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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: I hold these 3 stocks for income and have seen capital erosion in recent years with weakness in the telecom sector. In terms of industry concentration, how much overlap is there between the three (Telus has held up best), would you recommend letting one or two of them go, which one(s), and what would you recommend in the general sector as a replacement (US or Cdn)?

In particular, I am curious about BCE's prospects following the US acquisition after selling MLSE stake, dividend cut, debt, and scaling back of capex.
Read Answer Asked by Benjamin on August 20, 2025
Q: Is it possible that, since technologies ( and even bitcoins) are so widely popular with the hope for big future gains ,this trend would direct less money towards more traditional sectors as utilities and energy ,then generating interesting opportunities ?
Read Answer Asked by Jean-Yves on August 19, 2025
Q: On my watchlist some stocks have an orange checkmark on their names; can you please explain this? Thank you.
Read Answer Asked by Molly on August 19, 2025
Q: Hi Guys
Thanks for all of your great work. I asked a question a couple days ago and accidentally hit “private question”.
You accidentally sent me an answer to someone else’s question.
I’m looking for your top 10 stocks for a TFSA and 10 for non registered account for 5 to 10 yr hold. Moderate risk for a semi retired couple. Also, I’ve held CGXF.TO and was wondering if a 5-10 % allocation in the non registered account is something you feel is fine.
Thanks!
Read Answer Asked by Randall on August 19, 2025
Q: I have been reading about "Stablecoins" in recent articles re Crypto. Do you see Stablecoins replacing cash as official currencies around the world? How much , in your estimation, do you see the Genius Act, the bipartisan bill recently passed in congress, will it effect the financial world as we know it?
Read Answer Asked by shirley on August 18, 2025
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
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