Investment Q&A

Q: Hi Team,
Given the better momentum in PNG, would you advocate a switch, or partial switch from PRL to PNG? Currently I hold almost twice as much PRL compared to PNG. Also, when is PNG set to report? And given the reactions in this quarters earnings season is it too risky to buy more PNG ahead of quarterly results?

Shane.

Q: What is your take on this company? Stock is way up this year

Q: Hello 5i,
ZQQ or XQQ, and why?
Many thanks!!
Cheers,
Mike

Q: Drif largeting closer to < $1b market cap. Are there any clues of large, long term investors, especially the Chinese backers, slowly exiting their position?

Q: Hi Peter, what do you make of GSY at this point is it a buy, sell or hold.

Q: This stock has been going down. What is your view of this company and its purchase of C2AE ?
Thank you, Cheers

Q: Looks like the market doesnt like ATRL's move into new market?
Cheers, Chris

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

Q: Hi there, what is expected of PEY and LGN for 3Q?

Also, your thoughts of 3Q results for both, after they report today and tomorrow?

Thanks!

Q: Can you explain reasons for WELL stocks dropping almost 20% while reporting quarterly performance. You always rated this company highly.

Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris

Q: Is KXS a buy,sell, or hold?

Q: Hi Peter and Team,

MIX is a recent offering from Hamilton ETFs.

Their idea is to provide an “all-in-one” core growth holding that blends growth (60% equities) with defensive/alternative ballast (20% bonds, 20% gold), and add a modest leverage boost, thereby seeking higher returns but with diversified risk.

Hamilton argues that by mixing asset classes with low correlation (equities + bonds + gold) the resulting portfolio can achieve lower volatility and smaller drawdowns than equities alone — even after applying the 1.25× multiple. For example, they cite historical standard deviation of ~10.9% for the 60/20/20 mix (before leverage) vs ~19% for the S&P 500.

They position MIX as “a strong core holding … designed for resilience through economic cycles.”

I realize that this is a very new ETF with a quite small AUM, but I’m wondering what your opinion is on the strategy of MIX, and whether or not I should add it my watchlist. Any investment in MIX would be supplemented by an otherwise balanced portfolio across all of our accounts.

As always, your insight is highly valued and appreciated.

Q: What is your comment for the earning report? Is the current price is good to buy in now?

Q: In a recent question highlighting the large premium given to BEPC vs BEP.UN, you responded that the stocks are “economically equivalent”. If that’s the case is it reasonable to expect the prices to align more closely with time? I hold BEPC in a non-registered account. Tax considerations aside, would it make sense to sell BEPC from my non-registered account and buy back BEP.UN in a registered account to take advantage of the current large discount?

Q: A number of your past favourites have been beaten up over the last few weeks. Is there any that you would sell and move on from? Are there any of these companies that you would be buying or adding to at these levels?

Thanks
Tim

Q: Which 3 Canadian growth stocks do the 5i Team has most conviction at this time for a TFSA account. Please provide short reasoning. - Thanks!

Q: Hi 5i Team,
Pls comment on Northland Power quarterly earning report and future prospects.
Very surprised they cut the annual dividend to 0.72 from 1.20.

I own this stock in my income portfolio,
Would you hold or sell?

Thanks for your advice.

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: Why is this performing so poorly lately? I’m down 20% and am tempted to sell it because crypto and the market are ripping higher today and Galaxy is down!