Investment Q&A

Q: Considering recent interest rate reductions can you please advise on investing in xhy.to or ushy at this point? Are they equivalent but just in different currencies?

Thanks.

Q: Hello 5i Team
I had the pleasure watching Peter Hodson on BNN today and his top picks. What would be his three top picks on the Canadian Stocks ?
Regards

Q: I would like some suggestions for a proxy for KXS. One that you feel has more growth potential.
Regards

Wayne

Q: Is lumber in the basic materials group?
Could you recommend one or two lumber stocks (Canadian or US) that might have the best growth potential going forward?
Thank you.

Q: Has the CSU blog been posted? Could you provide a link?
Thanks.

Q: What is your opinion on Kirkland Lake Discoveries Corp. They came across my insider screening test and I know Sprott has a position, and there's been some upwards momentum with the stock. I like the sector but as always do YOU like the stock. Your thoughts?

Q: I've owned this stock for quite some time and still am up 61 %. It has been going downhill since May . Any reason for this ?

Q: In a letter today Bespoke investments describes how TIGO has improved its operations in several of its Latin American companies , including some businesses it acquired from Telefonica. Bespoke just added TIGO to its model ‘Dividend portfolio’. TIGO pays over 6% in dividend. I assume TIGO shares are undervalued due to perception of political uncertainty in Central and Southern America (?). I would appreciate your analysis , insight, and opinion. (Or should I just go back to being shy?)

Q: I'm getting mixed messages from 5i regarding EQB . In several answers you have it as recommended buy ...... But in a reply to Adam on Aug. 28/25 you make the following statement . ...... " But with some overall economic concerns continuing it is also hard to foresee a big recovery in the next several quarters as well. "

This suggests it will be dead money for a while .... Looking at your report on the company it appears that circumstances have changed . In your " Valuation " section you make the following statement .....

" Management noted that with the recent and expected easing of interest rates, EQB is seeing signs of renewed mortgage activity and strong loan growth momentum is expected going into 2025. " ...... Well that didn't happen ...... Are you planning to update that report in the near future ? ....

I own shares { in a RRIF } and am in a bit of a quandary on why I shouldn't sell in favour of greener pastures ..... So please explain to me how I should evaluate holding or selling ? .........Thanks for your terrific service .....

Q: Good day all! What could you suggest as a replacement for LIF. Looking at a higher revenu play for my RRSP. Materials industry would be optimal, but it could also be Industrial, Communications or Utilities.

Q: Regarding Wealth Health Technologies, I would expect them to benefit by adopting some AI capabilities into their platforms. It seems that AI is either a benefit or a threat to companies utilizing significant amounts of software in their operations. How does it look for WELL? Have they already adopted/developed some AI capability ?

Thank You

Q: Rainwater Equity ETF (NYSE): As a new ETF invested in mid/large cap companies, in sectors with reliable recurring revenues less sensitive to equity market fluctuations, this would likely be a good defensive stock to own. Is there a comparable ETF/Company based in Canada?

Q: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.

5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.

Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?

Q: Hello 5i,
I’ve been viewing that US may at some point use stable coins to eliminate the debt. Is this possible? Could digital currency become the new gold? Please suggest some trusted sources where I could learn more about this, implications of wide spread adoption on the economy and the impact on physical gold. Thank you.

Q: since BNT is exchangeable into BN share for share 1. is there any point in. buying new shares of BNT when you already hold shares of BN? 2. what percent of BNT is held by BN. ? 3. could BNT separate itself from its ability to exchange into BN so it would be a stand alone wealth mgt /annuitiy/life insurance company ? thanks Richard

Q: Hello 5i Team

Artis REIT (AX.UN) announced on September 15, plans to merge with RFA Capital to form RFA Financial.

Other than the initial press release and investor presentation, no additional information has been posted on SEDAR+.

The units have dropped from ~ $7.40 to ~ $6.80.

Closing date for the merger was stated as Q1 2026

Questions

1 - When would Artis post the "Arrangement Agreement" on SEDAR+ outlining the full details of the merger?

2 - What are your current thoughts on the merger?

3 - In these types of transactions is it better to sell now, if you don't like the transaction or wait until further details are known.

Thank you for all the services 5i provides.

Q: Bloom Energy is surging. Lots of institutional holders and a very high short position. Can I have your updated thoughts since the last question? Thank-you.

Q: Which growth/balance Canadian ETFs would you recommend for a 2 year hold?
Thanks

Q: FYI. I was listening to the chief economist at RBC the other day and she said the CUSMA renegotiations are to determine what the trade agreement will be starting in 2036 , 10 years from now. This means the current agreement terms would remain for a significant period of time ( unless Trump totally throws the whole thing out ). Can you confirm this ?

This important point doesn’t seem to get recognized by the media. Thanks. Derek.

Q: hi folks...doing dd on Tssi/q...seems pretty interesting company, and huge run in 24, & pullback in 25, with $58M finance @ $17/share...however...company in Data Centre A.I. sector, and read, they are moving from 80k sq ft facility...to new 200,000 sq ft facility in Texas (is this accurate??)...I believe there only customer is Dell??, or have they signed new contracts/customers, started 1/2 position at $15.29...what's your opinion on company/stock, thanks as always, jb