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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: Four oil companies make up 30 percent of my portfolio. Purchased during covid and have had big gains in all four. The yield on cardinal based on cost base is 22 percent. This is stupid I know but if not for these four my portfolio is a disaster. It’s basically kept me flat while the tech sector has taken a dive. Should I start to exit some of the oil positions and where do you go if the majority of the 5i favourites are all ready owned ?
Read Answer Asked by Andre on March 31, 2026
Q: Hi,

According to KoyFin in FY 2028 Micron is has a forecast 7% drop in sales and a 21% drop in earnings per share. Is that consistent with Bloomberg? Does this explain why MU is so cheap on a forward P/E basis (3.6X according to KoyFin)? What’s your take on this data and the implications for investment returns in this stock?

Thank you, Michael
Read Answer Asked by Michael on March 31, 2026
Q: I do not own any utilities. Which are your 2 best managed, solid blue chip dividend paying utilities?
Read Answer Asked by Brad on March 31, 2026
Q: Had several stocks down roughly 5% March 30, these 5 were almost or over 8% down, overall portfolio was down 3.38% in a day. Seems unfair seeing what the indexes did :)
Read Answer Asked by Charles on March 31, 2026
Q: if there any difference between ZQQ and QQCE other than QQCE being an ESG fund and not purchasing arms, tobacco etc? Both seem to have low trading volumes with QQCE having a lower trading volume. do you think that the lower trading volume for QQCE to be problematic in trading?
Read Answer Asked by Mary on March 30, 2026
Q: I hold positions in these companies. I think it is a little unfair to ask what would be good entry points for these companies in this market but could you indicate in what order would you be buying these stocks today? Is there any you would not buy?

Thank you
Tim
Read Answer Asked by Timothy on March 30, 2026
Q: hi
can you rate each as a buy/sell/hold please. and provide a lower price to buy each at assuming more market weakness.
cheers, Chris
Read Answer Asked by chris on March 30, 2026
Q: hi,
similar to previous question. can I get an opinion on buy/sell/hold, and at what lower price you would buy at for each. cheers, Chris
Read Answer Asked by chris on March 30, 2026
Q: Hi Team;
I was thinking of adding to MDA in my cash account. As luck would have it, I had just bought in near peak and am down 20% in a week. Is this a good day to average down? Or would you be inclined to wait until next week?

Also, I am funding my RSP account for the year with 10K. I was thinking about MSFT for this purchase. Would you consider it a good buy today? In my mind it compares to GOOG a couple years ago when it was pulling back on unjustified fears. I am hoping for a similar recovery within a couple years.

As a third question, more generally, with the VIX hovering right near 30 is now a good time to start picking away at the market in general? Or wait for further destruction? Do you have a "shopping list" to share with us for your favorite names to buy if the VIX spikes further into market fears? Also, will 5i set up a "special report", so to speak if there is a crazy spike as to when to start "pulling the trigger" if chaos happens? I recall you did something similar in 2020 during covid when the markets were in free fall and your timing if I remember right was probably within a week of the market turnaround at that time. Great job!


Deduct as many credits as required for this multi part question.

Thanks,
Shane.
Read Answer Asked by Shane on March 30, 2026
Q: Hi 5i,

1). Disregarding company size, type etc. but looking for growth, if one were to buy any of the above noted stocks (MU, COHR, ASML, TER, LRCX, AMAT and ELVA) what buying order would you place them in?

2). And for the top 3 stocks why would you consider them your top 3?

3). Would you rank them any differently if oil prices were to remain elevated for say longer than 2 months, which may have an impact on certain companies more than others?

Thanks!
Read Answer Asked by Brian on March 30, 2026
Q: I've noticed there is a divergence on many days between the performance of Canadian and American oil and gas stocks. Today, for example, many Canadian oil stocks are down. XEG is down .86% on the day. All the American O&G ETFs are up, most fairly strongly. What accounts for this?
Read Answer Asked by John on March 30, 2026
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