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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: Peter, if the FED rate is lowered significantly due to the desire of the administration but US inflation picks up due to tarrifs etc, which sectors will benefit the most ? Is it hard assets like materials (metals & other commodities) and gold ? What about oil, real estate, and financials ? Would the knock on effect in Canada be similar ? Thank you.
Read Answer Asked by Paul on August 27, 2025
Q: In a Presidents Letter several years ago, there was a detailed explanation of why organic growth was more valuable to the company than acquisition growth. In recent quarters organic growth was strong (4-5%) by historical standards. Of course no further information was provided. Do you have a sense of why organic growth has accelerated? Is it the influence of AI improving their businesses? Do you feel the higher organic growth rate is sustainable and if so should that lead to a rerating of the stock valuation?

Thanks.
Read Answer Asked by Joel on August 27, 2025
Q: Hello Team,
Could I have your view on gold. Are we at the beginning of gold run? or take some profit now?
Thanks!
Read Answer Asked by Issaku on August 27, 2025
Q: Everyone, is this a good time to sit quiet and listen to the noise? Clayton
Read Answer Asked by Clayton on August 27, 2025
Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.
Read Answer Asked by Rob on August 26, 2025