Investment Q&A

Q: Thoughts on the current overall market and going forward 1-2 years? I just read Howard Marks latest memo and he is cautious at these levels based on over valuation and many other speculative factors that are often discussed here. I have a very growth weighted portfolio and high embedded gains. I am a long term investor but would like to mitigate any large drawdowns when a correction comes to preserve gains. Currently my more defensive holdings are COST, DOL, ATD, IFC. Currently holding no utilities. I also hold large anchor names such as CSU, LMN, BN, BKNG, AXON, and WSP. What are your top defensive names?

If I trim my tech, I assume adding to DOL, ATD, COST, IFC be more defensive. I know you've mentioned these names as other good defensive names as well, COST, PG, ABBV, L, ATD, FTS, H, ENB, FTS, BEPC, H, SLF, RY, TD, GRT.UN, T, L, BAM.

Or would buying some covered call ETF's that offer some good yield reduce the drawdown.
Which are your top covered call ETF's? Or adding to some of these defensive ETF's would be good too? Defensive US etf'S: VDC, VPU, VHT

Thanks!

Q: Could you give me your current outlook for this company, considering the latest results and future prospects/ growth opportunities . At one time you considered as strictly an income stock. What is your current view?

Q: What do you think about the concept of AI, with the corollaries of ‘vibe-coding’ and lowered barriers to software creation, affecting the above businesses?
I hear an increasing number of guests on CNBC and posts on X predicting the ‘death of SaaS’ because of this.
The above companies all benefit from perceived niche software, and charge fees that reflect this. Is niche software not going to be so hard to penetrate in the future by new, cheaper entrants?
And will this actually have to happen to affect the share prices of the above at some point, but just the expectation of it happening? Thx.

Q: Wesdome reported recently n the stock was hit pretty hard vs performance of peers today. Their Results didn’t look bad to me. Is it expectations in this sector?

Whilst there looks to be some rotation of money out of the biggest players into mid cap Gold Miners lately Wesdome doesn’t look to be a recipient of that. Any thoughts on this trend n if so do u see opportunity to rotate some Capital outta AEM into any smaller players today n if so your preferences?

Q: Question for Peter only.

After going through multiple recessions, depressions and big drops in the market do you or your cohorts have a reasonable guess when the next one may occur and what would cause it?

The day, month & year it might happen?

How big a drop percentage wise?

How long will it last?

Would Ai be able to come up with an answer to this?

Thank you.

Q: did key recently raise its dividend

Q: Is it possible that, since technologies ( and even bitcoins) are so widely popular with the hope for big future gains ,this trend would direct less money towards more traditional sectors as utilities and energy ,then generating interesting opportunities ?

Q: Please rank in order for growth, long term hold? A risk rating for each. 10 being the riskiest. Thank you

Q: Hi 5i,

Thanks for the podcast section on crypto. Very much enjoyed it.

If you could only buy and hold two of these for a med to long term, which would you choose? (Any particular reasons why?)

TIA!

Q: Hi 5i team,

I'm confused about PRL's dividend sustainability due to negative free cash flow (−$57M in 2024 and −$3.7M in Q2 2025) and high leverage (112% D/E). Your March 2024 report assigned a B+ rating and positive outlook might be because of strong revenue growth (38.68%) and high ROI (30.33%), but didn’t address these cash flow issues. What am I missing? Is there something in their business model or cash flow timing that supports dividend sustainability?

Best,
Matt

Q: On my watchlist some stocks have an orange checkmark on their names; can you please explain this? Thank you.

Q: Looking to add to a diversified portfolio. What would you pick from this list for 10year hold. Looking for best possible return potential. Is there another to consider that’s not part of this list?

Q: Please comment on latest earnings report, balance sheet strength and what your thoughts are on the long term outlook of the company. Thanks!

Q: Hello, I know 5i rate the above very highly but if only one could be purchased at these levels which one would you prefer and why, looking out 3-5 years. Thanks as always Anthony

Q: Does the recent earnings affect your view on SOUN as a longer term hold? Would you be comfortable initiating a position now? Thank-you

Q: In 2025 June, it was confirmed by AGM that PKI is being acquired by SUN:N for US$9.1-bil. SUN:N was offering C$44 or C$19.80 = 0.295 SUN:N units. At of today PKI:T is trading around C$38/-. Do you think that SUN:N will pay C$44 once the transaction related formalities is completed or its better to sell now as the price of C$44 might be lower. Your views appreciated.
Thanks
Piyush

Q: Canadian life insurance companies versus Canadian banks, which would you consider to be the better investment in the current economic context?

Q: With the stock splitting 3 for 2 is now a good time to add to the stock.

Q: Which of these 3 dividend stocks would be your pick for the short and medium term?

fts, cnq and enb.

thanks

Q: WULF Please comment on the company and your thoughts on GOOGL stake/partnership with them.