Investment Q&A

Q: Hi again,
Just submitted a question about MDA that wasn't well proofread and below is the question as it should have been - I hope you can substitute the corrected version before publishing. Thanks!

Hi 5i,
What are your thoughts on the earnings report issued this morning? To me it looked good, but for a dearth of free cash - is that observation correct and, if so, is it a concern?
Also:
After the last big price drop based on the Globalstar rumour, MDA management wrote:

"MDA Space is monitoring fluctuations in our share price that appear to be the result of unconfirmed and speculative media reports related to mergers and acquisitions in our customer base. As a matter of policy, MDA Space does not comment on rumours or speculation. MDA Space management will provide a full update on its business outlook as part of our next regularly scheduled earnings release on November 14, 2025."

I was looking forward to reading MDA's response to potential loss of contracts this morning, but it's "full business outlook" didn't address the issue at all - although the issue certainly hasn't gone away. Again, cause for concern?
Thanks,
Peter

Q: Peter; With Carney announcing Canada is going to take equity positions, ( like the US) are there any investable Canadian companies that could qualify? Thanks.
Rod

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: I would appreciate your comments on MRE 3rd quarter results and outlook.

Q: Would u suggest one should add position to these stocks, or will dollar cost average is a better option. What would be a good entry price suggestion, thank you for your great service is this turbulent time

Q: Dear 5i
What conservative CDN ETF with a focus on dividends would pair well with XIC that is currently owned within a registered account ?
Does ENS , GRID or CLBT have a higher earnings growth rate over the next couple of years ?
Thanks
Bill C

Q: Ok, let's try this again.

For the past 2+ years I've been waiting for the RBC US Midcap Fund to pop.

So a "gut" response to my first question: given the recent sell off in the markets, do you see small/midcaps popping or continuing to languish in the shadows of the AI trade? (Although it's early, in terms of seasonality the fund is doing nothing).

Second question: I'm thinking of taking all or half of this position (it's a full position for me), and picking up ATRL based on the nuclear energy/SMR theme. ATRL is up significantly in the past year. Is it fully priced at this point or does it have a lot more to grow in the next five years? Considering the the nuclear/SMR theme, would it be your top pick or do you have other companies (Canada or US) that you favour more?

Thanks in advance,
Pete, Calgary

Q: I’ve sold PRL and GSY for tax loss reasons with a plan to rebuy after 30 days. I’m down roughly 30% on both TRI and CRM. Any catalysts you can see in the next 30 days?

Q: For a senior with capital preservation and yet a desire for some growth, are there 6 or 7 stocks that you believe are a must have? What about another 2 or 3 for a small allocation with a growth slant?

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Q: Hello everyone,

I have to execute some tax loss selling, and I would appreciate it, if you would rank the following securities from a sell order perspective:

- Saputo, (SAP), Richelieu Hardware (RCH), Restaurant Brands (QSR), Boyd Group (BYD), and Emera (EMA)

Cheers.

PK

Q: I’m considering selling half of my Lumine and Topicus to add to my Dollarama or WSP Global in this time of volatility. Thoughts ???

Q: I have the above holdings in an unregistered account and am in a losing position of 25 - 50% in each. Which of these would you 1) Hold, 2) Sell and 3) Buy back after 30 days?

Q: Where do you see bitcoin going in the next year or two? Is now the time to lock in gains?

Q: What did you think of MDA's quarterly report and would you be a buyer of half a position at this point?
Thank you

Q: Hello 5i,
Could you please comment on their recent quarterly results and where you see the stocks in the next 12 months?
Where would be a good entry price?
Thank you
Robert

Q: How should we interpret the 'Best Stock Idea' list of stocks - say for example Blackline Safety. It is not in any of the portfolios (unless I missed that) and it doesn't show up in answers to questions about best stocks for growth, return from large drops etc.

Are the 'Best Stocks' just new ideas but not necessarily ones with large conviction from 5i?

Curious to get more insight into this section. Thx.

Q: Do you consider these stocks as buy/hold/sell and if a buy at what point would you ease into each?
Thank you

Q: I have a $50K bond maturing next week in a non-registered account and plan to re-deploy the cash amongst the six equity holdings already in that account for long term hold. Are there any amongst the group that I should hold-off on, or are there any that I should over-weight?

Q: Please comment on the Earnings for $L.