Investment Q&A

Q: Has the downside potential to Celestica's connection to Microsoft ( in view of the rumoured production location change ) been clarified at all, in a way that might offer more longer term confidence in the stock?

Q: Ultra Clean Holdings Inc(UCTT) Is up 200% since almost a year ago and Ichor Holdings, Ltd. (ICHR) has followed suit by 220%.

Can you explain why they move in tandem so often or is that a fluke? Why the meteoric rise in a year’s time? What do the companies do ?Please comment on the outlook for both, their balance sheets, on insider ownership buys/sells and the industry they serve. How does your opinion of them now compare to past opinions. Buy, hold or sell?

Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves

Q: Could I get your view of Chorus Aviation.

Q: what is happening with HAI.TO? it keeps on running higher and higher,
Is this warranted in your opinion.?
Does the software malaise not influence HAI?
How much does ET.TO still own of HAi?

Q: What are your views on the latest results and future for these two companies
Thanks

Q: both at near highs and are in different sectors but which one do you like better long term. just worried a bit if cnq is moving on oil price and possibly of iran conflict

Q: Please comment on their earning. Thanks for your excellent service.

Q: Analysis of Firan earnings. Would you top a 2 percent position. Hitting new highs.

Q: I was thinking of selling both QSR and TOU and buying SU and/or adding to EIF, X, or H. What do you think of this move? Would you have any better suggestions for stocks that pay a dividend but also offer some growth? I also have FIE in the financials space so no more financials and I own CNR already. Thank you.

Q: Since your report on Firan Technology Group in early December, the move has been about 60% to the upside. Your report put the company on my radar, but I did not start a position. I am now considering jumping in and concerned about starting a position after such a big gain over then last few months. Do you see Firan continuing to outperform the market? Is this a longer term growth story that is still in the early innings? Is this increase in price being driven by defence-sector sentiment rather than Firan fundamentals? Any advice would be appreciated.

Q: Given that the market is broadening out and that I would like my portfolio to follow suit, I am thinking of switching half of my money in XUU, a market-cap weighted fund which makes up about 10% of my portfolio, to EQL, an S&P equal-weighted fund.

What would your opinion be on that?

Also, along the same line of thought, I'm considering trimming NVDIA and GOOG although the mere mention of it has my investing friends screaming "NO!". They understand the sentiment but think it's not the right time.

Q: I have these oil and gas companies, a number of them since covid so have enjoyed good dividends and lots of upside. I have recently read about being in or going into a commodity super cycle, as well as the idea of the "Halo" trade which you have written about. So the question for me is about selling - something I am not good at! When looking at the charts of many of these stocks they have long cycles of going up and then down quite severely over a six to nine year cycle. What do we look for as far as it being time to sell? Are we getting to that peak now or do you think we have a long runway still to come? Thanks so much?

Q: Is WIP a worthwhile choice for inflation protection, income and diversification for a retired investor with an otherwise CMR (20%), preferred stock (FITBI 12%) and pipeline-heavy (10%) portfolio?

Q: Hi 5i, I own BUG (not in your database) since about its low in 2023 . In 2025, it has underperformed ETFs like CIBR, HACK. IHAK did not do very well either.

First question: Why the discrepancies between these ETFs performance, BUG in particular? Some bad holdings?

Second question: Is it worth to have this kind of niche ETFs if we have broader ETFs like QQQ?

Third question: I could Sell BUG for a small profit, or Hold for a bit hoping a better price, or switch to a more expensive ETF (my last choice). Your pick?

Have a good weekend.

Q: My financials consist of JPM purchased during the Covid crash for a 3.5% position { currently risen to 11.82% } which I'm considering reducing and IFC a 2.91 % position which I am considering eliminating as it has been on a slow steady slide .... So I am considering adding a bank ETF . The question is where ? Canada , the U.S., or Europe ..... The candidates are three enhanced yield covered call ETF's ..... EBNK, HMAX, and FMAX ..... Could 5i give me the annualized return { including dividends } for each for the last three years { I realize FMAX has only been around for 2 years } ? .... And also which of the three locations 5i believes is the best place to put finance investments going forward ? { and why ? } using these 3 ETF's as the options available ? ..... { This will all be inside a RRIF } ...... Thanks for your terrific service ......

Q: What are your ideas about these 2 ETF's ?

Q: Good Mormning.
Given your positive comments om XHY and BND, I am considering adding to my holdings. How safe are the distributions on these types of funds? Will the distributions remain constant regardless of market conditions?
Thank you.

Q: Dear Peter et al:

This is a follow up to Lyle's question on Feb 17th. If one has a professional corporation and it's related investment account, (Non-Regd) won't holding ZEQT or VEQT cause tax drag? (Dividend withholding) Do you think holding HEQT is a better option? This goes back to my own earlier question about where should one park their investments? Which ETF goes into what bucket?! My apologies for my poor grammatical format :) Many Thanks in advance.

Q: Could you please give me your outlook on this company
Have held it in a TFSA for years is it worth keeping. Suggestions?
Thank you