Investment Q&A

Q: Which company ISRG, GOOG or GRID has the most growth going forward? Sector/risk is not an issue.

Thank you for your service!

Q: Hi,
I am thinking about investing in some BCE. What would you say the intrinsic value is per share? I am also intrigued by BRK.B. What do you think?
At share price are CSU, TOI, and Lumine bargains respectively?
What sort of market are we in? Up, down, or sideways?
And, would you suggest 10 companies which are great (little chance of capital destruction), AND offer some upside?
Side questions: Magna and Rogers have bounced back...a lot, did 5i recommend buying at those low points?

Q: I invested in the 4 railroads, based on the thesis that dividends , finances ,and future were safe,the objective being here: capital preservation + "some growth". .Considering the valuations on a significant downtrend, should each of those stocks be kept ( or sold) accordingly to this vue ?

Q: Hoping you can provide some comments around what the bond markets might be telling us right now and what it might mean for equities? Lots of rumblings with respect to Japan and rates/spreads in general lately. Is it worth a report/blog? If not, any insights you can provide here in answer would be gratefully appreciated.

Q: Good morning,

AC has not performed well since August , is it a buy at this time.

Thanks,

George

Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?

Thanks,
Shane.

Q: i own above shares can you rate the top 6 regardless of sector in order of preference so i can add to them based on you top picks from the group also list your top 6 picks in order of preference as well please

Q: Hi - do you think MDA is coming out of the "penalty box"...and why or why not?

Q: updated thoughts on ELVA? would you rate it a buy? how long a hold?

Q: Peter; I’m assuming you saw the options exercised today by the Chairman. It was announced on the TSX , but not on the US. It also traded over 2M shares in the US. Were there any large blocks in the US traded and does the Chairman have any restrictions on the optioned shares? If not,would it be an overhang. I don’t think it’s the most liquid stock here but in the US it seems much better. Could you just comment on the news ? Thanks.
Rod

Q: Have 11 holdings in a Non Reg account, 5 of which are ETFs as above . The other holdings are BAM, CNQ, EIF, ENB, GLXY, PNG, ZDC.
Would like to reduce the # of ETFs and distribute proceeds into ETFs/Equities that are left.
Your thoughts on which you think would be best (if any) to eliminate with a view to a tilt towards growth. Many thanks.

Q: For a Value Investor, can you suggest 3names that have potential of good return in 2026 outside of Oil & Gas & Pipelines.

Q: Hello 5i team,
This morning it was reported that GFL is moving it executive headquarters to the US. I wanted to add to it. Are you still bullish on this equity?
Thank You,
Andrew

Q: If a stock isn’t a must own, but a like to own but on the skids. What is your preferred strategy? Is it always for the bottom relative on technicals and especially a turn around? A quick sentiment shift?

Would you employ the wheel strategy if they approached a comfortable entry; NFLX, FTNT, NOW. Would be my current candidates that have a reasonable chance of righting the ship.

More of a learning question from the team in adding a bonus position if you will, or just collecting some premium if it doesn’t hit.

Love any insight on this area and these examples. Thank you!

Oh AI report was fabulous, very much appreciated.

Q: Thank you for the excellent AI Computing Stack report. Which of "2. Semiconductor, Hardware and Connectivity" subsector would TSM fit in this report?

Q: I would appreciate if you can share your thoughts about CN & CP Rail with Buy, Sell or Hold rating for both.

Q: Hello to the 5i crew. Are lumber prices on the upswing? The reason I ask is that I still have a half position in Western forest Products (WEF) and it has gone from dead money to up about 25 per cent in 2026. I did notice that the big boy in North American lumber WFG is up a bit as well. So what's up? The home builders are not really blazing ahead with housing starts and the whole forestry industry seems moribund! So why are lumber stocks getting a bit of a lift? Is there something percolating under the surface that us little retail guys can't see? If my shares in WEF were in a taxable account I would have sold them in December but they are in a RSP. Should I count myself lucky and get out of WEF after this upswing or is there something going on that might make it go higher?

Q: What is your opinion on this stock? What would be a good entry point?

Q: Hello 5i. Shopify has taken quite a dip lately. Is this an amplification of overall market jitters or is there something else taking place?

Thx

Kathryn

Q: Seems ro be consolidating in the $100.00 range. Will it take time to digest the acquistion in the united States ? Hold sell or buy?