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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi Team, I've always found it hard to get accurate valuations on the CSU family. Can you provide, to the best of your capability, the current valuation of each for current fiscal and one year out? Also, where in your crystal 🔮 do see capitulation possibly occurring. Thanks for all you work!
Read Answer Asked by Christopher on February 17, 2026
Q: Good morning - I have a meandering position in MCHI and have become concerned about investing in China as its structural issues seem dire ( real estate, youth unemployment etc) while its exports have soared. I'm wondering which international market makes the most sense these days. I have VEA which is doing fine. I had Japan exposure and left it for China. India seems fully priced. I have plenty of US exposure already and don't want more. So, where to invest? Europe? I know the international markets are not your forte but which ETF(s) would you suggest?

Thanks, as always.

al
Read Answer Asked by alex on February 17, 2026
Q: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies

What are your thoughts with these two companies with the recent gold prices and holdings for the next year?
Read Answer Asked by Marshall on February 17, 2026
Q: I was given the above five ETFs from a friend to consider adding to my portfolio. I assume the criteria of ranking the ETFs are the same as stocks, so I would like your recommendation on how you would rank these five. Also which ones amongst them five are the ones that you would strongly recommend that I should/"must" own.

Thank you.
Read Answer Asked by Victor on February 17, 2026
Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.
Read Answer Asked by Les on February 17, 2026
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
Read Answer Asked by Merrilyn on February 17, 2026
Q: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Read Answer Asked by Derek on February 17, 2026
Q: The State of the Union address by Trump is on Feb 24th in the evening. The Supreme Court will release decisions on Feb 20, 24 and 25, and these are the last dates until July 2026. I predict they will wait until after the State of the Union address because Supreme Court judges attend the State of the Union, and they don't need Trump criticizing them in public and will release their decision on Feb 25th. If they decide the tariffs are unconstitutional, which sectors might be the winners?
Read Answer Asked by Murray on February 17, 2026