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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: ASML reported last week and said it expects strong growth going forward due to AI. ASML has a nice niche business. But they also said they expect demand from China to drop significantly in 2026. China accounted for around 40% of the current quarter orders. Plus, China is restricting exports of rare earth materials which ASML needs for their machines. ASML said they will feel the impact in a year or so. I have a smaller position in ASML and a nice return. I was prepared to hold ASML but now am wondering if next quarter and 2026 results may be disappointing. Would you continue to hold or sell? Thanks.
Read Answer Asked by Kim on October 22, 2025
Q: - Hello 5i Team,

I remember a member's comments recently about keeping Canadian company shares in a US$ brokerage account in order to receive the dividends in US$, only to discover the circuitous route the money took to finally arrive in US currency. I was so sure the company in question was Brookfield but am unable to find the question again.

Can you help please? Thank you.

Read Answer Asked by Molly on October 22, 2025
Q: In a world marked by tariffs, volatility, widespread high debt, and a weak Canadian economy, what are the best 11 sector allocations for retired conservative investors? Thank you
Read Answer Asked by Gervais on October 22, 2025
Q: Hello 5i, If Trump loses the Supreme court tariff case, how would affect my investments, what would be the short vs long markets behaviors. What would be the best outcome for an investor.
thanks
Read Answer Asked by Fernando on October 22, 2025
Q: Hello, in what order today would you buy these stocks and at what price KSI,PNG,GRID,VHI,BLN,MDA,ZDC,HME,GSY,PRL,LMN,VNP,GLXY

Thank you
Read Answer Asked by Ben on October 22, 2025
Q: I have owned all 3 for a few years. I am wondering if I do just as well or better with moving the money to non covered call investments ? I also own ZWU which you like. Please deduct appropriate credits for a comprehensive answer. Thanks Steve
Read Answer Asked by STEVE on October 22, 2025
Q: As I read the charts CM - and others but particularly CM - had two periods of significant improvement beginning in Oct '23 and then Apl '25, peaking in recent weeks around 115, well above historic levels. There are three questions here - how stretched are the current valuation, what further progress might one expect, and what caused the value to rise so substantially? I am assume that AI prospects had something to do with the rise in valuation as other Canadian Banks have done well but have no info to support that idea or what might have made CM so outstanding. Look forward to your response.
Read Answer Asked by Mike on October 22, 2025
Q: Hi Peter,

I wanted to get your thoughts on Telus. What do you think about the threat of opening up the competition in this area. How would you look at this risk and what % probability do you think it happens? Is Telus a buy at this level? Is the sector a buy or are risks to big to ignore.
Read Answer Asked by Frank on October 21, 2025
Q: Two questions. You mentioned earlier today selling VRT and adding to NBIS to consolidate positions. Do you feel the growth is better in NBIS and outweighs the benefit of diversification? Overall direct AI exposure. I have VRT (3%) NBiS (2%) CLS (2.5%) NVDA (4%). Would you personally feel ok with this much direct exposure for the next 12-16 months? Increase or decrease? I didn’t included my 6% position in Google but maybe should have?
Read Answer Asked by Don on October 21, 2025
Q: I purchased this a few years agoon the basis of advanced technology for battery development and production. The company has seemed to evolve somewhat into a solar power business along with its battery production, and the stock has been jumping lately.
Any ideas on the future potential to hold for longer on this company ?
Thanks as always for your great evaluations and insight!
Read Answer Asked by Tom on October 21, 2025
Q: Questions on PPL:

- Can you please provide a bear and bull case for PPL?

- How is its balance sheet compared to TRP and ENB?

- Is PPL different enough from TRP and ENB that one could own all three?

- If one were to own all three (and if BIP.UN is also owned - which has pipelines too) what overall total percentage range of Pipelines would 5i be comfortable with?
Read Answer Asked by James on October 21, 2025
Q: You had recommended MUSA as a Best Stock Idea. It has dipped below $365 today. Do you still recommend this a good discretionary/cyclical name? Do you prefer others in the US? Also what would be a good entry point? Thanks
Read Answer Asked by Patrik on October 21, 2025
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