU and why you believe in them, CDN or US, or both. Thanks

Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim

Q: Hi there, I’m curious to know what you look for in a true compounder. What are the key metrics that catch your eye when analyzing a company and how they make use of their cash.

Q: With new funds, looking to allocate for growth - but bearing in mind risk.
Which ones would you focus on [what's their "add"], with your expectations over 3+ years, and entry prices.
Thanks

Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.

Thank you,

Yves

Q: I see a few people asking about when to buy CSU. As you said, historically speaking, there has never really been a bad time to buy this stock.

Each year, I max out my TFSA contribution in January and I buy as much CSU stock as I can (started buying at $600/share). I started doing that years ago based on your recommendation and it's one of my biggest gains. I'm up massively and I never think once about what the price is when I submit my buy order.

There aren't many stocks like that in my portfolio but I stand by CSU.

Robert

Q: Hello

We own all these names with decent weights.

With a good comfort zone with position size, what would be a decent price level to add ?

Thank You

Q: Hello, at this point in time, is CSU still a buy at the current price? What makes the price go up as relentlessly as it has been the past 5 few years? Thanks!

Q: Hi 5i,

I am new to investing and I know CSU is a favorite 5i pick. With the share price so high, do you think it would ever split? Or are fractional shares the best way for a smaller investor to invest?

Thanks

Q: I am considering selling CSU and dividing the proceeds 75% to LMN and 25% TOI as I already have a partial position in TOI. Your opinion please.
With appreciation,
Ed

Q: Continues to move north. Anything on your radar to account for this?

Thx

Q: What is the best buy today, only one.
Thanks Again

Q: I’m hopeful that 5i can help with sector rebalancing in our combined accounts. Portfolio Analytics currently indicates that Technology is now 20.85% of our portfolio, but recommends a target of 16%.

Of course, this is due to 5i’s recommendation of CSU, which in turn led to positions in LMN and TOI. We’re certainly grateful for this!

In addition to the three stocks cited above, we also have positions in these ETFs, followed by the percentage weighting in the Technology sector:
XCS - 4.68%
VEF - 10.37%
VFV - 33.77%

Is this overweight position in Technology something we should be concerned about? If this was your portfolio, what would you do? We are seniors (76 and 81), and both of us have defined benefit pension plans.

Thanks as always for your insight.

Q: Hello Peter,

At times you have stated "turnarounds seldom do" and I look at the future prospects of our Canadian economy thru that lens if the current gov't remains in power.
Could you list the sectors (and co's) that would be indifferent to and thrive in an imbecilic fiscal environment?

Thank you

Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?

2) Can you pick 6 stocks that you think should do well for the next 5 years?

Q: Good morning, I have some new cash to invest in all of my accounts. Could you give me the three stocks that you would add to first in all three of your portfolios?
Thanks, Rod

Q: What are your current top 5 US and Canadian growth and value stocks to purchase for long term?
Thanks

Q: At what price would you initiate a full position in the following? Thanks!