Investment Q&A

• Brookfield Renewable Partners L.P. (BEP.UN)
  • View BEP.UN Profile
  • View Questions on BEP.UN
  • View Reports on BEP.UN

Q: I understand that the U.S. house reconciliation bill includes some negative wording re clean energy tax credits and this is a possible reason for BEP to be down in today's trading.
I'd appreciate your evaluation of this - is it a major risk for BEP?

Upvote 4

Read Answer Asked by Valerie on May 22, 2025

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: Good Morning,
I'm finally back at a break even point with both BNS & TD from where I bought them some time ago.
Are they worth holding, or are there other growthery choices that you would recommend. (I already have BN & BAM, so please exclude them from any suggested additions)
Thank you

Upvote 4

Read Answer Asked by Kevin on May 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY)
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Would you need to have a US $ account to hold and what’s involved for a tfsa and are there any tax implications from withdrawal from tfsa?

Upvote 2

Read Answer Asked by Steve on May 22, 2025

Q: What is the outlook for Canadian real estate?
How long do you expect it to stay down, how will tariff impact it ?

Can the new liberal government do something to bring down the prices, if so , will it affect the price for the new homes or the entire market?

Please share your thoughts on this ?

Upvote 4

Read Answer Asked by HARRY on May 22, 2025

Q: When you look at the 5 yr. returns on these 2, Dol has outperformed, this has to be one of the best run companies in Canada, so is it a buy over Costco today.
Thanks Again

Upvote 5

Read Answer Asked by eugene on May 22, 2025

• ATS Corporation (ATS)
  • View ATS Profile
  • View Questions on ATS
  • View Reports on ATS

Q: Hold, sell, or buy more?

Upvote 5

Read Answer Asked by Ross on May 22, 2025

Q: We have experienced a nice rally in spite of the traditional chaos associated with equity investing. I am thinking I would like to take some risk off but need to balance the portfolio income generated vs rrif drawdownn. Thinking I should reduce the Cdn Market ETF ( lowest income generator) and retain high yielding defensive generators. I know increasing cash level generates lower income still. What are your thoughts moving towards more preservation with this strategy.

Upvote 3

Read Answer Asked by Bevan on May 22, 2025

• Simplify Opportunistic Income ETF (CRDT)
  • View CRDT Profile
  • View Questions on CRDT

Q: What are your thoughts on the Simplify Opportunistic Income ETF (Symbol CRDT). as per their site this ETF "seeks to provide current income, with long-term capital appreciation as a secondary objective". I like the healthy 7% dividend as well as the "limits" in share price between ~ $24.50 and $26.00 over the last couple of years. Do you know if any of the returns are ROC ? Overall thoughts on this for a safe/healthy dividend (I am focused on income not capital appreciation).

Upvote 1

Read Answer Asked by Randy on May 22, 2025

Q: Regarding the proposed 5% excise tax on funds leaving the US, there was a comment that it may affect foreigners from investing in the US.......how would this affect a CND who holds US Stocks in a Canadian brokerage account?

Upvote 12

Read Answer Asked by Scott on May 22, 2025

• Galaxy Digital Inc. Class A common stock (GLXY)
  • View GLXY Profile
  • View Questions on GLXY
  • View Reports on GLXY

Q: Follow up to the last GLXY answer. Could you explain the transfer process in more detail please.
I don't understand the process. Are the Canadian shares going to be sold then repurchased on US side? I hold in my DYI TFSA and RRSP accounts with other US holdings.
Thank you
Jeff

Upvote 3

Read Answer Asked by JEFF on May 22, 2025

• Tesla Inc. (TSLA)
  • View TSLA Profile
  • View Questions on TSLA

Q: Do YOU own Tesla? An explanation why or why not? Reasonable entry price?

At what point is it reasonable to buy and sell based on the company’s fundamentals alone?

Thank you

Upvote 3

Read Answer Asked by Nick on May 22, 2025

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: My total portfolio is diversified between equities and fixed portion. It has mutual funds, etfs, individual stocks, bonds, cash. What are your comments on position sizes for mutual funds, etfs and individual stocks? Thanks in advance for your all your very valuable comments.

Upvote 3

Read Answer Asked by Hali on May 22, 2025

• NervGen Pharma Corp. (NGEN)
  • View NGEN Profile
  • View Questions on NGEN

Q: Can I get your assessment of NGEN? Can the fundamentals support a sustained move in this one? That is some major volume coming in on those up days! Thanks.

Upvote 1

Read Answer Asked by Philip on May 22, 2025

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• Trisura Group Ltd. (TSU)
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Propel Holdings Inc. (PRL)
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.

Upvote 9

Read Answer Asked by Barbara on May 22, 2025

• BCE Inc. (BCE)
  • View BCE Profile
  • View Questions on BCE
• Vodafone Group Plc (VOD)
  • View VOD Profile
  • View Questions on VOD

Q: If I would like to choose between these two in communication sector for income and long term, which one would you recommend? Thank you.

Upvote 5

Read Answer Asked by Wei on May 22, 2025

Q: The TD chief economist is predicting a recession for Canada, and is also concerned about stagflation. What are the best investments for our protection?

Upvote 8

Read Answer Asked by James on May 22, 2025

• Zedcor Inc. (ZDC)
  • View ZDC Profile
  • View Questions on ZDC

Q: Looking for your thoughts on the quarter. It seems like they could build out faster if they had surplus capital?

Upvote 8

Read Answer Asked by Robert on May 22, 2025

• Vermilion Energy Inc. (VET)
  • View VET Profile
  • View Questions on VET

Q: Hi 5i Team,
Recent energy and infrastructure M&A (e.g., Parkland-Sunoco, MEG-Strathcona, Enbridge-Brookfield) signals consolidation, driven by Carney’s "pro-energy" and P3 policies amid U.S. tariff pressures. What’s your view on this trend? Can you suggest 3–5 small- to mid-cap Canadian companies (excluding megacaps like Suncor, Brookfield) poised for growth or acquisition in these sectors? Please highlight key risks. Thanks!

Derek

Upvote 2

Read Answer Asked by Derek on May 22, 2025

• Nutrien Ltd. (NTR)
  • View NTR Profile
  • View Questions on NTR

Q: Hi,
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush

Upvote 3

Read Answer Asked by Piyush on May 22, 2025

• Equifax Inc. (EFX)
  • View EFX Profile
  • View Questions on EFX

Q: What is your opinion of equifax?
What you buy this company if you already own FICO?

Upvote 2

Read Answer Asked by Schoombee on May 22, 2025