Investment Q&A

Q: In my TFSA account at TD I have my holdings on Drips. In December TD started investing the dividends from these holdings in partial shares......to 5 decimal places!

When it comes to selling any of these holdings will I have trouble selling these partial shares?

Q: Where can I get information on TSX listed companies reporting dates for Q4 2025?

Q: Dear Peter et al:

NOT a question but a SINCERE THANKS for the remarkable report that you posted today.

The AI Compute Stack and the Stocks That Power It.

What a terrific report. I read it once quickly and am re-reading it again. I may have to do it several times more. Absolutely brilliant.

Many Thanks.

Q: 5i has been a terrific resource for many things, including recommendations for great stocks that I would never have owned otherwise.. But... I now have too many 'favourites' and need to reduce the number of equities in each of these 3 sectors : Financial, Industrial and Tech. Your suggestions as to a rational approach to the decision making process would be appreciated . I assume there will be different factors for different sectors as well as adjustments to be made depending on whether the preference is for growth, income or a balanced approach. I have reached decision making paralysis - HELP !!

Q: 5i: dum question I am sure but under dividend frequency I understand m for monthly, Q for quarterly and A for annually but if you
do not mind what is the I think looks like a u?Thanks Larry

Q: Hello Team 5i & Everyone,

Which chart do the big institutions use when it comes to dividend stocks, the version that adjusts data for dividends or not?

Thank you!

Sandra

Q: Great service. Do you foresee a buyer strike on US Treasuries given recent Trump activity and comments surrounding Venezuela, Greenland and others. If so, would this cause rates to rise? Is this a real concern or just paranoia on my part? It seems Europe, China and others cannot compete militarily but may begin to use economic leverage against the US. Thank you for your insights.

Q: Good afternoon,

I feel that I have constructed a well balanced equity portfolio of between 20-25 stocks, thanks in large part to you and your team.

I have identified the following as core positions, where each one represents between a 3-5% weighting:

RY
GWL
ENB
FTS
AEM
BN
NVDA
GOOG
AMZN

I know that there could be many additions to this list. But assuming I hold my "top picks" to these names, do you have any immediate concerns?

Thanks as always.

Q: Do you have any views on Alpha Picks, run by Steven Cress? He has an extensive background focused on quant. It has only been around for about 2 1/2 years, and those have been exceptional market years, but the results surpass the S&P by a wide margin.

Q: Can you give us the total returns for the S&P 500 and TSX benchmarks? Also why are there so many different numbers reported for these on many different sites, and even each AI has different numbers. I'd like the returns including dividends, since I don't know why you would compare to a benchmark excluding dividends. Thx

Q: La difference entre avgo-u et avgo-c

Q: Dear 5i
If i was to buy 10k worth of a US stock with CD dollars , would the Fx conversion costs be significantly more then if i bought the same US stock as a CDR considering a CDRs embedded fee`s ?
Thanks Bill C

Q: What is your best and worst investing decision you have ever made and at what point in your career did this happen?

Can you name your top 5 stocks in order preferably for 2026? Long term hold

I’d also like to thank you for your incredible service. Your knowledge and experience provides this much needed calmness during moments of uncertainty. I will continue spreading the word on how amazing your service and team is.

Happy Holidays to all of your! Cheers

Q: Undervalued sectors, I think the CAD banks are on the high side now, thinking of rebalancing with the gains I had, but looking into what sectors are now undervalued. Any suggestions.

Q: I have been a member for many years and truly appreciate the unbiased opinions I receive when asking a question as the markets evolve over the years.
Thanks again Steve

Q: Looking ahead to next year’s CUSMA negotiations, could you provide best- and worst-case scenarios and how each might affect markets?

Q: We have had two great years of returns and many sectors like Tech, Financials, Materials.. have done really well. I have done some rebalancing heading into year end and am at about 65 % Equity and 35% Fixed Income/Cash. My top 5 holdings are BN, GOOG, MSFT, AMZN, RY.

I am confident (hopeful) that I am well positioned to weather any inevitable drawdown or pullback.

What sectors do you see that could perform well in 2026?

Many Small/Mid Cap stocks have suffered in late 2026 (PRL, GSY, LMN, NBIS, TOI, others) Do you see the Small/Mid cap space as an area to deploy cash in early 2026?

Is there an area of the market that could surprise in 2026?

Please deduct appropriately.

Thank you for your continued support and guidance and have a great Holiday Season!!

Tim

Q: Hi 5i guys. Back in OCT or Nov when Linamar was stuck in the low $70 range I sold a long dated call on LNR at $80 strike price since I didn't think LNR was going to move in price very much and I thought I would collect some premiums. Well LNR has been well over $80 for a couple of weeks and the option still has not been exercised and I still have my 100 shares of LNR. This seems odd to me since I figured that the counter party to this option would have exercised their option to take the LNR shares. Is there a logical reason why this option is still outstanding. I am not disappointed with my call selling strategy since I got over $3 of premium so I am flat since LNR has been trading around $84.

Q: With respect to the class action regarding Lightspeed, they make it difficult to Opt Out of the class action by requiring proof of purchase, number of securities, etc. and I am wondering why it is so difficult. I understand that the lawyers want as many claimants as possible in order to be successful in your action. It seems to read if you don't opt out and the settlement is approved then you will be sent further forms to fill out in order to receive any settlement monies. Your thoughts are appreciated.

Q: For an income seeking investor who has built up a modest portfolio and wealth using institute financial advisors considering doing investing on their to save fees to create more wealth and income, how many hours/ week would one have to spend to monitor, research and buy/sell investments for their portfolio?

Second question/questions what basic investing knowledge should one have or perhaps a better way to ask this question is can you name a few investing courses one could take to be more comfortable investing without the assistance of a financial advisor?

Thanks and seasons greetings to all.