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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: Rainwater Equity ETF (NYSE): As a new ETF invested in mid/large cap companies, in sectors with reliable recurring revenues less sensitive to equity market fluctuations, this would likely be a good defensive stock to own. Is there a comparable ETF/Company based in Canada?
Read Answer Asked by Franklin on September 23, 2025
Q: I am a dividend investor who prefers to hold fewer companies for the long term, gradually adding to the position over time in perpetuity.

5i recently sold OTEX from its Balanced Portfolio. There have been discussions about disruption from AI.

Do you think OTEX remains a viable longterm holding for a dividend investor? Can we expect to see modest continued growth and modest dividend growth - or should this position be sold due to the risks involved?
Read Answer Asked by Walter on September 23, 2025
Q: Hello 5i,
I’ve been viewing that US may at some point use stable coins to eliminate the debt. Is this possible? Could digital currency become the new gold? Please suggest some trusted sources where I could learn more about this, implications of wide spread adoption on the economy and the impact on physical gold. Thank you.
Read Answer Asked by Brad on September 23, 2025
Q: since BNT is exchangeable into BN share for share 1. is there any point in. buying new shares of BNT when you already hold shares of BN? 2. what percent of BNT is held by BN. ? 3. could BNT separate itself from its ability to exchange into BN so it would be a stand alone wealth mgt /annuitiy/life insurance company ? thanks Richard




Read Answer Asked by richard on September 23, 2025
Q: Hello 5i Team

Artis REIT (AX.UN) announced on September 15, plans to merge with RFA Capital to form RFA Financial.

Other than the initial press release and investor presentation, no additional information has been posted on SEDAR+.

The units have dropped from ~ $7.40 to ~ $6.80.

Closing date for the merger was stated as Q1 2026

Questions

1 - When would Artis post the "Arrangement Agreement" on SEDAR+ outlining the full details of the merger?

2 - What are your current thoughts on the merger?

3 - In these types of transactions is it better to sell now, if you don't like the transaction or wait until further details are known.

Thank you for all the services 5i provides.
Read Answer Asked by Stephen on September 23, 2025
Q: Which growth/balance Canadian ETFs would you recommend for a 2 year hold?
Thanks
Read Answer Asked by Gilles on September 23, 2025
Q: FYI. I was listening to the chief economist at RBC the other day and she said the CUSMA renegotiations are to determine what the trade agreement will be starting in 2036 , 10 years from now. This means the current agreement terms would remain for a significant period of time ( unless Trump totally throws the whole thing out ). Can you confirm this ?

This important point doesn’t seem to get recognized by the media. Thanks. Derek.
Read Answer Asked by Derek on September 23, 2025
Q: hi folks...doing dd on Tssi/q...seems pretty interesting company, and huge run in 24, & pullback in 25, with $58M finance @ $17/share...however...company in Data Centre A.I. sector, and read, they are moving from 80k sq ft facility...to new 200,000 sq ft facility in Texas (is this accurate??)...I believe there only customer is Dell??, or have they signed new contracts/customers, started 1/2 position at $15.29...what's your opinion on company/stock, thanks as always, jb
Read Answer Asked by John on September 23, 2025
Q: There was a question some time back about global private etfs. It’s seemed fees were high on the one recommended.
I have good gains on BX and am looking to diversify from single stock risk. Pls recommend one or two if possible, yield over 4% and low mer, global
Read Answer Asked by Harry on September 23, 2025
Q: good afternoon - I'm looking for US ETF's and have held VOO for some time. Can you suggest three or four different sector ETF's you feel are worthwhile. Should I diversify or just add to VOO (which is up bigly). Many thanks
Read Answer Asked by alex on September 23, 2025
Q: Do any of the utilities held in these ETF’s offer the same kind of energy power support for the mega computers running AI applications as something like VRT in the US?

If not are there any Canadian companies that do so and would be an attractive investment in this area?
Read Answer Asked by Donald on September 23, 2025
Q: Hello,

Looking for the optimal ETF (or combinaison) for income and some growth with 300 k.
80 % VDY with 20% VEQT ? other suggestion ?
Thanks !
Read Answer Asked by Martin on September 23, 2025
Q: Small US defense stocks soar on rush for next-gen battlefield tech.

Any you would recommend?

Thank you.
Read Answer Asked by Ross on September 23, 2025
Q: What's your opinion on the outlooks of ATS and CJT over the next 3-5 years?

ATS has essentially been flat over the past 4 years and CJT is down quite a bit. Do you think the outlook going forward is better for them?
Read Answer Asked by Patrick on September 23, 2025
Q: I am looking for the Forum where members ca exchange precious information on DYI. Is it gone?
Read Answer Asked by Jean on September 23, 2025
Q: Hello. Can you give me the run down on these three? Percentage silver production and location of major assets? What are the earnings and production forecasts?

Which, if any, would you buy, in what order and for what reasons? Look forward to your thoughts and opinions. Thank you.
Read Answer Asked by Robert on September 23, 2025
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