Investment Q&A

Q: in diversifying away from American companies, What would be your top international companies (excluding China and Russia)

Q: Good day! I'm wondering if there is still a case to be made for investing in gold, silver and other metals? If there is, how would you recommend investing? An ETF or individual stocks? Is there an ETF that covers all these metals?

Considering the geopolitical situation, how risky is the USD and investing in US assets? What percentage of YOUR portfolio would you assign to US assets looking to the next 5-10 years?

Please deduct credits as needed and thank you in advance.

Q: Hi 5i Team,

Could I please get your current thoughts on the Canadian oil sector? If one doesn't currently have a position in the sector how would you view starting one today?

I'm thinking of starting a position in Oily for an income focused, non-registered account. Besides ENCC are there any alternatives you could point out to me that could be a good fit?

Thanks for the Great Service

Q: I'm trying to diversify from American companies. What would be your top 10 suggestions. Thanks

Q: what would your top 10 defense stocks be?

Q: Given the madness in US (debt, policies), is 5i more comfortable with short, med or long-dated Treasury ETFs for RSP/RRIF accts? eg, SHV=0-1 yr; IEI (3-7 yr); IEF (7-10 yr) and TLT (20+ years).

Q: What is your current take on CSW.A, DXT and GH? Would you buy them at today's price? How would you rank for both dividend and growth?

Q: Can you give me your assessment on Netskope, as a high growth cyber security investment? Does it look like an opportunity to buy?

Q: portfolio strategy
the Buffet quote / instruction to his heirs, is to put 90 % of the portfolio in a S&P 500 etf and the remaining 10 % in a fixed income ETF.
I believe his arguments are
1. simplicity for the non professional heir (and not likely to be too interested in managing a portfolio)
2. the S&P 500 is adequately diversified in sector and global diversification is accounted for by virtue of the majority of companies having a global presence, example apple products sell everywhere.

Assuming same parameters, heirs who receive a sizeable portfolio who are too busy with no interest in managing it and don't want to hire "professional" help.

Please provide your opinion on this "Buffet" approach Pros - Cons and how would you perhaps editorialize or tweak this approach to optimize it,

Q: Strategy question - portfolio rebalancing
specific time of year to rebalance, is one month better than another?
Frequency - rebalance once or twice per year ?
How much off of the allotted percent of portfolio is the threshold for rebalancing- if target for a stock is 5 % of portfolio, is the cut off for selling and deploying elsewhere - 6 %, 7 % or more?

Q: Can you comment on your thoughts on gold, silver and how their big moves might affect other commodities such as copper, or oil? How are oil fundamentals and are massive amounts of copper needed during electrical/data centre build outs.. You've hit some massive winners in tech and just what stocks might work given leverage to these commodities?

Q: hello 5i:
President Trump is going to go ahead with the Golden Dome, whether Canada participates or not. It sounds as if most Democrats also support and would continue the program. In your estimation, which companies would participate or benefit most from this undertaking?
thanks
Paul L

Q: Greetings,

Team 5i seems to be regularly optimistic on TRI and yet I see nothing on the 12month, 6 month or 1 months charts that reflects this.

Insider buys seem scant, however, BMO asset management added 18.7% more shares (simplywallstreet) over 4 months ago, while prices were taking elevator downwards.

Can you kindly explain why you think this business will flourish in the future?

Cheers
A

Q: Based on your recent comments, after a near 50 % drawdown from its peak, CSU stock should find a bottom soon. Could you please take a look at the price action, volume and technicals, during this week's trading, specially, last 3 days, if it confirms your assessment and would you recommend adding at current levels.

Thank You

Q: Can you please provide an opinion on $peng? Is it an overlooked gem?

Q: What is your opinion of this Bond Fund CIG4102 - is it worthwhile to own? What are the pros / cons. What are better options Mutual Fund or ETF.

Q: May i please have your updated opinion on RBRK as a company related to AI threat management?

Q: Please provide your insight into ARC resources.

Q: Per some recent member questions for 2026 it appears 5ii is suggesting to take some profits from TIH (trim or 100% exit?) and reallocate to a new FTT position ?
Thoughts ?

Q: I am thinking of buying some Pan American Silver or First majestic Silver on the US market.
Which is better or do you have another silver company I should buy in the US.