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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: 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.
Read Answer Asked by Todd on January 03, 2025
Q: I have these companies in equal amounts in my TFSA.With an additional $18k to invest,which ones would you add to at this time or would you prefer others. I am 74 and plan to live to be 100,which is my mother’s age! I hope to eventually shoot my age(golf).
Thank your exceptional advice and Happy New Year,
Read Answer Asked by Allen on January 03, 2025
Q: Hi 5i Team,

I'm looking at some of my losers and pondering either getting rid of the or adding to them.

DHT.UN, HMM, OTXT, TSU

With some room freed up I was thinking of starting positions in PKI and DSG

What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?

What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?

This is in a TFSA which aims to balance growth and income.

Thanks for the Great Service!

Colin

Read Answer Asked by Colin on December 31, 2024
Q: A number of these Small/Mid Cap companies have pulled back recently (other than CLS). Do you consider these companies all buys at current prices? What would be your top 5 picks from this list?

Thank you and deduct appropriately.
Tim
Read Answer Asked by Timothy on December 30, 2024
Q: Good morning!

My non-registered is strictly canadian. It's tilted to growth as I'd like slightly outperform the index. With CSU being owned in my TFSA.

The two most probably choices are of course SHOP from the ashes and DSG. A surprisingly steady horse.

If you were me. Who do you add as a full position if 1 were to be owned. Of course diversification is key. Are both worthy of an add.

Would you please give an OK, better and vest range to do so.

Thank you.
Read Answer Asked by Adam on December 21, 2024
Q: Could you share 2-3 ideas that have the potential to replicate the historical performance of CSU and why you believe in them, CDN or US, or both. Thanks
Read Answer Asked by Steven on December 18, 2024
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
Read Answer Asked by jim on December 18, 2024
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.
Read Answer Asked by Harvey on December 10, 2024
Q: Hi Guys

Thanks for all the amazing work you do to support us investors. Putting new money to work and looking out on at least a 3 year (tend to be a buy and hold investor) which of the four stocks would you buy today looking at total return? If you could rank them from your most strongest being 1st that would be great.

Thanks

Stuart
Read Answer Asked by Stuart on December 10, 2024
Q: Three to five year time frame
Stocks to sell and name to replace with growth stock

BCE, NPI, AW.UN BEPC
Read Answer Asked by Harold on December 04, 2024
Q: Hello team,
What is your view on Canadian Banks at this point? The PE ratios seem to be on the high side according to yahoo.. Also, can you comment on Descartes Systems earnings .. the outlook does not seem to be positive given potential tariffs that could be slapped on with new administration.. is it still a buy? Thanks very much
Read Answer Asked by umedali on December 04, 2024
Q: 2025 just around the corner so looking to ensure I have the right exposure to stocks that can outperform the index. Which would be your top 3 stocks out of the group?
Read Answer Asked by Sal on November 30, 2024
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?
Read Answer Asked by Graeme on November 25, 2024
Q: My tech holdings consist of CSU, KSX, TOI, QQQ, XIT, & TEC. What other equites would you advise looking at so I am covered in all things tech related including AI, Cyber and Semi-conductors? My preference in this order is 1} ETF 2 } Mutual fund 3} Individual stocks.

Thank you

Paul
Read Answer Asked by paul on November 12, 2024
Q: Hi 5i,
I really like your creation of DOCCKS through amalgamating those 6 Canadian names, and the comparative 5 yr history you've put together of some salient numbers.
I think it might be helpful to also see where the money comes from, and wonder if you would also be able to break down the geographical origin (percentagewise) of each company's revenue and, further, compare those results to the net profit, FCF etc resulting from each geographical source of revenue?
Thanks 5i,
Peter
Read Answer Asked by Peter on November 11, 2024
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