Investment Q&A

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

Q: Canada has narrowed the choice of submarine suppliers to two. Hanwha from South Korea and TKMS from Germany. This is a multi billion dollar project. Does Kraken do business with one or both of them? What impact will this have on PNG's sales? How much of this has already been baked into PNG's price run-up? Is one supplier more beneficial for PNG's future?

Q: Are target maturity bond funds a good investment for the fixed income portion of a portfolio if held to maturity? How is the yield and return impacted as the fund continues to purchase bonds for new investors in the future? Is there a cutoff date when the fund will no longer issue new shares? Can you list the advantages and disadvantages of this fund as compared to purchasing an individual bond and hold to maturity. Thanks

Q: Market price and NAV seem to have only vague relation to the spot price for copper. Does this have something to do with the fact it is a closed end trust?
Are there any other ETFs that track the spot price of the metal closer?

Q: I sold this 'darling' in a new account in December for a tax loss, looking to re-purchase same in Jan. I didn't expect the price to drop an additional 20%. Do I re-purchase CSU during a 'down turn' momentum or ???

Q: Hi Peter and 5i,
For someone starting out in an RRSP with $13K to start and then monthly contributions.
I'm looking at one of the following:
1. XAW ($10K) and XIC ($3k)
2. VEQT
3. Other suggestions from 5i.
4. Once it reaches >$50k then start adding individual stocks.
Thank you for your answer and other possible suggestions.

Q: There appear to be varied opinions on the demand for Canada's future lng demand in the future. The us appears to have the upper hand as far as exporting. Two of the kitimat lng project holdings looking to sell. Your opinion for the next couple years for the above companies. Would you still hold enb as a long term hold?

Q: What are the opinions for TMX and Bird for the next 2 to 3 years? Will they have good growth? Are the current price good entry points?

Q: In a question answered with MSTR at 200$ I sold half as we discussed.

what would you do with the balance given the waterfall decline in BTC?

Would you hold wishing for a rebound or would you sell the rest?

Sheldon

Q: Hello everyone,

Oracle has lost half it's value since peaking in September, and I have ridden the wave up and now down. They just announced a $50B equity and debt deal on Feb 01, 2026 to finance their cloud build out primarily for OpenAI. I am getting concerned about the amount of debt they are taking on, and I am wondering if it's time to sell and move on. Thanks for your comments.

PK

Q: Hi 5i
Of these 6 companies what would be your order of preference in buying today?
If you could give some of your reasoning it would be greatly appreciated.
Thanks

Q: Hi Super Team!

Apologies for one of those “apples to oranges”kind of questions but I have some cash to deploy and am deciding between SE and ELVA.

I realize they are very different but if I’m looking for projected growth, reasonable valuation and some strong fundamentals which would you pick today?

This is for a 3-5 year hold and is a 3% allocation in terms of my total portfolio.

As always, thank you so much for all you do.

Q: Comments please on URI quarter. This is the second time the stock has taken a big hit after earnings. I have held this for years but back to back misses and big stock declines have me wondering if something has changed.
Thanks for your great service.

Q: Why the dig drop in SHOP today. Down 7% to 10% as of early afternoon. It's performed poorly for a while. Any news that I'm missing? What do you (5i) expect next earnings which I believe is February 11.

Q: What are your thoughts on Nebius and would you be a buyer of a full position at todays price?
Thank you

Q: Hi,

I need to raise some cash.

What would be your order to sell of the stocks listed, for a long-term, somewhat growth oriented investor.

Thank you,
CG

Q: I’m 75. My precious metals position is 20%. I have own SWM for many years ( cost is about 9.00. I have about 10 % fixed income. I am comfortable holding but at my age maybe trim? What would be a limit for the metals. It seems, it is still under owned. Maybe. I don’t hear or see it.

Q: Hi 5i,

My portfolio currently has a full position in XGD which has been brilliant. Looking forward, how do you view opportunities in base metals/copper and uranium versus gold?

As the commodity rally broadens I want to expand my positions beyond gold and am looking for ETF exposure. I see ZMT and XBM for Canadian listed base metals, and HURA for uranium. Are there any other ETFs that you focus on?

Thanks in advance and please remove credits as needed.

Q: Hi 5i,
Thanks for the great work. I'm a long-time FNV shareholder and WPM is continuing to outperform. How do you view the two companies today? Would you follow momentum and switch from FNV into WPM?

Thank you!