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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.

Q: Morning 5i staff,
What companies can benefit from the new Defence Industrial Strategy announced by Carney today.
Please provide explanation as to how they can benefit and rate the companies that can benefit the most to least.

Thanks Joe
Read Answer Asked by Joe on February 18, 2026
Q: I need to raise some cash and am considering selling one of the securities listed. I have a well-diversified portfolio with a slightly overweight financial sector, hence the choices. Which of the three listed ETFs (I treat BRK.B as an ETF) would you sell? The criterion is the lowest anticipated return over the next 3–5 years. Thanks!
Read Answer Asked by Michael on February 18, 2026
Q: More of a comment than a question. With all of the angst around sfotware stocks right now and the negaitve sentiment it reminds me of the memory stocks like Micron ( MU) back in 2024-2025, not that long ago. From June 2024 to April 2025 MU declined by 50% , much like TOi, CSU etc now.. only to recover 500% from the low to January 2026. Everyone hated memory then and love it now :)
Read Answer Asked by Chris on February 18, 2026
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
Read Answer Asked by Merrilyn on February 17, 2026
Q: FYI: This article (in french) might be interesting regarding the recent drop of WSP, ATRL, STN.

https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php

It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.

Denise.
Read Answer Asked by Denise on February 17, 2026
Q: Hello,

To which would you add/start a position in to today? Long term hold. I already own STN and WCN (would be averaging up).

Also, if you could explain the drop in Stantec that would be great.

Thanks!
Read Answer Asked by Satish on February 17, 2026
Q: Some good quality companies on CDN/US exchanges trading at or near 52 week lows. Any of them standout to you as nice buys for long term growth investors?
Thanks
Read Answer Asked by Curtis on February 17, 2026
Q: In your answer to Kevin’s February 13 question about AI outfits scraping and using proprietary information, you referred to the legal consequences to doing that; there is currently an application to a Court in California to approve a $1.5 Billion settlement by Anthropic for copyright infringement by authors and publishers. Presumably that kind of amount will be something of a guardrail.
Read Answer Asked by Leonard on February 17, 2026
Q: I would appreciate your comments on the recent weakness in WSP’s share price. Could you please outline the main factors behind the sudden drop and whether this appears to be short-term market volatility or something more fundamental?

In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?

Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.

Thank you very much for your insight.
Rick
Read Answer Asked by Rick on February 17, 2026
Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.

Can you speak to the management of each company? Which is the better long-term hold?
Read Answer Asked by Kevin on February 17, 2026
Q: How would you rank the listed names today for new positions in the TFSA of a growth oriented investor?
Read Answer Asked by Andrew on February 17, 2026
Q: For those interested in other HALO perspectives - the above podcast (Josh Brown-CNBC/Ritholtz) released a HALO episode earlier in the week.
Read Answer Asked by Brant on February 13, 2026
Q: " AI-focused logistics firm Algorhythm Holdings said its SemiCab unit boosted customers' freight volumes by 300%-400% "without ‌a corresponding increase in operational headcount."

The above AI powered logistics tool news caused a havoc among most Trucking and Logistics stocks resulting a drop of 10-20 %, in Thursday's trade, giving back all gains of last few weeks. Dow Jones Transportation Index was down 4%, today.

Do you see this as a long term threat to the sector ?

I am curious to have your take on whether this news/AI scare could impact rail stocks also, in any way.

We were planning to initiate a position in CNR, but not sure, if the move warrants a caution in near term.

Thank You

Read Answer Asked by rajeev on February 13, 2026
Q: Do you know if the big drop is due to the multinational Defence, Security, and Resilience Bank (DSRB) announcement? Maybe the competition from engineering firms outside Canada ? ..
Read Answer Asked by TOM on February 13, 2026
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