Investment Q&A

Q: What's your opinion on ESTC Elastic these days for a buy or not?

Thank you.

Q: I am slowly transition my portfolio from individual stocks to ETFs. I am looking for ETFs that will focus on dividend payers (in the US and Cdn markets trading on the TSX) and Hamilton has recently come out with CMVP and SMVP which are purported to provide good income and growth with less volatility. They also have leveraged versions which I am not opposed to as these would be 10year investments.
Would these be good choices or would you recommend other ETFs with similar objectives.

Q: 5i Team, I would appreciate your up to date assessments of Corbridge and Lamb Weston. I have to say that since purchasing a membership many years ago my retirement income has been significantly enhanced. Thanks to your experience and investing wisdom the stress level is way down! Thank you.

Q: What are your thoughts on HBM in the short to medium term. I have decent upside on this stock (bought back in 1st Q 2020 in my TFSA) and have been thinking about trimming my position to allow for funding of new buy(s)

Q: Can you recommend five CAD-denominated, growth-oriented ETF’s trading on the TSX for a three-year hold? This could include sector-specific (eg cybersecurity, AI, dividend-growth, etc), theme-based (eg momentum) and/or general/broad index suggestions (eg TSX, S&P500, NASDAQ100, etc). Thanks.

Q: Deferent businesses but which would have a safer dividend and growth going forward ? Thank You.

Q: Hello, I learned recently that Bill Ackman has a position in QSR. If so, can you confirm how much of QSR he owns and when he acquired this position. Could we see this go the way of CP Rail previously where he pushed for changes and the stock appreciated significantly. Also, what are your thoughts on this company. Do you feel it is undervalued currently and will eventually reward those patient investors who buy now and hold for a longer duration? Debt seems somewhat high and should this be a concern? Thanks for the great service that you provide.

Q: I bought a large amount of PSI because it’s listed in a 5i model. I don’t follow Canadian markets, so I buy 5i-recommended Canadian businesses without much checking. PSI shares have only sunk in value. Why is PSI in your model (other than for dividend) ? Is it worth holding ? Is it an attractive takeover target ?

My question (admittedly a leading question from one who is weary of these losses in tax-deferred accounts): is it not better to shoot this thing and be done with it? You are still holding PSI which makes me think I must be wrong. Am I ?

Is PSI's *business model* viable, really sustainable ?

Sometimes a business I hold does nothing for long periods and just sits idle, or still. Then, suddenly it jumps like a rabbit, and the share price jumps and away we go. A forced metaphor perhaps but intended to to illustrate the sell-indecision. BNS is an example of such ‘rabbit’ — but it’s only after years that I am finally now breaking even, showing a small loss. The long wait is often not worth the opportunity costs.
I am baffled why PSI is favored at 5i.
:ao:

Q: Hello,

Could you elaborate on what makes IREN attractive other than cheap hydro-electric power?

Given the numerous embedded, and well financed, co's in this sector, carving out a defensible niche or moat seems quite difficult.

Thank you

Q: I am considering selling my nvda and using funds to add to my google . Would you consider this to be a good move in light of the recent court ruling re Chrome.?

Cheers Doug

Q: Good evening 5i
I am just straightening out loose ends and have found the money to buy one stock. From the above what would your order for quality/price be? And why
Thanks for the great service

Q: Give me your top 6 gold stocks to buy today.Thanks again.

Q: Hello Team,
Could I have your opinion on Tesla. Is it so much more than an EV manufacture that has a great future? or just a hype? Potential high growth? Time to buy?
Thanks,

Q: Good Morning,

Here's a "What would you do?" question.

Retired income investor, Like to yield at least 4% on any equity. Look forward to dividend increases.

Regarding BCE.

Hold 330 shares in cash account. Down 51%. Effective yield 2.54%.

Hold 1,100 shares in RRIF. Down 39%. Effective yield 3.15%.

May be wrong but I don't see the dividend growing any time soon.

Thinking of booking a loss in my cash account but unsure about RRIF. Do you see appreciation in nearish term

What would you do?

Thanks,

Dave

Q: I am overweight in financials. Can you order the noted stocks in terms top to bottom ranking?

Q: Dear Peter et al:

Many thanks for answering David's question today(Sept 02 25) and affirming your conviction about this mining company. In fact you answered my question on July30th and pointed me to this company then as well. It has made almost 30% from that time!
THANK YOU!

The question is can one get into this stock now? You have a nice link on virtues of averaging up on your website! Hence this question.

Also, to my earlier question, you suggested KNT/SKE as other stocks to consider. To david, your suggestions are different. Perhaps due to the "cost of production" variable? Just need clarification.

Many thanks.

Q: In your opinion, does the recent daily drop (-6.39% as of Sept 3 2025) represents an opportunity to add to a partial position, or should we just be prudent and wait to see what is behind the negative price momentum we are seeing recently?

Q: What are your thoughts/comments about market concentration in the Mag 7 stocks?

Seems to be around 32% of the total market cap of the S&P500 are in just those 7 stocks, which is around levels last seen in the .com bubble. While these companies have real revenues and profits, valuations are high (relative to historical averages), and it certainly seems somewhat concerning. I would appreciate your thoughts. Thanks.

Q: Hi 5i, What are your thoughts on silver vs gold at this time? Looks like silver has lagged gold, not sure what the historical difference is. I also feel if this onshoring, electrification theme continues then silver might start to run, more than it has. Please provide a few Canadian etfs and stocks you think might participate. Lastly, gold, does it have room to continue to run as it appears a devaluation of the greenback is likely to continue. Thx.

Q: Could you please provide a summary of what this companies does and if you would be comfortable buying?

P.S. The profile page for it on 5i seems to not be setup right.