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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: Peter; Would you consider starting a “ model portfolio” type similar to your original ones, but constructed of those Canadian companies which will benefit from the new spending announced by Carney in defence, etc. ? Thanks.
Rod
Read Answer Asked by Rodney on February 20, 2026
Q: I was disappointed with the reaction to the release of the year end results for B2Gold. Since I started accumulating BTO in the summer of 2024 I have some very solid gains with BTO but not nearly as good as I have had with Alamos, K92, Gmining, centera gold. alkane, and even Agnico Eagle. That is my story but more importantly this my question. Was it the 2025 results that disappointed (Because they did not look that bad to me except that the new Goose Mine is ramping up slower than projections.) or is it the guidance for 2026? I think it is the weak guidance. But one thing that a casual observer might not know about BTO is that they have been getting much lower prices for their gold because of a prepay arrangement with I believe is with Tripple Flag. BUT that prepay will be over at the end of June (please confirm that) and then BTO can get the full price for all of their gold sales for the second half of 2026. I think BTO only got about $3300 on ounce in the last quarter of 2025 while Alkane realized $5200 (perhaps that was in $AUS since I only glanced at the press release). That is a huge difference. So even if BTO produces fewer ounces in 2026, due to the Namibia mine ramping down, the profitability of BTO in the second half of 2026 may be strong due to higher realized gold prices for ALL of the ounces produced in the 2half of 2026. Am I looking at this possibility correctly or am I missing a critical piece of the financial puzzle of BTO?
Read Answer Asked by Paul on February 20, 2026
Q: In reviewing your answers to various questions on these two you seem fairly agnostic? I note that SU has been growing their dividend at a pretty good clip over the past 5 years. Is there anything that tilts the decision for a 10+ year hold either in terms of differences in risk or opportunity, or truly a coin flip? Thanks,
Read Answer Asked by Stephen R. on February 20, 2026
Q: I'm in the process of using RIF withdrawals to augment a TFSA.
I have BIP, BEP and DIR as possible candidates to switch.

I'd appreciate your view on which stock has the most upside potential?
Read Answer Asked by Valerie on February 20, 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.

This was a question asked earlier which seems quite popular. Can I ask the same question for US stocks
Thanks
Read Answer Asked by joseph on February 20, 2026
Q: Given the strong recent performance of the MSCI Emerging Markets Index relative to the MSCI World Index (42.8% vs. 19.6% for the year ending Jan. 31), could you recommend appropriate ETFs that track each index?

I would also value your views on the forward outlook for emerging markets versus developed markets and whether current conditions support adjusting exposure between the two.
Read Answer Asked by Ronnie on February 20, 2026
Q: Looking at adding to 2 areas - stocks that might benefit from increased defense spending in Canada, and stocks in the metals sector. How would you rate these stocks on a scale of 1 to 10 for a buy at this time? 10 being something you like a lot, 5 if you are indifferent, and 1 if you have zero interest in owning it. ARIS, CS, HBM, OGC, PAAS, SVM for metals and CGY, FTG, MDA, PNG for defense related.
Read Answer Asked by Dan on February 20, 2026
Q: Want to generate some cash in a RESP. overweight oil and gas in this fund. trying to decide what to sell. Do I trim a little from white cap, head water, and freehold or sell reits.
Read Answer Asked by brian on February 19, 2026
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