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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 looking at your Income Model Portfolio report at Dec 31, 2025 and in particular the chart called Portfolio Total Return with Benchmark as Base (%) 5-Yr. How do you calculate the 21.6% number? The model portfolio's cumulative total return for the 5 years ending 2025 appears to be 50.85% (from 1.0857^5-1) versus the benchmark's total return of 35.10%Blackrock's website for XTR), which results in a difference of 15.8% vs your 21.6%.
Read Answer Asked by William on January 19, 2026
Q: With the weight loss drugs now moving into pills, it seems like they will be even more popular. Do you have any suggestions of specific companies whose stock will benefit from this going forward. Or has this horse already left the barn.
Read Answer Asked by Maria on January 19, 2026
Q: What etf's or companies might you recommend for infrastructure that would benefit from Carney's special projects going forward?
Read Answer Asked by Maria on January 19, 2026
Q: TD Direct Investing:

We have been advised by our personal advisor that our charity Margin account will not be allowed for options trading. He has advised that all open orders should be closed within 90 days.
It was just a phone call and were advised there would be no written communication.
We have had our account with TD for more than 40 yrs and the charity account for 15. I am nearly 90.

We would appreciate your comments if this action is allowed and verbal notification is sufficient.

We would also appreciate if any of your members have had his same fate or if this is a personal vendetta.

We leave it to your discretion as to how you treat this question.

All the best and thanks for the excellent service.

Thomas
Read Answer Asked by Thomas on January 19, 2026
Q: They say that where there is turmoil, there is opportunity. We are certainly not short of turmoil these days. I am looking for an ETF that is 2 X bull defence sector. Any suggestions would be helpful - US or Candian.........thanks
Read Answer Asked by Lionel on January 19, 2026
Q: I see that you like NBIS a lot, and that revenues are expected to increase 500% in 2026. However, when do you think that earnings will enter the plus column? TD projects negative earnings for each quarter in 2026. I don't mind taking some risk, however, I need to foresee good earnings somewhere in the foreseeable future to do that.
Read Answer Asked by arnold on January 19, 2026
Q: Hi There,

Regarding the suggestion that Euro countries, in response to the Greenland threats by US, could possibly wreak havoc on the US economically by dumping part or all of their trillions of dollars worth of Bonds.

How real is it that this could happen and what would be the possible effects on US Long Treasuries and stock markets?

Thanks.
Read Answer Asked by Robert on January 19, 2026
Q: Can you please provide your analysis of whether AI software developments will negatively impact the businesses of OTEX and ENGH? Both companies seem solid, reasonably well-managed, and pay nice dividends to compensate for their low growth. Should I be concerned that their revenues will decline over time such that my retirement income will be in jeopardy? Should I move on to a more stable dividend payer, for example FTS, that is less likely to be hurt by AI?
Read Answer Asked by David on January 19, 2026
Q: I am not particularly proud to acknowledge that I own the above- but I do. ENGH and OTEX are in accounts that are structured for income and some growth, while DSG is in an account that is looking for primarily growth. Canadian traded is key for all. Looking for your input on these companies and whether there are better options that I am missing.
No hurry to reply; deduct credits as necessary.
Seconding the comment today regarding your recent report. Well done and I hope that now you have it you continue to update it as companies come and go. It is a great resource.
Read Answer Asked by Robert on January 19, 2026
Q: Hello Team 5i & Everyone,

I am just reading through the AI report - thank you! I was wondering why internet and broadband aren’t mentioned as a foundational layer to the A.I. buildout?

Customers in remote areas can’t access AI without access to high speed internet continuing to expand (within Canada & globally). Just curious on your take.

Thank you,

Sandra
Read Answer Asked by Sandra on January 19, 2026
Q: With regards to 5i AI special report is there any advice for members as to where to start. There are a lot of companies in your report. Maybe if you could narrow things down to 5 or 6 companies from different areas of AI that could be a core holding.Thank-you for the report and helping me to understand theAI process.
THX
Read Answer Asked by blake on January 19, 2026
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