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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: Hi 5i

Good article recently in G&M about BHP Jansen project in Sask. It looks like they could be producing by 2027. Then I went down the rabbit hole about the MLP Banio project, my guess is it may produce by 2031. So my questions: When might be the optimum time to invest in MLP? Would you anticipate a series of share issuances for funding?
And NTR seems to have some seasonality where it does well Feb-May and then pulls back. I remember the big run up in 2022 and I sold about 1/3 of my shares. I'm getting tempted to take my profit before investors start to worry about Jansen again. Thanks, Greg
Read Answer Asked by Greg on April 07, 2026
Q: The negatives I see for investing in MOS are:
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?

Do you have any concern about balance sheet or free cash flow?

I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?

How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
Read Answer Asked by James on April 07, 2026
Q: What companies present an oppurtunity purchase during this war turmoil? Assuming the Iran war ends in 2-4 months
Read Answer Asked by Mark on March 20, 2026
Q: Any thoughts on this ETF for income? Nice yield and low fees.
Read Answer Asked by Samir on March 19, 2026
Q: The Iran war has raised concerns about potash supply. While NTR has received positive reviews, how about companies like GSP and ERTH? They are basically penny stocks and have done well. Can that continue?
Also IFOS has done well, has a larger market cap than NTR and yet (according to RBC) has a PE of 4,7.
For an investor wanting to tap into the potash potential what would you recommend as the best course of action.

Thank you.
Read Answer Asked by Donald on March 18, 2026
Q: In a stagflationary scenario. what sectors and specific stocks within those sectors would make the most sense? Thank-you.
Read Answer Asked by Alex on March 16, 2026
Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.
Read Answer Asked by Stephen on March 13, 2026
Q: Here's a pure speculative question. I hold NTR and NNRG. Their short term future prospects are, of course, partially tied to the middle east war.

I know it is tough to compare a single stock to an ETF, but what kind of upside do you see each having over the next year or so? I plan on trimming one or both to fund adding to another asset class at some point.

Thanks.....Steve
Read Answer Asked by Stephen on March 10, 2026
Q: Can you provide your top 5 Canadian stocks, top 5 ETFs available on the TSX and top 3 international ETFs (TSX) and top 3 US stocks that are considered HALO investments. ( Heavy assets low obsolescence) less impacted by AI disruption. Thank you
Read Answer Asked by Dick on March 03, 2026
Q: with more recent AI scare can you give 5 contrarian ideas in canada and US that look interesting in terms of valuations that you might not be impacted as severely as the market is pricing in.

Read Answer Asked by Kenny on February 27, 2026
Q: 5i provided subscribers with 2 very interesting article recently. One on HALO companies and one of Canadian Companies With Accelerated Topline Growth Rates.

Would you take it one step further for us.

Of the 4 segments of HALO stocks that were highlighted can you pick your top 2 choices from each of the 4 segments and list them from strongest choice down.

Also can you pick the top 5 stocks from the Growth rates list that you think would provide the best growth over the next 5 years from strongest selection down.

With thanks from all of us.


Sheldon
Read Answer Asked by Sheldon on February 25, 2026
Q: What would be your top 5 suggestions for HALO stocks in both the canadian and US markets

Thank you

Yves
Read Answer Asked by Yves on February 20, 2026
Q: Under a scenario where Trump gets his aggressive rate cuts, US unemployment rises as lay-offs continue, U.S. personal debt delinquencies continue to rise and US national debt increases even further, what segments could see a lift? Segments to avoid? Please provide 10 favourite Canadian stocks under that scenario.
Read Answer Asked by John on February 13, 2026
Q: Currently hold AEM and WPM, but no NTR. Would it be reasonable to sell WPM to pick up some NTR to diversify a bit? Thank you.
Read Answer Asked by jeff on February 09, 2026
Q: Follow your balanced and income portfolio I am wondering what order would you add today Included RY and DOL also because of their growth over the last year. Please include rationale of the top 4. Thanks as always.
Read Answer Asked by Stephen on February 03, 2026
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