Investment Q&A

Q: Lots of talk lately about the MJ sector given Trump's recent announcements. It has been almost 3 years since you spoke about HITI so would appreciate an update.

By all means, wait until January for this and have a great holiday.

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

Q: What in your opinion is the best way to play a weaker US dollar?

Q: Hi 5i,


Trump is expected to issue an executive order as soon as Monday that would allow for reclassification of marijuana. If this happens what are your favorite CAD ways to play it. Looking for a way to par-take ;).

Thx

Q: Hi 5I team: We plan to buy QQQ and Google shares for my son's RRSP. given the US drop in interest rate and what may come given Trump's influence, would you recommend that we exchange the Canadian $ into US $ and buy in US? Thx

Q: As I muddle my way through determining which holdings to purchase or add to and which to reduce or sell outright, I can't seem to ignore the backdrop of tariffs and an unpredictable Trump. If CUSMA goes down the toilet and duties are applied to almost all goods I can't see how there wouldn't be cataclysmic damage to our country. I am increasingly worried that as an investor I am not discounting the likelihood of this accurately. I am wondering if you could comment on this and discuss what your thoughts are. I would like to be able to better formulate my own opinion as to the risk I am taking with equities and your input would be valuable.

Q: Retired, long term holder of Nutrien in both TFSA and RRIF accounts. All in, it has been a pretty good year for NTR....up roughly 25-30%.

Your thoughts on NTR's prospects over the next year or so, in general? Please include your thoughts on the Jansen mine coming on line...and your thoughts on the latest USA tariff threats?

As NTR is fairly cyclical, my plan was to consider trimming or sell all of NTR when it reached into the $90-100 range.

Thanks for your insight....Steve

Q: After staying subdued for most of this year, Energy names have seen a nice uptick over last few weeks, despite Oil prices still languishing below $60 level. NG is also holding steady above $5 level.

We presently own only ENB, in the sector ( which acts more like a utility ).

Do you see indicators that after a long period of underperformance, the sector is displaying strong signs of a sustained recovery and it's not too late to start ownership ?

If you believe so, would you start with large cap names like SU and CNQ - Any one or Both ?

Thank You

Q: I think a lot of utilities tied to the wind-farm industry have taken quite a hit since Trump came back to tilt at windmills (Orsted, for example). But Trump won't be around forever. Assuming a significant rebound following his demise, what companies provide the greatest opportunity going forward? Please include one or two Canadian investment opportunities in your answer.

Q: I've owned FIH.U for six years for a total return of 30% . Though I like their format and know a little about who they invest in I can't help to think I may do better in one of the general India ETF's . Like XID,INDA,INDY,INQQ,EPIor NFTY ..... Could 5i give me the annualized return over five years for these ETF's including FIH.U ? Also an annualized return for the last year so I can see their recent performance under the Trump influence ? ..... Does 5i have a short list of ones that you like ? { I do know that INQQ is internet only } ...... Also could 5i give me a brief synopsis of what each invests in ? ..... Thanks for your terrific service ......

Q: I’m interested in your thoughts on the effect a reversal of the US tariffs by the Supreme Court would have on the public markets.
Thank you for this great service.

Kevin

Q: Juste a note that Shane was asking if you would endorse a buy based on the drop. Your answer was thorough but did not state what you would advise at todays price:

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Hi Team,
Meta took a 15B one time non cash tax hit as a result of trumps “big beautiful bill”. What does this really mean non cash? Why aren’t other companies reporting the same type of hit? Aren’t all companies under the same tax rules? This news seems to be scewing strong operational results and causing a big share price drop. Looks like a buying opportunity to me. Do you agree?

Shane

Q: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave

Q: Can you highlight the benefits to BAM of their agreement announced this morning.

Q: Hello 5i, If Trump loses the Supreme court tariff case, how would affect my investments, what would be the short vs long markets behaviors. What would be the best outcome for an investor.
thanks

Q: Hi Team,
Any news on PNG today? Seems to be on a tear but I can't find anything on it. Seems like every time I feel like adding to the name it takes another big leap up. A good problem to have I suppose. Would you recommend waiting for a cool down before adding more to this name? Or maybe just let the position grow on it's own merit? Right now its a 2.6% weighting in my stock portfolio.

Thanks,
Shane.

Q: Your thoughts on this company,for a 1 year hold,outside of trumps failed liberation day stunt in April ,this stock is at about a 6 year low,very low PE and great partnership with Amazon…thanks and have a great day

Q: Hello 5i,

There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?

Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.

Thank you
D&J

Q: Thanks for this idea, Bloomberg Space profiled the satellite imagery industry as in high demand, especially in Europe:

"The rebranding comes during a lucrative year for Earth observation companies like Vantor and competitors like Planet Labs and BlackSky Technology. These firms have seen a spike in deals, revenue and stock prices as countries realize the need for real-time Earth observation data in an increasingly unstable and geopolitically tense world.

European nations in particular have been driving this demand as they seek to lessen their reliance on the US for space-based military capabilities. In March, President Donald Trump’s administration temporarily suspended satellite imagery sharing with Ukraine, which is used to inform the location of Russian troops and infrastructure damage during the war."