Investment Q&A

Q: Good morning 5i team,

Recent headline .... "Better Choice Company Shareholders Overwhelmingly Approve Acquisition of SRx Health Solutions and Related Proposals"

Is 5i covering, or planning to cover this Canadian company, SRx?

Thank you.

Edward

Upvote 4

Read Answer Asked by Edward on March 28, 2025

• Vitalhub Corp. (VHI)
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Q: Good morning! Can we please have your results comments and expectations going forward on VHI. Thank you.

Upvote 7

Read Answer Asked by Roger on March 28, 2025

• Intuitive Surgical Inc. (ISRG)
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Q: Twice in the last two weeks you've been asked to provide your list of top 10 stocks with the highest conviction over the next 5-10 years. The lists have been the same, with one exception. The earlier list had ISRG on it; the most recent list replaced ISRG with IFC. Are you losing faith in ISRG?

Upvote 7

Read Answer Asked by Maureen on March 28, 2025

• Blackstone Inc. (BX)
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• Apollo Global Management Inc. (APO)
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Q: Hi 5i team,

What are your thoughts and do you have suggestions (names) on investing in a Public private equity company as a means to curb some of the volatility. Thank you as always.

Upvote 2

Read Answer Asked by Julie on March 28, 2025

• Methanex Corporation (MX)
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Q: Hello , is this a good time in the cycle to start buying MX.TO.

Upvote 1

Read Answer Asked by Andrew on March 28, 2025

• Occidental Petroleum Corporation (OXY)
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• Canadian Natural Resources Limited (CNQ)
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• Peyto Exploration & Development Corp. (PEY)
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• Tourmaline Oil Corp. (TOU)
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• Birchcliff Energy Ltd. (BIR)
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• Chord Energy Corporation (CHRD)
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Q: I own CNQ (largest position), OXY, and CHORD in my trading accounts. I am down quite a bit in CHORD since the Enerplus merger.

I don't really have that much exposure to natural gas stocks at the moment. Would it make sense to sell CHORD, claim a capital loss, and buy something like PEY, TOU, or BIR?

Upvote 4

Read Answer Asked by Ed on March 28, 2025

• Vanguard FTSE Developed All Cap ex North America Index ETF (VIU)
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• Vanguard FTSE Developed Europe All Cap Index ETF (VE)
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Q: My international holdings (ex, US) comprise 15 % of my portfolio, which comprises 70% VE, and 30% VEE. Do you think that VIU would be a better option than VE at the same percentage? Thanks in advance as always.

Upvote 5

Read Answer Asked by bernie on March 28, 2025

• iShares S&P/TSX Global Gold Index ETF (XGD)
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• iShares Gold Bullion ETF (CGL)
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• Sprott Physical Gold Trust (PHYS)
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Q: Hello. Gold and gold stocks have had a nice run. Do you think this move still has legs? If so, would CGL and XGD be good investments or are there others which you prefer?

Thank you.

Upvote 8

Read Answer Asked by Edward on March 28, 2025

• Tesla Inc. (TSLA)
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• Ferrari N.V. (RACE)
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Q: For a 5 year plus hold which of these recently fallen angels do you prefer, Race or Telus?

Upvote 4

Read Answer Asked by Terry on March 28, 2025

• Premium Brands Holdings Corporation (PBH)
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• iShares U.S. High Yield Bond Index ETF (CAD-Hedged) (XHY)
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• AeroVironment Inc. (AVAV)
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• Magna International Inc. (MGA)
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• Brookfield Renewable Corporation Class A Subordinate (BEPC)
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Q: I'm holding the above in a RSP and the above stocks are quite down. Given the current environmnet, is it time to sell them? today, rather than last week!

Upvote 4

Read Answer Asked by Brenda on March 28, 2025

• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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Q: I'm considering taking a position in the sub-prime Canadian lenders. Between Propel and Goeasy, which one would you choose to maximize total returns given the current market price? Is there an advantage in holding both with a (50/50) position? Planned holding period is 3 to 5 years.

Thanks for the great service.

André

Upvote 16

Read Answer Asked by André on March 28, 2025

• Linamar Corporation (LNR)
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Q: In light of the tariffs, what should I do if I hold shares of LNR. Is there hope of recovery or should they be sold? Thank you.

Upvote 1

Read Answer Asked by Francis on March 28, 2025

• Nebius Group N.V. (NBIS)
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Q: Hello Team,

In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?

Upvote 5

Read Answer Asked by James on March 28, 2025

• Linamar Corporation (LNR)
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• Martinrea International Inc. (MRE)
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• Mistras Group Inc (MG)
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Q: With 'be greedy when others are fearful' in mind which of Magna, Linamar and Martinrea are the best bargain right now?

Upvote 2

Read Answer Asked by Patrick on March 28, 2025

• Kits Eyecare Ltd. (KITS)
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Q: KITS is up big recently. Should I still be adding more?

Upvote 3

Read Answer Asked by Patrick on March 28, 2025

• Sprott Physical Gold Trust Unit (PHYS)
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• Sprott Physical Gold Trust (PHYS)
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Q: If the American dollar drops significantly what effect on price of Phys.to

Upvote 4

Read Answer Asked by Brad on March 28, 2025

• A & W Food Services of Canada Inc. (AW)
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Q: Hello, I have noticed that AW has moved up $2 over the last 2 days which seems like a lot for a stock that has been moving down for the last 4 months. Other than an RBC target price of $34 has there been anything else to get this stock moving? Thanks,

Upvote 2

Read Answer Asked by Mark on March 28, 2025

Q: Hi team,

What is the significance of the Morning Star annotations (v.g. *** Silver) when you look at an ETF or stock ? Does it change frequently and for what reason ?

Gratefully,

Jacques IDS

Upvote 2

Read Answer Asked by Jacques on March 28, 2025

• goeasy Ltd. (GSY)
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• Propel Holdings Inc. (PRL)
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Q: What happens to the earnings of Propel if the US economy goes into recession? I’m confused because I have heard recessions cause more people to use their type of lending. Yet you would think defaults would rise significantly. What would the net effect be?

Upvote 10

Read Answer Asked by Michael on March 28, 2025

Q: Can you please provide a link to watch a replay of Peter's Market Call session tomorrow (March 27th)? I am unable to watch it live and am sure many other members will be in the same situation. Thank you!

Upvote 4

Read Answer Asked by Barbara on March 28, 2025