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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: I am thinking of buying a small cap for growth and AII and VNP have both gone up already. Do you like either, both neither, or would you wait for a pullback.

Can I get your opinion on GRGD please. The SP is up quite a bit and took quite a drop today
Read Answer Asked by Steven on April 23, 2026
Q: I plan to do some consolidating and have a 3 part question:
Please rank companies on your conviction for total return over the next 3-5 years
Please indicate the position size you would hold each one - full, half, ……..
If the lowest two in the first part are not the ones you would get rid of - please explain. ram
Read Answer Asked by Ray on April 23, 2026
Q: Hello 5I.
I would like to sell ISRG and IBIT and buy AAPL. I'm in a loss position on both ISRG and IBIT and can use the cap loss. And I like CEO change at AAPL. Any thoughts?

Carl
Read Answer Asked by Carl on April 23, 2026
Q: I adhere to a portfolio construction strategy where 5% is a full position but I allow for a "rock star" stock like a SHOP, NVDA or GOOG, to go to 7% at which time I will trim a point or two.

When you suggest a small-cap stock, you often warn against buying too big a position initially, given the inherent instability and risk of a smaller company. My question is, at what point do you "loosen the reins" and allow that stock to assume a full position and when do you allow it to go to (in my case, for example) rock start status? I'm thinking of companies like ATZ and HPS.A. Is it based on capitalization, number of business cycles management has gone through, profitability ratios or is it as much art as science?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 23, 2026
Q: Haven't seen a question about Dynacor for several months. Their most recent earnings report showed significant increases in production, revenue and earnings, a dividend increase and pretty low p/e ratio for a gold stock. The Senegal plant is on track for Q2 of this year. Wondering what you think of it as an investment. Would you rank it behind ARIS, OGC and PAAS?
Read Answer Asked by Dan on April 23, 2026
Q: I have a small amount of money to invest in a speculative stock. I have half positions in MU and NBIS. Should I top one or both of these up, or would you start a quarter position in FLY or TER? Thanks
Read Answer Asked by Gordon on April 22, 2026
Q: My portfolio is overweight with ENB and TRP. Have small positions in South Bow and Suncococorp. Thinking of adding to this smaller stocks.by selling stocks in ENB and TRP. Does this sound reasonable. Thanks
Read Answer Asked by David on April 22, 2026
Q: Thank you once again for the fabulous service, and thank you to everyone who posts questions. I find I learn a lot and get some good ideas from the collective community.
My Question:

Currently invested in WCN. I'm wondering if I wouldn't be better off to switch to GFL? I'm wondering if maybe there's more of a growth opportunity?

Alternatively, are there any other more growthy non- AI related companies you could suggest for a long term hold? (We currently very happily own WSP and BN)

Thank you,
Mike
Read Answer Asked by Mike on April 22, 2026
Q: Looking @ CDN options that you believe have been beaten down with strong rebound potential both short term and with long term upside. Please list your current top 5, highest ranked first through to 5th.
Read Answer Asked by Chris on April 22, 2026
Q: Hello 5i Team

I would like to hold a percentage of my taxable accounts in gold (represented by an etf) in both Canadian and US dollars. My taxable account is approximately 2/3 C$ denominated and 1/3 US$ denominated.

My criteria are:

1 - One product has to be dominated in Canadian dollars and the second product has to be denominated in US dollars

2 - the product has to be Canadian domiciled to avoid T-1135 reporting and US estate tax issues.

3 - Two separate products are required to keep ACB tracking simplified.

4 - Product has to be denominated in C$ and US$

Reviewing previous answers, the products I think are representative are:

MNT.CA / MNT.US

PHYS.CA / PHYS.US

Questions

1 - Does this strategy seem reasonable?

2 - Are there any other products I should be looking at?

3 - Which product would be your first choice and which would be second choice.

Thank you
Read Answer Asked by Stephen on April 22, 2026
Q: I think there are more questions recently on small cap stocks. I also note that in your answers on small mining stocks, aka penny miners, you display solid knowledge. Any thoughts on adding a separate service for junior mining and small caps? This area has given me significant gains over the past year, and I am constantly looking for knowledgeable commentary to assist in spotting opportunities. Maybe if other members vote this up it will give you an indication of interest?
Read Answer Asked by Robert on April 22, 2026