Investment Q&A

Q: what do you think about the commodities area right now oil and gas precious metals
and the other group of metals? do you see the stock under preforming or doing better then the tsx in general? Also what 3 areas do you see possibly out preforming the markets?

Q: Dear Peter et al:

Heartfelt Thanks for your infatigable work in answering literally thousands of questions. Merry Christmas and a Healthy, Happy, Peaceful and Prosperous New Year.

As 2024 is winding down, I decided to take an inventory of my personalized "5i Research Portfolio"! Over the period of years, I have "learnt" to "read between" the lines of your answers. Your choice of words and your nuanced way of answering the questions helped me to "curate" and put together my own 5i Portfolio!

The only "loser" was Pay fare! (PAY). I am down in GSY but easily compensated by my gains in PRL. My TOI and LMN are doing "Okay". (Up and down) I will hold them for a while. Not worried about them given the cautiously optimistic "tone" of your answers to other subscribers about TOI/LMN.

Your faith in Private Equity, in BN especially, KKR,BLK,BX, GOOG,AMZN,MSFT,META and Gold have all paid off handsomely.

For the fresh funds in 2025, will you suggest add to the same equities mentioned above? If so in what order?

Or would you suggest another Private Equity firm or another steady grower that is safe?

P.S. NOT a good day to ask this question! Dow down by 1000 points!! But I can "hear" you saying, not to panic!!
Have a Great Day folks.

Q: This stock was owned long ago under 70$ haha.
It's clearly one the best performing out of the TSX on a very long run.

I am looking to average into a position in my non registered Canadian side of my portfolio.

Would you please provide a "fair value" range that you'd be comfortable starting in.

This will be a longterm core holding.

Thank you.

Q: Everyone, what is your biggest regret about investing? Clayton

Q: What's your preference today for better growth 3 years? Appreciated.

Q: What are your current thoughts on uranium investments?
I have CCO, which is up.
Im down 22.5% with URNM in a cash account and thinking about a tax loss sale.
If you are bullish on uranium, what do you recommend to replace it with in $US?

Q: I am over weight on CSU, WXM, DSG, and SHOP and under weight AW, BEP.UN, KXS, BYD, PBH, and LMN. How would you rank these 6 where i'm under weight to add to in 2025? Are any recommended to hold or sell?

Q: With the recent declines, in what order will you invest in the above mentioned companies and why

Q: Can you expand on relationship/correlation of Macro Market Models in Market correction situation or because market correction is inherently unavoidable and ? relatively short cyclical event it doesn’t affect/correlate with the Makro Markets Models ? Thank you .
Miroslaw

Q: Hello Team,
I am enjoying 5i Macro Models services! Thank you! Could I have three Canadian Staples individual + ETF names please.
Thank you!

Q: I just finished reading the psychology of money and am looking for more books to read in the financial sector that you recommend

Q: Merry Christmas 5i folks.

Thanks for everything this year. Overall very solid returns achieved.

I was holding ZWT and then added QMAX (to compare for a bit and then consolidate) for Sector exposure, but when I looked at my whole portfolio, AMZN, MSFT, NVDA, GOOG and SHOP, through 40-600% gains (many thanks), have become about a third of my portfolio, but also represent 40 and about 22% of ZWT and QMAX. With their fortunes tied so heavily to my individual holdings, is it worth holding a sector ETF?

Conversely, I kept teeter-tottering on which Canadian bank was going to be "The best" over the next few years +, and not pulling the trigger. Based on some of your other answers recently, I settled on going with a 6% position in ZEB, and am ultimately pretty happy with the lower management fee and equal weighting approach, and having a holding in the financials. Do you think the outlook for the financial space over the next few years would justify a higher weighting? Would adding a small position in PRL or something make it more complete?

On the small caps side of things, I have positions in PNG, TCS, CLBT, TMDX, ASPN, HPS and CALF. CALF has been sort of... uninteresting, and I'm considering selling it and initiating a couple more small caps for more torque. Front runners currently are VHI, ZDC, WELL, MDA. Thoughts? Any others you would put in there? Would you dump ASPN for UFPT?

Given how weak the Canadian dollar is right now, would you prioritize US or dual listed companies? Or will Canadian ones get a 'Double boost' if we can get some strength back in the loonie?

Thanks for everything, and Have a great new year!

James

Q: Reading some recent comments, it looks like you are recommending both of these. If you had to choose one for the highest overall gains in the next three years, which one would it be? Happy holidays and thank you.

Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?

BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)

In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.

Q: It’s RRSP season. I am very overweight the US market (and tech) and with the declining dollar, I am considering buying a Canadian security.

Can you list your 5 favourite Canadian Picks for a Canadian RRSP. I already own GSY, Propel, TVK. Considering CNQ as I have no energy exposure.

You can be aggressive or conservative in your recommendations. I have no preference as to market cap or sector.

Please rank your favourites.

Thank you.

Q: Why the drop today and what's your view on future share price? Any targets?

Q: BEI.UN,BCE,BYD,CAR.UN,CVO.CRR.UN.IMO.IFP.LNR.MEG.TECK.B.TD.TOU. .CVS,CRBD.CUS.AMD.NVO.CRBP.UBER.
Which stocks do you recommend selling and which to keep?

Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i

Q: I hold CNR. Thinking of switching to MTL for a couple reasons. MTL seems to have better growth prospects and a better dividend Your thoughts?

I'll post this to the Canadian Equities Forum if anyone else has a comment.

Q: I currently hold these is non-registered account and have had for more than 5 years, so there are gains. My question is: taking a longer term view, should any of these be sold and what options would you suggest in similar segments?
I feel that there could be other options that I am not seeing.
Thanks very much for all you do.