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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: Hi Folks,
I am looking at selling ISRG (-7%) or TELUS (-23.50%) and CNQ (-22%) from my Non Registered account and use the money to fund next years TFSA contributions. I would like your opinion as to what order you would sell and whether these are re-buyable in January.
Thanks
Read Answer Asked by JOHN on October 21, 2025
Q: As we enter "tax loss selling" season, any sectors or specific companies that you would consider, both Canadian and US ?
Read Answer Asked by Mike on October 15, 2025
Q: My investment is down by about 25% and I am inclined to take a loss for tax purposes. When does the company next report? If it were you, would you wait for that before selling? Do you foresee any other catalyst that would change the fortunes for the share price in the next 30 days? Thank you for your excellent service.
Read Answer Asked by Leonard on October 14, 2025
Q: Hi 5i,

What would be your top three picks today in the health care equipment sector? US or Canada. Are they buys today and what would be a good entry point. Please provide a short description as to why they are top picks.

If SIS is not part of the list, can you provide your opinion on this company as an investment for 5 year hold.

Thanks for your help.
Read Answer Asked by Donald on October 10, 2025
Q: Sold some NVDA and now want to increase my weight in these stocks. What would be your order to add based on growth potential.
Read Answer Asked by Brendon on October 07, 2025
Q: Similar question for both these stocks that you have liked or still like. Both have pulled back after making strong gains. Is there still momentum? How were the last qtrs? Should one buy the dip and get a fuller position in either of these or just hold?
Read Answer Asked by Bruce on October 03, 2025
Q: My daughter has the above investments in her regular account. She has now opened a TFSA and plans to contribute regularly. The horizon is long (money not needed for 10-20 years). Her portfolio is not very well balanced. Could you offer advice on 5-8 best stocks (Canadian or available on the NEO exchange) that would be promising investments whilst improving sectorial balance?
Read Answer Asked by jacques on October 02, 2025
Q: We hold most of the 5i Balanced and some of the income portfolio stocks plus the fallowing us stocks. amzn, brk.b, cost, goog, isrg, lly, msft, nvda, smci, vrt, v. Berkshire is over 8% and the others are 5% please suggest a couple of us names to add to this portfolio. or any to trim. ( US is a growth portfolio ).
Thank you for your superb service over more than 10 years. Ian
Read Answer Asked by Ian on October 01, 2025
Q: Hi,
I want to buy Healthcare stocks.
Can you please recommend in order of preference a top 10 mix of Canadian and USD names. Can you also add a growth/risk rating 1 to 10 with 10 being highest growth and 10 being highest risk.
Thanks
Read Answer Asked by Marco on September 30, 2025
Q: Hello, I want to sell ISRG for tax-loss reasons and buy it back after 30 days (I am about 20% down). I just saw that their next earnings call is Oct. 21st. Do you know enough about their progress this year to figure out if there is a good chance their 3rd Q is going to be great and therefore I should wait after Oct. 21st, or should I move to sell now? Thanks!
Read Answer Asked by Martin on September 30, 2025
Q: I'd like to purchase some health care in CDN funds. Can you please provide a list of top 6 in order (best first) either Canadian or CDRs in the sector.
Thanks
Read Answer Asked by Marco on September 29, 2025
Q: Could I have three US Healthcare names you recommend today please.
Many thanks!
Read Answer Asked by Issaku on September 26, 2025
Q: Good afternoon,

I have been purchasing ISRG on its' slide, taking advantage of lower price points then stopping a few months ago at 1/2 a position.

You provided some comment on the company last week, and I would like to follow up

- below what price do you view ISRG stock as a clear buy opportunity?
- would you buy in small bites if this decline continues or at this point hold until something catalyzes the stocks rise?
- what are the factors causing the continued downward drift at this time?

Thanks as always.

Dave
Read Answer Asked by Dave on September 15, 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: Hey everyone, I have a nice amount in my TFSA account. What I’m trying to do is grow the account over time, let’s say a 25yr time period as I don’t need the money. With your crystal ball in hand and a mindset of holding forever what twenty companies would you buy today? Companies can be anywhere in the world and be in any sector but they need to trade on a North American exchange. Appreciate you playing along.
Read Answer Asked by Mark on September 08, 2025
Q: Hi there!

What would be, in your opinion, your top 5 high-conviction growth stocks in the Canadian market — and in the U.S. market — for the next 10 years, ranked in order?

Thank you very much in advance!

Best regards,
Jacques IDS
Read Answer Asked by Jacques on September 02, 2025