Investment Q&A

Q: Is technical analysis part of your methodology and if so which indicators to do use?
Thank you

Q: I have a book cost of $10,600 for my 600 parkland shares.
I received $11,880 in cash and 177 Sunoco shares ( book value $ 12700. } For tax purposes is it all taxable ? I.E. 24,580 .
The Sunoco shares have been put into the Canadian side of my account,so I assume the transaction is all in Canadian dollars. Is that correct? Thank you for your help.
Philip

Q: Could you list a few Canadian company's to buy now that may come roaring back from this downturn?

Thank you.

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: On your tax loss selling article, I noticed with First Service it seemed like there was a 14.8% would that have been the adding of the EBIT to the CARG?

TRI
32 times forward earnings. Is PE low valuation. I always thought PE was the expense ratio and with 32 it would be an expensive stock but in your article you called it the PE a low valuation.

Hoping to get it in more simplified terms.
Thank you

Q: Hello,
I have Telus and Enghouse . I am down of the two of them.What do you think of selling Telus and buying more Enghouse? Thanks!
Nancy

Q: Hello,
Wondering what your thoughts are on accumulating TFII at these levels? For a longterm hold. I realize there might be more tax loss selling and pressure on the stock if a recession arises but would this be already priced into the stock at this time?

Thank you

Q: Atco sent a message to shareholders of Class I and Class II shares today. There will be a special meeting in December to vote on Class II shares becoming Class I shares, for various reasons --- one of them being that the existing Class II shares are not very liquid (low trading volume).

Would this change to the share structure affect Class I shareholders in any significant way going forward?

And, please confirm that only the Class II shareholders are entitled to vote at the special meeting.

Thank you and have a great day.

Q: Stantec took a big hit yesterday, any reason that you are aware of? Of the following three which company do you prefer and why? Atrl, WSP and STN? Thank you for your excellent service.

Q: Please share your suggestions for 3 best index funds for TFSA as of today and non registered account for 5-10 yrs. What are your thoughts on CSU, GLY , SHOP to add as individual stocks. Thank you

Q: WSP, WCN and X have been trending down in the last few months. What do you see the future growth for these companies in the next 5 years? Are these good entry points or should it be a hold?

Q: Good morning ... Still on 2 week evaluation. I have been reviewing member questions and answers. DSG is a recommended stock. Someone asked you to rate them and whether or not to buy them. DSG was a 4, which to the member was not a strong buy. Yet in other member questions, you recommend DSG quite strongly. Why would DSG not be a buy since it is on a downturn? Thank you. This does seem like a credible website.

Q: Hi again,
Just submitted a question about MDA that wasn't well proofread and below is the question as it should have been - I hope you can substitute the corrected version before publishing. Thanks!

Hi 5i,
What are your thoughts on the earnings report issued this morning? To me it looked good, but for a dearth of free cash - is that observation correct and, if so, is it a concern?
Also:
After the last big price drop based on the Globalstar rumour, MDA management wrote:

"MDA Space is monitoring fluctuations in our share price that appear to be the result of unconfirmed and speculative media reports related to mergers and acquisitions in our customer base. As a matter of policy, MDA Space does not comment on rumours or speculation. MDA Space management will provide a full update on its business outlook as part of our next regularly scheduled earnings release on November 14, 2025."

I was looking forward to reading MDA's response to potential loss of contracts this morning, but it's "full business outlook" didn't address the issue at all - although the issue certainly hasn't gone away. Again, cause for concern?
Thanks,
Peter

Q: Peter; With Carney announcing Canada is going to take equity positions, ( like the US) are there any investable Canadian companies that could qualify? Thanks.
Rod

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: I would appreciate your comments on MRE 3rd quarter results and outlook.

Q: Would u suggest one should add position to these stocks, or will dollar cost average is a better option. What would be a good entry price suggestion, thank you for your great service is this turbulent time

Q: Dear 5i
What conservative CDN ETF with a focus on dividends would pair well with XIC that is currently owned within a registered account ?
Does ENS , GRID or CLBT have a higher earnings growth rate over the next couple of years ?
Thanks
Bill C

Q: Ok, let's try this again.

For the past 2+ years I've been waiting for the RBC US Midcap Fund to pop.

So a "gut" response to my first question: given the recent sell off in the markets, do you see small/midcaps popping or continuing to languish in the shadows of the AI trade? (Although it's early, in terms of seasonality the fund is doing nothing).

Second question: I'm thinking of taking all or half of this position (it's a full position for me), and picking up ATRL based on the nuclear energy/SMR theme. ATRL is up significantly in the past year. Is it fully priced at this point or does it have a lot more to grow in the next five years? Considering the the nuclear/SMR theme, would it be your top pick or do you have other companies (Canada or US) that you favour more?

Thanks in advance,
Pete, Calgary

Q: I’ve sold PRL and GSY for tax loss reasons with a plan to rebuy after 30 days. I’m down roughly 30% on both TRI and CRM. Any catalysts you can see in the next 30 days?