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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: Hello Peter
with the lower interest rate and the debt accumulated by US and Cdn govt
(correct me if I am not right, the Cdn central bank needs to buy more gold)
it accounts for the rising prices of gold and the gold stocks including ETF like XGD
what would be a economic scenario that could cause the gold stocks or gold in general to pull back by 15 to 25 % either sharply or over a 3-6 months period, your
wisdom is appreciated
alot of us has some gold stocks that has done well
thanks
Michael
Read Answer Asked by Michael on September 30, 2025
Q: I saw a video clip of the Parliamentary Budget officer giving a dire review of the financial health of the country. Pretty much saying it is unsustainable unless something is done quickly. Are you recommending any significant changes to individual investors portfolios based on these findings? What would happen to stocks if Canada defaulted on its debt?
Read Answer Asked by Kim on September 30, 2025
Q: Hi 5i, here goes another CSU family Q.


Yesterday you mentioned a 10% drop would not surprise you. Well it's here. Based on your ability to use Bloomberg and other valuation tools, where do see the next floors down in the elevator so to speak. And based on these two events in the past week, how long will the family be in the dog house? Also I'm asking this on the assumption you are still fans. Thx.
Read Answer Asked by Christopher on September 30, 2025
Q: UCU has had a strong run. With its critical mineral focus, apparently unique RapidSX technology, its build out in Louisiana, and funding support from the US Army, how does it look to 5i's for future stock appreciation? Fundamentals? Would 5i's consider it a worthy investment or is the stock more likely to crash after its 1000%+ climb this past year?

Many thanks.
Read Answer Asked by David C. on September 30, 2025
Q: I have noticed that a number of the large banks have had a big rise recently. I am wondering about the reason for this. Specifically, is this a flight to safety going on in the background? Or is it the interest rate reduction or something else?
Thanks
Read Answer Asked by Gordon on September 29, 2025
Q: Are you comfortable buying PNG at current price? If not, what would be your target to buy? Looking to start a position.

There has been a couple questions lately regarding GSY and PRL. In one question, you answer PRL over GSY. And then the next day, you indicate GSY over PRL. Which do you consider a better buy for growth, and why? I think also you mentioned there was going to be a follow up report on PRL. Is that still the case?

Thanks!
Read Answer Asked by Connor on September 29, 2025
Q: Is there any way to determine how "pure a play" L is as a consumer defensive vs MRU? What I am trying to get at is that there are a lot of consumer discretionary type items sold at Shoppers (probably the majority of the revenue?). Even Loblaw stores sell clothes. Metro seems to me more a defensive name in terms of groceries. Are there any publicly disclosed facts to prove or disprove this thesis? Thanks as always for your thoughts.
Read Answer Asked by Stephen R. on September 29, 2025
Q: I am up on all the above listed stocks however down on AC, LMN, BCE, WELL, LLY, my question is should i sell some losers as well as some winners to shore up CSU (presently own 9 shares in my TSFA. Do you sees this as once in a lifetime opportunity to load up on arguably the best managed company in Canada i am leaning towards selling WMT and FFH in the winners column (both consist of 8% each of my portfolio what losers would you sell if wanted more exposure to CSU....your thought on this strategy please ps am 74 yrs old and a conserved investor
Read Answer Asked by Terence on September 29, 2025
Q: In response to a request to rank 14 prescribed stocks, you ranked KSI at the top of the list just behind SHOP, and both KSI and VHi ahead of LMN. Knowing your positive view of LMN, I would appreciate your rationale for rating the two health services stocks so highly. Was it the 3-4 year timeframe?

Thank you,
Read Answer Asked by John on September 29, 2025
Q: 1. Could you please provide the link to the blog you recently wrote about CSU.
2. Looking at historical data, CSU was trading at a lower P/E a few years back and more recently hit 120 - double the historical standard of a few years back (prior to 2021). In fact, back in late 2021 the P/E of CSU hit approximately 120, only to return to its historical standard (before starting this new leg up). Is it possible that the stock is resetting itself? A P/E of 120 is fairly high for most companies and it still trades in mid 80s even after this recent drop. Thoughts? Does CSU deserve a P/E of about 120? I am trying to decide if I should add to this stock OR wait a little longer. Thanks.
Read Answer Asked by Walter on September 29, 2025
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