Investment Q&A

Q: Can I get your current thoughts on BBD.b along with a final determination on whether you consider it a buy/hold/sell for a growth portfolio.

Q: From your Income Portfolio, what would be your top 10 stocks in the order you would buy. This should be based best performance (income and market value increase) based on next five years expectations.

Q: Thank you for recommending GENI. Today it move up 12% plus. Is there any reason for high move and volume also higher.

Srad also move up 5%. Which one would you recommend that I add more.

Thanks for the great service.

Q: Dear Peter et al:

This is a follow up question to Brian's on December 02, 2025 on "Junior Silvers". You seem to like several Silver miners! SVM of course you recently included in Growth portfolio. You seem to like DSV, DPM,VZLA,AG,PAAS.....so my simple question is AT THIS POINT IN TIME, what are the Silver stocks that you think have good momentum, growth prospects, low or no debt and will do well even if Silver prices don't shoot up to 75!. (60$ seems to a reasonable target?).

I have AG and PAAS that stems from your previous answer to my question.

Many thanks.

Q: Sir: I reviewing your recommended portfolios, I find that many of your A and B rated stocks have largely underperformed or lost money outright YTD, some by over 20%… is this a strange year or are you reconsidering your methodology going forward? Please consider this constructive and not critical of you service..

Q: What is 5i’s opinion on this company. I’m underwater. Should I unload. It seems to go nowhere, a bit like the Pittsburgh Steelers recently.
Thanks for your advice.

Q: Trex has declined significantly since March of 2024. I had purchased some stock just before the precipitous decline at the beginning of November this year and am now down about 50% on 1/2 a position.

This creates a question; is the stock now dead money until the US consumer economy sorts itself out (which I think is a few years away at least), or is this a buying opportunity today to fill the remainder of a position and wait it out?

Trex is a leader in its' market, yet requires new home and renovation build out to successful. The precipitous drop has now brought it to analysts attention as they try to resolve questions similar to my own.

Would you be a buyer, and if so with what time frame in mind, or would you sell and come back to it in a few years?

Thanks as always, and best of the season to you all!

Dave

Q: Your thoughts on the below is much appreciated.

I understand Salesforce developed its own autonomous AI agent - Agentforce - I heard one 'expert' describe that this is special because the quality of the AI agent is determined by the quality of 'training data' the agent is fed. Salesforce apparently had unique data sets, their agent is working and their profit is now rising. Mark Leonard (CSU) during his webcast (few months ago) to discuss AI and the CSU business family - described their depth and understanding of thousands of businesses is not easily replicated....

I seems to me that LMN is well suited to take similar advantage. Your thoughts please.

Thanks again for your thoughtful replies.
Glenn

Q: I hold these companies in the Energy Sector. Both TVE and WCP have had a great run over the last quarter. Would you stick with these two names or would you be trimming profits?

Thanks
Tim

Q: Please give us your analysis and best guess as to the success and effect of the PC bank takeover by EQB on EQB’s share price in the future.

Thanks

Sheldon

Q: NDVA's price as of today $181.46
NCDA's fair value given by Morningstar $191.38
Given NVDA's incredible run in the past few years, I have a hard time wrapping my brain about the idea that NVDA is actually "cheaper" than its fair value.
Would you add to NVDA at this point?
I have a significant position in NVDA already so I am very invested.

Q: I am setting up a retirement portfolio. i know that in your view allocations are personal but if you were setting up your retirement portfolio what would be your highest ZUT allocation that you would be comfortable with? what would be your allocation per dividend/conservative non-overlapping ETFs? what would be your top 5-6 ETFs for such a portfolio?

Q: Hello, can you comment on their latest earnings? Thanks

Q: Your opinion, please.

Q: Hi... Could you review SPOT's last earnings? And your thoughts on the stock's recent decline? It's still expensive; is the growth still there to justify it? At what point what would you feel comfortable stepping in?

Thx, M

Q: Healthcare hasn’t done very much but I don’t have any in my portfolio. What etf would you recommend . Greetings Peter.

Q: Why the big drop in SP. Earningd looked good.

Q: Given today’s announcement of Telus pausing dividend increases, would you now view it as a buy at these levels? Should we have confidence a cut is not coming? Also what practically does their discounted DRIP plan achieve? Why not just eliminate the discount in full now?

Q: Hello, Can you please share your thought on below scenario. LMN/PRL are my favorite. if you have any comments or suggestions please let me know

1. is it too late to sell LMN for Tax loss selling? take some loss for the tax? and switch to PRL ?and buy back after 30days?

2 just sell 50% of LMN? and switch to PRL ? and buy back after 30days?

3.do not go into switching game. just stay with investment

Thank you!

Q: Anything moving the junior oilers in your growth portfolio. Maybe with the talk of a new west coast pipeline?

Thx