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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: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.
Read Answer Asked by Nizar on April 08, 2026
Q: Still hung up on sell or hold GSY. At 35$ I am down 70%. I know 5I always seems to suggest that not to redeploy cash from taking a loss as a means to make up for the loss.I do not quite get that. Could you explain .Regardless if I choose to sell do you think at today's price of 4.75$ that ZDC would provide more hope for me to recover or a better alternative .Much appreciated .Larry
Read Answer Asked by Larry on April 06, 2026
Q: Everyone, what are the three things for the markets to push higher? Clayton
Read Answer Asked by Clayton on April 02, 2026
Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton
Read Answer Asked by Clayton on March 30, 2026
Q: Hello Team 5i and Everyone,

Unless Trump pulls a rabbit out of his hat, from what I’ve been reading the closure of the Strait of Hormuz falls into the category of “too big to fail.” And since the price of oil affects nearly everything globally, one would assume that we’re likely to see price increases soon enough in nearly everything as it is passed onto the consumer. (Like food, unfortunately.)

In another service I subscribe to a member there has a background with global oil logistics. In their assessment, if the war ended today it would take 4 months to get the shipping lanes fixed. 6 months to restart the oil fields at 85% original flow. 4-5 years to fix the LNG plants. Meanwhile countries are starting to hoard oil and oil products too, which only adds to the global demand when we really need to be destroying that demand at the moment. They equated that we need to destroy as much oil demand as we reduced during covid, but this time we need to do it with price.

At least with the problem of the tariffs, if the current US administration had snapped their fingers at any point last year and got rid of them, in theory the problem would have been solved “instantly.” But that doesn’t seem to be the case here because of the drones and missiles hitting the oil refineries. And sadly, especially for the people living inside this war, this is turning into a pretty big mess.

So what I’ve been mulling over is:

What effect would prolonged higher energy costs due to the closure of the Strait of Hormuz have on the data centre & AI buildout, etc and the debt being used to finance these projects? I’m under the impression that the AI buildout is supporting the US’s economic growth at the moment. Also seems like Space X, Anthropic, Open AI are all trying to IPO this year as soon as possible. The KOSPI which is over-concentrated in semiconductors looks like it had a blow off top recently.

What other important potential problems have your attention at the moment that the increase in energy costs could exacerbate?

Any further comments would be appreciated.

Thank you & appreciate the big brains at Team 5i,

Sandra
Read Answer Asked by Sandra on March 26, 2026
Q: No one knows how the war will play out and whenever there is a sign it could end the market rallies. Assuming Iran plays tough by economic warfare on US, not giving in, not negotiating, not opening up strait, markets will continue to sell off, oil rise, inflation rise, growth slow. My question is how much pain could the market endure in this scenario and would there eventually be a bottom with a new normal of an ongoing war like Russia/Ukraine? I know it is not a good scenario but want to be prepared for all. Are you staying fully invested or using stop losses?
Read Answer Asked by Neil on March 26, 2026
Q: Hi Peter and Team,

Normally, I don't attend Meetings of shareholders, but I do vote online.

Thomson Reuters Corporation is having a Special Meeting of Shareholders in late April, to:

1. Consider, pursuant to an interim order of the Ontario Superior Court of Justice (Commercial List) dated March 11, 2026, and,
if deemed advisable, to approve, with or without amendment, a special resolution approving a plan of arrangement pursuant
to Section 182 of the Business Corporations Act (Ontario) (OBCA) under which Thomson Reuters Corporation will (i) make a
special cash distribution of $605 million in the aggregate, and (ii) consolidate its outstanding common shares (or “reverse
stock split”) on a basis that is proportional to the special cash distribution, as described in the accompanying circular; and

2. Transact any other business properly brought before the meeting and any adjourned or postponed meeting.

Given that the share price has declined significantly, do such meetings for the Corporation provide an opportunity to discuss steps they may be taking to improve the share price?

Thanks as always for your valued insight and perspectives.



Read Answer Asked by Jerry on March 24, 2026
Q: Do you have a preference at this time between BYD, FTT and HPS.A for a long term hold.
Read Answer Asked by Craig on March 23, 2026
Q: Hi ,

Do you see the dip in the markets as an opportunity to get into some stocks.

BN is down 16% in past month. How does the war affect BN ?

Could you suggest a few stocks that have come down as a result of this war… and present a good buying opportunity….. I am looking to buy now and hold for at least 5 years.

Thanks
Read Answer Asked by HARRY on March 23, 2026
Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim
Read Answer Asked by Timothy on March 23, 2026
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