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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: Hello, I’m looking to add consumer staples to my portfolio. That being said, after Metro’s recent decline post earnings would you consider the current price an attractive entry point? At current prices, do you have a preference between Metro or Loblaw. I plan on holding both in a non registered account where I prioritize yield, dividend safety and dividend growth. I’m leaning toward buying both but taking a bigger position in Metro due to the recent price drop and higher yield. Thanks.
Read Answer Asked by Anthony on August 15, 2025
Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane

Read Answer Asked by Shane on August 15, 2025
Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!
Read Answer Asked by Sandra on August 15, 2025
Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.
Read Answer Asked by Stephen R. on August 15, 2025
Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.
Read Answer Asked by Michael on August 15, 2025
Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.
Read Answer Asked by dan on August 15, 2025
Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!
Read Answer Asked by James on August 14, 2025
Q: Good morning

Ive held both of these reits for several years in my rrifs. On car I’m down 13% and on dir flat.

Over the past year car is down 15% and dir is down 5%. That performance doesn’t include dividends

Can you suggest 2 other equities that offer similar income but will come with additional growth?

With thanks

Sheldon

Read Answer Asked by Sheldon on August 14, 2025
Q: Hello
If you had a choice between brookfield corp and constellation software, which one would be best for buy and forget type of stock? Thanks for your service.
Read Answer Asked by umedali on August 14, 2025
Q: When is it considered a market correction? I currently have money sitting on the side lines, waiting to buy a discount but unsure if a 5% drop is validated as a true “discount”. Would YOU be waiting for a certain drop in percentage before buying a dip? I understand that involves perfect timing which is impossible. Any help is appreciated. Thanks
Read Answer Asked by Nick on August 14, 2025
Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks
Read Answer Asked by Fernando on August 13, 2025
Q: Good afternoon.

I hold a +/-2% position of Westshore in a RIFF. It trades cyclically and generally in a range $20-$30, which I occasionally trade around. It seemed headed to the $30 range since the start of this year, until today when it dropped over 5% on much larger than normal volume.

Do you have any insight into what this was a result of? It happens unpredictably and infrequently.

Thanks,

Dave
Read Answer Asked by Dave on August 12, 2025
Q: What are your thoughts about the potential purchase of Hanesbrands from a balance sheet perspective and also from a transformational perspective? Decent decline today...based on your response would you consider the decline an opportune time to invest?
Read Answer Asked by Doug on August 12, 2025
Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.
Read Answer Asked by Peter on August 12, 2025
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.
Read Answer Asked by GeeMac on August 12, 2025