Investment Q&A

Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram

Q: Can you give your outlook on NOA for 2025? Any names you’d consider over it?

Q: Looking at these long term compounders in various sectors. Based on current valuation and future growth, how would you rank these and which ones would you buy now or DCA into over time?

I'm already holding full positions in BKNG, BN, CSU, LMN, half positions in V,MA,WSP, and smaller position in TRI. I would either add to my smaller positions or add new positions in the others.

Are there any other 2-3 long term compounders that you would consider good buys currently?

Thank you!

Q: Could you comment on STN.TO vs WSP.TO

Also wondering if ZUH.TO is still a hold. I am up nicely, but it has not done much in the last year and wonder if there is more up potential here or maybe somewhere else?

Thank you

Q: Hi 5i,

Advice please - I am down almost 50% with MG; it accounts for 7% in a LIRA account. Do I hold faith it will rebound at some point or cut my losses? Cannot touch LIRA for another 15yrs. Thank you!

Q: Of the following stocks please list those that are vulnerable to Trump's tariff threats and a brief reason for that vulnerability ..... Mr Canadian Market may not being taking his threats seriously but I am. My plan is to replace vulnerable Canadian names with U.S. ones ..... Thanks for your terrific service ......
WSP,TFII ,AND ,BN,BIP.UN,EQB,SIS ,WELL ,ENB,HPS.A,IFC,GSY

Q: I have some money sitting on the sidelines. What would be your top 5 stocks to buy this year? Looking for modest growth and not high risk.

Thanks

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.

Q: Happy New Year Everyone. Thanks so much for your much appreciated service. I have $10,000 to deploy in an RESP account for three grandchildren with a 10-15 yr time horizon. What are three new stock ideas along with suggestions on what current stocks I could add to assuming they are equal weightings. Current stocks: AEM, ARX, BN, CSU, ENB, IFC, LMN, RY, TD, TOU, TRI, TVE and WSP. Thanks.

Q: Some analysts think infrastructure is a good space to invest in 2025. What exactly is included in the infrastructure space and what are some companies that you think have good prospects for 2025?

Q: Hi Peter and all at 5i. Wishing you the best of the season!

Peter, first of all, I really enjoyed your last article in the National Post. Your financial stories were highly entertaining.

I manage a RRSP for my daughter-in-law. She has approximately 24K in cash due to a GIC that recently matured. (She got 5.16% interest).

She has these commission-free ETFs: CEW, QQC.F, XHC, XIT, and XST. She would have to pay a $10 commission on the following stocks and ETFs: BCE, BNS, FTS, PBH, SLF, WSP, ZIN, and ZRE.

Question 1. In what order would you suggest she uses the cash to purchase more of the commission-free ETFs?

Question 2. If there are compelling reasons to do so, in what order would you suggest she uses the cash to purchase more of the stocks and ETFs where there is a $10 commission?

I’m hoping that this question can be answered before Christmas if possible. Please use as many question credits as you see fit to provide a comprehensive reply.

Thanks as always for your valuable insight.

Q: Reading some recent comments, it looks like you are recommending both of these. If you had to choose one for the highest overall gains in the next three years, which one would it be? Happy holidays and thank you.

Q: Hi guys,

Just reviewing your balance portfolio and I noticed that your highest conviction stocks are csu, dsg, shop and wsp, all around 6%. Can I assume that you would recommend these stocks for 2025 at this percentage of a balance portfolio?
Thanks
Jim

Q: A few months ago you rated WSP, STN, and ATRL in that order; is this still the case?

BNN pundits have touted WSP's experience in power infrastructure and ATRL's in nuclear reactors, and given the scale of the projects involved, these competences should matter (particularly as concerns nuclear.)

In your database, WSP stands apart from the others w/rt both market cap and margins, ATRL shows lower debt/equity, while STN shows the best ROE - yet they all show elevated P/E metrics such that one might wonder if their appreciation potential were already baked-in.

Q: It’s RRSP season. I am very overweight the US market (and tech) and with the declining dollar, I am considering buying a Canadian security.

Can you list your 5 favourite Canadian Picks for a Canadian RRSP. I already own GSY, Propel, TVK. Considering CNQ as I have no energy exposure.

You can be aggressive or conservative in your recommendations. I have no preference as to market cap or sector.

Please rank your favourites.

Thank you.

Q: I currently hold the above investments in my non-registered account and will invest some additional funds before the end of the year. My plan is to top up my investments in approximately 8 stocks and 1 ETF. The investments will be a 5 to 10 year hold. Please provide a ranking for the top 10 stocks in my non-registered account. Which ETF fund do you suggest topping up for a 5 to 10 year hold? Thank you 5i

Q: Good morning,

I'm currently constructing my non registered account.

I have a half position in WSP. I've refreshed myself on 5i's report.

Could you please give me a good target for rounding out to a full position.

This will be long term core holding but I do feel it's a hair stretched at the moment. A best buy price or range and where you believe the best value is.

Thank you.

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

Q: Hello Team,
Which would be your preference between wsp and are at this time and why>
Thank You,
Barry

Q: It seems the economies of Canada and the United States are diverging and not for the better in Canada. This makes it difficult for me to buy Canadian companies as opposed to American. My question is, have any Canadian companies foreseen an advantage to shifting a good part of their operations to the United States to take advantage of the possibilities for making better profits?