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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: Hello,

If it keeps getting better, the cost of the 5i subscription will surely skyrocket like many of their favorite stock picks. Just kidding, thank you for everything you do, I really love the improvements you're making.


Thanks !
Read Answer Asked by Charles on October 27, 2025
Q: when i look at a company profile through your service you include a section called "Analyst Recommendations". Which analysts are we talking about?
Generally i take Analysts Recommendations with a grain of salt but since i trust your service so much i'm thinking you only include recommendations from reliable Analysts who are not simply talking up their book.
Do i have that right?
Read Answer Asked by Rob on October 27, 2025
Q: Opinion on Direct Indexing by Wealthsimple ?
Worth it for after-tax returns ?
Read Answer Asked by Martin on October 27, 2025
Q: When looking at the stock portfolios and seeing the company grading (A, B, C, etc.) I understand that these are top level indicators of the company's performance, however, do they also indicate if the current price is a good entry point to buy the stock?
Read Answer Asked by mike on October 24, 2025
Q: Hi will the Compounder webinar be available after today’s presentation? Somethings come up and I can’t make it.

Thanks!
Read Answer Asked by Robert on October 22, 2025
Q: Hello 5i,

Which stocks could be negatively or positively affected with ChatGPT Atlas?

I don't see adds right now on this browser. If they do add advertising in on free accounts...What would be the impact to software that relies on adds?

Ironically, if Google offered an add free/pop-up free subscription we would have signed up long ago.

Looking forward to your analysis.

D&J

Read Answer Asked by Jerry on October 22, 2025
Q: - Hello 5i Team,

I remember a member's comments recently about keeping Canadian company shares in a US$ brokerage account in order to receive the dividends in US$, only to discover the circuitous route the money took to finally arrive in US currency. I was so sure the company in question was Brookfield but am unable to find the question again.

Can you help please? Thank you.

Read Answer Asked by Molly on October 22, 2025
Q: Can you please remind me how to access the portfolio updates via the website? I inadvertently discarded the last email containing the update regarding the new silver stock. Thank you.
Read Answer Asked by Karim on October 21, 2025
Q: I know you don't like selling winners, but I am concerned about a bust following the AI boom which would devastate technology stocks (and the whole market). Nevertheless, I am thinking of selling some winners in my RRIF, AVGO and QCOM, to invest in BND, which would bring my bond allocation up to 10% weight. I have been retired for 15 years and live on the dividends from my portfolio. The growth in dividends has more than offset inflation and my portfolio income is more than enough for my lifestyle, so I have never seen the need for a higher bond weighting until now. Would this be a good move? Or do you think I being too fearful and should stay the course with my technology investments (currently 27% of my portfolio)?
Read Answer Asked by David on October 16, 2025
Q: Hi,

I realize that the way I originally phrased my question about financial education may have been unclear.

What I truly intended to ask was more general in nature and not specifically related to covered calls.

I’m looking for the best way to acquire a solid, general foundation in securities — something that would enable me to invest with greater confidence and competence.

Apologies for the confusion in my earlier message, and thank you in advance for your guidance.

Best regards,
Jacques IDS
Read Answer Asked by Jacques on October 16, 2025
Q: I have some Pan American Silver shares in my Canadian dollar account at my broker, but I also have some Pan American Silver shares in my US dollar account (obtained through a US takeover).

I don't think my broker charges anything to transfer the shares from my US account to my Canadian account, but my question is: When I move the shares from my US account, will they automatically transfer one-for-one so that I simply have all the shares combined in a single (Canadian) listing? This would save me an extra commission, and a potential foreign exchange hit, if I ever decide to sell them. Thanks.
Read Answer Asked by Ed on October 15, 2025
Q: Hi 5i,

Many thanks for your very helpful and thorough reply to my question on covered call ETFs.

I realize that I still lack some financial education to become a better investor. Since I work full-time, could you suggest practical ways to build up this knowledge? For example, would you recommend evening classes in Montreal, online courses, or perhaps a good reading list?

Thank you in advance for your suggestions.

With gratitude,

Jacques IDS
Read Answer Asked by Jacques on October 14, 2025
Q: This is a question about portfolio management. In this atmosphere of sustained stock price increases reaching very high levels, could you please discuss the pros and cons of stop losses and stop limits. At what price do you place the stop loss, 5%, 10% ?? if used?

Thanks

Dave.
Read Answer Asked by David on October 06, 2025
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