Investment Q&A

Q: Which Canadian infrastructure companies will benefit most from Carney’s recent announcements of increased expenditures on defence.? Please refer me to other questions if already answered elsewhere.
Thanks, Len

Q: in my grandsons acc i have lmn it is down 41% should i switch it for csu at this time

Q: Hello 5i Team

I own European Residential REIT in a taxable account.

The REIT has previously announced it will sell all its remaining properties and essentially close down operations and delist from the public markets.

Current price is approximately $1.14 and the net asset value as of December 31, 2025 is approximately $1.44 (as per financial statements released).

How does this process occur? Do they essentially liquidate their portfolio, pay taxes and distribute the proceeds to unit holders (say $1.40 per unit to account for taxes and closing costs) and the trading price of the units goes to zero. This would result in a "capital loss" on the units and some form of taxable distribution (mix of capital gains, income and or return of capital).

Or does a private buyer make a take-over offer of say $1.35, take the units private and then internally deal with the closing down of operations.

Has there been other examples of companies / reits closing down operations?

Is this a potential arbitrage opportunity?

Thanks

Q: Why is there a need for an "investigation" into Galaxy? Simply for missing its estimates? And yet that seems to be what everyone is pointing at. How can one be held to account for predicting what is almost inevitably unpredictable when the market goes wonky? I don't see that GLXY has done anything wrong, but what do I know?

If you have posted an answer directly about this question, please point me to it, as I've failed to find it. Thanks, as always.

Q: How much importance do you give ROIC when assessing the merits of an investment?

Q: I need to raise some cash and am considering selling one of the securities listed. I have a well-diversified portfolio with a slightly overweight financial sector, hence the choices. Which of the three listed ETFs (I treat BRK.B as an ETF) would you sell? The criterion is the lowest anticipated return over the next 3–5 years. Thanks!

Q: https://www.nextbigfuture.com/2026/02/ai-demand-and-profits-are-better.html

This comment is to replace the two I sent yesterday. Please delete them.

I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.

Thank You
Peter

Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?

Thx

Q: Your thoughts on this company would be appreciated. I cannot see where they have mentioned the next earnings release date so if you have that I would appreciate it. Thinking it might catch an uptick from people looking for companies which benefit from a decent economy and are not susceptible to AI disruption.

Q: What are you think of their latest quarter.

Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael

Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division

Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.

Q: I just sold a position in Regeneron, and I am looking to replace it with another name in the healthcare space. I already hold ISRG, but I am reticent to add to it while it seems to trade sideways. Lilly has performed well, but I am unsure if it is now fully valued.A recent interviewee on CNBC had mentioned Amgen and Gilead as names which could do well. Any suggestions for names to consider in the healthcare space? I’d be okay with both Canadian and US names. Thanks so much, and I look forward to your response.

Q: Hello Team,
Could I have your top three Canadian healthcare names please.
Many thanks!

Q: Please rank these consumer stocks for a new buy and suggest any you may prefer. Thank you.

Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?

Q: Please rank these pharma stocks for a new buy and suggest any you may prefer. Thank you.

Q: Kindly rank these asset heavy companies for a new buy and please suggest any fitting the category you prefer. Thank you.

Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.