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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: 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
Q: May I have your comparative analysis of risk/benefit of having your assets in a bank, caisse populaire (Québec) vs fintech (like Wealthsimple)? A friend in corporate legal domain was suspicious of the soundness of fintech vs banks in Canada. She was refering to the 2008 financial crisis and implied that fintechs would be a liability for investors. What do you think?

Thank you as always to Peter and the great team for expertise that goes well beyond stock analysis.
Read Answer Asked by Jean on April 14, 2026
Q: Can I get your thoughts on LMAT please. Seems to be doing well. Near its 52 week highs. Thank You
Read Answer Asked by Stephen on April 14, 2026