Investment Q&A

Q: I have held LNR for a couple of years now and it has recently been in an uptrend. I was looking at a 20 year chart and it has just broke the all time high set 15 years ago or is about to hard to tell for sure on the chart I was looking at. While I am not a technical guy with stocks does this have any significance either technically or in general. Thanks

Q: Just wondering what your take on Ncx today as it has had a very good run and is moving high on high volume lately

Q: Hi Peter and team,

Question about Lundin Mining. How is the copper mine life in the countries they are in and which countries they are in. The stock double in the last 4 years and does it has more room to grow due to the data center build outs. The business model, does it continue to generate cash and are they buying back stocks.

In advance, thank you for taking the time to answer my question. Greatly appreciate it.

Norwood

Q: Do you have a more recent update on DOCCKS than January 2025

Q: Would you please recommend some high dividend ETF for low risk. It can be either only Canadian stocks or mixed with US and Canada. May thanks

Q: thoughts on Hycroft Mining Corporation (HYMC)?

Q: It seems that the most efficient gold mining companies are selling gold for about four times the cost of production. Is that already reflected in the share price?

Q: Hi, looking at the 5 and 10 year charts as well as the current price targets it looks like TD is overvalued. Despite being a solid company should I stick with it and it's solid dividend or consider moving to another stock. Please recommend some from your dividend or balanced portfolios? Thanks.

Q: Hi there,

Rick Rule has Amerigo Resources as a top pick due to the copper mine in Chile. Is 5i research is bullish on the company as a small cap. What is the mine life of the copper and is there more growth in the name.

Q: Happy New Year to all of you at 5I. What are your thoughts on MCHI? I've owned it for a while and it has done nada. China is an export juggernaut with a domestic market in a shambles. The real estate vortex continues. Would India offer better prospects than China, at this time and for say a three to five year hold. Or, back to Japan? I want some exposure to Asia but what say you? Many thanks

al

Q: Hi 5i Team,

I was reading one of your recent responses where the idea came up that small caps are “long overdue” for a run. I’ve been hearing the same sentiment on CNBC and from other market commentators, so it got me thinking.

I’m not fully convinced that something is necessarily due to outperform just because it hasn’t gone up in a long time. I’m not sure how much of this is genuine opportunity versus a narrative around sector rotation. Large caps have treated me fairly well since I started investing, whereas my early experience with small-cap mining stocks was, frankly, a disaster.

That said, markets often move on sentiment and momentum as much as fundamentals. If enough people believe small caps are about to run, they often do — regardless of whether they’re truly “overdue.”

With that in mind, I’m curious:
If you had to narrow it down to five small-cap names to choose from for a potential small-cap run, which ones would you consider most attractive right now — either due to fundamentals, positioning, or momentum?

I realize Nike isn’t a small cap, but if I can’t get comfortable with a small-cap thesis, I’d likely just default to something like that. I’ve also wondered whether a beaten-down name like Krispy Kreme would qualify as a small-cap candidate with rebound potential.

In short, I’m looking for a short list of small caps that could realistically double or triple if the “small caps are going to run” narrative plays out.

Thanks, and I appreciate your insight.

Best regards,

Q: Happy New Year!
What drives FRU share price? Is it tied to the price of oil and gas or is it more like a utility such as ENB, PPL, etc.? Or perhaps a combination of both?
What do their royalties look like? Percentage of barrels of produced or sold?

Q: I currently own 500 shares of CSU and I am up 50%.

It’s recent performance has been totally under, performing the market in a significant way


What would you think of the idea of selling the CSU and buying CLS i( which I do not own currently)



In today’s answer to a question you rates CLS as second best grower over the next 3 years.

Thoughts please
Sheldon

Q: Hello everyone
For a 3-5 year hold, what would be your top 5 picks in order for each.

Canadian small cap
Canadian mid cap
Canadian large cap
Canadian listed total return ETF
Canadian listed income ETF

Thank you so much

Q: Do you have 2026 earnings estimates for Aritzia and Groupe Dynamite? They trade on pretty high multiples of 2025 earnings, so just wondering how the p/e multiples look using the 2026 earnings estimates. Which do you prefer? Are they still buyable at the current prices?

Q: Greetings,
From a response from your office, I interpreted these five were suggested as still being good opportunities at present day prices. Did you mean full position or tranches etc?

Like many, I'm terrified of the impending pullback, especially with Tech names and what if prices fall by more than eg: 15%?

Secondly, what is your opinion on what might happen to the market, in the short term, if Trump keels over and dies?

With thanks, A

Q: How affected do you think the pipelines will be by Mr. Trumps latest foray in to Venezuala ?

Q: Where would you put money in copper for a 5 ​year or more hold.
Please recommend stocks from a conservative and​ from a moderately aggressive perspective. Please do the same using ETFs.
Can you buy ​into the metal easily itself and ​do you think it is a good idea? If yes, how would you do it?
Subtract credits as you see fit.
Thank you for this excellent service.

Q: Hi Peter and team,
I would like to get exposure to gold, silver and uranium, would you please recommend individual companies or ETFs for a long term hold.
Thanks,
Harry

Q: I am looking for income replacement for BCE - I am chasing dividends. I looked at HDIV and noticed most of the 10 holdings are covered call ETFs (HMAX, AMAX, QMAX, EMAX, UMAX, RMAX, CDAY,,,).

Given the 2026 climate, is it better to have HDIV with its broader sector diversification but many covered call ETFs or pick one.