Investment Q&A

Q: Good day to you all

I understand it s the early stages ,but would like to know your expert opinion on the joint venture Magna is doing with Xpeng to assemble their cars in Europe

Thanks a lot and best wishes for the Season

Q: I am down on these two companies in my TFSA, and am thinking of selling in favor of another Canadian growth company. I already own ELVA, FTG, GRID, KITS, PNG, VNP and ZDC. Which would you add to, or do you suggest adding another growth company.

Q: I would like to diversify my gold miners into some silver miners. I already have PAAS. What would you suggest for a compliment to PAAS? And a brief reason why?

Q: What are your top 10 Canadian medium caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Hi 5i,
In your answer to Clayton's question yesterday about features common to multi-baggers, you provided a list of stocks you think might reach multi-bagger status over the next decade - and TOI and LMN were noticeably absent.
Correct me if I'm wrong but I feel that not that long ago both of them would have been not just on but at or near the top on your list. If so, has your view of their prospects changed dramatically, or was their omission more an oversight?
Thanks 5i - I look forward to your thoughts.
Peter

Q: I forgot to put in Canadian in my question that you responded to today. Rephrased - What are your top 10 Canadian small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: What are your top 10 small caps. Please put your response in the order you would buy them for the largest total gain (dividend and capital gain) over the next two years.

Q: Microsoft's C$7.5 billion investment in Canada (over the next two years), part of a larger C$19 billion commitment through 2027 may benefit some Canadian companies like GIB at 52 wk lows and CLS at 52 week highs.
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.

Thank you

Q: Can you describe what Zedcore does and why it has performed so well. Is its product line unique or is there aggressive competition? Is there anything that really sets it apart from others? If not, then why has it been a go to stock over the past while? How would you rate it out of 10? Where do you see there stock price in 6 months?

Q: Hello,
I have owned stpl for years as a sector based diversification strategy but feel it has had disappointing returns, even for that sector noting that there are some great breakout picks in the staples sector.
Could you please advise if you think it is a reasonable choice for the staples sector versus specific picks?
I realize that you typically recommend dol as well as wmt, cost and pg. just wondering what you think are good long term picks at this time given significant movement in these in the last couple of years.

Q: Everyone, i never understand what will make a multi bagger until one has already happened. What would you consider the characteristics of a multi bagger and what stocks do think will make that list in 10 or 20 years from now? Clayton

Q: Hi, I noticed that the market model still says the last update was for Oct 2025. Is there a schedule for updates?

Thanks,
Andrew.

Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.

Q: I was wondering why you keep those 2 companies in your equity model portfolio. They have been at approximately the same value for the last few years.

Q: Follow-up comment re: usefulness of customer data in training AI agents, you say.... "The key of course is adapting quickly before customers even start to consider their own solutions." I do not share this view that customers with time can complete with LMN.

My point is the detailed data on vast numbers of customers within a vertical can not be replicated, and is the CSU/LMN/TOI superpower...to train AI agents specific to their customers needs. Customers could have all the human intelligence and time, but without the vast data to train the AI agent the result will be inferior.

Your reply implies a customer and LMN have equal capabilities to develop AI agents, my thesis is they are not.

All of this to ask 5i confirmation that your view is existing CSU data sets to train AI agents is not an 'essential' ingredient....and customers can 'equally' develop effective AI solutions for their business.

Q: From your Income Portfolio, what would be your top 10 stocks in the order you would buy. This should be based best performance (income and market value increase) based on next five years expectations.

Q: Sir: I reviewing your recommended portfolios, I find that many of your A and B rated stocks have largely underperformed or lost money outright YTD, some by over 20%… is this a strange year or are you reconsidering your methodology going forward? Please consider this constructive and not critical of you service..

Q: Hi, I read a quick article today about one of the billionaire investors who was praising Bitzero. What do you know about this stock, and how would it compare with HIVE in your view? As well, rather confusingly, Bitzero seems to have two different stock tickers in Canada. Which one would be more recommended? Thank you for your service.

Q: Down 30% on MDA, its been frustrating with the news of contract losses in the last few months, etc... Can you compare MDA vs TSAT. Would look to either fully sell MDA or trim MDA and buy some TSAT as a tax loss proxy. MDA still has good rev growth and backlog and you seem to like TSAT as you recently added more. What would you do? Thanks!

Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.

cheers....