Investment Q&A

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?

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

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

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

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

Q: Hi 5i
I was wondering how you would see the odds of Nvidia beating expectations next week? Will the prohibition on selling to China hurt it.?
Thanks

Q: Just a follow up on yesterdays question re the exchanges.
If the shares on the Canadian exchange are delisted does one need to sell on the Canadian side and then buy on the US side if wanted or will this transfer happen automatically? I don't really want to sell my shares and trigger a capital gain only to buy the same on the US side and pay two transaction fees.
Thanks
Jeff

Q: Minto Reit. Do you consider Minto a buy, hold or sell.

Thanks.

Q: I know this is speculation, but if Strathcona raised their offer and closes the deal with MEG. Do you feel that the price of SCR goes down on the news, similar to WCP going down when it bought Veren. The purchaser tends to go down because they are taking on debt, or diluting, etc while the purchased goes up because of a premium on the purchase price. I'm just wondering if it makes more sense to wait on the news of the deal to finalize. One outcome being they get MEG at a higher price, and their share price pulls back a bit due to the integration risks etc. OR the deal falls through or another company gets MEG and SCR price still goes down on the news for losing the deal.

Q: Has there been any suggestion/inkling of another spinout from Constellation? If so what division or location would make to you and a timeline.

Thank you

Q: Please comment on TSSI and SBC. Do you think TSSI has more room to run? Also, I see SBC is profitable but the stock keeps going down. Thanks

Q: Added to my position near the lows this year. What did you think of their earnings?

Thanks for all that you do.

Q: Hi please list your highest conviction small cap companies “in order” for the long term? US companies only please
5 companies if possible

Thanks

Q: So in regards to Leon’s question on 5% excise tax on funds leaving the US ; this would apply if I sold my house in Florida and transferred the funds back to Canada ? Holly cow !

Q: Hi there,

I own this (not a lot in a diversified portfolio but enough for this situation to be annoying lol.

it’s suffering right now and keeps dropping owing to the varies worries of US debt, latest tax cut bill and concern of countries unloading their US debt holdings.

Should one just get out? Or should one sell some and add another short term US Bond ETF?

Always thought Bonds were safe but not right now!

Ok thanks.

Q: I submit this question again since it did not seem to go through, sorry if is doubled .I intend to invest cash very progressively in 2025 ,since I consider as ''not totally impossible'' that (among other world factors ), the economic situation in Japan could lead to a sell-off of their US bonds , and have an impact on word economy and eventually on interest rates. On Yahoo finance website : YTD daily total return indicates : 0,97% for CASH,1,08% for PSA,and 0,77% for HSAV ! Does this means that lower NAVs counterbalance the yields after one year ? (but NAV looked relatively stable..).Once I can finally understand those numbers, I wish to choose the most efficient ETF in a non registered account if you could suggest one of the 3 ,considering all factors , as capital gain fiscal advantage of HSAV, VS total Yields and NAVs tendencies. Many thanks for your always very useful clarifications

Q: Good day. XML is the Canadian hedged EFAV. It holds nothing but EFAV. But EFAV is up 17% ytd while XML is only up 9.7%. Could you explain why there is such a gap? Surely hedging can't cost that much.

Q: Hello,

I am missing an insurer in my portfolio. IFC looks to the be obvious choice in Canada. Before buying, I thought I'd ask if there are any smaller and potentially cheaper options that would be of similar or better qauality/future prospects. Would something like TSU or DFY be considered comparable?

Q: Hello, What are your thoughts on Crox? Is it mispriced? What are your thoughts on management and how do they invest their free cash flow? Has a recent deal affected this company?Thanks.

Regards,

Shyam

Q: CSU or BAM? 5 year hold.