Investment Q&A

Q: Could you please explain the advantages of owning Banco Santander using these 2 different ways.

Thanks
Mark

Q: I've been a holder of Copart for 2 years years and I'm down on my investment with negative momentum really escalating this year. I use to love the duopoly they operate in and their business model, but I recall reading they're only projecting mid single digit revenue growth continuing through 2026. I know they're sitting on a cash surplus that can be deployed and I know 5i still likes this stock as per your recent "best idea stock selection", but I'm starting to question it's 5 year growth rate going forward as momentum can be hard to reverse. It's hard to watch this multiple continue dropping while other areas of the market (AI, datacentres) are seeing visible growth and capital. Do you see this company going back to outperforming the market over the next 5-10 yrs or are it's best growth days well behind it? Thx

Q: Trying to understand the rationale of SBUX closing down locations. I may have it wrong but here goes. On the assumption that locations are franchises, then why close them down? It's the owner of the individual location that might be losing money but they are still buying product from Starbucks and contributing to their top line. Question is: are locations owned directly by Starbucks? If so, then closing down is the route to go.

Q: hello 5i:
noticed that good old boring TA was up almost 5.5% today. Any idea why?
thanks
Paul L

Q: Hi Peter et al:

This is a slight variation of Robert's question on September 29th on Silver. Robert asked for high risk, high reward Silver/Gold Juniors.

Can you give some names in Silver/Gold Juniors: Low risk and reasonable reward. In other words can you add safety as a factor and give some names?

Thanks for answering my question on majors in Silver. I have initiated positions in PAAS/CDE/AG. The only thing that baffled me a bit is that I see you had included FM in some answers but not in others.

Many thanks.

Q: Anything moving Magna 60% since April. Time to look at it again. Thx

Q: Hey 5I

Seeing how PRL is in a bit of a spiral for all the reasons you've recently mentioned, I am contemplating selling PRL and buying EQB with a plan to but back into PRL when it turns around. What do you think?

Carl

Q: Have trimmed SHOP and NVDA in my TFSA and am looking to initiate some new positions - all are favourites of 5i - at todays pricing would you favour the most attractive "3" and if so, which 3, or simply buy across the board?

Thanks,

Terry

Q: Your valuable opinion on this company please?

Thnx
Dave

Q: Can you recommend some real estate / reits that are traded on US markets? Perhaps top 3 for growth, and top 3 for stability and income.

Q: Hello 5i,

Could you recommend 2 to 3 ETF's for a long term hold in a RESP.

Thanks

Q: I've reached a 100% return on SHOP and taken some profit. I'm happy with this result after a long time in the red through 2022 and 2023. Thanks for the service and this recommendation.

I've been managing a portion of my investments since 2010 and find one of the hardest decisions is when to sell an investment. One rule I follow is if I have a 100% gain, I sell a portion of if. This of course only covers one of many reasons to sell, and taking profits maybe the least stressful reason, but I find this reduces my overall mental load in managing my accounts.

I wanted to share and see what you thought of this idea and see if you, or any other members, have other rules of thumb for selling to help novice investors.

Q: PPL popped over 5% around 2 pm today on heavy volume, but i can't find any news (as of yet). Do you know why the jump in the share price?

Q: Would you consider this a "walk away from" equity. I'm in a loss position and all it does is to continue to drop.
Thanks for your efforts-Dave

Q: Kraken Robotics was added to your Growth Portfolio in April, 2025 at $2.42 and has already more than doubled in a short span of less than 6 months, which is amazing !!
This co. continues to be one of your Top picks, as seen from recent posts.

Would you be comfortable starting a New position at current levels ( for a growth investor ), if not owned already or adding more to the 5i Growth Portfolio ?

Thank You

Q: Thoughts on this stock for the next 2 years?

Thnx 5I

Q: Does 5ii trust the Holdings Channel reported data it provides on respective Fund Managers whom are 13F Filers ?

Q: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

Q: Canada will be buying 12 submarines either from Germany or South Korea. Quite a bit of their building/assembly will be done in Canada. Is there a role for Kraken to play in this? I don't know enough of Kraken's batteries but supposedly they are state of the art.
Could their batteries be used in the contract? How big would this be for the company? I raise the use of their batteries as a real possibility because Australia recently announced a $1.6B contract for new submarines and PNG stock rose significantly on the news because Kraken would likely supply batteries for the subs. Throw in the fact that Kraken is greatly increasing battery manufacturing capacity both in Germany and Nova Scotia and it all points to possibly very big things for the company. Finally, has the stock price gotten ahead of itself. It certainly has been on a tear.

Q: It's all your fault? For which I'm always grateful for your sound advice. This is a good problem to have. NBIS is now 13% , HOOD 10%, CLS 15% and SHOP 14%. Yes, Im going to trim but the growth prognosis is good for all 4 going forward. What would you advise as decent position size for all 4 going into the 4th quarter?
Thank you David