Investment Q&A

Q: FOUR has bounced back. I sold it when Trump tapped Isaacman as head of NASA because of uncertainty. Is there more certainty that the stock can survive his exit intact, or is it rising on speculation of selling the co?

Q: Any news for the price movement.

Q: Can you please provide some good Copper and Silver ETF's. CDN and USA.
Thank you in advance

Q: TSU is at a 52-week low. Is this a:

(A) Excellent buying opportunity;
(B) Modest buying opportunity;
(C) meh

I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?

Thanks,
Ian.

Q: Should these auto parts stocks be sold because of Trump tariffs?

Q: Do you when MDA reports earnings next and what the expectations are?

Q: Hello 5i,

Your reply to Mike’s question on affects of DeepSeek was bang on. There is a lot of missing information on GPU’s, heat reduction, capability during high volume, etc, though to their credit the programmers may have found a new way to look at data which may be all that general users require.

BUT, let’s be clear, they could not have progressed without Western ingenuity and the Chinese government encouragement to steal western code and technology over and over again.

Our thoughts: Data centres are coming with the evolution of hardware. The Blackwell GPU may be ahead of its time and that is a risk for NVDA and to some degree VRT. We think NVDA missed an opportunity for extended longevity by announcing Blackwell too early.

Electrical grids require updating to be efficient with changing climate activities and technology regardless of data centres so we will chip away at a few stocks. If you assess the need for electricity from data centres at 50% of what it was projected and infrastructure improvements, what would be your top 5 stocks to purchase today?

Thank you for your advice over all these years

D&J

Q: hi folks

any updates on the continued viability of this pot stock

are will still simply awaiting legislation?

thanks

Q: What are good entry points for Hps.a and Mcbif they are buyable.Txs for u usual great services & views

Q: Hello Peter and team,

We look into each question for your transparency on US holdings. We are truly thankful for that insight. I must say that our portfolio for US holdings would be so much better if your team managed our portfolio! :-) The 5i team is always 3-6 months ahead of the curve (buying or selling). We have and will continue to do well with your suggestions.

For all that you and your team does. Thank you.

D&J

Q: hi folks

which US home builder has the best balance sheet and which would be your 1 or 2 recommenced choices at this time?

thanks

Q: Can you explain what is behind the broad move higher in Gold and silver miners? Is it just the price of precious metals? How broad is this move and what, if any, other material sectors are also moving? Thank-you.

Q: Currentlly my portfolio in gold consists of 3 holdings. They are :

AEM - YTD + 20%, 1 YR + 90%

NUGT - YTD + 34% 1YR + 67%

WGX - YTD - 8% N/A

As you can see the weed in the portfolio is wgx.

Question to you is when I prune WGX out of the portfolio should I just put that money into the other 2 holdings or should I add a third that is an elite performer.

What would be the best from a portfolio management perspective and if you decided to add a third what would it be?

Sheldon

PS Don't worry about NUGT I know the ins and out and have made lots of money on these leveraged ETF's like NUGT, QLD, NAIL, etc

Thanks

Q: Celestica use to trade at a lower pe multiple but with its new focus what might be a more favorable multiple going forward?

Q: Hi Everyone!
I am thinking of selling my Kinaxis holdings and moving the proceeds into DSG for better growth . Your thoughts?
Cheers,
Tamara

Q: Can you comment on the drop please and provide your valued insights. They are appreciated. Thanks

Q: Can you please go over the metrics for this company. I understand that Chilili's (what % of revenue/earnings does it provide?) has become the favorite restaurant for gen Z and is driving its growth to over 20% thus the meteoric rise in the share price. The PE is 34 is it sustainable, do prospective earnings justify it? Is it a buy, sell ,or hold?

Q: Hi 5i,

Considering taking a long term position in LMT but I am holding back due to potential US government cuts to defense spending.

I could see a scenario where Elon Musk/Trump administration would potentially cut back the costs of LMT's F-35 program in order to reach the administration's goal of cutting a trillion dollars in government spending. (Replace with Tesla Drones?).

F-35 program represents approx. 30% of LMT revenue. If this were the case what would this do to the share price? or is this already "baked in" to some degree?

Thank you,

Greg C.

Q: What would be your 3 top picks in the Canadian oil/gas sector?
Top etf inthe same sector?
Thank you

Q: Hi 5i,

Can you comment on TEAM earnings?

Trying to reduce the number of positions i have. Which one would you prefer between TEAM and VEEV? And why?

Thank you