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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 am 70 year-old value investor who is reluctant to invest further in the current overvalued equity market. Our new portfolio manager is recommending the AQR Apex Strategy Fund as an alternative investment. I am reluctant to invest in something I don't understand. Can you please tell me more about the AQR Apex Strategy Fund?
Thanks!
Read Answer Asked by Grant on December 01, 2025
Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?
Read Answer Asked by Chris on December 01, 2025
Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!
Read Answer Asked by Kathryn on November 28, 2025
Q: Similar to how you don't like giving price targets, isn't having a "starter" position a similar sin? Like how lump sum is better than DCA, wouldn't it makes sense to just go all in (to the goal % of portfolio you'd like to have).
Read Answer Asked by B on November 28, 2025
Q: I had been eyeing both of these to add to a TFSA, and they have been rising steadily, especially Couche-Tarde after earnings. Which do you prefer for TFSA for 25 year old? Or, do I add a little of both? Suggested buy price? Thank you for your great work!!
Read Answer Asked by Neil on November 28, 2025
Q: I see you have removed FSV from your recommended list - if one wanted growth and small dividend would you replace with BYD? Are they both play on the consumer across North America? Does one have a more reliable rev model?
Read Answer Asked by Scott on November 28, 2025
Q: Further to my last question about Tether, the Financial Times is also reporting the following:

Crypto-hoarding companies are ditching their holdings in a bid to prop up their sinking share prices, as the craze for “digital asset treasury” businesses unravels in the face of a $1tn cryptocurrency rout.

Can you please provide some context around what’s going on in the crypto space lately and any thoughts about where it goes to from here?

Many thanks.

Michael
Read Answer Asked by Michael on November 27, 2025
Q: What are your thoughts on the recent S&P Global Ratings downgrade on Tether? As reported in the Financial Times:

The rating agency warned that the company has “limited transparency on reserve management and risk appetite, lack of a robust regulatory framework [and] no asset segregation to protect against the issuer’s insolvency”.

Thank you.

Michael
Read Answer Asked by Michael on November 27, 2025
Q: Bitcoin and Gold, Are this stocks buyable?Specially after very high price for gold stocks,and Bitcoin Down?
Read Answer Asked by Nizar on November 27, 2025
Q: Hi 5i,
Presently below water on the 3 above stocks. Would you hold on today for dividend on these and hope they come back or let go for something more promising? What replacements might be better right now? Thanks.
kc
Read Answer Asked by Keith on November 27, 2025
Q: Besides CNR, NWC, TIH, and BN, I'm looking for 5 other quality Canadian companies that have at least somewhat of a moat, and are resistant to AI and other types of disruptions to their businesses. I'm looking for companies that are not technology, banks, pipelines, materials or the other Brookfields. Can you please help? By the way, if you do not agree with the four I've listed, you can also let me know.
Read Answer Asked by James on November 26, 2025
Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.
Read Answer Asked by Rick on November 25, 2025
Q: What are your favorite stocks in the infrastructure space,one each in Canada and the U.S. and also is there an etf in this area that you like?
Thank you
Read Answer Asked by John on November 25, 2025
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