Investment Q&A

Q: Hello Team 5i & Everyone,

I came across this article over the weekend via a Lance Roberts’ “Real Investment Advice” website’s “Daily Market Commentary” post on it Jan. 7th.  The title is a bit meh, but the key detail to me I pulled from the article is that the Pentagon has elevated critical minerals to the same strategic priority tier as ammunition and fuel. The US already has access to enough oil elsewhere.

https://renegaderesources.pro/p/the-venezuelan-oil-narative-is-pure

Please share with other members if you feel it has enough truth to it.

Thank you & Happy New Year,

Sandra

Q: Hi, Riocan has been quite strong lately (up 7% in 8 days) which is not normal for this stock. I don't see any news. Any thoughts? Thanks.

Q: Hi 5i Research Team

Hope you’re having a wonderful Monday.

Quick question on Netflix (NFLX). Shares are around ~$90 and I’m debating whether it makes sense to start a position ahead of the next earnings release.

What are the key bull and bear drivers you’d be watching?

Is there anything in expectations/valuation right now that makes the risk/reward especially asymmetric one way or the other?

If you were interested, would you treat it as a starter position vs. a larger bet, and why?

Appreciate any perspective you can share.

Best,

Q: Hello Team 5i & Everyone,

Just wondering if you have any comments or if you can share which data/charts you’re currently keeping a close eye on with the US markets regarding the looming removal of the independence of the US Fed? I watched Powell’s video response up on the Fed website and am inclined to agree with his assessment of the situation.

I realize there’s no point in guessing, however I would not be surprised to see Powell replaced when his term ends in the Spring by someone who is keen to cut interest rates regardless of what the economic data is advising. I would also not be surprised if this sparked a sugar rush in markets and a rise in inflation. But we’ll see what happens, I’m sure there will be more developments before then.

Living in interesting times isn’t all it’s cracked up to be it seems.

Thank you,

Sandra

Q: Can you please comment on the current valuation of Aritzia? I know that they keep upping guidance, so valuation metrics are changing. How high do you see this stock going this year? How is it valued based on FY27 metrics, and how does this compare to historical valuations? This company is a beast. Thank you

Q: Greetings,

ZDC

1) The inclusion price into the 5i portfolio was $2.15 so congratulations on that pick!
However, has ZDC run out of steam or would you say it's temporary?

2) Do you think inclusion into a 5i portfolio immediately adds momentum to a stock?

3) Am I missing something but it seems to me, the company is a "one trick pony" with not much of a moat. What's the appeal here?

Many thanks!
A

Q: Let’s say you’ve done well on gold, with a combination of miner (AEM, WPM) and bullion exposure (PHYS).
You see that gold has had a “parabolic” rise as 5i mentioned in a recent response. But still believe in the story and want to retain gold exposure.
You’re comfortable with position sizing.
With where the market is today, would you do nothing (keep a roughly 50/50 miner/bullion split) or move to overweight bullion to lock in some gains (on the theory that miners are leveraged to the downside as well as upside so if gold drops the miners would drop harder)?

Q: Is it time to switch from PRL over to TSU? TSU looks to be getting close to breaking out to an all time high and a trading range that its been in since 2021.

Q: Your firms conviction seems to have dropped recently?

Q: Can you please provide an opinion on EOSE related to help power the AI industry. Do you see revenue growing at a high rate with some visibility, or mainly hype?

Q: Hello
one of the speakers at market call BNN and another show by TD investment
both like the industrials for a nice year 2026
for Canadian
could you kindly let me know 3-4 names in the Canadian market they I could invest in?
I do have CNR, TF11 and WSP already,
many thanks
Michael

Q: In a response to Howard today about ENB, you refer to US oil companies viewing Venezuelan oil as "investible", while I think Exxon referred to it as "UNinvestible". That's a big difference. Was it only Exxon that had concerns?
Thank-you

Q: Hi 5i team!

To follow up on this question from Jan 5th (with a twist):

Please give me your top 3 sectors for 2026 (in order of preference) with top 3 picks for each sector for USA.

Also, when do you plan on releasing your AI blog article?

Thanks and wishing everyone a prosperous 2026!

Q: Regarding the monthly distributions paid by these ETF's, are these subject to 15% witholding tax or net of them since the etf's trade in Canada? Thx

Q: I need to sell some stocks for my 2026 RRIF mandatory withdrawal. Please help me to make better choices between TVK versus HPS.A and LMN versus TOI. Thank you for your great service. Bill.

Q: Hello Team 5i & Everyone,

Which chart do the big institutions use when it comes to dividend stocks, the version that adjusts data for dividends or not?

Thank you!

Sandra

Q: Clarification on my question on copper stocks and ETFs.
I copied and pasted that question. I am not sure how those numbers appeared.
My question was about investing in the metal itself and was not related to a specific stock.
Thank you.

Q: A little outside what you might otherwise consider, at least for this stock, but do you see the recent comments from Trump (ordering no dividends or buybacks) as a potentially significant problem the share price in RTX? Many thanks for your excellent service

Q: Would you be comfortable at this time replacing JD with ONDS in a growth focused portfolio.

Q: Hi Team,
I was thinking of trimming my large position of Shop to buy some Grid. Return potential wise for say a 10yr period is this a feasible idea? My thoughts are that Grid being so much smaller might have more multi bag potential than shop at its current mega cap status.

Thanks,
Shane