Investment Q&A

Q: I see the last question about HPQ Silicon was asked in 2021, my question is " does 5i have any updated research and opinion on this company" ?

Thanks and I continue to value 5i's opinion and advice on investing,

Jim

Q: I hold a small position in Montage Gold and have done very well with the recent increase in the share price. Can I please get your thoughts on the company and what impact the recent announcement regarding the African Gold acquisition will have. Thanks!

Q: In August, you rated SAP as a Hold but in the past 3 weeks, the SP has performed very well as a result of Q2 Fiscal 2026 earnings which have been well received by the market. Do you now have a more favourable opinion of the company?

Q: Iren announced a Proposed Offering of Ordinary Shares to Fund the Repurchase of Convertible Notes on Dec 1 after close. Is this good or bad? What could be the reasoning from both sides of the deal? Would it change a long term view or short term buy/sell/hold? Thanks

Q: hi 5i
Just heard that PRL will become their own bank in USA i believ and stock seems to be up on the news..... How does this effect the company going forward.....good news, great news?
Currently have a small position with a view to averaging down....is this being a bit short sighted or would you wait ?
Just wondering
thx

Q: Hello 5i,

I tend to not ask questions as the database of Q/A is such a rich resource. One small gold company, ABI:ca. has only has one question, asked by uhhh, me in 2023. It has been a few years and I do still hold my small "risk on" position. But recently, with the soaring price or GOLD, it has taken off. Just curious if you could have a quick peek at it and provide any insights you feel are valuable. I love the fact that it is Canadian, has potential leverage with proven and probables, and could have it's following increase due to the present sector interest. Love your service.

Q: The fees seem high on this ETF, could I please have your overall comments.
Are there cheaper alternatives with similar exposure?
Thanks, Brian

Q: Following the recent announcement of investments in infrastructure and other areas by Mark Carney, which companies are expected to benefit from these investments? is WSP one of the potential beneficiaries?

Q: Is ibrx a reasonable company to make a small investment in?
Its treatment anktiva is approved for some cancers already and appears to have broader applications. The patents seem to have about 10 years to run.
Thank you for your research and opinion.

Q: Good afternoon 5i
in a recent question by Stephen on December 2, you gave a list of small cap stocks that you favour. I m preparing to add to a TFSA and so I am very interested in any recommendations that you make. You give a list of favourites , with Grid, i think, mentionned first. My question is whether the list you gave is ordered according to your preferences or is it simply haphazard.
thanks

Q: Do you see the recent poor sector sentiment and change in CEO as a buy the dip opportunity, or would you exercise caution here and wait before adding to a position, or sell and move on to other opportunities?

Q: Would you sell Laurentian Bank at $40.50?
Seems low. Do you think a big bank will counter offer.

Q: Could I please have your comments on this ETF.
Would there be any other alternatives with similar exposure?
Thanks, Brian

Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.

cheers....

Q: Can across these guys at PDAC in Toronto last year. What are your thoughts on this company?

Q: YTD Lundin's stock price has significantly out performed Capstone. Are there fundamental reasons for that and what are your expectations going forward?

Q: Thoughts on the results just released?

Thx

Q: SHOP had a breakdown/glitch in their system yesterday that caused the stock to tank. This is probably the achilles heel of systems like Shopify. Reliability is so important. What impact do you see it having? My take is its news today but will be forgotten tomorrow if remedial action has been taken and they assure clients and the market it's now under control. Is this similar to your take?

Q: This has hit my radar, but I have concern that it is overvalued. Your thoughts would be valuable please.

Q: After holding this ETF for about 8 years and riding many waves up and down, I am finally ahead a little (not counting dividends). It makes up about 17% of my total holdings. I do not have any substantive exposure to Technology or Reits. There are two etf's I have my eye on-QMAX and RMAX which pay about 10%. ZWC pays about 6%. I would only switch about 50% of ZWC and split it out evenly to QMAX and RMAX. I already hold a bank ETF and a Utility ETF so I think doing his would give me some additional diversification. Your thoughts please?
As a side note, many people ask about these covered call ETF's. When I bought ZWC the TSX was around 16,000. Now I am just slightly above what I paid 8 years ago and the TSX is almost double. Don't expect big growth with these vehicles however the dividends are nice.