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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: I previously was using a Roboadvisor but decided to do it on my own and had all my funds transferred to self-directed accounts. In my TFSA, I lost 29% on ZFL (~$6500). I would like your opinion on taking a loss on ZFL in my TFSA? My thinking is that this is dead money in my TFSA and I would be more likely to gain in a S&P or TSX ETF. Should I repurchase ZFL in my RRSP? What are your thoughts on this.
Read Answer Asked by Mary on April 13, 2026
Q: Do you have any thoughts on CUBE? I don’t have a lot of REIT exposure in my portfolio (just a small position in DIR.UN and some ARE at a large loss).

Thinking of maybe either taking a tax-loss on ARE and redeploying into CUBE or else just buying CUBE with cash available in my portfolio (my sells are usually wrong, so I tend not to sell often).
Read Answer Asked by Patrick on April 13, 2026
Q: Looking to diversify into international markets for the first time and was hoping to get your advice on where to start. Do you have any preferred international ETF's for a long term hold?
Read Answer Asked by Graham on April 13, 2026
Q: The most recent GDP Now reading came in at 1.3%. That is a pretty large and fast change to the downside. What are your thoughts about the overall numbers coming out of the US lately? Thanks.
Read Answer Asked by Alex on April 13, 2026
Q: Good Morning Team 5i & Everyone,

Do you know how leverage, leveraged ETFs and options affect stock prices? Like is it some buying/selling by market makers in the after hours or once per month.. maybe once per week? Or maybe not at all. There are many statistics showing that retail is using record high leverage.

Thank you for indulging my curiosity.

Sandra
Read Answer Asked by Sandra on April 13, 2026
Q: Hello team,
There has been a lot of negative news lately regarding private equity and private credit. Can you provide some insight as to extent of the issues with this segment and if this is something that could extend to a significant downturn in the whole financial sector similar to the financial crises we saw in 2008-2009.

Thanks for shedding some light on this for me.
Paula
Read Answer Asked by Paula on April 13, 2026
Q: Which companies in the Monterey and Duvernay regions do you believe are ripe for take over? Please rank from most to less likely

Thank you
Read Answer Asked by Donna on April 13, 2026
Q: Back in October, I asked you this question: Do you think NBIS stock is still a good price or is the stock becoming overvalued? Feels like there's lots of hype around it right now.... At what price would you think is IS overvalued?

And you responded by saying that 150 was time to perhaps sharpen your pencil. Do you still fill this way or has your rough number changed? There has been quite a bit of news from this stock since last fall.

Look forward to your insights.
Read Answer Asked by Judith on April 12, 2026
Q: These 2 stocks have been really beat up lately it seems because of the higher valuations vs results and AI fears.

But if you listen to the most recent earnings calls AI is actually a driving force behind their results, their ability to drive efficiencies / scale and is exactly the kind of 'benefit' that AI can provide (eg. combing through large amounts of data - many of which most humans don't even want to see, writing reports and synthesizing interactions etc) And they operate in industries where switching costs are huge and the barriers to entry and data privacy issues / cybersecurity is paramont.

I really think the market is wrong on these names - when do you think the shareholders will be rewarded? I realise long term that AXON has well out performed but over the past year or so it is below standards.
Read Answer Asked by Michael on April 12, 2026