Investment Q&A

Q: I was very unexpectedly "stopped out" of my holdings in PHX today though, thankfully, not at the low. Can you explain why there was such an unpleasant (i.e. approximately 9%) swing in the PHX price this morning?

Q: On Jan 19, in a question by David, you stated that both DSG and OTEX did not have a dividend. Globe & Mail has that OTEX does have a dividend. Please advise if you need to correct your response. G&M advised "OpenText Corp. OTEX-T has named former IBM executive Ayman Antoun as chief executive, effective April 20. 2026" Is this a good move by OTEX? Does it change your impression of potential of OTEX?

Q: MDA falling fast, lawsuit, what to do now?

Thank you.

Q: Further to my question about AZN's change in share price: why would the new NYSE listing create a doubling of the share price? My number of shares hasn't changed - is it going to be cut in half?

Q: What is going on with AstraZeneca this morning? On Friday it closed at 92.77, and the quote this morning on my BMO Investorline site as well as the TMX Money page and your own quote is 187.10. I don't see any news, in fact if I try to open the TMX page for AZN, it says "page does not exist".

Q: Could you tell me the breakdown of their earnings between parts and equipment sales as opposed to software earnings if any,also your thoughts on the company’s management,debt and growth and would you be a buyer here …Thanks

Q: I would like to add to an existing position in one of CSU, TSLA or PLTR for a long term hold. Which would you suggest and why.

Thanks

Q: NXF.B appears to have a cycle. When it is up it is up for about 1 month to two. Then it drops slightly under what I paid for it. This lasts for about two years. Then it goes up for 1 -2 months again. It is up now. Should I sell and wait untill it drops again or just keep holding for income? 80 yr old investing for income with individual stockd and some covered call ETF's with a ten year time frame. I hold individual stocks included in the ETF.

Q: I am interested in these for steady income while limiting capital losses in an RRSP. Your thoughts on both in terms of quality and ability to withstand a downturn?

Q: What's going on.
We just published a new article on the 5i Research blog.
Market, Model Portfolio, Podcast Episode, and Report Updates!
Can't view this without Spotify?

Q: I have yet to purchase these equities for my portfolio. With only upside potential/recovery out of the gate as the only criteria, in what order would you add them. I do have a tendency to hold for quite a while.

Thank You for your great service

Q: Hello Team,
Do you still like precious metals today? if so I would like three names you recommend please.
Many many thanks!

Q: What do you make of the markets today? Tech, gold, silver, metals, and cryto really getting hammered. Is this a result of these specific sectors just running too hot, as well as disappointing MSFT earnings, slowing growth and larger cap ex. Aside from MSFT, META had larger cap ex and the stock got rewarded for larger rev guidance. We can see how these tech companies will get punished on less than above average earnings and guidance. Is this market priced to perfection and expectations are just too high? Is it time to raise more cash and be defensive?

What do you think of the comments below from Powell and Macquarie and the potential for US rate hikes within the next year? We know markets are forward looking and are they expecting this potentially later this year? We all know Trump wants to appoint a dovish Fed chair after Powell. If we do expect rate hikes, this would of course take the air out of tech, risk assets, gold and silver. I hold many growth names that you mention and would like to limit the drawdown.

Lots to unpack here, but what would be your assesssment for the remainder of the year. Thank you!


**U.S. central bank chief Jerome Powell described as a solid economy and diminished risks to both inflation and employment.

**"While the outlook remains uncertain, particularly given the appointment of a new Fed Chair in coming months, our baseline remains that the rate cutting cycle is complete, as labour improvement lies ahead," said David Doyle, head of economics at Macquarie Group.

Q: I am looking at the results of IESC and on the surface they look good, including the backlog.
Do you have an idea why it has dropped so much? Is it a time to buy?
Regards
Rajiv

Q: I have some US cash sitting on the sidelines and thinking of purchasing NOW. Looking at your database, it shows a PE ratio of 19.04 while TD Waterhouse shows 69.9. I know you have been asked many times to explain this discrepancy but would you do it one more time in regards to this particular stock.

Q: I follow your balanced portfolio. What 3 would you add to today. Please give rationale.. I have included H because of dividend and performance
T Stephen

Q: If I wanted to take a risk (poker money) in the nuclear sector; either being a startup, supplier of uranium, or any other company in the nuclear sector. What would you consider as a purchase for high risk/high rewards?

Q: Hello Team,
Could I have three robotic names(Canadian and US, ETFs) you recommend please.
Many thanks!

Q: Hello Team 5i & Everyone,

Thank you for your answer about Palantir’s tech. That was a lot more straightforward than what google was offering.

I’ve observed a few Germans (who have obviously grown up in an education system that does an exceptionally good job of teaching them about their own history) comment that they recognize the playbook happening in real time in the United States at the moment. And to them, what comes next is dead obvious: the current administration will make its move to consolidate power down into a one party state this year. (Akin to 1933.)

I hope that doesn’t happen and I know that I can’t do anything about it beyond learn more about history so that I feel less surprised when people’s behaviour repeats itself. I’m already familiar with the societal side of events when a fascist style of governance takes over, so now I would like to familiarize myself with how the stock markets and economies (domestic & global) have a history of / pattern of behaving when a formerly democratic government consolidates power.

Have you come across any good articles that cover this topic?

Thank you,

Sandra

Q: Making new highs in this "ugly market", is there any news on this thriving name, should one wait for a pullback?

thnx