Investment Q&A

Q: Hello, with the overall stock market reflecting a historically high valuation I would like to rotate some of my profits into a few safer names, ideally with relatively lower down-side risk and/or that pays a healthy dividend so I can receive some income in he interim. I appreciate that trying to time the market carries its own risks i.e. it could take a while. What names would you recommend?

Q: Of the above companies which would you choose for a TFSA if you were to select only one? Please rank them in order (best to "less best") re your expectations for long term growth (say, over the next 10 years).
If you had only one pick for a long term TFSA hold of any stock (or ETF) without regard to CAD vs US, market sector or market cap, what would that be, assuming a young (mid-20's) investor with a currently well diversified, growth-oriented TFSA?

Q: Just read Peters comments in the Post. Pls name 3 junior to mid sized compounders in the U.S. & 3 in Canada you like best. Tks wib

Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC

Q: Im looking for a list of companies that might get a bump in January after tax loss season.

Thanks Steve

Q: There is a lot of talk about cyclicals doing very well in 2025
Can u expand on exactly what that “means”?
If you agree that cyclicals will outperform
can u recommend 5 best cyclicals stocks to purchase and entry points if possible
Thanks

Q: Please compare risk and reward of RBA and TIH. Going forward, which stock do you think will provide the highest total return. Thank you

Q: Hi 5i.

Which Canadian companies would meet the criteria to be considered dividend aristocrats, if they were listed in the US? I know one of the criteria is that the company must be a member of the S&P 500 Index, so obviously an equivalent index membership will have to be used; perhaps the S&P/TSX? Or, would you apply a minimum market cap threshold? It would be interesting to know what Canadian companies would meet the test. Thanks.

Q: telecoms have had a rough year and have not reacted positively to the lowering of interest rates with the heavy debt levels they have I would have expected a positive reaction by now. That being said if you had to choose between Rogers, Telus or BCE what one would you choose and why ?

Q: I see that financial yield is being used as a evaluation metric on GSY. Can you please explain how this valuation is used as compared to say more traditional measures such as; ROE, EBITDA, etc. Thx Steve

Q: Dear Peter et al:

Thanks to your persistent AND consistent faith in some of your high conviction stocks, my portfolio has done well! I just renewed my 5i Bundle subscription! (Your favourite pick BN alone paid for a few years worth of subscriptions!) My only request is to "fix" the search function in your ETF/MF Newsletter! Long over due my friend!!

I have asked this question several months ago and your answer once again proved VERY profitable! I had asked a few questions from different angles about NON-Correlated assets. Private Equity and Utilities and a few others ere mentioned by you. ALL of them are up till date!!

However at this current point in this cycle, post- election phase, how would you structure non-correlated assets? (To dampen my drawdown in Large caps/Tch/Financials etc., ) Any suggestions?

Q: Hello Peter,

At times you have stated "turnarounds seldom do" and I look at the future prospects of our Canadian economy thru that lens if the current gov't remains in power.
Could you list the sectors (and co's) that would be indifferent to and thrive in an imbecilic fiscal environment?

Thank you

Q: Hello:
Parkland- Up a little, down a little. Please give me your analysis. What could I replace it with? I already own Atd.
Thanks, Ben.

Q: There seems to be a consistent view by 5i and others that Small and Mid Cap stocks have started to lead the market and will continue to do so over the next 2 to 3 years.

What are your current top 5 Small/Mid cap US and Cdn stocks? Could you also add what you think are good entry points?

Thank you;
Tim

Q: What are your best ideas for income/dividend stocks/etfs in a non-registered account? Main goal is regular income.
Thank you.

Q: please provide 3 current metrics that you used to value TIH. and compare to the last 3 years. will the proposed tariffs have a material effect on the company? thanks Richard

Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?

Q: My portfolio contains the following securities: DRX, ATD, GOOG, AMZN, AMTM, AAPL, ATZ, AXON, BNS, BAM, BN, CSU, CRWD, DIR, EXP, LLY, ENB, GSY, HPS, ISRG, J, LMN, META, MSFT, NVDA, SHOP, TFII, TTD, TD, VRT, WSP. Most of these are under or at a full position except for AXON (higher). I have some cash I would like to deploy. Which would you add to today please for a long term investor age approx 40yr. Would you look to urgently sell any. Thanks!

Q: In a best case scenario, I think 4 years of Donald Trump in power will be chaotic and discruptive in the US and globally. In a worst case, I believe the US is heading for internal unrest/violence, and the certain parts of the globe will be at war. If you were a 74 year old investor who has done well listening to 5i the last 2 years, how would you now hedge against these scenarios?

Q: Hi Gang
What are your 5 top Canadian income ETFs

Thanks Mike B