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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: Hello Peter and team,
What do you think of Sagicor Financial and Aritzia? Also, the banks PE seem to be high in comparison to the past. Do you feel it is time to trim the positions in the index? Appreciated.
Read Answer Asked by umedali on October 21, 2025
Q: Hi Folks,
I am looking at selling ISRG (-7%) or TELUS (-23.50%) and CNQ (-22%) from my Non Registered account and use the money to fund next years TFSA contributions. I would like your opinion as to what order you would sell and whether these are re-buyable in January.
Thanks
Read Answer Asked by JOHN on October 21, 2025
Q: Hello Peter & Team, I would like invest some fresh money in the market. I am nor sure this is the correct time to invest? market looks like near by correction. Can you please suggest some growth stock? if you have choice to invest only one or two stock what do you prefer on this market? Or better to hold for now? AQN, TOU, LMN, MOS In my watch list but open for any stock
Read Answer Asked by Maulik on October 21, 2025
Q: In looking at a long term chart for AC it appears there is some seasonality to the stock's price, with the price peaking in January. In my experience air lines do not make good long term holds but there appears to be a potential to take advantage of the stocks seasonality. Please confirm if my observation is correct and provide your thoughts on Air Canada's current financial health and near term opportunity for growth. Thanks.
Read Answer Asked by Scott on October 20, 2025
Q: I want to raise a bit of cash for a balloon payment on my mortgage. I can sell BCE at a loss, which would offset good gains earlier this year. Alternately I could sell NTR for a slight profit. I also own a bit of Telus (also at a slight loss) but no other Ag stocks.

Which would you be inclined to sell?

(PS - had some trouble getting website to accept this question; please ensure it only appears once in your queue)
Read Answer Asked by David on October 20, 2025
Q: When evaluating a company that is following a franchise model what financial metrics do you key on?
Read Answer Asked by Greg on October 20, 2025
Q: Hello Team 5i & Everyone,

Based on the metrics you watch, in your best estimation, do you feel that the US markets are in late cycle?

I’ve seen that there’s a “debate” that we’re either late cycle of this current run since the 2022 lows, or we’ve started a new cycle since the April 2025 low. Time will tell.

Thank you!

Sandra
Read Answer Asked by Sandra on October 20, 2025
Q: How do you view the current macro environment with respect to indicators that you follow. With the 20% spike in the VIX, do you view risk as elevated in the near term?
Read Answer Asked by Adam on October 17, 2025
Q: Xanadu Quantum Technologies Inc.

Buy? What are the real possibility of it working out?

Thank you.
Read Answer Asked by Ross on October 16, 2025
Q: I want to raise some cash and these 4 stocks have grown to be the largest % of my CAD cash account. I want to sell a portion of one. Which do you think has the least growth moving forward?

Thanks,
Andrea
Read Answer Asked by Andrea on October 16, 2025
Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?
Read Answer Asked by Mike on October 15, 2025
Q: Hi,

Not sure I understand the 3 for split where the extra shares are considered a dividend. I had a large cap gain prior to the split which has been substantially reduced by the factor of the split, and now have a large dividend that I must pay tax on when I do my 2025 taxes. At least that is how my TD account shows it. How can that be a good thing for an investor.

Have I got this wrong?
Read Answer Asked by Kelly on October 15, 2025
Q: I'm currently down 35% on my BCE shares and am considering selling them to buy Propel Holdings stock for the long term. Do you think that would be a smart move? If you have better alternatives for my BCE position, I'm open to your advice in either the Canadian or U.S. markets
Read Answer Asked by jean on October 14, 2025
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