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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 own both TVK and HPS.A and have done well with both. Position sizings are approximately the same.
If you are going to add to just 1 position today, which one would you add to?
TVK - todays price is $130 ish
HPS.A - today’s price is $120 ish
Read Answer Asked by Anh on January 22, 2025
Q: Hello 5i
Please tell me the expected 2025 growth rates for the above stocks.
Which order would you buy if different than highest to lowest growth?
Thank you
Dave
Read Answer Asked by Dave on January 22, 2025
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Read Answer Asked by sam on January 20, 2025
Q: i've done well in 2024 with a number of 5i canadian small and mid cap picks such as CLS, PRL,TVK, WELL, HPS, etc.
I did similarly well with a number of picks in 2021 only to watch those gains evaporate in 2022.
I know 5i prefer not trying to time the market but i'm watching my 2024 winners trend down, some more than others.
I still believe in the fundamentals of my 2024 winners but if the market is trending down is there not some point one should step aside, take the profit and wait for a new or renewed uptrend?
Read Answer Asked by Rob on January 13, 2025
Q: Happy New Year !
What are a handful of top picks please for this year's TFSA and RRSP contributions? Max long term growth is the goal here.
Thanks very much.
Read Answer Asked by Chris on January 06, 2025
Q: I have too many stocks and am doing a downsizing exercise to reduce the count. Using only growth prospects as a criteria, how would you rank these holdings. I need to consolidate these 4 into 2.

Carl
Read Answer Asked by Carl on January 06, 2025
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: I currently hold the following securities in my TFSA:
AMD - 8.89 %
BAM - 7.76 %
BN - 12.99 %
CROX - 12.59 %
GSY - 16.11 %
IFC - 9.07 %
LMN - 12.16 %
TFII - 9.78 %
TOI - 8.86 %

In 2024 I added IFC and TFII to the portfolio. Thank you.
AMD is the only holding in the red. What is your opinion on AMD's future prospects?
Looking for ideas on where to invest the 2025 contributions. Add to an existing position or take on a new holding?
Thank you for the great service (just renewed my membership)
Happy New Year.
Francisco

Read Answer Asked by Francisco on January 02, 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: With the CAD losing ground to the USD, is it still worth converting Canadian dollars to buy US stocks? If yes, what would be your 5 top growth stocks for 2025?
Thanks
Read Answer Asked by Gilles on December 18, 2024
Q: Could you share 2-3 ideas that have the potential to replicate the historical performance of CSU and why you believe in them, CDN or US, or both. Thanks
Read Answer Asked by Steven 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: I am interested in increasing my position in Well, Terravest and Vertiv. Have the fundamentals changed in any way that would serve as a red flag affecting these stocks performance going forward. What would you consider buying at their current price or wait for a pullback.
Thanks
Dan
Read Answer Asked by Dan on December 13, 2024
Q: Hi Team,
What would be some of your best ideas in the small/ mid cap space today either US or CND that you see having the best potential over the next decade (medium risk). Or alternatively if I wanted to play it safer what US based etf would be suitable to play the theme here assuming small and mid caps will show outperformance in the next few years? I am leaning towards the US sector as outperforming canada at least in the next few years.

Shane.
Read Answer Asked by Shane on December 09, 2024
Q: Hi,
Can you suggest 5-10 stocks with high growth potential for a holding period of 5+ years.

Thanks
Read Answer Asked by HARRY on December 09, 2024
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
Read Answer Asked by WIB on December 04, 2024
Q: Can you please provide a list of top 5 mid/small cap names ( US and CDN) to purchase now?

Also top mid/small cap ETFs in US and Canada?

Thank You.
Read Answer Asked by Ava on December 03, 2024
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