Investment Q&A

Q: For the last 5 yrs I have considered myself a dividend investor, and have a good grouping of Stocks that pay a decent average Dividend. But more and more I am interested in having a group of companies that are just great companies and want to develop a grouping of these -whether they have a dividend or not, as part of my portfolio. Companies that have a competitive advantage, great leadership, quality assets, not too high debt and continue to execute with continuous improvement. Could you give me what you consider to be the best Great Canadian Companies for each sector or industry. Thank you.

Q: Hi 5I,
Just wanted to get your input on supply chain challenges from the tariffs and what impact this might have specifically for Dollarama. It is in my portfolio and has done well but will there come a time where some shelves are bare and successes are challenged. Should we be trimming Dol.ca in anticipation of this event?

Q: Hi,

Could you please comment on EIF results ?

Thanks

Q: I have a January 2026 call option on VRN.
As they are being taken over what happens to the option and any actions a holder would have to do ?
I am currently in a under water position and will most likely exercise if it goes positive to pick up the dividend differential.

Q: Please rank the following US and CAN names in order of preference today for a growth oriented investor.

US: NBIS, GSHD, SYM, CTLP, FOUR, SRAD, PLTR, APP, GENI
CAN: KSI, HPS.A, GLXY, DTOL, SYZ, DEFI

Thank you!

Q: I have above stocks in my RRSP I like to drop FFH and trim CSU LMN (i'm up 150% on both), like to add AD.UN DIR.UN or T, trying to increase my income as I'm retired, the idea is to preserve capital, is it a good time to add this new stocks ? thanks

Q: Folks with all the talk about the money system reset , tarif war, extreme national debt in North Amercia. threats to canadian economy, and gold becoming a tier 1 asset; how would suggest a DIY investor protect their assets going forward?

Q: When does Ats report and consensus earnings? Any hope for improvement?

Q: Hi
As a continuation to my previous question on air canada substantial issuer bid... I realize this is just a guess but at what price range would 5i consider a "reasonable" expectation, given current share price jump and the idea that AC probably looks at their share price as under valued?
thx

Q: Hi
How were air canada earnings today and how do you view going forward. The shares have had a nice pop this morning. They have announced a " substantial issuer bid of $500M to be completed by end of June......What does that mean and how will it affect the share price....should holders hold on in light of this news?
thx

Q: I noticed that in one of your replies you said that most 5i staff have been buying during this downturn. I have bought through other downturns. But, Trump has me spooked. You never know what he might do. You feel that this time it may be different. If you feel free to share it, I would be interested to know what gives you this confidence, what your buying strategy is and finally, wha stocks do you see as particularly interesting at this time
Thanks

Q: Good morning, What are the pros and cons of purchasing a Canadian company such as Stantec in U.S.? If I purchase it on the NYSE on my portfofio analysis it it considered U.S. ?

Q: How do you think TFII is faring lately? Is a recovery some ways off?

Thanks.

Q: What is your outlook for WFG? It has been beaten down and could be basing.

Q: Hi 5i Team,

Can you please provide the upcoming earnings release date for TBL?

Thanks,
Jon

Q: Would it be possible to get your top 3 stocks (ranked in order) at the moment for the following sectors: Materials, Consumer Cyclical, Consumer Defensive, Industrials, and Utilities. Can be CAN or US. Thank you for the great service.

Q: I am a 64 year old IT professional, planning to retire next year and live off investment income. What do you think about my current sector allocation: Energy 7.00%, Health 7.00%, Finance 22.50%, Industrials 10.00%, Tech 22.50%, Telco 4.00%, Utility 5.00%, Materials 5.50%, Cons.Def 7.50%, Cons.Cycl. 8.00%, Real Estate 1.00%? I have moderate risk tolerance, the portfolio size is over 5mln, most of it is US and Canadian ETFs, and the low real estate allocation is due to the fact that I own some investment real estate. No crypto, gold, or bonds - I don't want any. I have paid out house, no liabilities, and no dependents. I am wondering if my sector allocation is too aggressive..? If yes, what are your suggestions for the perfect allocation specific for my case? Thanks!

Q: Considering present worldwide market uncertainties ,tariffs, volatility : would you agree with my observation that canadian REIT ETFs actually seem to be at a quite low price + less risky for a dividend investor ? If not ,would you suggest another category of investment ?

Q: Could you please comment on WSP Global earnings. Thank You

Q: What would be a good entry point to start a position, it always seems to trade at a premium ?