Investment Q&A

Q: Morning Troops. Years ago I bought EXE at around $7.00 and recently sold at $20.00, thinking that it wouldn't be able to match the huge run-up it had in 2025. Turns out I may have been wrong and I would like to get back into the senior care space. My question is; of the main players in the field, which one would you favour now and where do you see the industry going in the short to medium term. Cheers.

Q: I bought Suncor for $25 per share during COVID and have been well rewarded. I believe that oil prices in 6-12 months will be considerably lower, but I am aware that there are no guarantees.

Oil sits at $105USD according to my broker's home screen. If we rotate to $80USD oil over 6-12 months I would expect share price attrition for Suncor. I want to capitalize on the current desirability of all oil & gas stocks. Would you advocate for slow selling into current strength? How long might the current extreme revenues buoy the share price?

Any thoughts appreciated!

Q: HI, your comments on MSFT's recent quarterly financial results and guidance . Thanks

Q: Hi there, your thoughts on WGX results just released?

How are these gold stocks going to react should interest rates begin to rise, mid to later this year? In particular how will WGX react to interest rate increases?

Is it still cheap enough to hold its own at current share price?

Thanks!

Q: 5 months since the last question on NURS. With their estimates for $150 million of revenue for 2026, and the recent financing, what is your current opinion?

Q: Reviewing the earnings today and the most obvious impact to reported NI was the dramatic increase in 'energy purchases and fuel'.
Given that I assume that means nat gas and what not that their power stations need to create electricity, pls comment on their ability to adjust their pricing on the assumption that fuel costs will stay higher longer and if not, would one continue to hold cpx?

Q: When do we get back in to digital currency? Seems to have bottomed out and gaining some traction again.

Q: Your thoughts on Emcor's recent quarter and the company overall going forward. Thanks.
Robert

Q: Hi Team,
What's your take on WCP earnings? Revenue, production looked record to me. However, it looks like net income was hit due to a non-cash charge related to the acquisition. Were analysts not expecting this charge? Also, as a general question if analysts did not expect this...why not? I know I have seen this many times and it always makes me scratch my head why accounting like this would not be communicated to analysts prior to earnings releases.

Q: Hello 5i team:

What was your viewpoint of the earnings last night? Stated earnings were on $0.02 per share. Was below estimates but was it lower due to paying down debt? Is it still a HOLD?

Thanks
Brendan

Q: Understand size and sector differences. Adding to a diversified portfolio, + 3 % in dollars of current. What rank in order to purchase for 3-5 year hold? (I see CLS moving favourably in pre-market).

Q: I purchased FSV at $17 and have held it since 2015 in a registered account. I missed selling it at the recent high as I consider it to be a well run company. I notice it has declined even though the latest earnings were ok.
What has been the cause of the decline over the recent months and what is your advice about holding or selling at this time.

Q: I asked a question about these holding in February. I noted on CNBC this morning that they had an article entitled "Jamie Dimon warns of ‘some kind of bond crisis’ ahead as global debt risks build".

If we do get some form of Bond crisis/alert what will be the impact on these 3 ETF's? I have held them for several years and I'm up maybe 5% overall over that time. Probably 2% on an annualized basis. In total, they represent about 14% of my holdings. Given I've held them so long I am fearful I would be selling just as they could possibly turn around. Any thoughts on the outlook for the balance of 2026 for these 3? Factoring in all the geopolitical/debt issues in the world, If you owned them would you be a seller? Would you sell all of them or simply reduce by XX% across the board. If selling, in what order would you sell and why?

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