Investment Q&A

Q: You last commented on DBO a year and a half ago. What are your thoughts now as the company seems to have some momentum?

Q: BSX has been rather flat this year. Down 4% today (Monday). Would it be a good time to add to a small existing position, bought at a very low price in 2020 in my TFSA ? Why or why not ? Better outlook somewhere else? Analysts seem positive. Thx.

Q: Assume that these shares were reset today , what would be the

effective dividend on a percentage basis. Thanks BRIAN

Q: I was just reviewing the Balanced Equity Model Portfolio for investment ideas. You show Loblaws with a YTD return of 15.18% as of Nov 30. I believe it is closer to 32%. Metro has a return of about 14%. Why has Metro lagged Loblaws so much for so many years ?

Q: At age of 85 is it worth for me to consider converting my present holdings of 20 diversified ETF's to All-in-One ETf's?
If yes can you give me an idea as to the negative or positive reasons behind this decision and which ones from your blog list that should be considered! All the present holdings are in RRIF and TFSA.
Thank you for taking the time for your reply & Merry Xmas!

Q: Hi, I noticed that the market model still says the last update was for Oct 2025. Is there a schedule for updates?

Thanks,
Andrew.

Q: Can you please advise which CYBER securities ETF would yor recommend to hold. Please share in CDN & USA ETF. Is there any equal weight ETF.

Thanks for your excellent service

Q: Hi 5i team,

I would like to hear your take on these three points:

1. AI is a low margin business like energy/manufacturing

The idea is that, unlike software, AI has high marginal costs per query. Serving 100M queries costs roughly 2x as much as 50M. So as models get more complex, computing costs (electricity and water)scale up linearly. Doesn't this trap AI companies in a CAPEX-heavy, OPEX-intensive, and low-margin game instead of the high-margin SaaS story everyone's betting on?

2. Anthropic has a better business model than OpenAI

OpenAI relies heavily on consumer subscriptions (ChatGPT Plus), which are volatile. Anthropic gets 80+% revenue from enterprise/API deals much stickier. So Anthropic's actually in a stronger position long term?

3. $1 trillion OpenAI IPO doesn't make sense

Above reasons plus they're burning $14B+ annually by 2027, mostly going to Microsoft for cloud credits. Plus, the circular logic of their investors funding startups that buy OpenAI credits. Sounds like WeWork all over again?

Best,
Matt

Q: Are dividends paid by Canadian limited partnerships to Canadian shareholders eligible for the Canadian dividend tax credit?

Q: This has come up in questions and answers as a growth stock pick with recovery potential. Can you please briefly comment on valuation and on the investment thesis? Thanks.

Q: I would like to purchase an energy ETF. XEG is a Capped Energy Index while ZEO is an Equal Weight Index. What do you prefer & why. Thanks … Cal

Q: Would you purchase these etf's today at these levels?How much upside do you see for each of them?
Thank you

Q: Can I ask your thoughts on TSHA? Clinical-stage biotech. Curious about current valuation compared to peers, outlook, path to sales and profitability.

Q: Everyone, in the next three to six months what should we be worrying about? Clayton

Q: Well announced that WellStar a major subsidiary is targeting a public listing in 2026. How will this affect Well growth going forward. How will they differ going forward

Q: Nextera Energy (NEE) released a lot of information today! The new partnership with Google sounds good with NEE building the power plants to power Google’s new data centers. I think the new power contract with Meta is also good and the new natural-gas-fired plants are needed. But NEE is spending big dollars and is pulling back on dividend growth in 2027. Would you be able to share your thoughts and concerns with NEE’s plans? Would you add shares today? Or would you prefer to invest in companies winning the contracts to do the actual builds? Thank you.

Q: Is this a good ETF to park some cash for a one year period or do you have a better alternative with roughly the same dividend? Thanks

Q: what are your thoughts on this company

Q: I just saw a question on transcontinental. It seems like they are selling their packaging business, which I think they bought in 2019 as the new big thing. My question on it is whether the stock price generally falls following a payout and, if this is the case, you might not be any better off in waiting for the payout than selling now?
Thanks

Q: Retired, long term holder of Nutrien in both TFSA and RRIF accounts. All in, it has been a pretty good year for NTR....up roughly 25-30%.

Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?

As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.

Thanks for your insight....Steve