Q: Jan 3, DOL was one of your top picks for Canadian stocks in 2025. Since that date all questions asking you to rate buys, DOL was always rated last. Please explain what you would do if had intended to hold the stock for another 3 years with a good embedded capital gain. Thank you
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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.
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Intuitive Surgical Inc. (ISRG)
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Dollarama Inc. (DOL)
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Celestica Inc. (CLS)
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Transdigm Group Incorporated (TDG)
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Axon Enterprise Inc. (AXON)
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Berkshire Hathaway Inc. (BRK.B)
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Heico Corporation (HEI)
Q: Please rank the following from best to worst for a long term hold. Thanks
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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TFI International Inc. (TFII)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Happy New Year! I bought TFII in June and it's now at the same level. I was thinking of selling a chunk to reinvest in LMN, DSG, DOL and BN. What would your opinion on a hypothetical sell/buy be? How would you rank the purchase stocks? Happy 2025!
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Dollarama Inc. (DOL)
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Descartes Systems Group Inc. (The) (DSG)
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Trisura Group Ltd. (TSU)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
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Canadian Natural Resources Limited (CNQ)
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Dollarama Inc. (DOL)
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Propel Holdings Inc. (PRL)
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South Bow Corporation (SOBO)
Q: In an unregistered account, what order would you add to PRL, DOL, SOBO, CNQ for a long term hold? Thank you.
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Broadcom Inc. (AVGO)
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Salesforce Inc. (CRM)
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Dollarama Inc. (DOL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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The Trade Desk Inc. (TTD)
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kneat.com inc. (KSI)
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Condor Resources Inc. (CN)
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Applovin Corporation (APP)
Q: Hi there
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
Could you please rank the noted stocks in order of "buy now" preference? (CN, AVGO, CRM, KSI, APP, BEP.UN, DOL, TTD).
Thanks so much! Appreciated.
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Dollarama Inc. (DOL)
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Brookfield Renewable Partners L.P. (BEP.UN)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Constellation Energy Corporation (CEG)
Q: Happy New Year to all 5i staff.
What are your top 3 picks in Canada and the US for 2025?
Thank you for all you do!
What are your top 3 picks in Canada and the US for 2025?
Thank you for all you do!
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Welltower Inc. (WELL)
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Dollarama Inc. (DOL)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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kneat.com inc. (KSI)
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Tennessee Valley Authority (TVE)
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Valhi Inc. (VHI)
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Propel Holdings Inc. (PRL)
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D2L Inc. Subordinate Voting Shares (DTOL)
Q: Can you recommend 5 new growth stocks for a TFSA. I have DOL, TVE, VHI and WELL. Would you keep these, given the high valuations of some of them.
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Alimentation Couche-Tard Inc. (ATD)
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goeasy Ltd. (GSY)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU)
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Propel Holdings Inc. (PRL)
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
Thank you,
Yves
Q: Hi, what would your thoughts be on swapping ATD for DOL? Long term holder. Thanks
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Dollarama Inc. (DOL)
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Restaurant Brands International Inc. (QSR)
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Descartes Systems Group Inc. (The) (DSG)
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Russel Metals Inc. (RUS)
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Thomson Reuters Corporation (TRI)
Q: I feel I have too many small positions (2% or less) in a diversified RRIF. All are above water except for DOL which is the most recent buy. Could I have your input re eliminating 2 (or 3) of the holdings and applying the funds to the other 3 (or 2)? Thank you.
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Intuitive Surgical Inc. (ISRG)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Celestica Inc. (CLS)
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Old Dominion Freight Line Inc. (ODFL)
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Heico Corporation (HEI)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank the following for purchasing (10years +)
Thanks
Thanks
Q: I need to increase my consumer defensive sector. Which would be your favourite among the listed companies or do you have a better suggestion on the Canadian market?
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BCE Inc. (BCE)
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Dollarama Inc. (DOL)
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Northland Power Inc. (NPI)
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Descartes Systems Group Inc. (The) (DSG)
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Hydro One Limited (H)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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A & W Food Services of Canada Inc. (AW)
Q: Three to five year time frame
Stocks to sell and name to replace with growth stock
BCE, NPI, AW.UN BEPC
Stocks to sell and name to replace with growth stock
BCE, NPI, AW.UN BEPC
Q: Hi 5i,
Can you comment Dollarama earning? Would you add to an existing poaition on this dip or wait?
Thank you
Can you comment Dollarama earning? Would you add to an existing poaition on this dip or wait?
Thank you
Q: Hello,
I need to increase my consumer cyclical allocation.
I am thinking of starting a position in Dollarama.
What would be a good entry price for this stock?
Would there be another option you would prefer?
Thank you
I need to increase my consumer cyclical allocation.
I am thinking of starting a position in Dollarama.
What would be a good entry price for this stock?
Would there be another option you would prefer?
Thank you
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Dollarama Inc. (DOL)
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Stella-Jones Inc. (SJ)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Savaria Corporation (SIS)
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Mega Uranium Ltd. (MGA)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
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Crocs Inc. (CROX)
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Boyd Group Services Inc. (BYD)
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Topicus.com Inc. (TOI)
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Lumine Group Inc. (LMN)
Q: Hello 5i staff
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us
I have a portfolio consisting in a few etf’s and a few stocks for the American side. One of these is a small cap etf. On the Canadian side it have mostly large blue chip stocks. CSU, BNT, etc. These are mostly at the full 5% quota. I keep some of these smaller stocks, I suppose because I enjoy winning. The problem, though, is that I hate losing. I keep the amount of these smaller stocks small because of that fear of losing, I suppose. They are often between one and two per cent of a fairly large portfolio, which is low percentage wise, but still quite high dollar wise. I am an advancing senior with moderate risk profile. Have a modest pension, which allows us mostly to live without touching investments. I have been wondering lately whether I should just bite the bullet, take the risk and add more to these fast growers ( and from time to time, fast losers) or whether I should just sell them all and consolidate in the larger stocks and etf’s. especially since I can say that I have won the game? Perhaps I could keep a few for fun. But, I guess that is what I am doing now. I know that you cannot give personal advice. But, I find that you usually have interesting things to say about these kinds of situations. As well, it has been cathartic and possibly helpful for me just to frame the question.
Thanks for all the help you offer us
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Dollarama Inc. (DOL)
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Canadian Tire Corporation Limited Class A Non-Voting Shares (CTC.A)
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Alimentation Couche-Tard Inc. (ATD)
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Aritzia Inc. Subordinate Voting Shares (ATZ)
Q: Just looking for an updated view of Canadian Tire. Think there will be much of a retail bump with all the suggested “ tax breaks”.?
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Costco Wholesale Corporation (COST)
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O'Reilly Automotive Inc. (ORLY)
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AutoZone Inc. (AZO)
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Mastercard Incorporated (MA)
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NextEra Energy Inc. (NEE)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Walmart Inc. (WMT)
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
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EQB Inc. (EQB)
Q: In your answer to Shirley on Nov. 22 you wrote, "We think investors can position a portfolio more conservatively by raising the allocation to defensive names that emphasize downside protection with good upside potential." Can you give a list of 5 CAD and 5 US stocks that you think would fall under that statement?
Thank you
Thank you
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Intuitive Surgical Inc. (ISRG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Johnson & Johnson (JNJ)
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Quanta Services Inc. (PWR)
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Canadian Natural Resources Limited (CNQ)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Cameco Corporation (CCO)
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Capital Power Corporation (CPX)
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Celestica Inc. (CLS)
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Descartes Systems Group Inc. (The) (DSG)
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BMO MSCI USA High Quality Index ETF (ZUQ)
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TerraVest Industries Inc. (TVK)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Axon Enterprise Inc. (AXON)
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Bank of Nova Scotia (The) (BNS)
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Vertiv Holdings LLC Class A (VRT)
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Cellebrite DI Ltd. (CLBT)
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Propel Holdings Inc. (PRL)
Q: 1) My 20 ry old son wants to invest his money and seems to have high risk tolerance.. I'm generally more confident in the US mkt rather than the CDN. Is he better off...
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?
a) transferring his CN money into US and taking the 24% hit and selling in 10 years the exchange rate might be...?
b) buying US stocks in their CDN version which is usually hedged?
c) or buying a US stock in a CDN acct and losing the exchange fee when buying and selling?
2) Can you pick 6 stocks that you think should do well for the next 5 years?