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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: These 3 are dropping this morning.
Is there any news that accounts for the drop?

Thanks
Read Answer Asked by Herm on April 23, 2026
Q: I notice that csu and it's affiliates are falling today. I imagine that this is related to Service Now's results and prognosis for the future. It seems that this fear of software is really sticky and never goes away. Many of us are a bit paralyzed by this. How do you see it and would you still currently invest in country?
With appreciation
Read Answer Asked by joseph on April 23, 2026
Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.
Read Answer Asked by Chris on April 22, 2026
Q: I have seen a lot of recommendations for CSU. I have CSU in my TFSA with a gain.
I have LMN in my TFSA with loss, i am thinking of averaging down.
Is there a big difference between the two companies and which will be better to add to?
Read Answer Asked by Robert on April 22, 2026
Q: If these were the only companies in a small Canadian portfolio: TRI, LMN, CSU and BAM, in what order would you sell?

Thanks
Read Answer Asked by Frank on April 20, 2026
Q: Hi to all. For a GARP long-term investor, what are your recommendations today, 5 can securities & 5 US stock exchanges securities.
Please no defense titles. Thank you
Read Answer Asked by Djamel on April 20, 2026
Q: First, want to thank you for the service provided over the years. I recently reached a financial milestone (another 0 at the end of the net worth statement at age 33) and 5i played a massive part. Biggest elements were the great stock picks (obviously) which allowed me to outperform the market quite a bit, as well as the reassurance to stay long when the market has a fit.

My question is can you provide a list of top picks for long term growth that are less associated with AI. I'm heavy in AI, want to stay overweight, however would like to slowly diversify a bit over time. Open to a mix of risk levels.
Read Answer Asked by Joel on April 20, 2026
Q: Hello,

Could you provide your top 3 or 4 choices from your income and balanced portfolio you would buy today? If there are any gems outside of these portfolios that are worth a hard look please include them.
Thank you
Read Answer Asked by Delbert on April 16, 2026
Q: Hello 5i Team,

Following up on your answer to Sandra's question on April 11th re: beaten down U.S. software stocks, could you please rank the top 5 choices in order for a 3+ year hold.

Also, where would CSU rank if it was included as a 6th stock in this list?

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on April 16, 2026
Q: How broad was the move in software yesterday? Was it virtually industry wide Was there something specific that happened? Thank you.
Read Answer Asked by Alex on April 14, 2026
Q: Can you give me 3 stocks (Canadian or US) that have been beaten up since the start of the year that you have the highest conviction on for a turnaround for the rest of the year?
Read Answer Asked by Eric on April 12, 2026
Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.
Read Answer Asked by Nizar on April 08, 2026
Q: Hello, I have had these 3 companies in my portfolio for a few years and have seen a steady decline recently (esp CSU). I know you still rate them A or B but wondering your thoughts on holding on or selling....I am in for the long haul but would like to see better results . Since inception I'm down 34% GLXY, 23% BYD, 45% CSU. thx for your feedback.
Read Answer Asked by Scott on April 07, 2026
Q: Hello, the question is for listings only on the TSX

1: For a TFSA what would be your top 5 stocks to buy in order right now.

2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

Thank you
Read Answer Asked by Ed on April 07, 2026
Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.
Read Answer Asked by MG on April 07, 2026
Q: Normally, I would continue to hold these stocks – CLBT, SNOW, CSU, TRI, OKTA, HUBS, ADSK, KRMN - but all are in the red and I could use some capital losses for tax reporting. BUT all are rated as strong buys with good potential upside by TipRanks. I think only KRMN reports within the next thirty days. Would you sell any today? And would you buy them back in thirty days? Would I be better to wait until closer to the end of the year? Thank you.
Read Answer Asked by Kim on April 06, 2026
Q: My kids RESP currently hold CSU, SHOP, SIS, ATZ, XIC, BN, PNG, VTI. CSU was purchased at $3,250 and SHOP at $210. Is it wise to average down now or is there another one or two that will be good to add to this mix?

Thank you!
Read Answer Asked by Jacquelyn on April 03, 2026
Q: I'm confused about when it makes sense to do tax loss selling. I am down almost 30% in CSU and LMN. Does it make sense for me to sell and register the loss and possibly rebuy after the 30 day wait? I am an older senior and don't have a lot of time to patiently wait for recovery, and despite the speed with which it dropped, I suspect recovery will be much longer. My main confusion, I think, is not really understanding how tax loss selling actually works.
Read Answer Asked by M.S. on April 01, 2026
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