Investment Q&A

Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael

Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division

Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.

Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.

Q: Hello Team,
Could I have your top three Canadian healthcare names please.
Many thanks!

Q: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.

Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?

Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.

Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.

Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.

Q: Do you think the Russell 2000 is likely to outperform S&P and NASDAQ in 2026-27? There are many Russell 2000 (and Russell 2000 subset) ETFs. Which would you recommend (CAD and USD) for a) general exposure and b) growth.

Q: How high a percentage of your portfolio would you feel comfortable keeping in VIDY? Would that number be lower if one also had, say, an additional 5% in VXM?

Q: More of a comment than a question. With all of the angst around sfotware stocks right now and the negaitve sentiment it reminds me of the memory stocks like Micron ( MU) back in 2024-2025, not that long ago. From June 2024 to April 2025 MU declined by 50% , much like TOi, CSU etc now.. only to recover 500% from the low to January 2026. Everyone hated memory then and love it now :)

Q: Please rank these for growth over 3-5 years.
Thank you

Q: Everyone, for the last two years i have sat and watched the market. Is that still the best strategy? Clayton

Q: Could you please recommend a couple of Copper ETFs going forward.

Q: Hello 5i,
Could you please recommend two of your top international copper producers/miners.
Thanks for so much great advice.
Ralph

Q: To get true ETF diversification I feel it is important to look beyond broad based funds. This would include investing in individual sectors that separately cover Canada, USA and outside of North America. My question concerns which of the individual sectors are covered too thinly by any ETFs in CAD. It would be much better to invest with USD. Please rank the following sectors as to which sectors you recommend investing in USD, rather than CAD in order to cover USA and then outside North America. The first one would be best to invest in in USD down to where we could comfortable invest in CAD, either hedged or unhedged.

Materials, Communication, Consumer Cyclical, Consumer Defensive, Energy, Financial Services, Health Care, Industrials, Real Estate, Tech, Utilities.

This is a follow up ETF question about diversification. Currency risk aside, do you see any difference in investing in ETFs in USA or outside North America in CAD of USD? I guess am wondering how the brokerage firms handle the fx game and are we generally better to simply invest in USD.

Bringing in the issue of currency risk, how significant are tracking errors? How do we find out the tracking error of a specific hedged fund.

Thank you

Paul

Q: The quarterly report today obviously surprised the market and the stock is down strongly. Mngmt blames it primarily on (beef) inflation. I'm having trouble thinking of what catalyst(s) could move it to the upside, so I'm thinking of selling it.
Do you think the dividend is at risk going forward? Do you think earnings/free cash flow will increase? What do you think of the report?

Q: Interested to hear more about your thoughts on OUST.

My thoughts on drivers for the stock
> US based company vs industry leader out of China would be a positive
> Partnership w/ NVIDIA
> themes of robotics, physical infrastructure and industrial all seem to be bigger drivers than automotive (which may be a more competitive industry)
> Physical AI as a next growth theme after chips, energy etc
> Focus on software revenues to provide stickier revenues vs chips

Risks for the stock
> Not yet cash flow positive w/ a very high evaluation and a very high stock run up
> Intense competition
> AI risks related to software
> Low insider information
> Stock volatility is high

It has very strong analyst positivity surrounding it but it is quite volatile and seems over priced vs current levels of profitability.

What am I missing on the positives / negatives and do you continue to like this stock?