Investment Q&A

Q: I am looking to move away from some under performing stocks and looking at these as replacements. Any concerns? Ones you would prefer?
thanks so much.

Dale

Q: Hi Team,
So; another brutal day for tech. My portfolio is tech loaded with many of 5i favourites. At this point my portfolio is down 18% from October’s highs. Whats your sense on what to do going forward? Hold the line and wait for a hopeful recovery? Add to highest conviction names that are down big? Or sell off some of these holdings and attempt to diversify into metals or something that has moment? My strategy in 2022 was to add to quality such as nvda and shop which paid off well, but now I am quickly almost in the same boat again it seems as 2022 sell off being Csu family heavy , shop , Rddt, gsy , Prl , Srad, Geni , Nvda to name a few weak performing holdings as of late . And standout buys today that are sticking out to you?

Thanks for the advice ,

Shane

Q: I've owned XIT for a very long time and it has performed extremely well. Using your charting system, I have tracked it against QQQ and it is amazing how you can virtually lay one on top of the other over multiple time frames (especially 3 years and 10 years).

It is only in the last month that there is an obvious change. XIT has plummeted since the start of 2026, while QQQ has roughly held it's own.


XIT is comprised of 10 stocks, with SHOP at 25%, CLS at 24%, CSU at 23%, GIB.A at 12%....totalling roughly 85% of XIT.

Reading up on these four, I think I can paraphrase the 5iR answers as: SHOP-no major concerns, CLS-no concerns at all, CSU-should be ok in the long terms (unless AI is indeed a major disruptor to the software subset of technology, GIB.A-should be ok, but not exciting. My apologies if I got this wrong.

For asset allocation purposes, I added funds to XIT in late December and early Jan around the $80 level (this is after trimming at $86). So if I liked XIT at $80, I should really like it in the $60's. I have more funds available to add to XIT, but I am very proud of my latest action this week or so....just sit on my hands and do nothing.

I like buying when the proverbial "blood is running down the street" and could easily top up now. However, we may now be looking at some capitulation...not sure? I also look at the old expression that after a parabolic rise, the stock could easily settle by 1/3 to 1/2.

Do you have any advice as to when to deploy new funds into XIT? Should we wait until CSU reports in late-Feb? Are there other factors to consider.

Thanks.....Steve

Q: hello, trading sideways and slightly down

looking for an entry point for a 3 years hold
a partial position to add later on
thanks for your help
have a good day

Michael

Q: What would be your top pick for the best ETF's in the following categories:
AI
Robitics
Consumer Staples (US)
Consumer Staples (Canada)
Software (after the sector bottoms)

Q: Hello team,

If you had money only for one, which one would you buy today and why? I wanted to buy SNDK but I have burn before when a stock grow exponentially. SNDK has gone up by more than 2000% in the past 200 days!!! Is this justified? Do you think there is more room here and the stock makes it to $1000/share in the next 200 days?

As always, thanks for all your input and investment insight! :)

Q: Almonty Industries the mainly Tungsten mining company has had a meteoric ride over the past year. The mine in S Korea has just recently started to produce. It has grest capacity and there’s a tremendous demand for this mineral worldwide.
What are the chances that it may be bought out by a large international or US company?
Thanks

Q: KPGHF Any reason for the sharp share price drawdown?

Q: What is your opinion of the ELD/FOM deal? Do you expect it to close and if so would you take advantage of the drop in ELD's price to initiate a position? Thanks...

Q: Can I get your updated thoughts on this company? Looks like they want to list in the US in the first half of this year. With the recent correction in the sector do you think this an ok time to start building a position? How do you view the geopolitical risks for mining in Morocco? Thanks!

Q: - My current portfolio sector breakdown is as follows: 20% tech, 10% health, 20% Financial, 7% utility, 15% energy, 5% consumer staples, 12% industrial, 6% real estate, 5% basic materials. Do you think that any of these are significantly over or under weighted? Includes US and Can equities.

Q: The group is sold off approx.20% in 2026 - at these levels are worries over private credit( or other concerns) now becoming priced in the stocks, would you step in ?

Thank you

Q: Over the past 3 years, I have converted my portfolio to ETFs. I currently hold ZWU and UMAX at 10% of the portfolio. I plan on adding 5% HUTL to have some exposure to International Utilities. Your comments please?

Q: Over the last few years OTEX has bottomed out @ +/- $35.00 several times. Each time it has regained ground and reached the mid 50s or higher. There is currently a decent dividend of 4% so you get paid to wait. It seems to me that OTEX is a reasonable candidate for a swing trade. In the past 5i has made a few positive comments but has mostly remained unimpressed. Does OTEX have some fundamental problems and do you think the dividend is secure?

Q: It’s been a massive day for Constellation with the acquisitions of both Symplicity and Zonal being announced. Given the scale of these market leaders, how significant do you think this day is for CSU’s 2026 growth strategy, and do you see this volume as a signal that they are accelerating 'large deal' deployments to capitalize on the AI shift? I’d love to get your take on whether these additions—with their vast datasets in education and hospitality—align with the goal of improving long-term margins through AI-driven software optimization

Q: Is it too early to get into geothermal power to show a sizeable return in one year.
if not too early pls comment on the above companies

Q: To clarify the answer you provided to my question yesterday, did you recommendation of this company come before or after the report of a pending investigation? With news of the investigation, would you still recommend SMR as a high risk/high reward play?

Q: Hello,
If i decide to sell my PYPL shares, on which i have lost 70% of their value, which stock could i replace them with if i want to increase my chances of recovering my loss ?
Thanks !
Nancy

Q: Your thoughts on this tech sell off - getting ugly for Software especially- what could turn this market around. ae we getting close to capitulation iyo?

Q: Your thoughts on BAM's recent quarter and what these results suggest for parent company, BN, which I believe reports next week. Thanks.
Robert