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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: Which ones (if any) would you buy and hold and forget for 10 years?
Read Answer Asked by Ray on September 18, 2025
Q: I have held BAM in a taxable account since the spin off.: position size of 1.65% and a gain of 109%. I also hold BN in both taxable and registered accounts: 2.97% position size and 60% gain. My aim going forward is to maximise growth. Is it a good idea to keep holding both or should I consolidate all into BN going forward? There are enough capital losses accrued to offset the capital gain on BAM if that is sold.
Read Answer Asked by Maureen on September 17, 2025
Q: hi, dear team:

just sell pltr and have some cash, thinking about buy MSFT ,BN BAM, TLT OR GOOGLE at today price, hope can hear yours idea. try to buy and hold for long time .appreicate!
Read Answer Asked by liang on September 15, 2025
Q: Yesterday you answered a question regarding three companies you would buy for growth for five years, asked by Judith. You gave the first three and left out your favourite company of all time, CSU. I imagine that is because we are focusing on growth and CSU, being bigger than the others will likely grow less. I tend to be a little leery of lmn and don’t have a high percentage. But, where would it fit, and what would your choices be, if the question was asked in such a way that growth was important but also relative safety? Safety, not in the sense of say, the banks, but something with good prospects for above average growth?
Read Answer Asked by joseph on September 12, 2025
Q: If you had 10K right now - and were not invested at all - and were 5 years away from using the money, where would you invest it for maximum growth?
Read Answer Asked by Judith on September 11, 2025
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?

Thanks in advance
Sue
Read Answer Asked by Susan on September 11, 2025
Q: Hi I currently hold these US companies. Can you please suggest your top 10 US companies that would compliment these the best for a long term hold? In order ideally. A growth rating 1-10 (10 being the best) and a risk rating 1-10(10 being the riskiest)

Thanks so much
Read Answer Asked by Nick on September 11, 2025
Q: Good morning,
I own a 3% position in BIPC and smaller positions in BBUC and BBU.UN. I was thinking of selling all three and adding to BN before the split. I also own BEP.UN.,BAM, BEPC and BN. This is in non -reg account. Since they are relatively small gains, taxes are not an issue. Thanks, Paul
Read Answer Asked by Paul on August 29, 2025
Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.
Read Answer Asked by Judith on August 25, 2025
Q: Hi 5i Team,

Would 5i Research consider publishing a full company report and rating for Brookfield Corporation (BN)? I currently hold BN, but I find it challenging to fully understand its multi-layered business model and strategic direction. A comprehensive 5i-style report would be invaluable to investors like me, helping us make more informed decisions about this important Canadian company.

I have the same request for AEM.

Best regards,
Matt
Read Answer Asked by Matt on August 25, 2025
Q: for a 5 year hold what are your favorite 5 stocks to purchase at the current price level
Read Answer Asked by Brian on August 22, 2025
Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!
Read Answer Asked by James on August 14, 2025
Q: Hello
If you had a choice between brookfield corp and constellation software, which one would be best for buy and forget type of stock? Thanks for your service.
Read Answer Asked by umedali on August 14, 2025
Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?
Read Answer Asked by Rick on August 13, 2025
Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!
Read Answer Asked by Judith on August 12, 2025
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