Investment Q&A

Q: ALOY 5i I am looking at investing in this US stock. apparently this critical mineral producer has a plant in US up and running to produce faster and safer products from Saskatoon or Manitoba They are affialated with US and gov't has given them money. What does 5I think long term investment. Thank GV

Q: My granddaughter has an individual stock portfolio which I need to change to an ETF portfolio as she does not personally follow or trades stocks and I am no longer able to manage the account.
Would you please suggest a portfolio of ETFs that is diversified as well as recommendations for ETFs that focus on precious metals, base metals and energy?
With appreciation,
Ed

Q: What are your favourite energy plays presently, for a 1-2 year hold. U.S. or Canada.

Q: Arx has hit the same resistance levels ie $26 several times in the last few months. It can't seem to break through.
Any hope here or is there a problem on the balance sheet etc ?
Thx

Q: If SABR is a company CSU is looking to buy/takeover, would it not make sense for retail investors to also buy SABR? Perhaps not even for the takeover premium, but doesn't this mean CSU believes that SABR is undervalued?

Q: Is there any reason not to prefer HEB over ZEB? The two ETFs appear to be very similar while HEB seems to have a 0% MER and ZEB 0.25%. My online brokerage website also says HEB's yield is 3.06% while ZEB's is just 2.02%, though the reason why the yields are different is not apparent.

Q: Could you please expand on your answer to Sylvia yesterday regarding:delisting on the TSX. I hold GLXY in my TFSA with Wealthsimple. Could you please explain the tax implications (if any) of this holding becoming American listed. Also, could you explain the currency conversion used to switch over. The only US listed stock I own in my TFSA is NBIS purchased with US dollars so this is a new situation for me. Thanks so much for your expertise.

Q: I have done well with GOOG and will continue to hold it. MSFT is down 27% from its high. Would you sell some GOOG to purchase MSFT now?

Thanks for all your help,

Mike

Q: If you had a choice which would you prefer to purchase right now, CSU or CSU.DB.
Thank you
Gord

Q: What are your thoughts on CPKR's most recent results? Do you think it represents good value at this price?

Q: It's been a while since you've been asked about this company specifically.

I don't really want to sell companies hit by the software scare, but I am thinking of opportunity cost and perhaps switching the money in KXS to something in the same sector with more upside potential (eg. CSU).

Can you comment on KSX and, if you would make this move, one or two companies to switch into.

Q: Can you give me your opinion on recent earnings and whether you’re a buyer, and if so what price would recommend it ?

Q: Thoughts on the quarter?

Q: hello 5i:
CPX reported this morning and the results looked very good:
EPS of $1.28 beats by $0.70
| Revenue of $1.08B (26.38% Y/Y) beats by $83.60M
do you agree, and did the conference call add anything that might explain the drop in share price?
thanks
Paul L

Q: CSU bought 10.6 million more SABR shares at about $1.16 each.
• They now own 50.2 million shares, or 12.7% of the company.
• CSU is now Sabre’s second‑largest shareholder.
TD anaylist think CSU wouldn’t buy this much unless they see a big opportunity to create value.
They hint that:
• Software valuations have dropped because of AI fears.
• That makes it a good time for CSU to buy distressed companies cheaply.
TD analysts think CSU may be preparing a recapitalization — basically a financial rescue that could include:
• Debt-for-equity swap (creditors get shares instead of debt)
• Spin-out structure like CSU used for Topicus (TOI) and Lumine (LMN)
• Some new creative structure CSU hasn’t used before
it’s about Sabre being broken, and CSU being one of the few companies skilled enough to fix it.

An Advisor on Bnn actually has CSU as a top pick today.
In view of the events that are occurring would this be a good time to leverage down on CSU in a tax free account.
Thank you for your great help and thanks Rick

Q: Greetings 5i, would you have any concern about buying short term bonds (< 1 year) issued by Morguard Corporation?

Q: Dear Team:

After reading many of your Q&As. I understand the drawbacks of Covered Call ETFs!

IF I want to hold Canadian Covered call ETFs in my Non-Regd accounts, which two or three would your favourite (in a tax advantageous manner withdrawal).

Also, if you can direct me to the issue that addresses Covered Call ETFs in your ETF &MF Newsletter, I would appreciate it! May I request you once again to add search function in ETF&MF Newsletter! At least a yearly index for the articles. That way, I don't need to bug you often!

Many thanks.

Q: What does the market expect from these 2 next week?

Thx

Q: I own CSU, TOI, and LMN. What are your thoughts on the selling LMN to buy CLS for better long-term growth?

Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim