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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: Hi Guys

With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?

Thanks Stuart

Read Answer Asked by Stuart on February 27, 2026
Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia
Read Answer Asked by Pierre on February 27, 2026
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Read Answer Asked by Jabs on February 27, 2026
Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO

Is it a buy at current prices?
Read Answer Asked by Andrew on February 27, 2026
Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?
Read Answer Asked by Neil on February 27, 2026
Q: Hi Guys

I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?

Thanks Stuart

Read Answer Asked by Stuart on February 27, 2026
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?

Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Read Answer Asked by Keith on February 27, 2026
Q: I own no Tech. What would be your 5 best company and/or ETF choices listed in Canada. Thanks, great service.
Read Answer Asked by Curtis on February 27, 2026
Q: Of Canadian Utility companies, which have the most intriguing growth potential? CPX seems to stand out, but what do you think? Or is an ETF (ZWU/ZUT) the best way to go.
Read Answer Asked by Curtis on February 27, 2026
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