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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: If you held a Canadian small cap portfolio that included the following - BDT, BRM, DRX, E, HPS.A, LNF, MCB, TGH, TVE, TVK, WELL, and you wanted to upgrade the overall quality of this small cap portfolio by selling some of those and adding from the following list - ARIS, GRGD, GRID, KSI, MDA, RAY.A, VNP, ZDC, which ones would you sell from the 1st group, and which ones would you add from the 2nd group.
Read Answer Asked by Dan on September 19, 2025
Q: What is your opinion on whether or not Foran is worth investing in?
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.

Thanks as always for your expertise.
Read Answer Asked by Richard on September 18, 2025
Q: Note - I submitted this question, but received an error message.

What are you thoughts about the latest report? I have shares in both TFSA and RRSP, would you sell and move onto another growth name? What do you suggest right now? When you have decided to switch to another name after an earnings report, do you sell right away or do you wait for the price to bounce back (or stabilize)? Thank you
Read Answer Asked by Patrik on September 18, 2025
Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!
Read Answer Asked by Mark on September 18, 2025
Q: I've held MDI for some time (years) - thinking when gold and metals market move higher {which they have done) , MDI would be a leveraged 'picks and shovels' way to play the sector. That has not occurred, and recent quarterly results seem underwhelming to me. Your thoughts on both the results and my strategy.

Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.

Thanks in advance for your thoughts and great service.

Glenn
Read Answer Asked by Glenn on September 15, 2025
Q: Hi 5i Team - This has not been a favourable stock for a long time. However is it possible it may have some possibilities going forward. How much debt has been paid down and how much remains. How did the last quarter look. Do you think management has the capability to turn this around or is new management needed. Are there any fundamentals you think are noteworthy. Also what is the insider and institutional ownership and has there been any significant trading recently.
Thanks.
Read Answer Asked by Rob on September 15, 2025
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