Q: Would replicating the bond ETS's and weightings from XBAL be a good strategy to copy for one's bond portfolio?
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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: GLXY - the relevant question on this issue seems to be their involvement and reliance on crypto currencies for their earnings. I do not understand how and to what extent they are reliant on that sector. Could you please clarify this issue.
Q: Afternoon Troops. AW seems to be quite highly rated with several analysts rating it as a buy. Yet for the last several months it has just seemed to drift lower. Is there a reason for this and how would you see this stock performing going forward? Cheers.
Q: What would be your top pick for an ETF that tracks the S&P 500 in US$?
Q: Thoughts on the acquisition just annouced? Thanks!
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BMO Covered Call Canadian Banks ETF (ZWB $25.71)
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iShares S&P/TSX Composite High Dividend Index ETF (XEI $34.94)
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iShares S&P/TSX Capped Energy Index ETF (XEG $22.42)
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BMO Canadian High Dividend Covered Call ETF (ZWC $21.47)
Q: I was given the above five ETFs from a friend to consider adding to my portfolio. I assume the criteria of ranking the ETFs are the same as stocks, so I would like your recommendation on how you would rank these five. Also which ones amongst them five are the ones that you would strongly recommend that I should/"must" own.
Thank you.
Thank you.
Q: Could you have a fresh look at RBLX. Price targets are all over the place. Do not own. Definite NO? Thanks again.
Q: So many members ask questions where they ask you to rank a number of companies which they suggest. Let me change that up a. bit. Please rank the top 10 Canadian companies that YOU think have the best chance of yielding the highest returns for 5i members In 2026. Perhaps an unfair question but I"m curious.
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Bombardier Inc. Class B Subordinate Voting Shares (BBD.B $255.71)
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CAE Inc. (CAE $41.74)
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Magellan Aerospace Corporation (MAL $22.07)
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Calian Group Ltd. (CGY $73.16)
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Kraken Robotics Inc. (PNG $7.78)
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MDA Space Ltd. (MDA $36.24)
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Telesat Corporation Common and Variable Voting Shares (TSAT $35.58)
Q: What Canadian companies do you think will benefit from the Federal Government’s proposed investments in defense.
Q: Do you see any Software companies as compelling Buy at current levels. Please Suggest some names & why?
Q: Hi, Please provide your thoughts about CSU valuations. Do you consider it a buy, Hold, or Sell at this time and Why?
Q: After my second read of your ( excellent ) January 5th AI compute stack article , this industry and its players are becoming ever clearer to me. This article is a saver and I recommend every member to read and reread ( and reread again ! )as this will much enhance your understanding, and your capability to make informed decisions about this industry. I appreciate the time and effort your staff put into this superb report. Thanks. Derek.
Q: The State of the Union address by Trump is on Feb 24th in the evening. The Supreme Court will release decisions on Feb 20, 24 and 25, and these are the last dates until July 2026. I predict they will wait until after the State of the Union address because Supreme Court judges attend the State of the Union, and they don't need Trump criticizing them in public and will release their decision on Feb 25th. If they decide the tariffs are unconstitutional, which sectors might be the winners?
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Constellation Software Inc. (CSU $2,304.96)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $154.67)
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Galaxy Digital Inc. Class A common stock (GLXY $28.86)
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Propel Holdings Inc. (PRL $25.01)
Q: Just a comment, I'm sure I'm not alone in this situation. All down 30-45% in my TFSA. I hate it when it feels like everybody is wrong and you and a few others think you are right, or are we? It feels like Armagedon. Been there before. It's not fun but they now only represent 5% of my portfolio so I will survive but my TFSA will take a huge hit this year.
Q: Microsoft and Amazon are launching AI content marketplaces, where people and companies can buy, sell, or license AI‑generated content. Are you able to expand on the implications of this? Can you name a few companies that might be negatively impacted? Thank you.
Q: Well after 50 years in the market, what have i learnt.
Never fall in LOVE with a stock, protect your capital, sell a portion of a stock when you have made your cost back. Thinking that you are up say 50% in a stock, you have not made a PENNY until you SELL. Investors have a thing in there head that is called GREED, i can make more on this stock. I can name all kind of stocks in say 5i that clients would be very happy if they would of taken some profits a couple of months ago. It takes a long time to make up a 50% loss.
Thanks Again
Never fall in LOVE with a stock, protect your capital, sell a portion of a stock when you have made your cost back. Thinking that you are up say 50% in a stock, you have not made a PENNY until you SELL. Investors have a thing in there head that is called GREED, i can make more on this stock. I can name all kind of stocks in say 5i that clients would be very happy if they would of taken some profits a couple of months ago. It takes a long time to make up a 50% loss.
Thanks Again
Q: FYI: This article (in french) might be interesting regarding the recent drop of WSP, ATRL, STN.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
https://www.lapresse.ca/affaires/entreprises/2026-02-14/secousses-sur-les-marches/la-menace-de-l-ia-atteint-wsp-et-atkinsrealis.php
It assumes it could be related to the Thursday upgrade of Google Gemini 3 Deep Think .
But this upgrade could be viewed as positive rather than negative.
Denise.
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Seagate Technology Holdings PLC (STX $419.22)
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Kraken Robotics Inc. (PNG $7.78)
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Micron CDR (CAD Hedged) (MU $91.30)
Q: My son has recommended these stocks to me, Are they a buy?
HY9H as well?
HY9H as well?
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Cisco Systems Inc. (CSCO $77.24)
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Micron Technology Inc. (MU $409.02)
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QUALCOMM Incorporated (QCOM $142.13)
Q: I have held these stocks for many years. Their performance has been disappointing compared to other US stocks. In your expert opinion, are they worth holding or should I sell? What 2 stocks would you buy to replace them. Please expand on your thinking. Thank you for your guidance. Stella.
Q: Which one of these two communication stocks would be your favorite today and the reason why please.