Investment Q&A

• Alphabet Inc. (GOOG)
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Q: I want to buy a CDR or a Canadian company that is not CSU.

My Question: what is your highest conviction stock that will most likely go up the most this year?

I know you don’t have a magic ball, but best guess.

Thanks.

Upvote 5

Read Answer Asked by David Michael on February 20, 2025

• TFI International Inc. (TFII)
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Q: Hi 5i, long time holder of TFII, time to move on? If not what would you do, buy more if underweight? As of writing this, it s down 28%. Thx.

Upvote 4

Read Answer Asked by Christopher on February 20, 2025

• TFI International Inc. (TFII)
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Q: The earnings call hasn't taken place yet but TFII's earnings appear to be a bust. They missed all important metrics, some by quite a bit. After the call, can you comment on this and does management have a good response to the weak quarter. In your response to the initial question, you gave numbers but little commentary. How bad would you rate the results? Can you assess the future? Has the lustre left the room? TFII has been a great performer the past 10 years but I'm starting to question the future.

Upvote 5

Read Answer Asked on February 20, 2025

• TFI International Inc. (TFII)
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Q: Hi, I’m interested in hearing your thoughts on TFI Re-Domiciling to the US. How does this benefit the company? As a shareholder in the company will this impact my investment? Will a withholding tax now apply? Will they continue to be listed on the TSX after this move? Is this decision possibly related to tariff threats? Can you see other Canadian companies with significant US business following this route?

Upvote 3

Read Answer Asked by Anthony on February 20, 2025

• Microsoft Corporation (MSFT)
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• Zoetis Inc. Class A (ZTS)
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• Novo Nordisk A/S (NVO)
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Q: I am seeking single digit capital gain over the next 2 years which of the 3 companies would you buy. and why. what is the biggest risk for ZTS. is the competition from LLY now baked in to the price ofNVO thanks Richard

Upvote 2

Read Answer Asked by richard on February 20, 2025

• Booking Holdings Inc. (BKNG)
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• BlackRock Inc. (BLK)
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• Blackstone Inc. (BX)
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Q: Could you rank these three, best to worst as strong compounders, if in fact you believe them to be.
Thank You,
Barry

Upvote 4

Read Answer Asked by Barry on February 20, 2025

• Propel Holdings Inc. (PRL)
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Q: Propel stock had, lately been doing well, hitting a high of $42, late January, after an analyst upgrade. Today, a month later, it has done full circle, back to $34.50, where, it was trading since October, 2024.

Is this just profit taking or a shadow of the big brother GSY ( just reported ), in your view, or something has changed ( Trump jitters ) ?

Do you still continue to expect excellent growth ( UK acquisition etc ) and would be comfortable adding after this pullback ?

Thank You

Upvote 6

Read Answer Asked by rajeev on February 20, 2025

• MicroStrategy Incorporated (MSTR)
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• MicroStrategy Incorporated (STRK)
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Q: What are your thoughts on STRK?

Upvote 1

Read Answer Asked by Dustin on February 20, 2025

• BMO SIA Focused North American Equity Fund (ZFN)
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• Adaptiv Select ETF (ADPV)
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Q: Opinions of these etfs that have a technical bent to them and are rebalanced frequently based upon momentum/trends in the market. Both have done well. Would you recommend ? Thank you.

Upvote 3

Read Answer Asked by Paul on February 20, 2025

Q: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken

Upvote 4

Read Answer Asked by Ken on February 20, 2025

• Lantheus Holdings Inc. (LNTH)
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Q: I am interested in starting a position here. The recent acquisition they made should add to growth... unless it is not going well? Also I feel like I am motivated by its low price (opposite of momentum strategy). Any good news with the Q4 and LNTH should move higher. Your thoughts please.

Upvote 1

Read Answer Asked by Harry on February 20, 2025

• TransMedics Group Inc. (TMDX)
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Q: What is your current opinion of this stock..... do you think it will do well in the next 2 years?

Upvote 2

Read Answer Asked by Judith on February 20, 2025

• ECN Capital Corp. (ECN)
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Q: I am interested in adding to my position here. Reasoning is - last two quarters show improvements, interest rates are lower and possibly will drop more, insiders purchasing shares. Your thoughts would be appreciated.

Upvote 2

Read Answer Asked by Harry on February 20, 2025

• Rogers Sugar Inc. (RSI)
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Q: Hello again,

RSI has just closed their convertible debenture offering. Does this significantly improve growth potential and therefore investor attention? Is it now timely to invest, or, are there better alternatives?

Grazzia

Upvote 1

Read Answer Asked by Franklin on February 20, 2025

• TFI International Inc. (TFII)
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Q: Hi All at 5i!!
Tfi is contemplating moving its full operation to the US. Will it’s stock stop trading on the TSX and just trade on IS exchange then?
Cheers
Tamara

Upvote 3

Read Answer Asked by Tamara on February 20, 2025

• Lumine Group Inc. (LMN)
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Q: Good morning.. Can i get your opinion of this stock going forward and next quarter anticipated earnings. Cheers

Upvote 13

Read Answer Asked by kenneth on February 20, 2025

• Nebius Group N.V. (NBIS)
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Q: What did you learn from the NBIS quarterly report? Any key points regarding their fundamentals? Would you add to a position this morning?

Upvote 7

Read Answer Asked by Greg on February 20, 2025

• Cadence Design Systems Inc. (CDNS)
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Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Upvote 2

Read Answer Asked by Rita on February 20, 2025

• Celsius Holdings Inc. (CELH)
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Q: Good evening, what do you think of CELH moving up their earnings date to tomorrow from Mar? Have you seen this before? Why don’t think management would do this? The stock moved up on the news. Does it signal that it may be all that bad?

Thanks

Upvote 2

Read Answer Asked by Seamus on February 20, 2025

• Barrick Mining Corporation (ABX)
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• Pan American Silver Corp. (PAAS)
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Q: For a 3 year hold,which would be your choice,ABX or PAAS?Thanks.

Upvote 2

Read Answer Asked by Maurice on February 20, 2025