Investment Q&A

Q: Would you continue to hold AO Smith at this point?

Q: Peter and His Wonder Team
I have held this stock for years and am down a ton. Recently it has moved up. Any thoughts on why it has a little life? Thanks!

Q: I have two small holdings in the materials sector, EQX (1% of portfolio) and NGT (1.5% of portfolio). I am thinking of consolidating them. NGT is the larger company by far, and has faced some negative investor sentiment recently, but to my knowledge, remains profitable and should perform better in the next several quarters. EQX has had better recent momentum, but is much smaller than NGT. This would be for a longer-term hold.

An alternative strategy would be to sell both and purchase another gold mining company with these funds.

I would appreciate any thoughts or insights you would be willing to share. Thanks so much, and I look forward to your reply.

Q: Is Kazastan back in the supplying the market What about Russia and the Ukraine . what is outlook for Uranium Price as demand picks up Where can i find the price for Uranium ? Your top picks please Thank you RAK

Q: Any idea why Well has dropped so much in the last few weeks and especially today?

Q: Hi 5I.

Contemplating giving up on ATS (only stock I own in the red today, as usual) and using proceeds to add to TFII. Will this move put me in a position to recover losses on ATS over the next 2 years versus just holding onto ATS.?

Carl

Q: EVVTY is down 7% this morning. It just keeps getting cheaper and cheaper but fundamentally the company seems very strong with a few issues its been handling. But the earnings this morning looked good, a small miss on rev but EPS beat. I'm thinking the pullback is more about mgmt's comments and expected margin decrease. They increased the div and are buying back more shares, and debt free. Is this more attractive now or do the continued negative issues and mgmt comments still make this a company to stay away from? Thx

Q: Good morning 5i.

Please update your analysis of GIP and indicate the risk level and possible entry point.

Always appreciating and thankful for your sage analysis.

Grazzia

Q: What are your thoughts on the materials ETF PICK?

Q: So Deepseek just made AI hugely gigantically more efficient. And that's verified because they are open architecture and other experts did check it out and they say it is definitely a big advancement and now they can fully copy it. (puzzles me greatly why a co. would go this open route but i guess that's another topic). So now competitors are on an equal footing due to this puzzling largesse of Deepseek being so open, and said competitors can carry on being way ahead. So what's the problem? Everything is now way better.

Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.

Q: Is the drop warranted? Is it worth keeping? What are the chances of recovery?

Q: Apparently the price for computation by DeepSeek R1 is $0.55 per million tokens compared to $15 per million tokens for OpenAI o1, which it is comparable to in terms of performance. This is about 97% cheaper.
I’ve been reading about Jevon’s paradox ie. as something gets cheaper, usage explodes.
But to my math usage will have to go up 33x to cover the difference in revenue to Nebius.
This will eventually happen, but short-term, aren’t we looking at revenues falling off a cliff for Nebius?

Q: Hi,

These are my energy holdings with TOU 2.7%, TVE 0.61% and WCP 0.48%. They've pretty much been flat for the last three years. Other than the dividends and special div's that TOU pay, what is the thesis for holding or adding to energy currently? I know valuations are low, but what will be the catalyst to get them moving again other than higher energy prices? I have TVK as well at a 3.9% holding and have included that in my energy allocation as well and its been a big winner. Looking at opportunity costs here from holding these energy names vs other names.

Thanks!

Q: Mid-20’s investor looking for your top 3 Canadian and top 3 US “buy and forget” compounders, regardless of sector, for a long-term hold within a TFSA. Can you please rank from 1 (highest confidence) to 6. Looking for companies that I can periodically but continually add to over time without worrying about having to be a “trader” and move into and out of positions as trends, themes and market momentum shift. I already have BN and NVDA (both of which may have been candidates for your top 6 list). Would this list be any different had the question been asked a week ago – before all the DeepSeek anxiety? Thanks.

Q: I am looking for a Canadian ETF with American exposure with a low mer. What do you suggest.
Thank you
Richard

Q: Two part question:

Assuming 25% tariffs come in, and assuming they will be longer rather than short term, will that affect the composition of the model portfoilios or the ratings of companies you have reports on?

In the worst case scenario, will there be any consideration given to "Trump proofing" a portfolio or a recommendation?

Cheers.

Q: Hi Peter and Team,

Our Technology exposure across all accounts is 20.52%, which is concerning me. Without selling any CSU or LMN, which I plan to keep 'forever', could you please rank the following ETFs in order of which to sell outright, or reduce. Each ETF is followed by the percentage of Technology stocks that it holds:

QQC.F (62.51%)
VFV (39.6%)
XGRO (21.06%)

We have some other ETFs that we want to keep, and their Technology holdings are all less than 15%.

The proceeds from the sale/reduction in the three ETFs above will be used to increase holdings in under represented sectors.

The three ETFs noted all have good profits. No commissions will have to be paid with these transactions.

Thanks as always for your insight.

Q: Good evening 5i Team,

If I were to scale back my positions in chip makers and AI related companies, would you please recommend a sector or sectors and your choice of companies to migrate into.

Thanks,
H

Q: If you owned shares in these companies,what would you do?If selling Silvercrest,what would you recommend as a replacement within the precious metals sector?Thanks.