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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: I believe that Warren Buffet has most of his fixed income in short term bonds. Longer term or shorter term strategy in today’s context? I would also appreciate your reasoning, so as to better understand bonds
Thanks
Read Answer Asked by joseph on September 18, 2025
Q: A question was recently asked about whether gold has finished its run and you said no. I don’t think I have ever owned anything related to gold and i don’t know much about it. But, if it has more runway and we face a bit of an uncertain future, it may be time to test the water. I imagine some kind of etf, either US or Cdn would fit best. What would you suggest on each side of the border for someone in my position
Thanks for great advice
Read Answer Asked by joseph on September 18, 2025
Q: What is your opinion on whether or not Foran is worth investing in?
I see that Mark Carney has included Foran's McIlvenna Bay copper mine project in his recent announcement of five major projects he would like to see crossing the finish line. Any idea what this might mean?
I also see that Foran has been approved to earn up to C$70 Million in Transferrable Royalty Tax Credits from the Government of Saskatchewan.

Thanks as always for your expertise.
Read Answer Asked by Richard on September 18, 2025
Q: Just a comment....Warren Buffet is a legend worldwide...but in Canada...Peter Hodson is "The GOAT"...he has assembled a "Dream team" with Ryan Modesto, Chris White, & many others..to make the best...& only...research team/site to follow for success imo...the early picks of Nbis/q, Geni/q, Srad/q, Glxy/T...and many many more..have led to many winners along the way...best investment decision I ever made was to join 5i at the beginnig and will be a member for life...thanks for all you do, jb Piedmont QC
Read Answer Asked by John on September 18, 2025
Q: Note - I submitted this question, but received an error message.

What are you thoughts about the latest report? I have shares in both TFSA and RRSP, would you sell and move onto another growth name? What do you suggest right now? When you have decided to switch to another name after an earnings report, do you sell right away or do you wait for the price to bounce back (or stabilize)? Thank you
Read Answer Asked by Patrik on September 18, 2025
Q: There has been a huge run in the AI related stocks which your service has nailed. Thank you! Are there other sectors that you think have growth and upside right now, and why? If you have a sector(let's say gold, or consumer, etc), could you give a couple names US and CDA as well? Or should I just look in your portfolios for your picks?
Read Answer Asked by Bruce on September 18, 2025
Q: Hi 5i, Want to raise some cash in TFSA.
I have shares in KEL : I'm up 33% from purchase, KEL is down approx 6% this year, KEL does not pay a Div.
I have shares in PHX : Up 11% from purchase, PHX is down approx 19% this year, PHX pays a 10.6% Div.
Share values are < $5k each.
Given the outlook for Energy sector for the next year, would you recommend selling 1, or other, or both.
Thanks for your usual great support.
Terence
Read Answer Asked by Terrance on September 18, 2025
Q: Can you explain how Nebius expects to become profitable, and when?

Despite the nice Microsoft contract, its business has very high capital expenditures to pay for data centres, latest GPUs, power, humans, etc. I wonder about things like how much cash it has, how long that will last, the cost of its capital, how it raises capital, the risk of inflation on costs, etc. I also wonder if it's other businesses (Toloka, Avride, Triple 10 and Clickhouse) are at all priced in, and whether any of these would possibly be spun out.

Any further insights you might have would be appreciated.
Read Answer Asked by Alfred on September 18, 2025
Q: Which ones (if any) would you buy and hold and forget for 10 years?
Read Answer Asked by Ray on September 18, 2025
Q: When you assess the weightings of your entire portfolio do you typically include ETFs as well as individual stocks or just stocks? I’m trying to assess if I need to trim any of my assets

Regarding PNG what do you think is a good entry price? Do you see good growth potential? Are there any other good robotics companies that may benefit from AI advancements?

Thank you!
Read Answer Asked by Mark on September 18, 2025
Q: Can you please address the question of power demand required to run the data centres of the future.The power infrastructure build out could lag demand thus driving up electrical rates, Would there also be a drag on earnings for companies that don’t get the power required?
Read Answer Asked by Allen on September 18, 2025
Q: With the the huge future revenues announced from Oracle yesterday what are some other companies in similar space or competitors that could also benefit?

Thx
Read Answer Asked by blake on September 18, 2025
Q: Thanks for NBIS! Any new calls that you like that could go the NBIS way? Thanks in advance.
Read Answer Asked by K on September 18, 2025
Q: Visa’s business model has come under attack this year by alternate digital payment systems, including coins. And this morning KLARNA which goes public, and its Swedish CEO confidently asserted it will take business away from credit card companies. Swedes are not given to bragging so I take KLAR seriously. I am tempted to sell Visa and invest the proceeds in COF or AXP, whom I see as credit card companies that do more than collect tolls.

Am I wrong in thinking this? Is Visa management’s past record such that they are nimble enough , tech-savvy enough to deal with recent challenges?
Read Answer Asked by Adam on September 18, 2025
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