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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 considering selling CVS and moving into a higher quality holding in the health care sector with less political risk. I know you like LLY and ISRG, but I already have sufficient pharmaceutical exposure and prefer to own dividend-paying stocks inside my RRIF. I was thinking of ZTS, which is in animal health, or SYK, both of which are higher quality companies that seem to be offering good entry points near 52 week lows. On the other hand, CVS has run up nicely and the turnaround under the new CEO seems to be going well. So would you hang on to CVS or would you sell and move on? And which of ZTS and SYK would you say is the better quality long term holding? Anything I am missing?
Read Answer Asked by David on May 08, 2026
Q: Hello 5i Team,
Between RioCan and SmartCentres, which would you prefer for an income portfolio? SRU pays a larger dividend, but is there any additional risk with it compared to RioCan?
How do the payout ratios and balance sheets compare?
Many thanks,
Brian



Read Answer Asked by Brian on May 08, 2026
Q: Hello 5i,

We have a combined position of 2% with XBM (25%), MP, 25%) and REMX (50%). Is there a stock or ETF that should be added to this suite as we may be light on copper, nickel, cobalt, or other minerals for battery and AI growth. If we were to increase the combined position to 3% or 4%, would you increase one more over the others?

Thank you
D&J
Read Answer Asked by Jerry on May 08, 2026
Q: Where is Palentir headed? Of course, we've known for a long time that it's an overvalued stock; we also know it's in its DNA. But this decline continues even after excellent results, which is more than worrying. Is all this due to its partnership with Google? Can you explain the ins and outs of this relationship? Ultimately, in your opinion, should we sell or hold?

Thank you in advance for your much-appreciated insights.
Read Answer Asked by Gabriel on May 08, 2026
Q: What supply chain software companies are the winners and losers in regards to Amazon's Supply Chain Services (ASCS) announcement. Specifically please comment on whether or not you think it will have a material impact on the prospects and share price of Descartes and Kinaxis.
Thank you.
Read Answer Asked by Glenn on May 08, 2026
Q: Hi 5i
How were GRD earnings today, good, bad, neutral? and how do you view prospects moving forward?
Given shares are down a bit today would you still consider this an opportunity to initiate a position at current price?
Can you explain in laymens terms what these guys do, who competitors might be and where they fit in the overall AI picture? Are they mostly a software or hardware company?
Thx
Read Answer Asked by jim on May 08, 2026
Q: I'd like to increase investment in Materials. I currently hold Nutrien and VNP.
Considering AEM or WPM .
Please rate these and suggest other options.
Read Answer Asked by Valerie on May 08, 2026
Q: Hi i Team - I have taken an initial position in Micron, the US version and may consider adding to it. However I am wondering about buying the CDR (CAD Hedged). Are there any advantages to buying the CDR's over the actual stock. I do not have a very clear understanding of CDR's and hedged equities so any clarification of this would be much appreciated,
Thanks.
Read Answer Asked by Rob on May 08, 2026
Q: Everyone, When evaluating a stock purchase, what process do you follow? Specifically, what financial metrics do you review, what peer companies or benchmarks do you compare the stock against, and do you typically buy the position all at once or build it over multiple purchases? Similarly, what criteria and process do you use when deciding to sell a stock? Clayton
Read Answer Asked by Clayton on May 07, 2026
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