Q: What's your view of TFII. This week there have been analyst ratings that aren't that good. Couple of holds and a sell (according to TD Research). Where do you think it will be in 6 months? How do you rate it - sell, hold or buy?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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Constellation Software Inc. (CSU $2,441.11)
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WSP Global Inc. (WSP $217.50)
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Celestica Inc. (CLS $414.61)
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Thomson Reuters Corporation (TRI $120.41)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.84)
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goeasy Ltd. (GSY $39.94)
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Brookfield Infrastructure Partners L.P. (BIP.UN $48.91)
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5N Plus Inc. (VNP $33.28)
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Vitalhub Corp. (VHI $7.08)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Zoomd Technologies Ltd. (ZOMD $0.94)
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Docebo Inc. (DCBO $25.54)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.99)
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Lumine Group Inc. (LMN $23.09)
Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.
Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN
Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO
Thank you for letting me ask this question
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.
Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN
Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO
Thank you for letting me ask this question
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Alphabet Inc. (GOOG $289.20)
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Aritzia Inc. Subordinate Voting Shares (ATZ $112.14)
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Kraken Robotics Inc. (PNG $9.16)
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Zedcor Inc. (ZDC $5.19)
Q: Hello, I know 5i like the above and they have some good momentum lately, can you rate these going out for the next 3 years. Thanks as always,
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Toronto-Dominion Bank (The) (TD $128.70)
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Bank of Nova Scotia (The) (BNS $95.66)
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Enbridge Inc. (ENB $74.91)
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Sun Life Financial Inc. (SLF $86.81)
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Constellation Software Inc. (CSU $2,441.11)
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Dollarama Inc. (DOL $168.66)
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Celestica Inc. (CLS $414.61)
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Thomson Reuters Corporation (TRI $120.41)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $159.84)
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Hydro One Limited (H $57.09)
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.99)
Q: Could you provide the top (and rank) 3 or 4 stocks from each of the Income, Balanced and Growth portfolios to buy today.
Thank you
Thank you
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iShares S&P/TSX Canadian Preferred Share Index ETF (CPD $13.74)
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BMO Covered Call Canadian Banks ETF (ZWB $25.08)
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BMO Covered Call Utilities ETF (ZWU $12.09)
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iShares Convertible Bond Index ETF (CVD $18.39)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.21)
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Mackenzie Floating Rate Income ETF (MFT $15.66)
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Harvest Tech Achievers Growth & Income ETF (HTA $17.55)
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Global X Canadian Oil and Gas Equity Covered Call ETF (ENCC $12.63)
Q: Hello 5i team,
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!
In several recent reports you recommended selling the full position in CPD, noting “better opportunities.” I also noticed that CVD and MFT were removed from your model portfolios earlier.
Given this shift away from preferred-share ETFs, do you think a combination of ZWU, ENCC, ZWB, and HTA would serve as a reasonably balanced substitute for a moderate‑risk, slightly income‑oriented allocation? Or would you suggest broader diversification?
Thank you for your insights!
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WSP Global Inc. (WSP $217.50)
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Stantec Inc. (STN $120.79)
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Bird Construction Inc. (BDT $36.07)
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AtkinsRéalis Group Inc. (ATRL $92.79)
Q: Would you consider BDT a reasonable compliment to WSP/STN/ATRL? Of the latter 3, which would be your 2 favourites? Thanks for your response.
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Canadian National Railway Company (CNR $139.03)
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Canadian Pacific Kansas City Limited (CP $109.09)
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Tesla Inc. (TSLA $383.03)
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Nutrien Ltd. (NTR $105.72)
Q: Canada and China have reportedly reached a tariff-related trade understanding, what stocks will you suggest to buy?
Q: Analysts’ FY2026 Estimate for CSU earnings is approx. $160, according to your own research page, as well as some other sources I looked at. Is this USD or CDN?
Also, I note that in Q3 2025 CSU reported less than $10USD/sh,
according to their own press release.
How does one make sense of these numbers?
Is the $160 estimate for 2026 actually free cash flow available to shareholders, rather than earnings?
Also, I note that in Q3 2025 CSU reported less than $10USD/sh,
according to their own press release.
How does one make sense of these numbers?
Is the $160 estimate for 2026 actually free cash flow available to shareholders, rather than earnings?
Q: Thank you for the excellent AI Computing Stack report. Which of "2. Semiconductor, Hardware and Connectivity" subsector would TSM fit in this report?
Q: Hi,
I am interested in starting positions in CLS, ZDC and GRID. Do you think their current prices are a good entry point? And for CLS, I see they are expected to report earnings at the end of the month. Would it be wise to wait for that?
Thanks
I am interested in starting positions in CLS, ZDC and GRID. Do you think their current prices are a good entry point? And for CLS, I see they are expected to report earnings at the end of the month. Would it be wise to wait for that?
Thanks
Q: Could you explain the following in English please. Is this a good thing for the company?
Galaxy Announces Initial Closing of Debut Tokenized CLO at $75 Million.
Thank you
Jeff
Galaxy Announces Initial Closing of Debut Tokenized CLO at $75 Million.
Thank you
Jeff
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Toronto-Dominion Bank (The) (TD $128.70)
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Bank of Nova Scotia (The) (BNS $95.66)
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Enbridge Inc. (ENB $74.91)
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Canadian Natural Resources Limited (CNQ $67.48)
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Sun Life Financial Inc. (SLF $86.81)
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Fortis Inc. (FTS $75.84)
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Enghouse Systems Limited (ENGH $16.10)
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TMX Group Limited (X $49.41)
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Open Text Corporation (OTEX $30.27)
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Hydro One Limited (H $57.09)
Q: Can you please provide your analysis of whether AI software developments will negatively impact the businesses of OTEX and ENGH? Both companies seem solid, reasonably well-managed, and pay nice dividends to compensate for their low growth. Should I be concerned that their revenues will decline over time such that my retirement income will be in jeopardy? Should I move on to a more stable dividend payer, for example FTS, that is less likely to be hurt by AI?
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Dollarama Inc. (DOL $168.66)
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Intact Financial Corporation (IFC $252.75)
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Celestica Inc. (CLS $414.61)
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Descartes Systems Group Inc. (The) (DSG $97.73)
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Enghouse Systems Limited (ENGH $16.10)
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Toromont Industries Ltd. (TIH $194.32)
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TFI International Inc. (TFII $144.26)
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Open Text Corporation (OTEX $30.27)
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Alimentation Couche-Tard Inc. (ATD $77.97)
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Brookfield Corporation Class A Limited Voting Shares (BN $53.99)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $59.02)
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Q: I have large positions in most of Mag7, as well as VOO. For a 20 year time horizon, should I keep putting money into VOO or start a position in RSP for less concentration risk.
Q: CSU seemed to have created a base between $3,300 and $3,400 but appears to be falling again the last two days to new lows. Is there anything new that explains such movement in the last 2 days. I was hoping that with it settling at $3,300 and tax loss selling over, it would have move up. Quite the opposite.
Q: You had mentioned earlier that you were waiting for momentum to change for GLXY. It looks like that's happening. Can you please explain why and is this a good entry point for a swing trade?
Thanks,
Neeraj
Thanks,
Neeraj
Q: Significant gains today based on news that they have secured ERCOT approval to double capacity at their Helios data center and that they have completed their first-ever tokenized collateralized loan obligation. I understand the positive gains in doubling power capacity but could you please explain the significance of the CLO in layman’s terms. Also, their deal with CoreWeave should show results in 2026, I know you like this stock and I bought in on your prior. Could you please evaluate the impact of the recent announcement, apart from today’s short-term spike
Q: Anything popping NTR Weds.?
Thx
Thx
Q: At what price would Csu consider taking it private?
Best Guess
Best Guess
Q: Is there any risk here with recent warnings of a 10% cap on interest south of the border?