Q: IJR has underperformed IWO this year. I am wondering if it is still worth holding or would selling for more IWO make sense? Also does 5i still believe small caps will turn-around and out-perform in future?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i Team
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks
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KKR & Co. Inc. (KKR $118.55)
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Blackstone Inc. (BX $148.92)
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Carlyle Group Inc (The) - Ordinary Shares (CG $57.59)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.92)
Q: Are you able to provide comparable alternatives in the US. Your top 3, ranked for long term return . (10 year hold)
Q: Thoughts on the investor day ? ( part of your income portfolio so not a question please)
Thx
Thx
Q: The last question on ALC was in March. I read that the company has navigated the tariff situation fairly well, has taken delivery of its 100th vessel, has a strong global presence and offers a good dividend. Debt level? Future outlook? Solid investment?
Many thanks.
Many thanks.
Q: Given its weakness and current price level are you now bullish on Lumine?
Q: Hi. NXE has been on a tear the last 6 months (also recovering from a spring sell off). Can you speak to the reasons?
Thanks vm
Thanks vm
Q: I see you have just added HME to your income portfolio. I have held it for a couple of years, and it pays a good dividend of about 8% including the semi annual special dividends. The stock price didn't do much until it spiked up on Sept 18, and it has been inching upward since then, now about 15% higher than 3 months ago. Do you have any idea what has caused the recent increase in the stock price? Do you think it could be a target for a takeover?
Q: Q: Hi 5i team. Invested in SILJ some time ago based on your advice. Thank you. I'm wondering if there is an ETF that you like that invests in junior gold miners.
Q: Wondering if a report update is planned for AW.UN. I see they report earning on Friday. Is this still a good hold for income?
Q: Hello 5i, Could you comment on ELBM as a company to invest in and what was the reason for the big pop in the share price today Oct 14/25 Thanks
Q: I am thinking of starting a new position amount these three, which one has more upside? Will this sector be negatively impacted by AI or Crypto adoption? Your guidance is greatly appreciated as always, thank you.
Q: What are your thoughts on the debt conversion, and prospects for co. going forward? Thanks
Q: Can you comment on the stock price momentum of PNG for the last month or so. And in general do you consider positive momentum when you are trimming your position size such as letting it run more in times of upward movement such as PNG.
Q: Like Herm asked yesterday. It seems PRL and GSY are moving in tandem towards year lows. At some point and tax loss cannot be utilized in TFSA would you consider a swap or better to hold? Can you suggest at what price this would make sense or do you think PRL will eventually have more growth potential? Thanks Larry
Q: A follow up to my question regarding certain stocks that needed to be included in the T 1135
Would KSI on tsx also need to be included in the T 1135 reporting?
Ty
Would KSI on tsx also need to be included in the T 1135 reporting?
Ty
Q: Given all the hype with gold am I too late to the party to take a small position in any or all of these?
Q: Another hypothetical question. If today you have let's say $1M and you want to sell all your investments and put in high dividend stocks generating an after tax yield of 5% with a condition that these companies do not have more than 33% Debt to Total Assets, are not interest bearing businesses and are not businesses in food, fashion, gambling or SIN. What would your top 5 to 10 choices be to invest for the next 20 years.
Q: It looks like NVA has performed well over the past few months and is now reaching a point where upside based on valuation may be a bit limited, (barring a surge in oil prices). Anything you see, other than TVE and WCP which I already own, that might have greater upside? Am I wrong in my assessment?
Thanks.
Thanks.
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Alphabet Inc. (GOOG $275.17)
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Shopify Inc. (SHOP $179.01)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.92)
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Nebius Group N.V. (NBIS $125.10)
Q: Most successful investors I have read about become rich investing in 3 to 4 consolidated holdings. What do you think of that approach? If you had to sell everything today to invest in 4 stocks which could double in 1-3 years time frame, which will those 4 stocks be. How do you protect yourself from huge drawdowns along the way. On the other hand what do you think about over diversification where you do not invest more than like $2500 per investment and sell half when the stock doubles and leave the rest and continue doing that.