Investment Q&A

Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP

Q: Regardless of sector or size, in which order would you add the following?

Q: I read your notes on ERO June 10 which were positive so wondered why this issue has been hit so much harder than others in their sector. It seems a candidate for recovery - is this likely or are there other factors to account for? Appreciate your response.

Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.

Q: How do you think all these Mali issues, and asset confiscation, will affect to the short term and long term value and stock price of Barrick?

Q: Subject: Follow-Up on Monthly Dividend ETF Recommendations

Hi 5i team,

Thank you for your thoughtful response to my question regarding safer monthly income alternatives to Whitecap Resources. I understand the appeal of Canadian ETFs, especially in registered accounts where avoiding the 15% U.S. withholding tax is beneficial.

That said, I was wondering are there any U.S.-listed ETFs that you would feel comfortable recommending which offer monthly dividends, strong diversification, and a yield comparable to or better than Whitecap’s, while maintaining a reasonable level of safety and consistency?

I’d be open to covered call or enhanced income strategies as long as the risk profile isn’t excessive. Would appreciate your perspective on whether there are any U.S. options worth considering despite the tax implication.

Thanks again,

Q: What are your thoughts please on this company. It seems to have little debt and with special dividends, manages to pay a reasonable annual dividend.

Thank you

David

Q: Caldwell released Fiscal Q3 and YTD revenues are up significantly and Q4 outlook seems strong. CWL currently has a EV of about $13 million and revenues for FY 2025 should exceed $100 million. I noticed a FX 800K loss this Q notwithstanding Q3 EPS was still $0.03. Valuation thoughts?

Q: Hi, if not already asked....looks like Aritzia posted impressive numbers! Thoughts?
Does it still remain as one of your top picks in Consumer Discretionary?

cheers,
Steve

Q: Any concerns with AXON’s recent decline? Buying opportunity?

Q: Do do you think any of the MAGA BOYS got the inside of this trade.
thanks again

Q: HBTE I realize it's very new, very small, highly concentrated on a very volatile sector, other than that, curious on your thoughts on this etf? Would you consider the holdings "leaders" as advertised?

Q: Do you have a strong preference between these 2 today?

Thanks.

Q: Does the selling of 1M shares by Mr, Dean Swanberg impact your current recommendation of ZDC ?

Q: Is there an equivalent for TMF, if sold for tax loss purpose?
Thanks

Q: I can't seem to find out much about this company Droneshield (DRSHF), but it keeps popping to the top of my momentum list. What do you think of them? They're not listed on site here.

Q: Can you please compare and contrast these two companies? KTOS has great momentum which makes sense. AVAV had the same until its capital raise a week or so ago. If someone wanted a growth tilted investment in the defence sector with an eye to Trump's bill would you choose one over the other and why? What would your entry point be for both?

Q: Are we going to see any IPO's on the Canadian Markets this year?

Q: What are your views on this stock now? Buy, sell or hold.

Q: Good morning 5i,

With your vast experience with ETFs, im looking for 2 US ones?

1) market cap weighted ?

2) Equal weighted ?

thanking you in advance

SG