Investment Q&A

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Hello 5i Team,
Could you recommend a high yield ETF that pays it's distribution twice monthly that I can put on a DRIP?
Thank you,
Brent

Q: Hi there, can you please provide which brokerages have a negative outlook on WELL? And why they're able to continually hold this stock down... consistently?

The positives are understood, so please help explain what is actually hated about this company and its stock? Nothing the company does seems to really matters, no real institutional support, sector they are in seems hated... for longer periods, etc

Which brokerages are the most negative on WELL, are reports available? Do they have valid reasoning to stay negative on WELL?

Are they still diluting existing shareholders? Is WELL's debt the issue?

Hoping to understand as much as possible about the markets negative reasoning to push the share price consistently lower on just about all news from the company!

Looking for all negative reasoning to help convince me to finally walk away from this disaster of a stock!!!

Looks as though its a trading stock rather then a long term investment, thoughts?

Thanks!

Q: Good day,

I bought in to this a month ago and have been building up to a full position on down days. Given the protracted Iran conflict, would you pause for some time before adding up to a full position? Initial buys are down 12-20%.

Thanks for everything,

James

Q: I've been sitting on a 34.5% cash position waiting to see what President Crazy does between trade wars and real wars to the markets . And I have owned NLY in the past . Years ago it was one of " Grant's " favorites . But I was thinking of parking a little { somewhere between a 4% and 6% position in my RRIF } in some high yield moderate risk investments. Seeking Alpha recently recommended NLY.PR.F preferred yielding 8.8% ..... The only hiccup I saw on a long term chart was the Covid crash. It didn't move much on Liberation Day .......Could 5i give me there opinion on what factors might create volatility with a 5i opinion on whether this is a " good or bad idea " ? ...... Or do you see safer places to get a similar yield ? ..... Thanks for your terrific service .....

Q: Could you let me know which stock has the most growth going forward i.e. TER, GRID, RTX? Volatility/risk is not an issue.

Thank you for your service!

Q: Hi Peter, Can you provide your feedback on GUD's results. And what do you think of forward prospects. It seems to be getting some traction. I still think this is a top quality management.

Thanks

Q: Hi,
I saw a Morningstar article in January about BEP, mentioning this:

Big picture: Management announced plans to address the widening relative premium of BEPC to BEP shares. The firm launched an at-the-market equity program for BEPC shares, which it plans to use to repurchase shares of BEP, given the outsize relative premium.

YTD both BEP.UN and BIP.UN ouperformed their counterparts, BEPC and BIPC. Would it be the reason?

Do you have any knowledge of this Brookfield’ plan. Thanks.

Q: Hi 5i, I hold these 3 CC ETFs in different registered accounts and would like to simplify my holdings by reducing the number . Please rank them in order of preference for long term returns and risk. Thanks

Q: Options ETFs. Is there any advice on using these ETFs (Put and/or Call) as a portion of a portfolio to boast income? Thinking about 8% allocation. Do you have favorites?

Q: Good Morning
Can you comment on Hammond 4th quarter results?
Thks
Marcel

Q: Hi team,

On Dec. 9, 2025 in a reply to Clayton, you listed stocks which could be multi baggers in the next 10-20 years.

Which stocks, in order, would be in your list of multi baggers now ?

Would you consider to update that list every 3 months ?

Gratefully,

Jacques IDS

Q: I've been asked to help my 20 yo niece with her recently opened TFSA and hard-earned $21K contribution. Sticking with ETF's and CAD in these early days of her investing journey, I'm asking for your thoughts on best CDN ETF representations for SP500, Nasdaq 100, Dividend Growth (USA), Small Cap Growth (USA), TSX 60 and International developed large cap. I'm thinking a 70/20/10 allocation USA/CDA/INTL, would you find this appropriate? Thank you.

Q: What is your favourite small cap and large cap uranium stock currently? Would you initiate positions at this time?

Q: Why are $PG and $URI so weak right now? Buy more or sell?

Q: with the current downturn in the market do you see this as an opportunity to buy or would you wait. If you see it as a buying opportunity what are your top 3 growth picks for a 5 year hold

Q: 2nd question of the day. I have these laggards in US account. No holding of MU. Would you sell these 3 to buy MU? Also, BAM down, good time to add? I have them at almost 3%. With bringing up to 5?

Cheers,

James

Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months

Q: Seems AEVA recently announced a smart traffic lidar thing. In previous answer you've said AEVA focuses more on automotive lidars. Does this affect how you think of OUST, since OUST also is doing traffic lidar stuff?

Q: What is your present opinion of this stock for a possible buy?
Thank you, Cheers