Investment Q&A

Q: I've noticed 5i has had some rather negative comments on HBND { yield 11.8% } lately . Is HPYT { yield 18.25% } essentially the same product ? ..... And does 5i hold the same negative views toward it ? .... What effect on unit price would the end of the war have ? Thanks for your terrific service ......

Q: In a recent answer you stated "while we might not be too excited about the outlook for real estate". Could you please expand on your thoughts. In addition to a diversified stock portfolio I hold considerable investments in rental income properties - multi-residential and commercial in the Kitchener/Waterloo area. At 69yo I'm considering going more conservative like increasing my GIC holdings.

Q: Any thoughts on CHAC/Xanadu? Looks risky but maybe promising?

thanks

Q: Recently your team viewed MDLZ as expensive. I'm assuming that this is mainly based on squeezed margins and lower earnings (?), because I see P/S and P/CF as reasonable.

I know GIS likely shares similar issues. Technically, if GIS got to the $32 level, it would seem like an extremely good buy if it could ever get the margins under control.

Do you see either as a better buy than the other? I would assume that there would be no concern on either company's debt or dividend ?

Q: In a recent response to a question regarding what three things an investor should do during periods of market turmoil, the third suggestion was to be on the lookout for bargains. Gold mining stocks have been mercilessly sold off recently. However, at this moment the gold price is $4640. At this price, gold companies are gushing cash. I have scoured the gold stock universe looking for bargains. At less than 10x earnings and with visible growth in the future, do you consider Torex Gold to be a bargain at this moment? Assuming the gold price stays above $4000, could you also suggest two other gold companies (excluding AEM, LUG, and ARIS) that might be considered bargains right now?

Thanks as always for your expertise.

Q: A number of Small Caps have pulled back significantly. Do you still like these names? Are there any of these names that you feel should be sold?

Thanks
Tim

Q: I understand that helium is a big factor in chip making, Nvda's biggest source is Quatar, is this a small or large problem?

Q: How long did the last stagflation in U.S. last?

Q: Which Canadian Bank is your favorite right now, and why ? P/E, loan losses, strengths ?

Q: Would appreciate your comments on this company. Full-year results for 2025 were released yesterday. On the conference call they described developments in Montana, Alaska, Mexico and Australia as well as a very large tungsten deposit just west of Sudbury and other growth opportunities as well as much broader institutional investor support, now up to 40%.

Q: What are your thoughts about what is happening to silver now a days? Silver usually good for inflation, yet not good when US$ strong. Seems like we have opposite influence going on now and US$ strength winning. Is that all there is influencing silver, some say market is being influenced by the paper silver and some large institutions allegedly. do you think that has anything to do with it? Seems to me, with all the demand for silver, inflation etc, silver should be headed north, not getting slaughtered. Your thoughts please.

Q: Can you please comment on latest earnings and outlook going forward. Buy, sell or hold. Thanks for all your guidance

Q: Is ARDC the best in its class? What are its immediate prospects?
Thanks for your input!
David

Q: Airbus is listed on the OTC as EADSY (ADR) and as EADSF (ORD)
Please explain the difference between the two and advise which is preferable.
Thanks.

Q: Is there a CDN traded etf representing total US market similar to VTI? Thank you.

Q: Hi Team,
In reference to discussion over MU earnings and the market not giving them any credit: I watched a clip yesterday I thought made a lot of sense in regards to the sector's historically "cyclical" nature. The guy was basically saying that with AI and the way the world has changed that the cyclicality of the chip sector is almost a "thing of the past" going forward. Demand brought on by AI is expected to essentially keep growing. More and more of everything we use and do now will be requiring chips. Right now the market seems like it does not believe the numbers that MU just put out will last more than a quarter. This just seems wrong. It makes sense to me that this guy may be correct in saying that we should not value these types of names as being so cyclical anymore. To me the way AI and technology is headed it looks almost like these names should be more viewed now as consumer staples, a necessity in today's life. Not sure what your thoughts all are on this? Would you agree?

Shane.

Q: Hello 5i Team,
Could you recommend a high yield ETF that pays it's distribution twice monthly that I can put on a DRIP?
Thank you,
Brent

Q: Hi there, can you please provide which brokerages have a negative outlook on WELL? And why they're able to continually hold this stock down... consistently?

The positives are understood, so please help explain what is actually hated about this company and its stock? Nothing the company does seems to really matters, no real institutional support, sector they are in seems hated... for longer periods, etc

Which brokerages are the most negative on WELL, are reports available? Do they have valid reasoning to stay negative on WELL?

Are they still diluting existing shareholders? Is WELL's debt the issue?

Hoping to understand as much as possible about the markets negative reasoning to push the share price consistently lower on just about all news from the company!

Looking for all negative reasoning to help convince me to finally walk away from this disaster of a stock!!!

Looks as though its a trading stock rather then a long term investment, thoughts?

Thanks!

Q: Good day,

I bought in to this a month ago and have been building up to a full position on down days. Given the protracted Iran conflict, would you pause for some time before adding up to a full position? Initial buys are down 12-20%.

Thanks for everything,

James

Q: I've been sitting on a 34.5% cash position waiting to see what President Crazy does between trade wars and real wars to the markets . And I have owned NLY in the past . Years ago it was one of " Grant's " favorites . But I was thinking of parking a little { somewhere between a 4% and 6% position in my RRIF } in some high yield moderate risk investments. Seeking Alpha recently recommended NLY.PR.F preferred yielding 8.8% ..... The only hiccup I saw on a long term chart was the Covid crash. It didn't move much on Liberation Day .......Could 5i give me there opinion on what factors might create volatility with a 5i opinion on whether this is a " good or bad idea " ? ...... Or do you see safer places to get a similar yield ? ..... Thanks for your terrific service .....