Investment Q&A

Q: Wanting to add some diversifacation to very high beta portfolio, looking to add exposure to consumer cyclical and defensive, and real estate. I'm used to daily swings up to 3% overall, so high volatilty suggestions are welcome/required. Going on my past behaviour, a slow and steady performer will get tossed looking for more "action".

Q: Does the ETF ZWB with its covered call structure have an advantage if banks hold flat or very slow growth? Wondering if trimming my straight Canadian bank stocks and rotating to ZWB should present an advantage.

Am I missing something?

Q: Best 3 covered call ETFs in a non registered account and tp 3 in an RSP

Q: On April 28, 2026, Dr. Reddy’s Laboratories became the first company approved by Health Canada to sell a generic version of the popular diabetes and weight-loss drug Ozempic (semaglutide).

While Dr. Reddy's is an international company with a significant presence in Canada, they are the first to pass the regulatory hurdles for this specific drug in Canada.

would you have any comments re: if one could invest in Dr Reddy's stock? I think the demand for OZEMPIC will increase
can you suggest an entry point? thanks
Michael

Q: Thoughts on the fibre optic industry in general as it relates to data transfer. Thoughts in general?Is the pull back a good time to invest in it? Specifically these companies. COHR, ANET, CRDO, FN, LITE and STM.
Thanks

Q: NG International (GASX). Can you give me an in depth update and outlook for this company? Thank you.

Q: Hi,
Kits or Well …?what company to you think is better going forward? Sell a losing position in Well in registered account and switch to Kits or just continue to hold Well which has been frustrating. A brief explanation for your rationale would be great. Thanks for all that you do!
Kerri

Q: Can I request your comments on earnings?
Also, your opinion on buying for long term 3-5 years ?

Q: Hi 5i,

is the price is attractive to buy in now for PBH:CA, before it was over 100. What is your suggested buy in price and target price.

Many thanks

Q: I recently read that Brookfield may be looking at consolidating these two stocks. I currently hold BIPC in a cash account, partly for the Canadian dividend tax credit and partly to avoid a US limited partnership, with tax withholding and (as I understand it) an onerous withholding of sale proceeds. Could you comment on what might be happening here and any suggestions on how to proceed.
Thank-you

Q: Hi 5i,

Forgot to ask regarding the PE of PBH:CA, why it is so high with PE 92? Wha is the reasonable PE for this stock to buy in? Please kindly advise.

Many tanks again.

Q: If one believes a global recession is on the horizon, would you prefer to be liquid with CAD, USD, Gold, or some mix thereof? Thanks.

Q: Can you please give me the names of ETF's that just include the big five on the Nasdaq.
Thanks you very much for your help.
Dorothy

Q: With the significant drop in valuation versus business net worth, is GSY likely a target for take-over?

Q: I recently initiated positions in both BEPC and BIPC. I was confronted with the decision to invest in the LP or the corporations. In the end, I decided to invest in the corps as it was in a taxable account, and I wanted to keep thing simple from a tax perspective. Now I find out today that the company is profiting (at my expense) by running an arbitrate strategy between the two classes of shares. How is this in my best interest as a shareholder of the corporations (vs LPs)? Does this open the company up to liability in the sense they are treating each class of shares differently? Can't help feeling both betrayed and regret that I should have bought the LPs. Should I do the same and sell the corps to buy the LP’s or just let it play out?

Q: Hi,

I wanted to get your thoughts on Brookfield Infrastructure Corporation (BIPC). The stock dropped about 10% today despite reporting solid Q1 2026 results — FFO was up 10% and they raised the dividend 6%. The stock is now near its 52-week low around $35.50.

Given the current interest rate environment and BIPC's debt exposure (particularly in Brazil), do you think this sell-off is an overreaction and a buying opportunity, or are there fundamental concerns I should be aware of before adding to my position?

Looking forward to your thoughts.
Rick

Q: Can I please get your thoughts on Robinhood's latest quarter? Would you buy, hold, sell here? Couple of other suggestions for Financials if not a buy?
Thank you

Q: Can you comment on Sofi's earnings and weather you think it's a buy, hold or sell. I have 400 shares ACB $13.52 it's only 4% of my total portfolio but thinking of buying the dip - based off past comments, seems like you prefer HOOD, can you explain why?

Q: SOFI Please provide your assessment of reported quarter. Any idea why it got crushed, market climate? Do you like it and its potential 3-5 yrs forward looking?

Q: What did you think of CGI's earnings report? The stock is now down from $152 to $90. Is this a buying opportunity, or is the growth just not there any more for this company?