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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: Greetings 5i, I am concerned about the current outlook for preferred shares, say 1 - 3 year horizon. What is your opinion on a switch from preferreds to short - mid term bond etfs over this time period? Thank you.
Read Answer Asked by Barbara on October 20, 2025
Q: Hi, just wondering if you could take a look under the hood of this company. Unlike the other quantum stocks that have fallen from highs, little QNC closed near a 52 week high on Friday! Despite the lack of revenue to date, they have announced some interesting deals and partnerships lately. How close would you say they are to generating revenue? Any comments on their balance sheet, as well as their products and services would also be appreciated. Thanks!
Read Answer Asked by Philip on October 20, 2025
Q: What is your view of NVTS. They describe their technology as revolutionary; are they sufficiently ahead of competition?. Is there much competition?

MNDY is down. Holding a sizeable position and need to reduce it. Would you sell now? Or hold until the price has recovered and then start to reduce position?
Read Answer Asked by Joyce on October 20, 2025
Q: Hello Team 5i & Everyone,

Based on the metrics you watch, in your best estimation, do you feel that the US markets are in late cycle?

I’ve seen that there’s a “debate” that we’re either late cycle of this current run since the 2022 lows, or we’ve started a new cycle since the April 2025 low. Time will tell.

Thank you!

Sandra
Read Answer Asked by Sandra on October 20, 2025
Q: What are your thoughts on the current offer for Meg Energy presuming it goes through. If we keep Cenovus stock we would have a half position.

We also own an almost full position in CNQ and TOUR. Have a full position in ENB. Those last 3 are about 5% of our portfolios.

I'm mostly looking at this as providing me with more cash but might hold the half position of Cenovus if the future is bright. (I know you don't have a crystal ball!)

Would you keep the half position of Cenovus or instead sell Cenovus and use the cash to add more to TOUR or CNQ?

We're retired, conservative investors.
Read Answer Asked by Tulio on October 20, 2025
Q: On friday,it dropped 3.6% to $13.40 on much higher volume of some 50k than 8.5k average. Any reason(s)?Please comment on company..I think it was associated with BN many moons ago. On Oct 16 it announced an agreement with BBU. Current yield of 10.07%.If sell,please provide 2/3 Dividend stocks.Txs for u usual great services & views
Read Answer Asked by Peter on October 20, 2025
Q: How do you view the current macro environment with respect to indicators that you follow. With the 20% spike in the VIX, do you view risk as elevated in the near term?
Read Answer Asked by Adam on October 17, 2025
Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?
Read Answer Asked by Dan on October 17, 2025
Q: Hi! Insurance brokers have taken a hit recently. Its seems the insurance cycle is against them for the foreseeable future. Companies like PGR have also taken a hit and seems' to be out of favor in the market, although the results did not seem alarming.

They, as well as the brokers I have listed, have a reputation to be be well managed and efficient and have had great returns historically. They do not reach these valuation levels often.

What are your views on the sector going forward and which companies would you recommend, if any?

Thank you!
Read Answer Asked by Pierre-Charles on October 17, 2025
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