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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: Looking at some of the construction/engineering stocks. Since early summer of 2023, the larger companies STN and WSP are up about 50% and 30% respectively, but the smaller companies ARE and BDT have been massive winners, as ARE is roughly 4 times what it was then, and BDT is roughly 6 times what it was, gains of about 300% and 500%. Is the vast outperformance from ARE and BDT just a case of smaller companies being able to grow faster, or is there something fundamentally different in their businesses? Dol you think that ARE and BDT will continue to outperform STN and WSP?
Read Answer Asked by Dan on April 15, 2026
Q: Really enjoyed Chris White's inaugural appearance on BNN Market Call. Chris mentioned something along the lines that high beta stocks tend to have higher compounding (better returns even with above-market PE ratios). If this is indeed true (generally speaking), can you explain why this would be the case (the logic or math underlying this thesis)? Or, if I misunderstood what was said, please correct me/explain.

Ted
Read Answer Asked by Ted on April 15, 2026
Q: Would you recommend to buy these in a cash account? Although the dividend is low, there is the Dividend Tax Credit.
I'm not sure what the growth expectations are for stock price. What's your prediction?
Read Answer Asked by Brenda on April 15, 2026
Q: I am looking to deploy cash sitting in my TFSA. I have "full" positions in NVDA, SHOP and GOOG. "Partial" positions in BN, CLS, BANK, NBIS, RKLB and PNG. And finally, "starter" positions in HOOD, GLXY and App.

1) Would you be comfortable with the overall balance in the account?
2) Would you deploy the funds into 2 or 3 of the existing holdings and if so, which ones?
3) Would you start a new position(s) to increase diversity and if so where would you go?
4) Would you eliminate any of the current position dues to overlap or other reasons?

Thanks,
Terry
Read Answer Asked by Terry on April 15, 2026
Q: Hello:

Canadian banks have had a great run. Valuations have markedly changed more than I would have predicted. At what valuation might you trim into this strength? What headwinds could be foreseen?

Many thanks.
Read Answer Asked by Marilou on April 15, 2026
Q: Are there any restrictions on the kind of stocks one can put in a TFSA or a RRSP? Can "penny" stocks be put in? Stocks on the Vancouver exchange?
Is there any input on this from the CRA?
Connie
Read Answer Asked by Constance on April 15, 2026
Q: Good morning 5i Team,

I wanted to learn more about Prime Restaurants based on John's question of April 11, 2026, but the profile for EAT.CA is incorrect. When you click on the ticker symbol in the member's question, the following profile is shown: PartnerRe Ltd is a Bermuda-based holding company .......

The ticker symbol for PartnerRe Ltd is PRE, and it trades on the NYSE.

Thanks for all you do.
Read Answer Asked by Jerry on April 15, 2026
Q: I am just starting to do the Smith Maneuver. I am planning on "deploying" about $200k to start and then CDA monthly and then, if and when there is a market drop, buy more.
My time horizon is at least 10 years but maybe more, if all works out.
Please recommend stocks and/or etf's; both Cdn and US.
Thanks for your knowledge and help.
I appreciate being a member.
Read Answer Asked by Maureen on April 15, 2026
Q: Last week Amazon reports cloud unit’s annualized AI revenue exceeds $15 billion and gets rewarded by market while SHOP gets beaten up. Coincidence? Is SHOP competitive in the cloud, or is the moat weak here?

Read Answer Asked by John on April 15, 2026
Q: I was wanting your opinion on this fund that holds private company shares. I know the valuation is silly and the MER is high but I was wondering with SpaceX going public and that being the largest holding how will this effect the price of this fund? This funds other holdings of note rumored to go public this year Databricks, Open Ai, Kraken, if these all go public successfully how does that effect the fund? Fun money buy or stay away?
Read Answer Asked by Kolbi on April 15, 2026
Q: Hello 5i

What is your opinion about MOAT. It is a new ETF with little track record but I would like your opinion on the strategy used to generate monthly income, safety and suitability for a retiree for safe income. Are there other ETF Canadian or US dollar denominated, with better and well established track record that you would recommend.
Read Answer Asked by Joseph on April 15, 2026
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