Investment Q&A

Q: What are your thoughts on LNW & Z? Would you buy, sell, hold?

Q: I am loosing a lot of money on both PFE and MRK. I hold them in RRSP since 2023 and down about 50% on PFE and 20% on MRK. Would you keep these or get rid of them and switch to some other healthcare stocks offering better long term total return (growth + dividends)?

Q: Your opinion/analysis of Soma Gold please.Thanks.

Q: Hi, can you please help me understand what Accelerant does and your thoughts on it as an investment?

Q: The USA banks have reported excelling results this week.

Do you expect the same from the Canadian banks?

And given that I am adding to my financial holdings is the risk reward better with US banks or Canadian banks?

Finally where would you place BLK and BLX in terms of potential upside in the next few years?

Q: your thoughts on BTGD

Q: I missed the “rush on gold” and now seeking a method to buy a basket of goods required for EV market. Is there a specific ETF or other type of investment you would recommend?

Q: Hello 5i Team
I have a small position in Tsat on the TSX , I would like to know if this is a stock that 5i would recommend?
Thanks

Q: T2 Metals Corp (TWO)
Is this a diamond in the rough? Please comment on insider ownership/buying and major well known stakeholders and the CEO track record. What do you think of the balance sheet and outlook for this company. Thank you.

Q: Hey Peter & Team

Saw your answer for Jim. Would you consider TMQ a buy today?

Thanks for all you do

gm

Q: Anything to like about this tiny stock? The park lawn story ended well, any similarities?

Q: My son has US$100K to invest in a non-registered account. He would like to keep it simple and invest in a low fee ETF for balanced growth. Please suggest suitable investment vehicle in USD denomination.

Q: Good morning. There seems to be a growing amount of chatter about the market being in a bubble. If one accepts this premise, what would be your top 2 defensive sectors and top 5 defensive stocks to build positions in? Either Canadian or US. Thanks.

Q: Americas Gold & Silver has hired a lobbying firm to solicit the US administration on the merits of investing in the company due to their Antimony assets. Any comment on this initiative. Do you consider USAS one of the better silver investments at its current price?

Q: Good afternoon 5i
You just replied to a a question regarding lmn or csu, saying that you thought buyers would be rewarded at the current price. I want to put pretty reliable but also growth stocks in my tfsa. Today would you have a preference amongst these three for buying today? Just for context, i have a full position in csu and half in the otjer two

Q: Hello Peter & Team,

I added TAL to my portfolio early 2025. Love the dividend, but am down 20%. Do I hold and hope for a rebound? Or Sell and cut my losses.

Thanks for all you do

gm

Q: I have owned BTE for a few years now and it is no surprise I am underwater on it in all the accounts it is held. As the price of oil continues its slow march downward I am working out what to do with my O&G stocks. Most are solid companies and many have a decent dividend to tide one over. Baytex is one that does not; that is in addition to its dismal performance over the years.

I would like to know if the assets of Baytex, at some point, would be a useful "fit" for another firm when merger mania hits the oil patch? If so, who would be the likely bidders?

With oil price forecasts into 2025/26 looking dismal if one abandons the idea of a suitor buying BTE, would you still view it as a hold, or is it better sold and the money put to a more accomplished non-O&G growth story?

Thanks as always.

Dave

Q: Any Canadian companies paying a decent dividend, that in you opinion, are undervalued these days? Any sector.

Thanks

Q: Generally speaking, within one's bond portfolio what percentages of the portfolio would you allocate to the three ETF's mentioned.

Q: Hi Peter and 5i,
May please have your thoughts on NVDA's announcement that META and ORCL will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
Do you have an opinion on how much this will affect ANET's market position?
Would you look at exiting a position in ANET based on this competitive threat?
ANET is down 13% on Monday and Tuesday.
Thanks so much.

"Arista Networks (NYSE:ANET) stock fell 2.4% Monday after NVIDIA (NASDAQ:NVDA) announced that Meta (NASDAQ:META) and Oracle (NYSE:ORCL) will adopt its Spectrum-X Ethernet networking switches for their AI data centers.
NVIDIA revealed that Meta will integrate Spectrum Ethernet switches into its networking infrastructure for the Facebook Open Switching System (FBOSS), while Oracle plans to build giga-scale AI supercomputers with Spectrum-X Ethernet switches.
The announcement appears to have triggered concerns about potential competition for Arista Networks, which is a major provider of cloud networking solutions and data center switches. Investors may be viewing NVIDIA’s expanding footprint in the networking space as a competitive threat to Arista’s market position."