Investment Q&A

Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek

Q: Could you please provide your best guess for 2 takeover candidates in each sector with a possible takeover price range along with your guesstimate percentage change of being takeover for each.
Thank you

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.

Q: I hold this in my TFSA currently at a loss. Years ago when i purchased it was for the div but now I am looking at a more growth type strategy for the account. What is the likelyhood Magna moves up over the coming months? I fear these tariffs will delay upward movement. I also find it hard to swallow the loss in the TFSA but still looking at all options. My growth in that account are Google, Nvidia, AMD, Amazon

Q: Hi Peter and Team,

Thanks to 5i’s suggestion a while ago, our holdings in WSP have grown substantially. Recently, we initiated a small position in STN, which currently appears to have better momentum than WSP.

Since 5i approves of holding both, if this was YOUR portfolio, would you sell enough WSP to balance STN and WSP at 50/50?

Thanks as always for your guidance.

Q: Good morning,

Please comment on AC Q2 earnings report.

Thanks, George

Q: hi group what's going on with following stocks and are they buy sells or holds and why? also suggested buy /sell targets

Cost
FFH
AC
TFII
NVDA
LLY
TOI
MDA

Q: EADSF Is this a stock a buy over Ba today and why?

Q: Good morning team. I'm sitting on large gains on these three in my TFSA. (thanks 5i) As might be expected their position sizes have become rather large and I am cognizant of the concern that "pigs get slaughtered"! Sooo, what to do. I sold half of Shopify some years ago and diversified into Unity Software and Lightspeed. We know how that went. Should have kept all the Shop! I'm comfortable with a large position in CSU but I'm wondering if it's time to trim some Nvidia. What are your best 3 tech ideas for diversifying my TFSA. (I also hold most of 5i's other canadian tech companies.)Also, could you suggest 3 good ideas for diversifying away from tech? Thank you, Rod

Q: Hi Folks,
CNR or CP for a TFSA. I currently own CNR. Thinking about switching to CP. Which one would you recommend?
Thanks

Q: Hi,

For classification purposes, in which sectors do the above stocks fall ?

Gratefully,

Jacques IDS

Q: Hi 5i
I used to watch and trade MX (45.64) and looked at it again today. It seems to be quite bouncy so recent pullback is tempting me. I notice CEO Rich Sumner has been accumulating shares at prices $49 to $58 (from G&M site). Is there any reason that it tends to swing so much? Approx. what % of revenue comes from Europe and do you see any catalyst that could cause a pop?
Thanks, Greg

Q: Good Morning
Would you sell a half or full position of BYD to buy a half or full position in CLS?
THks
Marcel

Q: Do you feel the valuation is stretched? Have been tracking results quarterly for the past 2 years and have noticed the number of stores, including Dollarcity, has been increasing while, at the same time, the number of common shares outstanding has been decreasing. I feel those 2 metrics are very favourable for the shareholder.

An option I have been considering is taking profits in DOL and investing the proceeds in CHP.UN and just compound the 5.1% yield. I recognize there is some risk with Choice REIT but it seems to one of the most conservative REITs available. The reason I am considering this option is my parents, over the course of their lives, lived frugally and saved a substantial amount of money by simply purchasing GICs and reinvesting proceeds on maturity; they never took any equity risk.

Thank you

B

Q: Given the current trade situation which has affected TFI, it has most certainly affected other transport companies as well. Is TFI currently financially strong enough to take advantage and make some acquisitions

Q: I am considering triming the following stocks ALA, BDT, CVE, EFN, GSY, GWO, IAG, MEG, PEY, TVE, TVK, WCP and X. If I do trim, there will be significant Capital Gains. How would you rank them for total return over the next 2 years? How would you rank them for trimming and if different than above ranking, please advise the reason for the difference ? Thanks

Q: What are the pros/cons of buying shares in a company where the CEO owns 87% of the shares.I know you like to see insider ownership but is there a point where too much ownership by one person limits the stocks ability to appreciate. Do you like GRGD as a buy at this point?

Q: Please rank according to current buy rating. All of these equities are dividend aristocrats with current dividend/distribution higher than 4.5%. Thanks

Q: Any news behind the 5%+ gain on Friday. Stock has slowly gained back some of its losses since reporting a horrible Q4 2024 where management spelled out severe impact of freight recession and loss of market share. I have been patiently waiting for a better price to exit. What would you do ahead of Q2 results?

Q: Hello,
What is going on with Canadian rails, both down past year and over past month CNR 7% & CP 4% ?
Thank you,