Investment Q&A

Q: What do you think of covered call options ETF? In which circumstances you would recommend them? And in such a case what are the three you would recommend?

Thank you in advance and best witches for the new coming year....

Q: GIS, KHC, CAG and CPB are all near long term technical lows. I know these are not 5i type of investments. However, in looking for a reasonable value play and using Loblaw as a relative baseline of 10 (unless you have a better comparative), are you able to provide an overall approx. rating of each with dividend and balance sheet sustainability in mind? Are there any major concerns that would make you completely avoid any, or all of these?

Q: I am Curious about this 49 Million small cap based in Florida. Ticker SIDU-Q
Could you give me an analysis of this one and is it similar to MAXQ that sky rocketed in Canada?
Thanx as usual!
Gary

Q: Can you comment on the impact of the Jan1st Chinese restriction of exports (some licensing conditions apparently apply) on silver, tungsten and other elements/metals? Has Shanghai effectively taken dominance over the silver market? The silver bugs are excited for expected huge stock price increases due to the high demand and low supply situation. My thanks.

Q: Which stock will have more growth going forward: GOOG or ISRG. I understand they are in different sectors and I am not concerned about volatility?

Thank you for your service!

Q: Hi Folks,
I am looking at adding to my holdings of IFC or WCN in my TFSA. May I have your opinion as to which one would be the best today.
Thanks

Q: Hi 5i team.....
Journey Energy today had a price movement of over 9% on volume of 10 times average on a low trade day. Can you shed any light on news or what is moving the stock today (friday Jan 2nd)?
Happy New Year and thanks for your continued great service.

Q: When I look at your website I notice a new director purchased $2 million dollars of shares on Oct.30th(Laurette T Kellner)Is that a significant purchase? What is the current short position and has been increasing? Thx

Q: All different in varying degrees. Please rank in order for best return 5-10year hold.

Thank you as always!

Q: I want to have my TFSA grow bigger. Of the stocks listed, in what order would you add them to the TFSA? How long of a hold do you suggest, and what are target prices you'd be comfortable with? Is it better to wait for a pullback? Take as my question deductions as needed.

Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Q: Hi Team. What are you thoughts on WD-40 Co?

Q: Could you please share your take on PANW as an early 2026 buy for growth over a long-term hold (10+ years) irrespective of sector allocation or diversification in a portfolio.

What are its core strengths (moats if any?), competitive positioning, threats, etc.?

(A response in January is fine.)

Thanks!

Marc.

Q: As a retired investor I am looking for dividend income. Please rank the buying order you would have for the above stocks with the emphasis on rising dividends, dividend stability, and safety of dividend. My holding period is 10 years plus

Q: Looking at total return on a 3 to 5 year hold, how would you rank these companies (highest first)

Q: I hold Crowdstrike (CRWD) and Palo Alto (PANW) in the cybersecurity space. PANW has done well for me but last year it struggled. I’m thinking of selling some, or all, of PANW and buying Fortinet (FTNT). Could I please get your thoughts? If you were to hold just two, or all three, could you please tell me what percentage you would allocate to each? Thank you.

Q: Given that tax loss season has ended, how likely are we to see new 52 week lows on GSY in the first months of 2026?

Thank you!

Q: I remember many years ago, when I had just started looking after my own investments. I made many mistakes and even ended up with a few "smoking holes in the ground". I have now been a long term subscriber to 5i and have enjoyed much success as a result of the teams sage advice. Than you for helping me separate the Wheat from the chaff.

As a retired high school teacher I remember way back, prior to alphabet (google's) IPO, seeing their logo on every computer in the classroom when students booted them up, and thinking, " I wonder if they would ever IPO?" Well, of course they did, and upon seeing that I would need to pay a 17% premium as a retail investor (no matter how quickly you acted the morning of the IPO) I passed on the stock until years later. I am a happy shareholder currently.

My question is, are there any pre IPO companies that you are currently excited about, and if so, how can a retail investor have the best chance of getting in on an IPO other than waiting until it trades publicly? Anthropic? others?

Thank you

Q: I have a position in MSTR that is now less than 1%. My cost is $12.80. I'm wondering about averaging down to bring the position to 1-1.5%. What are your thoughts for MSTR in the coming years, and my idea to average down in this case?

Q: With Venezuelan crude potentially in play as an added source of supply, does holding CNQ and ARX present even a more uncertain investment? At least maybe move the sector to underweight? Like we needed more events to cloud the investment outlook.