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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: I am only interested in holding Canadian Long Term Compounders. I am looking for companies with decent ROIC, ROE and good balance sheets and preferably owner/operators with skin in the game. In the Canadian space of my portfolio I hold CSU, ATD and TFII. My question is could you provide to me 10 small and mid cap Canadian names that you would feel would make the best long term compounders to hold for at least 5-10 years.
Read Answer Asked by Todd on January 03, 2025
Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim
Read Answer Asked by Timothy on December 30, 2024
Q: It’s RRSP season. I am very overweight the US market (and tech) and with the declining dollar, I am considering buying a Canadian security.

Can you list your 5 favourite Canadian Picks for a Canadian RRSP. I already own GSY, Propel, TVK. Considering CNQ as I have no energy exposure.

You can be aggressive or conservative in your recommendations. I have no preference as to market cap or sector.

Please rank your favourites.

Thank you.
Read Answer Asked by Karim on December 18, 2024
Q: Good Morning, Could I have your top five picks for income and capital gains in 2025 Also what would be your top ideas for good companies that are being sold off because of tax loss selling. Thank you
Read Answer Asked by Brian on December 17, 2024
Q: Please rank the following companies on growth for the following 1 year and 3 to 5 years span. I own all of them in taxable account some of them for 5 years+ and plan to start moving some into my TFSA. As you can notice I like your recommandations.

Thank you,

Yves
Read Answer Asked by Yves on December 11, 2024
Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.
Read Answer Asked by Shane on November 18, 2024
Q: Hi 5i
Could I have your top 2-3 highest conviction Industrials for each of US and Can markets.
Thanks
Read Answer Asked by mike on November 12, 2024
Q: I am planning to sell my shares in CNR. I have done well holding it for several years but there just appears to be opportunities for better price appreciating than CNR has over the past couple of years. I would prefer to replace it with a Canadian company. It does not need to be an Industrial. I am currently over weight financials. I am ok with some risk. What companies would you consider as a replacement?

Thanks for all your help,

Mike
Read Answer Asked by Michael on November 05, 2024
Q: I'm looking to close a gap in my non-registered portfolio in the Industrial Sector. I'm not too concerned about industry. I'm looking for some reasonably priced options that you guys like that have good growth potential, but also pay a (growing) dividend. My intention is a long-term buy and hold. Would you please recommend your top 3 Cdn and top 3 US "likes" and rank order purchase preference from 1 to 6 (with 1 being your top pick) and any rationale for your choices that you think might be helpful to my decision making process. Thank you and thanks (yet) again for your excellent service.
Read Answer Asked by Paul on November 04, 2024
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