Investment Q&A

Q: I have 12 thousand to add to my tfsa what stocks would you recommend.

Q: Happy New Year!
Do you think the current share price of Brookfield (BN) already reflects their push into AI‑related infrastructure — power, land, data‑center buildouts — as well as the upcoming NVIDIA‑aligned chip and data‑center initiatives? I’m also curious whether the recent partnership with Figure, where Brookfield will host and support humanoid robotics training, is meaningfully priced in.
One thing I’ve noticed is that Brookfield’s revenue and EPS seem to jump around — up one year, down the next — even though the company appears to be growing overall. I’m trying to understand whether this volatility is just a function of their business model or something to be more cautious about.
From your perspective, what would be a reasonable entry point for the stock? And if you were to give Brookfield an overall rating (A, A‑, B, etc.), where would you place it? It seems to be a favorite among many investors, so I’d really value your thoughts. Thanks.

Q: Happy New Year!

I am looking at where to deploy my TFSA contribution for this year and would be interested to hear your thoughts. My largest position is BN at close to 5% so I am thinking of adding to my smaller positions listed above. If this were your portfolio, would you add this year's $7000 to one stock, or add smaller amounts to two or three stocks? Or, would you only add to BN as it is still at a sleep at night percentage?

Thank you!

Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Q: Out of the following 10 stocks - what would be your top 5 right now for future growth.

ASML, COST, MELI, MKL, WSO, ATD, BN, CNR, CSU, X

Q: I would like to contribute an existing holding from my non-registered account into my TFSA in early 2026, but am unsure about which holding to contribute. Which of these do you think makes the most sense to move into my TFSA based on potential upside/income? I have a long-term 10+ year hold period. Thanks!

Q: If you could only buy 5 stocks in North America disregarding balance what would they be?

Q: We are looking to inject more growth into our TFSAs - can accept reasonable degree of risk. Looking for concentrated list 10 stocks for 3-5 year hold.

Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Q: hello 5i:
the Brookfield companies listed above make up close to 9% of our holdings. In your opinion, is that overweighting one entity too much? Any of the companies could be traded, but finding a comparable, or "better" company in that particular sector eg. utilities, financials, etc; is difficult. Your thoughts, please.
thanks
Paul L

Q: Should I consolidate my two holdings into one??

Q: I would like to add BN Brookfield Corp and Power Corp to my TFSA
Please comment on this strategy
Thank you

Q: Why would Bam be down so much and not BN??

Q: Similarly to the question asked by David regarding your Income portfolio, for B-E portfolio, what would be your top 10 stocks in the order you would buy. Based on anticipated total return (dividends + stock price increase) for the next five years expectations. I would also appreciate if you could add to these stocks your return expectations and risk ratios on the scale of 1 to 10, with 10 being highest. Thanks.

Q: I’ve recently subscribed to 5i, and appreciate all the good information that you have on your website.

A question: how do you choose which stocks to research and which to not research? In your model portfolios, you have included a number of big-name stocks (BCE, L, TD, BN, amongst others) that aren’t rated. I understand they are included in your model portfolios to provide sector diversification, but would I be correct to infer that if you rated them they wouldn’t likely be “A” stocks?

A somewhat related question: your Income Model Portfolio includes BCE, CNQ, FTS, H and TD (amongst others), all non-rated, but your Balanced Equity Model Portfolio does not. Does this mean that although you view these stocks as being good dividend-payers, you also think they have limited upside?

Thanks

Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?

Q: Hello 5i - please take the number of credits you need. I began investing last year and have the following portfolio/down rounded up: GOOG: 6%, BN 7%, CSU 4%, DOL 4%, ENB 7%, HXS 9.5%, IFC 5.5%, META 4%, SHOP 7%, WSP 5%, AXON 4%, BRKB 6.5%, ISRG 6.5%, NVDA 2.5%, CRM 2%, AEM 1.2%, BAM 6%, H 1%, LMN 2%, AMZN 5%. I have about 40% cash to add in. Can you please advise of the following: 1. any key stocks you would recommend I add? Please prioritize with 1 being highest recommendation and 5 being lowest recommendation. 2. Any stocks you would recommend I sell? I am interested in a 5 year view. Thank you so much!

Q: Hi. I have tried a couple times to submit this question now...

My kids have a family RESP. Oldest child will be starting post-secondary in 9 years.

Currently have GLXY, BN, SIS and T.
What will be good holdings to add to this? If sector diversification is not taken into consideration, what will be good to add?

Thank you.

Q: I currently own all of the above in various porfolios. In a concentrated TSFA which 3 from your balanced portfolio would you buy for long term. Currently own GLXY and PRL at great loss in TSFA would you add?
Thank you.