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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: Peter, if the FED rate is lowered significantly due to the desire of the administration but US inflation picks up due to tarrifs etc, which sectors will benefit the most ? Is it hard assets like materials (metals & other commodities) and gold ? What about oil, real estate, and financials ? Would the knock on effect in Canada be similar ? Thank you.
Read Answer Asked by Paul on August 27, 2025
Q: In a Presidents Letter several years ago, there was a detailed explanation of why organic growth was more valuable to the company than acquisition growth. In recent quarters organic growth was strong (4-5%) by historical standards. Of course no further information was provided. Do you have a sense of why organic growth has accelerated? Is it the influence of AI improving their businesses? Do you feel the higher organic growth rate is sustainable and if so should that lead to a rerating of the stock valuation?

Thanks.
Read Answer Asked by Joel on August 27, 2025
Q: Hello Team,
Could I have your view on gold. Are we at the beginning of gold run? or take some profit now?
Thanks!
Read Answer Asked by Issaku on August 27, 2025
Q: Everyone, is this a good time to sit quiet and listen to the noise? Clayton
Read Answer Asked by Clayton on August 27, 2025
Q: Hi 5i Team - I have held Tourmaline for several years and although the dividend payouts have been good, the capital appreciation part has not. I am thinking of switching to CNQ, either partially or completely. Could you provide your thoughts on this strategy. Thanks.
Read Answer Asked by Rob on August 26, 2025
Q: I hate to use a question that should be easily addressed in general business news but I can't seem to find any current information on aluminum production in Canada. Have the tariffs had a serious impact? Have there been layoffs? Are our producers just stockpiling inventory, hoping for the tariffs to go away. Are our producers still selling into the US and if so, who's eating the tariffs? I've been told by usually-
knowledgeable business friends that both aluminum and steel production are just fine and sales to non-US customers have surged but can that be true? I certainly hope so. What say you, my 5i guys?
as always, Al
Read Answer Asked by alex on August 26, 2025
Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?
Read Answer Asked by Kolbi on August 26, 2025
Q: I have all small positions in those equities … which one or 2 would you increase in size at the present moment?
Read Answer Asked by jean on August 26, 2025
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