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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: How much likelihood do you see that some key Canadian resources are sourced in Eastern Europe by the Americans if the Ukraine war should resolve soon? Notably potash from Belarus, uranium from Russia and Aliminum from Ukraine, potentially including others I may know less.
Read Answer Asked by Peter on March 17, 2025
Q: Hi folks,
I have held CNR in my TFSA for a few years - up 10%. I am thinking of replacing it with WCN for some more growth. Would it be better buying WCN on the NYSE or TSE? May I have your opinion?
Thanks
Read Answer Asked by JOHN on March 17, 2025
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
Read Answer Asked by Andrew on March 17, 2025
Q: When I see forward-looking metrics (e.g. P/E, PEG ratios, etc.), they can be last twelve months (LTM), next 12 months (NTM) and one or two fiscal years out (FY1, FY2). What are your thoughts/what would you think should be favoured? Thanks.
Read Answer Asked by Michael on March 14, 2025
Q: Hi group the above stocks i sold 1/2 of my folio about 3 months ago/ yes at a tidy profit. My question is I am 75 years old and have $100,000 to reinvest (20% of my total portfolio)...(dry power) i do not need any cash to supplement my income for at least 5 years unless the market falls of a cliff because of Trump/Tariffs. I would say I am a sleep at night investor So the question is what to do now wait or start nibbling now. These stocks make up about 70% of the total portfolio
Read Answer Asked by Terence on March 14, 2025
Q: I am getting “twitchy” on Premium Brands ahead of them reporting on March 21st (a Friday, but reporting before markets open?). Can you give me an idea of how often they have beat expectations in the past and how the share price has reacted historically as well? I know it is asking for crystal ball gazing but can you make an educated/experienced guess about what you expect?
Read Answer Asked by Stephen R. on March 13, 2025
Q: Good day, 5i Team,

As always, thank you for your support, especially during times like this.

Are you able to share your team`s general consensus on where we are heading and what would be the major factors to keep an eye on to gauge the depth of the pullback?

More specifically:
1. If we are heading for recession, what industries/companies would be best positioned to recover first and "benefit" from the current situation?
2. On the scale from Covid to Great Depression, where would you place us speculatively as the result of Trumpconomics?

Respectfully,

Nick
Read Answer Asked by Nick on March 12, 2025
Q: What’s the best strategy to protect our portfolios during these uncertain times?
I’m trying to figure out if I should sell some stocks to building a larger cash position or do nothing and just hold current stocks?
Thanks
Read Answer Asked by Ben on March 12, 2025
Q: With the tariff war and Trump creating so much uncertainty, how does an investor handle this? It seems the tough approach of Doug Ford will only anger Trump and create more problems for Canada. With new terrible headlines on a daily basis and market reacting with more selling, how does a long term investor, who needs income from investments rationalize staying in the market? What could turn this around and how deep of pullback do you think we could see and/or how long of a bear market? Thank you for your insight!
Read Answer Asked by Neil on March 12, 2025
Q: Hi group short on financials /gold /silver / oil.... so in what order and what entry price would you add Presently own GSY (4 % position.) also GDXJ (2% weighting ) ARX (5% position ) FFH 5% position...any other suggestions in these sectors are welcome. thanks for your help with this
Read Answer Asked by Terence on March 12, 2025
Q: Favorite 5 names to add to a TFSA for long term appreciation with the recent sell off. Agnostic of sector and can stomach high degree of volatility
Read Answer Asked by Kenny on March 11, 2025
Q: I am hoping you will be able to direct me to a website where I can find the current pricing of Cdn Natural gas and Oil...I can locate US prices but not CDN...hopefully it will be a free website...many thanks...Cheers
Read Answer Asked by Cam on March 11, 2025
Q: I am looking to add to my TFSA for a long term hold.
Realising different sectors but considering their current valuations, please rank these companies for a buy.
Read Answer Asked by Don on March 11, 2025
Q: If ATD is successful in the Seven & i Holdings takeover, it is likely to have to do so at the current bid or higher (eg $50B). What do you expect the stock price reaction will be in the near, mid, and long term should they be successful in their efforts, even at the current 47B? In addition, what do you expect to be the effect on their balance sheet (eg a ton of new debt etc)?
Read Answer Asked by Doug on March 11, 2025
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