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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 Team,

As part of my Small Cap Portfolio I own KSI, VHI, WELL which have traded sideways for a while. I also own PNG, ZDC and ZOMD which have done very well over the last few months (thanks!).

Would you continue to hold all 6, do you see any other small cap companies I should/could move into? (Was looking at GRID, FTG or any other small caps you like)

In total, this 6 stocks are 13% of my total portfolio.

Thanks again.

Read Answer Asked by Kevin on November 03, 2025
Q: Hi gang. I recently added QMAX to my portfolio to provide exposure to tech. I see that back in April you indicated you would not go higher than a 25% portfolio exposure. Are you still sticking with that? I'm presently at 5.6% and looking to increase. Second, many "talking heads" posit that ROC in yield maximizer funds is bad and that it erodes stock value. I understand how ROC reduces ACB and you will pay more "capital gains" in a non registered account, but is this an issue in a TFSA or RSP account? As always thanks for your thoughts. Bill
Read Answer Asked by William on November 03, 2025
Q: I'm falling behind on these stocks. Please tell me , sell , hold or possibly buy more ? Thanks.
Read Answer Asked by Frank on November 03, 2025
Q: hello 5i:
Recently, I asked the following question and you answered:

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
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Asked by Paul on October 30, 2025
5i Research Answer:

According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.

Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L
Read Answer Asked by Paul on November 03, 2025
Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day
Read Answer Asked by Xi on November 03, 2025
Q: Further to my earlier question I would appreciate your comments on both TKOs mining/refining processes and an evaluation of the stock's potential.
My research suggests that the company has a significant mine, Gibraltar, in BC and a copper in-situ mine under construction in Florence, Arizona which should be operational within 3 months. It is my understanding that a major pilot project at the Florence mine has been very successful using the in-situ process. In this process the ore body was drilled and fraced, a low ph solution is pumped down the drill holes dissolving the copper and then pumped back to the surface. The copper retrieved from the solution was of cathode grade. No crushing or smelting.
There was considerable public support from the environmental community when this pilot project was completed.
Please correct any errors in my comments/statements as the results of this process appear to be too good to be true.
With appreciation,
Ed
Read Answer Asked by Ed on November 03, 2025