Investment Q&A

Q: Hi Team,
Can I have your take on NOW earnings? Beat on all metrics it seems like, yet the stock nose dives. CNBC has a headline saying "bear market is in for software stocks". What is a person to do now when I am stuck with NOW, and all the CSU family? Can I expect CSU, LMN, TOI to sell off a bunch more on earnings when they report like NOW is doing today even though they beat? I am finding it hard to decide whether to just Hold, buy more, or Sell? Usually selling is not a good long term idea in a proven quality name, but maybe this is different this time? However selling a sector that is being oversold might be a bad idea if I am expecting to invest it in momentum names at their "highs" (such as MU) that might roll over at any time...that would be a bad scenerio. Today is an awful day. My portfolio has peaked last October and still has not came back since and continues to fall. Losing confidence in holdings I thought were all quality names..

Thanks for any input you may have,

Shane.

Q: Hello,

Do you think the current drop in share price is a good entry point or is it better to wait? This is for a starting position, I don't have any grocery sector holdings in my portfolio.

Thanks

Q: I am considering selling a full TFII position in registered accounts and replacing it with CN. This for a multiyear hold. I like TFII but wonder if there isn't more upside in CN. Your thoughts, please. Thanks

Q: CLS ,Would you buy today or wait?

Sheldon

Q: I am looking to invest in a solid high quality company with a good balance between dividend growth and earnings growth. Would you please add your 4 other favourites to my list of 4 and rank them from highest conviction to lowest for total returns over 1) a 1 year hold and 2) a 3-5 year hold.


Thanks for the great service
Scott

Q: I currently don't hold any companies in the software space and I am looking to add some of these to my current portfolio. How would you rank them in order of purchase for a long term hold?

Q: Hi,

In October ’24 I asked 5i to identify:

A) ~10 favourite stocks drawn from its 3 model portfolios
B) ~6 highest conviction US picks.

The answer was:

A) From portfolios: CSU, TRI, TFII, WSP, BAM, BN, GLXY, CLS, SHOP, DSG

B) US: NVDA, ISRG, BKNG, LLY, BRK.B, GOOG

If asked the same question today, what would the 5i response be?
( Goal is best total return, long term )

Thank you.

Q: What’s up with Dollarama—down 10% in past month. Good time to add?

Q: I hold my smallest positions in tvk and axon, both have lost positive momentum ,any reason why? Is now a good time to add
Thanks

Q: TRI has fallen almost 50% from its high in July/ August 2025. What should we make of this and what are your expectations for this stock moving forward? Thank you,
Maria

Q: Goldman downgraded Bombardier to a sell. Could this be the start of the "elevator down"?

Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you

Q: Hold a position in TOI that is currently up 49% in my TFSA. Would you switch out to BN based on a long term outlook? Thanks Ron

Q: Any info on why ATD has been sinking lately? Cheers.

Q: From it's high of $140 ATZ is down almost 39% in the past few months.

What would the reason be for this?


Sheldon

Q: Wondering if this stock is worth long term investment

Q: I have a LIRA account and don’t plan to make any withdrawals for the next 15 years. I’m looking for “buy-and-hold” stock and/or ETF investment ideas that would suit this long-term timeframe.

I’m open to a mix of individual stocks and ETFs, across both Canadian and U.S. markets. Given the long horizon, I’m comfortable with experiencing periods of market volatility.

Any additional suggestions on how you would approach this situation if it were your own account would be greatly appreciated.

Thank you

Q: Why the steady down trend? Is it time to sell and buy amazon?

Q: I'm trying to diversify from American companies. What would be your top 10 suggestions. Thanks

Q: Your analysis of Groupe Dynamite Inc please? How do you view this company in the next 3,5,10 years?
Current Buy/hold/sell?

Thank you