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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: 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
Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.
Read Answer Asked by Yves on November 25, 2025
Q: Looking at the question by Michael on Jacobs today I see a company having 2026 net revenue growth of 6-10 % but a PE of 54 ! Sure it’s a fine company in a good sector but does it really deserve a PE of 54 ? Other solid companies in Canada with historically high PE ‘s such as TRI , WSP , and FSV etc., seem to be going through a valuation revision downward. The question is will the revised valuation remain or will the premium valuation return ? Your thoughts. Thanks. Derek.
Read Answer Asked by Derek on November 25, 2025
Q: I must shortly divest part of my RRIF to meet legal requirements.
I would like to retain those stocks with the best longer term appreciation expectations.
My candidates for sale are:
AAPL currently overweighted
CNQ
SU
Visa currently underweighted
What would be your suggestion(s)?

Many thanks for your ongoing great work!
Read Answer Asked by David on November 25, 2025
Q: I have owned this for a few years currently down 22% on USD side of my TFSA. I am wondering your opinion going forward Hold or Sell? With no tax loss advantage it does pain me to sell all or some but hard to know what opportunity cost I am leaving on the table is, which might be more than the loss on the stock.

What would you do? And what is the opinion of MGA overall as a business given the current climate. Thanks
Read Answer Asked by Kolbi on November 25, 2025
Q: Hi Peter,
Given the current valuations and the growth projection (or lack of), which two of these four stocks will most likely to have the least possibility of year end bounce and thus are ideal for tax loss selling? MDA, TRI, SRAD, or GLXY. Do you see any of these worth repurchasing for a 2 year hold after the 30 days period? Thanks.
Read Answer Asked by Willie on November 24, 2025
Q: Good morning, If needing to raise a little cash, which TWO of these stocks would you consider selling given current markets: TVK, ATD, GRID, EQB, GLXY, CLBT, NXE or AXON?

Thanks very much

Brad
Read Answer Asked by Bradley on November 24, 2025
Q: Dear 5i team,
I have been a WSP shareholder for over five years. During this time, the share price has sometimes fallen, but my patience has always been rewarded. I am struggling to understand the recent drop in the share price. I believe the Q3 results were solid. I note that competitors in the sector, such as Stantec and Atkins, are also experiencing declines…
Could you explain recent WSP's decline? What is your view on the future of the stock, and if you are confortable to continue holding?

Thank you.
Read Answer Asked by Nicolas on November 24, 2025
Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim
Read Answer Asked by jim on November 24, 2025
Q: can i have a list of canadian companies who's return on equity is greater than their p/e. thx
Read Answer Asked by tim on November 24, 2025
Q: Please flesh out your use of RSI.
What patterns or movements do you consider most relevant in trying to identify bullish or bearish moves?

Thank you,

John
Read Answer Asked by John on November 21, 2025
Q: Hello,
I assume like most subscribers, I read the questions section almost daily and wonder if any of the stocks mentioned are in your various portfolios.

To find out if they are involves many steps which is inconvenient. Is there a way to indicate if the stock is in a current portfolio? Maybe a Star or similar symbol?
Many thanks
Read Answer Asked by Arzoo on November 21, 2025
Q: Reviewing recent questions on these coys Considering tax loss sale of car.un and replacing it with more supposedly growthy fsv. Alternatively could add more dir.un which is a keeper for me now. Other name's also in total portfolio but only bn is a keeper. Your views?
Read Answer Asked by William Ross on November 21, 2025