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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: Mid-20’s investor looking for your top 3 Canadian and top 3 US “buy and forget” compounders, regardless of sector, for a long-term hold within a TFSA. Can you please rank from 1 (highest confidence) to 6. Looking for companies that I can periodically but continually add to over time without worrying about having to be a “trader” and move into and out of positions as trends, themes and market momentum shift. I already have BN and NVDA (both of which may have been candidates for your top 6 list). Would this list be any different had the question been asked a week ago – before all the DeepSeek anxiety? Thanks.
Read Answer Asked by Bruce on January 30, 2025
Q: Please explain how those Brookfield entities and others fit in a balance portfolio of stocks in terms of growth and income. What would be your ranking preference long term? Would you suggest other Brookfield companies to complete the picture?

Thank you for your great services
Read Answer Asked by Jean on January 30, 2025
Q: Perhaps I wasn't crystal clear in my earlier question on these 3 - Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations. What Canadian companies might be affected by 891 in retaliation for our Digital Services Tax to pay more US tax?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 29, 2025
Q: Your parents give you $100k CAD and $100k USD to invest on behalf of your family for the next 5 years. They instruct you to invest $20k in five Cdn stocks and $20k in five U.S. stocks to hold over the duration. Considering current valuations, the fact this is your family's money, and the objective of maximizing total return over the period, what are your 10 picks?
Read Answer Asked by Chris on January 29, 2025
Q: Canadian companies with US operations could be a target under the IRS section 891 to double taxes paid on their US operations in retaliation for our DST and UTPR according to tax experts here. What Canadian companies are most at risk for this?

https://financialpost.com/news/economy/canadian-business-pay-price-digital-services-tax
Read Answer Asked by Jeff on January 28, 2025
Q: Greetings 5i Team,
I hold these securities in a TFSA and am looking to add a new position. At the same time, I will be trimming some of these as they have done very well.
Could you make a few suggestions for a new addition? Growth is the objective and diversification need not be overly considered (I am well diversified within other accounts).
Thank you for providing this great service.
Steve P
Read Answer Asked by Steve on January 28, 2025
Q: My partner is opening a new TFSA account. What 5 stocks would you recommend for a 10+ year investment today, emphasis on growth?
Read Answer Asked by John on January 27, 2025
Q: Good morning,

I recently became aware that SOBO's dividends can be paid in US$.

Q1. Do you consider it a good idea to journal SOBO.CA holdings in a CDN$ Non Registered account to a US$ Non Registered account so that US$ can be generated in a similar manner as journaling BN shares from my CND$ Non Registered account to my US$ Non Registered account for the purpose of generating US$.

Q2. Do you see any negative aspect or tax implication with this strategy?

Thank you for your thoughts on this and I'll await your response.

Francesco
Read Answer Asked by Francesco on January 27, 2025
Q: Could you please rank the following in terms of 2 year growth prospects, irregardless of risk? (first most growth, on down the road....) Thank you!

TD, SHOP, VIU, BN, RTX, ROAD, UBER, GLXY, CRM, TRI, ATZ
Read Answer Asked by Judith on January 27, 2025
Q: hi 5i, would you please provide me with 3 canadian names you think will benefit and growth under Trump's era mandate, any sector, high risk is OK.
thanks
Read Answer Asked by Fernando on January 22, 2025
Q: Dear 5i,
Thank you for your awesome work and valuable insights. Would like to invest 7000$ into my 19 year old Son’sTFSA. What stocks or Etfs would you recommend for long-term growth? He currently has ZSP and AMD(20%of portfolio). Also should I replace AMD with a different stock? Thank you!
Read Answer Asked by Dimitrios on January 20, 2025
Q: I am interested in the divergence in performance between BN and its associated companies including BEP.UN. I own BEP.UN and BIP.UN both of which have a history of strongly outperforming BN. More recently they have fallen off while BN has fluorished. Can you comment and what would be your advice on switching some holdings into BN?
Thanks
Read Answer Asked by richard on January 20, 2025
Q: Peter, is there a list of TSX listed companies that get a majority of their earnings from US operations ? With US protectionism and aggression likely to increase is it a sound strategy to focus on these companies with the $Cdn portion of a equity retirement portfolio ? Thank you.
Read Answer Asked by Paul on January 13, 2025
Q: I have some fund from RRIF that I would like put into a TFSA and was just reading the latest issue of your ETF & Mutual Fund Update report. I am thinking of the above three ETFs and one stock. What are your thoughts. As a perspective, I would include some i2i fund if it was allowed in a TFSA.
Read Answer Asked by Danny-boy on January 10, 2025
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
Read Answer Asked by Garth on January 10, 2025
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