Investment Q&A

Q: I saw a big correction on this stock Enterprise Group Inc.

What is their business model. Are they cash flow positive. Can their business model last over 10 years. Do you see the company start a buy back program and dividend.

In advance, thank you for taking your time to answer my questions.

Q: Do you recommend any Canadian small cap tech or industrial companies that are worthy of a small starter position? Could be US if that request is too narrow. Thanks!

Q: What would be your top 10 Canadian stock picks now, maximum market cap $10 billion, long term hold. Thanks.

Q: you recently had a favorable report on TIH . could you please tell me if they do most of their business in Canada. thanks once again

Q: I have a question about Toromont Industries Ltd. How do you rate Finning versus Toromont?

Thanks.

Q: Looking at some Canadian mid cap stocks. How would you rank these 9 stocks for estimated total return potential over the next 5 years. BYD, DIR.UN, DOL, EQB, MEQ, PBH, STN, TFII, TIH. Thanks.

Q: Hello, I am wondering about Toromont Industries. Do you see it being negatively effected if there are tariffs implemented by the US? I will be retiring in next 2 years looking for something safe with decent growing yield that can be a hold over the next several years in a non-registered account.
Thanks

Q: I am down on these 3 stocks in my RRSP. Do you see future upside, or should I let them go?

Q: looking for safety of dividend and single digit capital appreciation. would you sell BCE and replace with 50 percent to TIH and 50 percent to either CAR.UN or GRT.UN. thanks Richard

Q: Hi 5i,

Advice please - I am down almost 50% with MG; it accounts for 7% in a LIRA account. Do I hold faith it will rebound at some point or cut my losses? Cannot touch LIRA for another 15yrs. Thank you!

Q: Dividend investor interested in long-term dividend growth. I know you like both TIH and BAM. I can only initiate a position in one of these today, which gets the slight nod today? For long-term hold.

Thank you.

Q: I would like your thought if it make sense to replace BCE with Rogers or Telus at all, or there are better alternatives , even in other sectors. Please suggest a few alternatives if outside of the above. Thank you as always

Q: Good afternoon!
I have some substantial cash to deploy, ideally into Canadian dividend payers at 4% or more. I already have many of the usual suspects, including the following: ENB, BCE, PPL, BNS, CM, LIF, SIA, T, LIF, BEP.UN, DIR.UN, FSZ
I have been waiting until the December sell-off (i.e. Benj Gallander’s suggestion that it is the best time to buy), hoping to find some that have made the sell list that are good candidates for bounce backs in the future. After observing the market in the early stages of tax-loss selling, would you have some names that might fit that bill? Ideally maybe 5 or 6, although I realize that is a tall order, perhaps! Again, I am seeking dividend paying Canadian equities paying 4% or more.
Thanks! Paul

Q: Why is TIH going down? Time to buy?
Many thanks for your hard work.
Connie

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: I am thinking of selling torment industries at a 10%
Loss and Brookfield infrastructure lp to generate
Money to buy ZMID:CA
I agave current 35% of my investments in u.s.
The balance in Canada this would increase my exposure to the u.s. market to 40%
Can I have your thoughts on this move
Thank you

Q: Hello
My GIC has just matured in my RRSP. The rates are low now and was thinking of putting the money in either of the above two ETFs which have a higher yield.
MNY has a higher interest but higher MER but better return overall however seems riskier then CASH. What would your suggestion be, would you have another favorite or would you invest in some other "safe" income instrument in the RRSP, ie ENB?

Thanks
Jeff

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.