Investment Q&A

Q: Dear Peter et al:

NOT a question but a SINCERE THANKS for the remarkable report that you posted today.

The AI Compute Stack and the Stocks That Power It.

What a terrific report. I read it once quickly and am re-reading it again. I may have to do it several times more. Absolutely brilliant.

Many Thanks.

Q: Could I please get an update on FLUT. Do you still have a positive view? The momentum has not been good lately. Thanks Frank

Q: Hi team,

Do you find anything worth buying now for growth, in these stars of 2025 ?

Resolute Holdings rhld-n Terns Pharma tern-q Celcuity celc-q Nanobiotix nbtx-q Cidara Therapeutics cdtx-q Palvella Therapeutics pvla-q Almonty Industries alm-q Hycroft Mining hymc-q Abivax abvx-q Regencell Bio rgc-Q

In which order would you buy ?

Gratefully,

Jacques IDS

Q: Anything popping NTR Weds.?

Thx

Q: Do you have any guidance with this company as investable and is there an ETF or mutual fund focused on robotic medical devices or software.

Q: Hello,

Can you please select your top three among this list based on maximum upside over 3 years? Explain why these three were your choices. Based on potential from current levels.

Please also provide a rank from highest to lowest growth potential for the entire list again over a 3 year timeframe

Much appreciated thank you.

Q: Could you provide a current opinion of this corporation, and also of the ongoing legal investigations? (The last question was 5 years ago, with a fairly upbeat response.)
Thank you!
Chris M

Q: Hi Team,
I am debating trimming some of my RDDT shares to buy an initial position in ENS. Would you endorse this move or no? Which of these 2 names do you see as having the most potential over the next few years? I am a bit torn as I really like the potential I think RDDT has, but also am intrigued over the market opportunity ENS may have in the coming years. Could you do a quick comparison of growth rates and market potential for both?

Thanks,
Shane.

Q: Would you please explain the significant drop in the share price of CARR since July 2025.
Do you see a recovery anytime soon? Is there a better choice in the HVAC space or would you stay with Carrier?
Thanks and Happy 2026!

Q: As more data centres start to come on line, running the equipment will likely offer an opportunity for the likes of Entegris to benefit. I'm curious about what you think of this stock now and what sort of timeline you'd expect to see an increase in demand for their products. I am also curious as to your current thoughts on ASML, KLAC, LRCX, APLD, CECO and LSCC. Lots of names, feel free to take points accordingly. Many thanks!
D

Q: Are there any listed international ETF like QQQ.us and XIT. Canadian ?

Q: 5i has been a terrific resource for many things, including recommendations for great stocks that I would never have owned otherwise.. But... I now have too many 'favourites' and need to reduce the number of equities in each of these 3 sectors : Financial, Industrial and Tech. Your suggestions as to a rational approach to the decision making process would be appreciated . I assume there will be different factors for different sectors as well as adjustments to be made depending on whether the preference is for growth, income or a balanced approach. I have reached decision making paralysis - HELP !!

Q: I am looking at starting a position in ENS, and I am at a loss in terms of what investment to sell in order to fund the purchase. I am targeting an initial position of 2.5%-3%, and ideally I would like to sell another investment in the same sector, but there are few candidates in my portfolio which would fit this need. The potential candidates I have listed (WSP, REGN, HL, ATD, CRWD) are all in different sectors, and for all but ATD (small gain at this point) and CRWD (in registered account), would involve recognition of significant capital gains.

I would rather not use margin to initiate such a position, but I could if absolutely needed. I am trying to think outside of the box in terms of starting this investment, but I would prefer to stay disciplined in regards to funding new positions while maintaining diversification. If it helps further, my materials exposure has increaseOnd a fair amount over the last year (as has everyone's), and I have a relatively robust exposure to the technology sector, so if it was prudent for me to trim there, I could probably manage.

I'd appreciate any insights you may be willing to share. Thanks so much, and I look forward to reading your response.

Q: Can I ask you do a little “head to head” comparison for these two? I’m kind of thinking of the way some car websites allow you to select models to compare musts and nice to haves (both have AWD, this one has heated steering wheel and better safety rating) but using valuation, revenue visibility going forward, balance sheet strength or whatever you deem important in these kinds of businesses. You gave me your analysis on BKNG last October, now I’m just kind of wondering how you think UBER stacks up against it. Perhaps you could include any thoughts on geopolitical risks (my feeling rightly or wrongly is that BKNG is a bit more exposed based on inter country business vs UBER’s intra country business?). Lastly, I hate to give you an easy out, but I’m assuming you might say you might prefer to own a 1/2 position of each versus full position of one? Thanks for your analysis/thoughts.

Q: Could you please provide your analysis of Caterplillar. Do you like it and believe that this stock can continue to outperform the broader market after a huge run in 2025, being the Best stock in DOW ?

We already own Finning International, having taken a 4% position, just before recent quarterly results.

Could you contrast the two companies from stability/growth/valuation perspective ?

Does it make sense to own both and if so, what would be a reasonable combined weighting for a Balanced like portfolio ?

Thank You

Q: Copper has shown a remarkable run, over past 6-9 months and Technical analysts like the move, and believe. it has lot more room to go, after almost a 10 year consolidation.

We took an exposure to Copper, through Hudbay Minerals, with an initial 1% position, during the pull back earlier this week.

What are your thoughts on the commodity/miners and what would be a reasonable weighting in a portfolio similar to 5i Balanced ?

Dou you like HBM ? Or, you would prefer to have Copper exposure through COPX, or any Large/Mid Cap Canadian names and why ?

Thank You

Q: Can you guys create an American Only Growth Stock Portfolio and when you get more time the Balanced and Income as well.

Q: I'm looking for midsize copper producers in relatively safe jurisdictions. I currently own small positions in TECK, TKO and ERO. I would like to add three or four to give more diversity in my holdings. Would you please list recommendations in order of priority?
With appreciation,
Ed

Q: What is your opinion of these 2 mutual funds. I have held for years but wondering if there is a better ETF to move the funds into or just keep theses two funds. They are held in a RRSP. Thanks

Q: Any suggestions for a technology EFT that covers United States, Canada and Global