Q: Your thoughts on this company would be appreciated. I cannot see where they have mentioned the next earnings release date so if you have that I would appreciate it. Thinking it might catch an uptick from people looking for companies which benefit from a decent economy and are not susceptible to AI disruption.
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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: What are you think of their latest quarter.
Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions
I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks
all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up
Thanks
Michael
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions
I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks
all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up
Thanks
Michael
Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division
Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.
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Amgen Inc. (AMGN $374.75)
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Gilead Sciences Inc. (GILD $151.40)
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Intuitive Surgical Inc. (ISRG $504.05)
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Regeneron Pharmaceuticals Inc. (REGN $779.67)
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Eli Lilly and Company (LLY $1,009.52)
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Merck & Company Inc. (MRK $122.26)
Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.
Q: Hello Team,
Could I have your top three Canadian healthcare names please.
Many thanks!
Could I have your top three Canadian healthcare names please.
Many thanks!
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Mondelez International Inc. (MDLZ $58.80)
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Clorox Company (The) (CLX $123.60)
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The Campbell's Company (CPB $26.83)
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Procter & Gamble Company (The) (PG $160.78)
Q: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.
Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?
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Regeneron Pharmaceuticals Inc. (REGN $779.67)
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AbbVie Inc. (ABBV $224.81)
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Merck & Company Inc. (MRK $122.26)
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Pfizer Inc. (PFE $26.65)
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Zoetis Inc. Class A (ZTS $128.78)
Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.
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PACCAR Inc. (PCAR $128.46)
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Caterpillar Inc. (CAT $759.74)
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CNH Industrial N.V. (CNH)
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AGCO Corporation (AGCO $137.75)
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Terex Corporation (TEX $68.17)
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IDEX Corporation (IEX $207.48)
Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.
Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.
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iShares Russell 2000 Growth ETF (IWO $337.07)
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iShares U.S. Small Cap Index ETF (CAD-Hedged) (XSU $50.04)
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iShares Core S&P Small-Cap ETF (IJR $131.63)
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iShares S&P U.S. Small-Cap Index ETF (CAD-Hedged) (XSMH $31.78)
Q: Do you think the Russell 2000 is likely to outperform S&P and NASDAQ in 2026-27? There are many Russell 2000 (and Russell 2000 subset) ETFs. Which would you recommend (CAD and USD) for a) general exposure and b) growth.
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Vanguard FTSE Developed ex North America High Dividend Yield Index ETF (VIDY $45.93)
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CI Morningstar International Value Index ETF (VXM $53.99)
Q: How high a percentage of your portfolio would you feel comfortable keeping in VIDY? Would that number be lower if one also had, say, an additional 5% in VXM?
Q: More of a comment than a question. With all of the angst around sfotware stocks right now and the negaitve sentiment it reminds me of the memory stocks like Micron ( MU) back in 2024-2025, not that long ago. From June 2024 to April 2025 MU declined by 50% , much like TOi, CSU etc now.. only to recover 500% from the low to January 2026. Everyone hated memory then and love it now :)
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Royal Bank of Canada (RY $236.00)
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Bank of Nova Scotia (The) (BNS $77.29)
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Visa CDR (CAD Hedged) (VISA $29.68)
Q: Please rank these for growth over 3-5 years.
Thank you
Thank you
Q: Everyone, for the last two years i have sat and watched the market. Is that still the best strategy? Clayton
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Global X Copper Miners ETF (COPX $89.09)
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iShares MSCI Global Metals & Mining Producers ETF (PICK $61.44)
Q: Could you please recommend a couple of Copper ETFs going forward.
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Freeport-McMoRan Inc. (FCX $64.34)
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Glencore plc (GLCNF $6.86)
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Rio Tinto Plc (RIO $97.09)
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BHP Group Ltd. (BHP $76.82)
Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph
Q: To get true ETF diversification I feel it is important to look beyond broad based funds. This would include investing in individual sectors that separately cover Canada, USA and outside of North America. My question concerns which of the individual sectors are covered too thinly by any ETFs in CAD. It would be much better to invest with USD. Please rank the following sectors as to which sectors you recommend investing in USD, rather than CAD in order to cover USA and then outside North America. The first one would be best to invest in in USD down to where we could comfortable invest in CAD, either hedged or unhedged.
Materials, Communication, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Health Care, Industrials, Real Estate, Tech, Utilities.
This is a follow up ETF question about diversification. Currency risk aside, do you see any difference in investing in ETFs in USA or outside North America in CAD of USD? I guess am wondering how the brokerage firms handle the fx game and are we generally better to simply invest in USD.
Bringing in the issue of currency risk, how significant are tracking errors? How do we find out the tracking error of a specific hedged fund.
Thank you
Paul
Materials, Communication, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Health Care, Industrials, Real Estate, Tech, Utilities.
This is a follow up ETF question about diversification. Currency risk aside, do you see any difference in investing in ETFs in USA or outside North America in CAD of USD? I guess am wondering how the brokerage firms handle the fx game and are we generally better to simply invest in USD.
Bringing in the issue of currency risk, how significant are tracking errors? How do we find out the tracking error of a specific hedged fund.
Thank you
Paul