Investment Q&A

Q: Please rank from most conviction in a recovery to least conviction. Thank you

Q: Hi there. Looking for an update on POWL. I note that you seemed to have a favourable opinion in early February and the PE has come down since then given the market. What further downside might you expect or do you think it has found a floor? What does it need as a catalyst to move back up? Finally, POWL or HPS.A or 1/2 of each?

Q: I'm down 34% in my cash account. Do you have feel selling and picking up a proxy for 30 days makes sense? If so, can you suggest one?

Q: You mentioned that Cls as high risk ,would you consider Hammond at the same level? And if not for tax loss which one is a better hold or what would be a better alternative to swap for Hammond if tax loss is prefered?Tks.Larry

Q: I am looking for tax-loss proxy ideas for the following names: CAN: HPS.A, KSI, VHI. US: NBIS, SYM, FOUR. Thank you!

Q: Hi 5i Team - Could you name a few companies that service AI data centres in a structural way such as construction, maintenance/repairs, cooling, etc. Also a few companies that provide the power needed to run these centres. These would be stocks that have good growth ahead of them. Any market cap is fine but at least one small cap and a couple of mid caps. Also a combination of U.S. and Canadian companies.
Thanks.

Q: Hi, holding a few of these losers now in my non registered accounts - they were nice winners just a short time ago. What are the best proxies for these as a tax loss strategy? If my holding is CAD and the proxy is US, should I convert CAD funds to buy US or avoid these situations? Also, at what $ or price % loss would you consider doing these tax loss trades? Thanks!

Q: Which would you prefer HPS.A or GFL from a growth perspective?

Thanks for your service?

Q: One would think that CLS, HPS.A and VRT would be screaming buys if Trump said "just kidding" and ended his tariff war tomorrow. But I wonder if this is true. What are the chances that AI/data centre stocks were in a bubble and all it needed to burst was a new low energy search engine like DeepSeek? Is it possible that the wider market chaos is just masking an inevitable re-pricing of AI and data centre stocks? If so, the current lower price for these stocks may not be the screaming buy they might appear to be.

Q: Greetings 5i team,
I hold the securities listed above, as well as a couple of more stable ETFs and some cash in my TFSA. I am aware that things are going to be volatile at least for the near future but am wondering in what order an investor might deploy cash to any of these securities given the correction we are experiencing.
Thank you
Steve P

Q: Could you please list these industrial stocks in order of conviction from best to least conviction. thank you.

Q: Hello 5i,

I'm thinking of selling my BCE shares in my non-registered account for tax loss purposes since I'm also expecting a dividend cut shortly. I'm looking to replace the dividend income as much as possible and I'm thinking of putting the proceeds in Telus (which I already own) or FRU.UN (not owned but I already own TOU). I'm debating whether a possible capital appreciation with BCE following a dividend cut makes it worth rebuying after 30 days instead of continuing to hold T or FRU.UN for the long term? Overall, my goal is to maintain my dividend income with this particular trade.

I'm also thinking about replacing FSV with HPS.A (I had HPS.A FOMO a few months ago but I'm not sure it's going back to its previous days?) in my TFSA for overall returns and I'm wondering if you have a preference between the two?

Thank you,
Lisa

Q: What percentage of sales go to the US

Q: please comment on year end results and evaluation

Q: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.

Q: Is there a material reason for the drop in share price or is it just market sentiment brought on by the question of tariffs ? Thanks

Q: In a TFSA, I am down ~30% in both HPS.A and DOO, both of which were smaller positions and now both represent ~0.5% of total equity holdings (so ~1% combined).

If the goal was absolute growth over the long term with a high risk tolerance would you continue to hold or sell at a loss these two securities?

If you were to sell please rank from high to low which of the current securities in the account you would recommend.

Q: I’m down on the above stocks in my cash account. Total loss is $6000 CAD. I like the names and want to own these long term. Would you sell and wait the 30 days? Buy proxies? Keep and decide when the madness ends? As always. Thanks.

Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX

Q: Hi 5i, assuming Hurricane POTUS looses his bluster, one year out how would you rank the above small caps for potential?