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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: Hi 5i,

My portfolio does not have any meaningful allocation in the basic materials sector. Given the recent drop in equities (and possible future declines) was looking to add some resource stocks. CS and TECK.B in the copper sector looked interesting with the data centre/ chip boom underway.

What are your thoughts on these companies and is there a preference? What would you consider to be a good entry price in the potential market dips to come?

Would also appreciate any other resource stock ideas you might have in this current market.(Aside from Nutrien I know your a fan of and I already own.)

I'm not averse to risk and looking to hold at least 5+ years.

Thank you in advance.

Greg C.
Read Answer Asked by GREGORY on March 07, 2025
Q: With the pull-back, I want to take positions in the above at an appropriate weighting for a long term hold - the Canadian holdings and NVDA at full position, the others at 2-3%. Could you mark them at todays levels as buy, partial buy, watch or don't buy, and make any appropriate back-up comments. Thank-you!
Read Answer Asked by Kim on March 07, 2025
Q: I am getting ready to DCA into these stocks in an unregistered account with higher than average risk profile. According to me, these stocks had a bit of a pullback with possibly more on the way.

In what order would you DCA into the stocks mentioned above? Is there any stock that you think should be excluded from this list?

Thanks
Read Answer Asked by Anca on March 07, 2025
Q: Considering taking a 28% hit on Hammond to buy 5000 shares of DRX at 8$ as a way to diversify my risk on my aggressive part of my portfolios. Will still have 2500 of Hammond after selling 500. Your thoughts please. much appreciated. Larry
Read Answer Asked by Larry on March 06, 2025
Q: Hi
I am wondering if your support team have considered a platform tool for members to BLOCK questions for selected ticker _ positions ?
Read Answer Asked by Brant on March 06, 2025
Q: Hi, can you please comment on their recent quarters?
Anything to be concerned about with either company going forward?
I have owned both for several years (full positions) but SIS has seen a bit of slow growth (for me) the last year and I'd like to reduce to a 1/2 position. Can you please suggest an alternate stock(s) (any sector) given today's environment that should offer better growth potential.

Cheers,
Steve
Read Answer Asked by Stephen on March 06, 2025
Q: Hi team,
I am looking to invest for my kids resp. Currently only hold a balanced fund and Ppl which I bought in the 2020 collapse. Now I am wondering about buying a quality stock which has been unjustifiably (as far as we can tell) sold off in the recent sell off of growth names. I am thinking of Prl. Would you consider it safe enough to invest in a resp account? I also note that its div is decent while I wait for recovery . I have about 4-5 years before I would have to sell it . If you don’t think Prl is a good fit do you have better suggestions ?

Thanks ,
Shane
Read Answer Asked by Shane on March 06, 2025
Q: These companies have pulled back. what order would you buy these names? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 05, 2025
Q: Is ALLIED PPTy.is this a good reit.i have had it for 2 yrs and only down 4.70%. i also have ILLM HOLDINGS @ 5.10. I see Lumine mentioned often in questions are they related companies and what is 5i views let it go as a loser and buy something producing dividends I was thinking CAR.un as a substitute and additional reit. TKs
Read Answer Asked by Guy on March 04, 2025
Q: Hi Peter and gang,

Give the current volatility in the markets, would you please recommend a few defensive stocks in both US and Canadian markets.

Cheers,
Read Answer Asked by Harry on March 04, 2025
Q: Hi Peter,

Please advice 3-5 stocks to invest in now… which should be safe in the long term (10+ years) and have the max potential for growth.
Stocks can be Canadian or US.

Thanks
Harry
Read Answer Asked by HARRY on March 03, 2025
Q: Give me 5 stocks in Canada and 5 in the US that will not be affected that much even if Trump raises the tariffs 25% or more.
Thanks Again
Read Answer Asked by eugene on March 03, 2025
Q: Hi 5i, In a recent TD analyst TECK report management stated that, "No material impacts from U.S tariffs — Management addressed the issue of potential tariffs on its conference call, noting that while they sell some finished products from Trail into the U.S., they did not expect the imposition of tariffs to have any meaningful impact on its business other than potential impacts to global GDP". Teck is premier company currently trading at a decent price so it seems as if TECK would be an excellent buy at this time. Can 5i give us 5 more superior quality Canadian stocks that appear to be well positioned to weather the US tariff storm? Yes bulletproof would be nice! Thanks, Chris
Read Answer Asked by Chris on March 03, 2025
Q: Good day
At what price point would you say Alphabet, Oracle and PHYS.CA are screaming buys. If it is easier you can use the price of gold in US instead of PHYS. Your opinion would be greatly appreciated. Thanks
Read Answer Asked by jeffrey on March 03, 2025
Q: Took a small position in these 3 stocks this week. Your thoughts on lmn quarter results this week and longer time holding in all of the above. Cheers
Read Answer Asked by kenneth on March 03, 2025
Q: Hey 5i,
Has TFII found a bottom after their latest earnings report and subsequent reversal of their relocation of head office or will an announcement on tariffs cause a further drop? Are they still considered investable over the next 5 years? Would you buy this dip in share price?
Would you consider NBIS a buy at their current price? Where would you place them on the risk scale (10 being highest) over the next 5 years?
Always appreciate your advice.
Dan
Read Answer Asked by Dan on February 28, 2025
Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.

This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.

Didn't seem like a big catalyst.....
Read Answer Asked by Cathy on February 28, 2025
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