Investment Q&A

Q: Any reason you see for weakness in PNG? Or is it normal volatility for a stock that has jumped quite a bit over the past year. Is this a good point ($5.65 range) to add to a position?

Q: Peter; Today(Dec.17) copper, silver, and gold prices have all jumped, silver in particular. But the corresponding stocks have not. Is there some reason that you see ?? Thanks .
Rod

Q: I have been dealing with TD Web Broker to + 25 years and they continue to Nickel- and Dime for Stock & Option trades.
I am considering switching to InterActive Brokers or Questrade or WeBull Canada ....... Please give me your analysis on these three companies outlining the pros & Conns for each
Thanks MMD

Q: Sentiment appears to be favoring financials for now and 2026. Do you agree?
If so which of the following ETFs would your suggest as being the likely winner: KBNB 14Xpe,1 year14%,
XLF 18XE 1 Yr. 5%, IYG 19X 1 Yr, 10%

The composition of these ETF’s is similar but KBNB seems to favor a slightly different group of financial stocks including BRK.B

Hence my uncertainty. Thanks again for helping to sort this out,

Q: Hi I hold the following positions
CSU overweight
CLS overweight
GOOG overweight
BN overweight
GLXY
NBIS
NVDA
ISRG
AXON
SHOP
AMAZON
HOOD
VOO
URI
PNG

Would you add to existing positions or choose to buy others?

Please list your top 5 other stocks, and a brief reason for each ? Cnd or US

Thank you

Q: Good morning,

If one wanted 15% exposure to Canadian banks, would you buy TD and RY for 7.5% each, or would you buy TD, RY and ZEB for 5% each?

Thanks as always.

Q: A question for the 5i team that will likely be of interest to a lot of us do it yourselfers. With 2026 in the headlights and big gains in the TSX where do you see opportunity going forward. 1-Could you make recommendations on sectors you think will out perform or under perform. 2-Which markets do you see with the best potential. 3-Your three top picks in growth and three top picks in income. I have a lot of built up questions that you are welcome to, hoping for a good in-depth response as per the norm. Crystal ball gazing but better you than I!

Q: Good evening. I’m wondering what would be your choices for dividend etfs in a non registered account. I already hold xdiv. Can you kindly suggest a US market ETF and a couple for international exposure?

Thanks

Q: Few days ago I asked about DIS.
Now please provide your view on Netflix, with or without the WB deal and what sort of impact it would have on the stock in both outcomes

Q: Is there an advantage to holding an ETF like ZAG compared to holding an ETF like GLB X HIGH INT SVGS-A? Which is more profitable in a non-registered portfolio?

Q: Noticed big increase in price lately. Is it time to sell in RRIF small lost.News said Trump might legalize Cannabis

Q: Hello 5i,

Tom asked about timing to transfer portfolios. IF you were informed it takes a month, add one more month as a minimum time. We have transferred 2x over the last 7 years. SLF is a nightmare. It took 9 months to get the funds from SLF to RBC. There was a hidden fee from SLF too. Even if you don't add to your RRSP, they used dividends to buy stocks, therefore they said the 7-year rule was not valid (not adding new money to a portfolio exempts you from withdraw fees) and tried to charge us 9k in exit fees.

We changed to Questrade this year. It was too expensive at RBC and their investment site is garbage. That process took 11 weeks. We had purchased GIC's through RBC which Questrade could not accept. Unfortunately, the transfer started a week before the market turn down in March. By the time funds were in place the market was already going up BUT, some stocks that fell 60%-80% have still not recovered today. Luckily, we had put 50% into cash before the transfer. Cash is your only protection from delays.

Our two bad experiences though should not deter a transfer though we would suggest going into a lot of cash as one stock, ETF, or GIC that can't be transferred can add weeks or months to a transfer.

Hope that helps.

D&J

Q: Hi 5i team,

Are there any interesting and investible stocks that are showing up on your radar that are close to turning a profit (maybe a quarter or 2 away) or have just turned profitable? Similar to a company who just initiated their first dividend, these types of stocks tend to get noticed quickly in the investment community. I assume these would be small and/or mid cap and thus higher risk but that is fine.
I/we sincerely appreciate your sage advice throughout the year and especially in the difficult weeks ...keeping us calm.
All the best to your entire staff and families during the holiday season and into 2026!!!

Cheers,
Steve

Q: Almonty seems to be gaining traction with the imminent mine opening in S Korea. It has purchased another mine in the US and is moving its head office to the states. With the price for tungsten doubling in the last year and the demand growing, this appears to be a small cap with lots of upside. Thoughts?

Q: Morning and Happy Holidays to the 5i team,
Can you give your thoughts on these names and if the are a buy for a 3 to 5 year hold?
What would be a good entry point for all three of them and in order of preference.

Thanks
Joe

Q: I have full position of both Telus and BCE, both at substantial losses in a margin account. Should I leave them be, reduce, or get out? I do not have much in the way of capital gains this year. If reducing these stocks is a good idea, what would you replace them with in today's very expensive market, not worrying about sector, more about regaining the losses? Could GSY be a replacement or would you consider this much more high risk? Thank you!

Q: What happened in 2024 that drove down ESP for that one year? The number of shares went down and total revenue went up and gross profit went up. Was it some one-time non-cash event? Thanks!

Q: I sold PRL for tax loss reasons and I can buy it back now. However, your opinion on PRL has gone from hot to cold over 2025. Should I even bother putting it back in the portfolio or move on to something else? If something else, what please?

Q: How are these ETF's created, and do they degrade as would a leverage ETF such as TQQQ? What would you suggest to be an equivalent on the Canadian markets?

Q: Further to my prior question re Canadian dividend tax benefits, would HDIV qualify?
It holds both Canadian & US securities.
Thanks again.