Investment Q&A

Q: Looking at beginning a position in Brookfield, but am hesitant when looking at price relative to 52 week high, yield is low, and P/E is very high. Could you please outline the rational for your support in light of the foregoing which may or may not be relevant. Thanks

Q: Can I have your thoughts on TVK's recently announced earnings. The stock at this point is down close to 10%. Were the earnings that bad or is this a buying opportunity? your overall assessment of the company would be appreciated. Thank You.

Q: Hi Guys

Premium Brands is almost $20 below where it has traded not too long ago. Is there light in the tunnel in 2025? Are there any positive signs that earnings and momentum might move this stock much higher in 2025 or is much more patience required?

Much thanks

Stuart

Q: Hell 5i I am considering selling BMO shares holdings and RY holdings as they in their higher price range. Sell high buy low! My plan is to reap the profit to buy ZEB. I would appreciate your thoughts on this. Thank you

Q: What are your current thoughts regarding plaza reit as an addition to the income side of my portfolio? If negative, do you have any suggestions for stable high-dividend Canadian stocks that I can investigate? thanks, J

Q: Hi, GSY has dropped nearly 20% since it's 2024 high (~205$), any explanation for that ? If the drop continue, what price would you consider attractive?, very attractive ? for a multi-years holding period ? thank you

Q: Hello,
I own the following O&G producers and this is about 12.5% of the portfolio.
CNQ 2%, Tour 2%, Meg 2%, TVE 2.5%, WCP 1.5%, HWX 1%, Ath 1.5%
I want to raise cash and would probably sell about half.

My view point is from a conservative, retired senior, but looking through next 2-5 years with these. I think the best ones to keep are CNQ, Tourmaline, Tamarack Valley and Meg - maybe sell off TVE if good gains over next year or two.
Would like your opinion on what to sell/hold.
Do you agree or perhaps would you reduce all evenly? (I prefer to manage at a few less stocks.)

Would you exchange any stock or have other other recommendations?

Thank you very much

Q: Can you please comment on WELL announcement today about doing a spinout next year. Do you think is a compelling reason to initiate a position or add to an existing one?

Q: I owned CLS in 2000 and unfortunately in 2001 and rode the dot com bust all the way down. What is different, if anything, this time around? My 1/4 position is now a 1/2 position, thank you, but it has gone up too high too fast, and I have a long memory. At these levels is it a buy, hold, or sell? Or is it a keep your finger on the trigger, which is not my preferred buy and hold strategy. How will I know when the tide is turning or turned?

Q: Interesting comments in your latest Market Update about small caps. In addition to any potential upside in 2025, we are close to the possible annual January “bounce”. If you had to pick 5 (ranked) Canadian small caps to take advantage, which 5 equities would you lean towards? Also, is there an ideal ETF that would cover all the small cap basics? (2 questions)
On another note, long time member here who is extremely grateful for the outstanding service you provide. I’ve listened attentively, learned a lot, and have been blessed with some lucrative decisions, always guided by your sage wisdom. For that I offer a heartfelt thank you, and wish all at 5i a wonderful Christmas and another prosperous 2025!
Chris

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: Hi - do you have any concerns about CGI's growth with US Gov't contracts once the Dept of Elon/Vivek starts to cut "costs"?

Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.

Q: I’m trying to decide which company to add money to for my TFSA. GoEasy has had quite the pullback from being over $200 not too long ago, and is cheaper than Propel. Can you make a case for which one you would choose? Thank you

Q: Comparing a 5 year chart of GLXY to the price of Bitcoin, there is a noticable correlation it seems to me which on one hand makes perfect sense, on the other hand as the company matures and the space they are in is growing exponetially, I wonder why the stock isnt outperforming? I'm wrestling with " pigs get slaughtered" against "you dont get rich selling after a 100% gain".

Q: I recently purchased S24 Ultra, and transferred all data from previous phone, however 5i site did not tsf over. I have gone through the play store, but does not have a 5i site. Can you please assist on how to get your site on my phone.
Thanks in advance
Rick

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 feel I have too many small positions (2% or less) in a diversified RRIF. All are above water except for DOL which is the most recent buy. Could I have your input re eliminating 2 (or 3) of the holdings and applying the funds to the other 3 (or 2)? 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: I am down 33% BCE and 18% BEPC in my non registered account. Would you sell both for tax loss purposes ? BEPC is suffering from the general negative in green stocks compounded by Trump but I like the company and would repurchase it while BCE would not be repurchased. Thanks. Derek