Investment Q&A

Q: Hi Peter and Team,

My question isn’t about recent geopolitical events, since I need to re-balance our portfolio in accordance with the recommendations given in 5i’s Portfolio Analytics. Of the eleven TSX sectors, please give me your assessment of which sectors can be overweight and which sectors can be underweight going forward in 2026. I realize that this requires a ‘crystal ball’, but your experience over many market cycles is certainly superior to my own!

Thanks as always for your expertise. Happy New Year to all at 5i, as well as my fellow members of the 5i community.

Q: I have set up A RESP for my grandchildren 18 months old (twins) and am thinking of investing in VIU. Would you agree with this approach for a long term hold? I have already invested in ZSP and XIC. Thank you.

Q: Dear 5i
If i was to buy 10k worth of a US stock with CD dollars , would the Fx conversion costs be significantly more then if i bought the same US stock as a CDR considering a CDRs embedded fee`s ?
Thanks Bill C

Q: Dear 5i
What would be your order of preference for the above noted stocks with regards to earnings growth over the next 3-4 years within either a non registered acct or a TFSA ?
Thanks
Bill C

Q: Hello 5i, Happy New Year to all!!
Could you rank these high risk stocks for growth over the next 2-3 years?
Which would be your top three picks.
Thank you
Dave

Q: I have 0% exposure to gold, which has proven to be a mistake in the past 2 years. Is it too late to jump on the gold wagon?
If yes, which companies do you recommend? Please give 3 names. Thank you very much.

Q: Can you explain what this royalty company does and what, if any, the reason to buy it would be? It doesn’t seem comparable to other royalty companies.

Q: When bitcoin starts to move up more significantly, which one of these 2 stocks is likely to move up more rapidly? And why or why not?

Thank you.

Q: Could you please rank the following stocks from most to least desirable for a new position:

NBIS, NVDA, LMN, META, CSU, MSFT, APP, TOI, ASML, NOW, OUST, ORCL

Q: I am interested in RIO. Which one would you recommend ?
Cdr at $3.40 and 0 yield or Adr at $80.00 and 4.7% yield. It would be for TSFA.

Q: what would your top 5 stocks in order for North America be in the financial catagory

Q: In my TFSA, I have a double position in BN, and full positions in POW, SIS, PPL, CSH.UN, TRI and BAM. I also have half positions in AFN (which I know is not your favourite) and DSG. Would you add to one/some of these (which?) or add something different. After my 2026 contribution, I will have enough cash to about a half position. I prefer to consider Canadian stocks for this account.

Thanks for you help.

Q: In a question from Oct 31.25 about data centres (includes suggestions such as hive pwr riot vrt nvt, do you see a noteworthy status change (positive or negative) in any of the names in that question/answer?

Q: GBT seems a bit ahead of LNF in terms of developing its real estate arm, but with a weak market, it’s paying a price for it. Is GBT a good stand alone investment, and secondly if I already own LNF to you think they will largely move together?

Q: Alithya Group inc. Class A subordinate voting shares (ALYA:CA)

What exactly does it do?

Who are it's competitors?

Thank you.

Q: 5i, How do you see the next 6/12 months, do you see a slowdown for the US or Canadian marktes?, would you stay fully invested in AI companies? and Can you suggest AI enablers (picks and shovels). Please take as many credits as you see fit. Thank you!

Q: So for those who aren't comfortable with an equity growth tilt or who may fear that after 3 strong years of performance 2026 may not provide the positive results many are forecasting, Innovator has in additioin to their buffer etf menu some dual directional etfs including DDSQ tracking the S & P for 3 months with a 5% inverse cap/buffer with a cap range of 3.1% - 3.85% and DDTJ a one year dual directional etf also starting to trade Jan 2 which has a 10% inverse cap/buffer and a cap range of 12.24% - 13.74%. Since I no longer believe in the tooth fairy I am hopeful you can look at these dual directional opportunities, break them down into simple understandable terms confirming what indeed they are designed to achieve for the investor over 3 and 12 months respectively both on the upside and downside and whether their goal is realistic. Finally would you recommend them in any way as worthy for investors seeking upside in an up tape though with a cap as well as providing positive returns in a down market and if both of those outcomes are achievable what are the caveats. Seasons greetings!!

Q: Assuming US is going to ramp up production in Venezuela which oil service companies will stand to benefit?

Thanks
Dale

Q: Looks like good deal for Minto Reit. What does 5i think Tender shares at $18.00 when does it close. I will be making small profit $275.00

Q: 10 year hold, total return potential. What choice would you make between these 2.