Q: What Canadian companies are most like to benefit from Canada's plan to invest billions in Arctic infrastructure development and defense/security along our northern perimeter. Thanks.
Robert
Robert
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Good day,
Given FRU's most recent results, what are your thoughts, and is it a Buy, Sell, or Hold ?
Thanks,
Michael A.
Given FRU's most recent results, what are your thoughts, and is it a Buy, Sell, or Hold ?
Thanks,
Michael A.
Q: please comment on Q4 earnings. Would you add to a half position here?
Q: Long time holder of ONEX. The 10 year chart is less then inspiring, could I get your opinion of this company. Continue to hold or move on? Thanks Ron
Q: Today, Thursday, March 12, Ian Tam in the business section of the globe and Mail recommended 14 Canadian ETFs that offer an mote against global uncertainty. One of the ETFs was WSRI among other ETFs that are low volatility. I wasn’t surprised by the low volatility ETFs, but I was surprised to see WSRI among this list. I looked up WSRI but I couldn’t find anything special to indicate that it has a mote against global uncertainty or is any better than other S&P 500 ETFs such as ZSP. Can you shed some light on this?
Q: Greetings, 5i. Could you recommend an ETF or two that would cover the spectrum of less common but important metals such as tungsten?
With appreciation,
Ed
With appreciation,
Ed
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Vital Infrastructure Property Trust Tr Unit (NWH.UN)
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Vital Infrastructure Property Trust (VITL.UN $5.43)
Q: Can you please provide insight into the name change and whether this has any effect on the operation of NorthWest Healthcare and their dividend. Thank you.
Q: For a gold exposure : At this point and time , let’s say on a 2 years horizon would you rather buy gold etf , gold miners etf (no juniors) or 1 or 2 specifics gold related stock (if so with ones) . Trying to mitigate risk here (even if it’s hard to predict gold price)
Q: Is there a way to access AECO natural gas prices? I heard the only way was with a paid Bloomberg terminal. Thanks
Q: Could have I an update on your views of CCL. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Q: On November 10, 2025, you noted that you weren't 'big fans' of the traditional value factor, citing VTV’s heavy weightings in Financials (20%) and Staples (14%) as a reason for your limited interest.
Given the recent spike in global market instability, has your outlook on VTV or the traditional value factor shifted? Would you consider this defensive exposure more attractive in the current climate? :ao/sab::
Given the recent spike in global market instability, has your outlook on VTV or the traditional value factor shifted? Would you consider this defensive exposure more attractive in the current climate? :ao/sab::
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Galaxy Digital Inc. Class A common stock (GLXY $28.26)
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Coinbase Global Inc (COIN $171.46)
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Galaxy Digital Inc. (GLXY $17.64)
Q: For investors already active in US names, would you endorse continuing to hold GLXY into and after the TSX de-listing? Or, for example, do you feel there are more compelling names in the US crypto space to consider for a portfolio?
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NexGen Energy Ltd. (NXE $16.30)
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Cameco Corporation (CCO $156.50)
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Denison Mines Corp. (DML $5.08)
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Ur-Energy Inc. (URE $2.11)
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Energy Fuels Inc (UUUU $17.75)
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Uranium Energy Corp. (UEC $13.57)
Q: I would like your top 3-5 plays in the uranium-related space in both Canada and in the US, including small and large cap companies. A brief comment supporting your choices would be appreciated. Thanks.
Q: Is this a good time for Brookfield to takeover TA?
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Amazon.com Inc. (AMZN $209.77)
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Booking Holdings Inc. (BKNG $4,194.31)
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Starbucks Corporation (SBUX $90.37)
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Uber Technologies Inc. (UBER $71.84)
Q: Could you give me an update on your view on Starbucks since your last comments 8 months ago. I m holding it in an RRSP account and I am reviewing for maybe a better large cap consumer discretionary stock is you can suggest 2-3 .
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Hemisphere Energy Corporation (HME $2.75)
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Suncor Energy Inc. (SU $91.72)
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Imperial Oil Limited (IMO $181.66)
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Canadian Natural Resources Limited (CNQ $66.15)
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Tourmaline Oil Corp. (TOU $64.32)
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Whitecap Resources Inc. (WCP $15.04)
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Tamarack Valley Energy Ltd. (TVE $11.19)
Q: Could you please list your top 5 Cdn oil stocks in order of preference. Thnks
Q: Could have I an update on your views of Boyd group. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Q: Could have I an update on your views of PBH. Its hold in a RRSP. Would you suggest 1-2 companies with better or same risk profile you would suggest to switch for if you think that’s a good idea .
Q: Is PNG buy at this time? If so how much of a weighting would you give it?
Thanks
Thanks
Q: Hello Wonder Team at 5i. Could I ask your thoughts on Tenaz Energy, they seem to have gone straight up into earnings coinciding w Iran conflict. How did the earnings report look, would you be comfortable owning it here (around $55). What would be a reasonable price? Am I correct in assuming price is correlated to European Natural Gas Benchmark TTF prices? And a final "long shot" question - if the Ras Laffan Nat Gas facility in Qatar continues to suspend operations, will this bode well for the share price of Tenaz? Thank you for your thoughts and impressions on where the share price might be going next. Much appreciated. Gord