Investment Q&A

Q: BHP's Jansen project in Saskatchewan has been getting lots of publicity lately. Slated to start producing in 2026 apparently it will ultimately produce something like 10% of world's potash. What are the implications for world price, and companies like CCO and NXE? Are they still buyable, or is it wait and see.?

Q: Any reason for the decline in price in GFL? Is this a buy or hold at this price?

Thanks

Q: Hello
with the seizure of tankers in Venezuela
the prices of oil can go up
can you give a few choices of oil you would like to add
I have CNQ SU, WCP, PEY TOU
thanks
keep the world safe, no war
thanks
Michael

Q: Thank you for the common sense advice and recommendations. You folks have made a big difference to mine and my family's portfolios. The best investment decision I have made was becoming a 5i member.

All the best to you and your's in 2026.

Mike

Q: Have room for one industrial - looking at AXON or RNMBY - which gets the nod?

Q: Merry Christmas and a very Happy New Year to all at 5i!!!
Thanks to all for another amazing year of guidance from 5i!!! Everyone should be very proud of the job they do for the members!!!
This question is not time sensitive, so do not rush to answer at all.
Sometime in the New Year is just fine.
Question:
In the article "Inflation is Not Going Back" by Barry Ritzholz the information pertains very specifically to the u.s. The Canadian economy may be linked to, but is not the same as, the american. Therefore, what specifically Canadian interpretations or conclusions might one draw from that data, or equivalent Canadian data? Or, do we accept those conclusions as being equally applicable to Canada?
Just curious.....
Best Wishes to all at 5i Research!!
Cheers,
Mike

Q: Hello 5i Team,
What should I do with my main dog? Sell or hold ZIM?
Thank you
Brent

Q: Given a preference to own one of these versus both, would you favor COIN or GLXY, and why?

Is there a case to be made for owning both …. Or neither?

Thank you

Q: Where would you rank Groupe Dynamite Inc amongst your favourite mid cap companies ? Assuming you feel it is in fact a mid cap stock at a 9 B market cap. A reason please. +5 year hold for a TFSA.

Thank you and Happy Holidays!

Q: can you talk about these stocks as investments
Thank You
Peter

Q: 1. Please recommend public or private companies in the "carbon capture" technology space to track.

2, Your thought on Nuclear power technology moving forward and companies to invest in on related material, build, service & maintenance

Happy Holidays and thank you for your service !

Q: Good morning,

Could you please offer your insights and commentary on this NGEX spinout now that it is trading.

Thank you

Q: Hi Gang
What are your top 5 etf. At this time
Thanks Mike B

Q: I recently heard of the $BPENER as a marker for oil sentiment. It is carried by Stock Charts here: https://stockcharts.com/sc3/ui/?s=%24BPENER
Are you familiar with this? Can you explain it to me as much as you know? How it works? And how to best way you can use it? Or best not at all?

Q: I’m looking at buying into one of ATRL, STN or WSP. I am struck by the low PE of ATRL vs the other 2 (5.6, 30.9 and 36.7 respectively).
I understand this is due to higher earnings this year from ATRL. Is this likely to continue or is it an anomaly?
Which would you buy today for a long-term hold?

Q: Jim Chanos has expressed the opinion that NBIS and CRWV are capital intensive, low margin, and high risk investments. Your comments much appreciated. Thanks.

Q: I’m doing a fairly major portfolio clean-up and account optimization exercise.
Specifically, I’m removing dividend-oriented and income-generating stocks from my TFSA and RRSP that are better suited to a non-registered account, and reallocating TFSA/RRSP capital to assets that benefit most from tax sheltering.

At a broad level, I’d appreciate your perspective on:

• Which CAD and USD names are best suited to an RRSP (e.g., U.S. dividend payers, global compounders, cyclicals, etc.)
• Which CAD and USD names are best suited to a TFSA (long-term growth, compounding, low income leakage)

I’m less interested in yield optimization and more focused on long-term after-tax efficiency and proper account placement.

If helpful, feel free to answer at a category level (e.g., “U.S. dividend aristocrats,” “Canadian compounders,” etc.) or with specific examples you think are particularly well-suited.

Thanks — looking forward to your thoughts.

Q: Can you comment on Saturns announced 2026 capital plan and forecast. At what point do you like its debt ratio to be attractive.

Q: I would appreciate several recommendations for platinum and palladium producing companies in order of priority considering relatively safe jurisdictions and potential price appreciation.
Thank you,
Ed

Q: Hello Team,

Considering the facts that:
Lumentum (LITE) is the High-Alpha play. It has the most momentum and the most critical technology (OCS), but it is currently considered "high risk/high reward" due to its vertical price chart.

Coherent (COHR) is the Catch-up play. It is favored by analysts who see "underappreciated upside." If Coherent can prove it is winning a larger share of the 1.6T transceiver market in its next earnings call (early 2026), its stock could "gap up" to match Lumentum's valuation.

For a 10 year investment, would you prioritize one over another? Or would you buy both?

Thank you for help all of us become richer and more informed in 2025. I wish you all at 5i a merry holiday season and a happy 2026. :)