Investment Q&A

Q: Hi,

Which of these gold companies would you buy today, why, at what price ?

Gratefully,

Jacques IDS

Q: Looking for a handful of stock suggestions to invest funds in a private company that will be paid out to shareholders in equal tranches over 5 years - desired features (in order of importance) safety, low volatility (or volatility but currently at cycle lows eg CNQ), eligible dividend, dividend growth, dividend higher than current HISA rates. Thanks!

Q: Any laggards in the gold sector that you would consider to be good 'catch up' possibilities?Any in the silver sector?

Q: Thank you and your team for all the helpful information and advice. What might be a good place to park cash for about 90 days?

Q: Dear 5i team.

Can you shed light on why EIT appears to have similar volitility to the general market?
What are the top holdings? Does it use leverage?
Is this something that is just too volitile for a conservative investor? The wild ride with the market last few weeks has got my attention.

Many thanks for your help

Q: Could you comment on recent news and new insider share purchases?

Q: I'm holding PRL with a fairly big loss and I'm wondering how you would approach this situation. I'm fine to hold unless it makes sense to sell for the tax loss and buy GSY. If yes would you return to PRL after 30 days for long term? I assume they will move in a similar way.

thx, Mark

Q: Now it has fallen 20%, do you think it's a good buy considering the new forecast?

Q: I used to own a REIT called INN . A play on the Canadian tourism industry . I did quite well on it and sold it for a tidy profit when they were bought out . With our southern neighbors rapidly approaching " Most Hated Nation " status coupled with their currently well publicized Gestapo tactics at the border resulting in travel alerts in at least five countries ..... I am curious in what ways I can invest in the Canadian tourism industry ? On social media I am reading a lot of European and Aussie tourists are planning trips to Canada instead of the U.S. .... Any suggestions of an approach to investing in Canadian tourism ? I am looking for Canada " only " options . If there are no " Canada " options how about Europe ? Not interested in any company that even uses U.S. airspace..... I'm an " Elbows Up " Canucklehead .....

Of course one other concern is Trump throwing the world into recession and the travel industry suffering as a result. Could 5i comment on that thesis as well ? ..... Thanks for your terrific service .....

Q: Earlier I asked a question on momentum investing and moving averages. If I understand you correctly, although you see this as a form of market timing, you do use it as a kind of entry point confirmation. The thing I worry about this is that the company promoting this style of investing for their account, uses moving averages as a signal to get out of a stock, or stocks. You have often mentionned that the difficulty in such a situation is when to get back in. I dont think that you sell generally on the basis of technical analysis. So, I am wondering whether this is a good strategy. If I go for it, I must assume that the account manager is both braver and more knowledgeable than myself. I should say that their record looks good up till this point. At a time like this it is tempting to find a system that saves one's gains. So, would you buy and sell on a regular basis in this way
thanks for the great service

Q: Hi 5i, could you give me some good quality travel industry stocks that you believe might benefit if international travellers divert their travel from US to Canada. Could you please have them traded on Canadian exchange. Thanks

Q: Good morning 5i
Thanks very much for the resonse to an earlier question about momentum investing. I can see that it would be a useful tool. But, would take time and effort. Just to note about my brokerage, TD, they seem to have a good record. They only use high quality, large market cap, mostly US companies. So that mitigates the risk a bit, I imagine. Just wondering, you mention some sites one could use, could you mention some? Especially those that have the indicators built in. What particular moving averages would you tend to look at for someting like this?
thanks again

Q: I hold Comfort Systems and am down significantly on the stock. Do you think it is worth holding and adding to or would you move on. If I were to move on could you suggest other names in the same space. Thank You.

Q: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.

Q: The last Q&A about TSU appears to be from February of this year. Can I get your updated opinion, please?

Q: A follow up to my previous question re holding gold bullion. How are the taxed and which account is it better to hold the units?
Thanks
Jeff

Q: I am up 103% up on Galaxy digital. I am thinking of taking the money and running . But before I do, what do you foresee ( in your crystal ball) the future of this stock? My experience is that I sometimes sell too early.
Cheers,
Tamara

Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?

Q: Good Evening

1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".

2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.

Q: Hello Team,

Can you list your top 3 small cap gold stocks right now.

Thanks.