Investment Q&A

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?

Q: Could you comment on the results. Looks like they were not as good as expected. I had been thinking of starting a position in my RSP, viewing Killam as a pretty stable reit, decent yield, and probably somewhat exempt from a major market correction. What do you think? Take advantage of this drop or stay away?
Thank-you

Q: We know that the market moves in advance of the stocks earnings as some say 3 to 6 months in advance. With these 3 stocks, is it possible that is happening, the market is talking to us and we are NOT listening?

Also, as stated before, could it be that if these stocks beat their earnings, that they may still go down with the reason that the market will feel that AI has not fully effected their earnings yet?

Thanks

Q: I am considering gradually switching from an all equity portfolio to these six ETFs at the following percentages: XGRO 20%, VBAL 20%, ZSP 15%, SPY 15%, XIC 15%, and VIU 15%. I have been happy with my returns but am thinking more conservatively.
1. What do you think about this mix, are there any you'd suggest a replacement for?
2. What would your educated guess be for an annualized return over the next 10 years?

Q: Greetings,

Apparently - "Currently unprofitable".
Not sure how I ended up buying some.

KSI -Buy sell or hold?

Does it have any kind of moat and as a minnow ($400K MKt Cap) , how will it fare as "falling tides sink all boats".

I'm tempted to dump my holdings . What say you?

Cheers
A

Q: Thoughts on Precisions earnings & guidance ? Thank you.

Q: Hi 5i Team.

Looking to add some exposure to Copper in my portfolio. Can you list a few of your preferred ETF's , and miners and perhaps briefly explain those choices?

Thanks.

Q: Hello,

As of this afternoon, I'm down 51% on Zoomd. Given that "hope is not a strategy", might it be time to take my lumps and move on?

Thanks,

Brad

Q: Hi Team, I've always found it hard to get accurate valuations on the CSU family. Can you provide, to the best of your capability, the current valuation of each for current fiscal and one year out? Also, where in your crystal 🔮 do see capitulation possibly occurring. Thanks for all you work!

Q: Would you consider these 2 ETF's equivalents?

Q: Good morning - I have a meandering position in MCHI and have become concerned about investing in China as its structural issues seem dire ( real estate, youth unemployment etc) while its exports have soared. I'm wondering which international market makes the most sense these days. I have VEA which is doing fine. I had Japan exposure and left it for China. India seems fully priced. I have plenty of US exposure already and don't want more. So, where to invest? Europe? I know the international markets are not your forte but which ETF(s) would you suggest?

Thanks, as always.

al

Q: In looking at old emails/threads on 5i research I see there’s been nothing in the past year for these two companies

What are your thoughts with these two companies with the recent gold prices and holdings for the next year?