Investment Q&A

Q: Your comments please on recent earnings. Add to an existing position or wait for a pull back?

Q: I’d appreciate your opinion on the iShares MSCI South Korea ETF (EWY). I suspect I may have missed a good entry point for the S Korean market as EWY is up nearly 70% YTD as of early May, hitting record highs above $160.
This rally appears to be a "perfect storm" driven by the global semiconductor cycle and South Korean companies (notably Samsung and SK Hynix). Although a little late, before initiating a position in EWY and/or its major components, I ask your insight on:
- Technical Extension: With EWY trading significantly above its 50-day and 200-day moving averages and the RSI signaling overbought territory, do you view this as a "blow-off top" or the start of a multi-year re-rating?
- Structural Reforms: To what extent is the government's "Corporate Value-Up Program" and the reduction in the "Korea Discount" providing a permanent floor for valuations? Is this a structural inflection point that justifies buying even at these levels?
- Risk/Reward: Would you consider the high momentum but "expensive" EWY over ETFs covering other regions, e.g. China or India?
- Outlook: For a minimum 2–3-year hold, is it more likely than not that I will see a significant pullback (10-15%) before further upside, or does the AI tailwind make waiting for a "dip" in South Korean AI-related companies a losing strategy?
I am not keen on chasing performance, but I recognize the demographic and technological strength of South Korea, especially after recently attending a med and science conference there. Would you initiate a modest position now, or is EWY a "wait for a pullback" candidate in your thinking? :ao:

Q: 2:15 PM 5/5/2026

Hello Peter.

I was quite interested to read Joseph's question today, May 5th and to study your answers and recommendations. It brought my attention the Hamilton Covered Call "MAX" ETFs which have attractive yields.

We have owned large positions in Canadian banks and utilities for decades mainly for the divided income but have never ventured to try covered calls on them so I was interested in HMAX and UMAX as a way of easing into this strategy to watch and learn about it without getting into the complexities of trading. We have always been buy-and-hold forever investors.

Questions

1. You said "Our covered call exposure is specifically to add tax-deferred income (ROC distributions)" so could you give some details on just what the distributions are and how they are taxed.... dividends, ROC, other?. Do the dividend incomes on the shares in the funds flow directly to the owner [me] as part of the distributions of the fund shares.

2. I presume that HMAX and UMAX are all Canadian for income tax purposes. Does this apply also to EMAX which is 79.7% in US? I do not want to own US stocks with all the taxation complexities and T1135.

3. Could you suggest a Canadian Covered Call ETF focused just on Canadian pipelines, midstream, and oil and gas production

Thank you........... Paul K.

Q: What would be a good entry point for CLS as a long term hold? It is up significantly today.

Q: Hi 5i,
Could I please have your current take on ROKU.
Currently held but not convinced it's worth an add
Thanks

Q: KOPN has been on a great run since the last answer you provided about them in Feb/26. Have your thoughts behind them changed since last inquired? What has caused the stock to go on such a run in the last 45 days?

Q: What are some good Canadian companies to invest in with attractive dividend yields but where the stock has historically had a lower stock price volatility

Q: Good morning,

I currently have 2-3% weightings in CNQ, SU, WCP. Have been thinking of initiating a smaller position in CJ. Notwithstanding today's volatility in the energy space for obvious reasons, what are your current views on CJ for a small add?

Thanks as always.

Q: selkirk copper

I am interested in copper plays, have beem burned a few times, cost over runs flooding etc. I saw an ad blurp on bnn. They are starting an old mine (minto I think). How do you feel about this one? I guess if they don't increase the resource it will be a good buy Charlie, worth the risk?
Thanks
Auftar

Q: Flex had a huge run up today. How does this company play in the AI world, and does it have more upside? Thanks.

Q: Does the earnings report justify the move in the price today?

Q: Hi folks... thoughts on Q1 results Genius sports, geni/q...and guidance going forward... seems like things are on the right track??...thx. jb

Q: Any thoughts or recommendations on the recent results and yesterday's conference call

Q: I am considering selling CVS and moving into a higher quality holding in the health care sector with less political risk. I know you like LLY and ISRG, but I already have sufficient pharmaceutical exposure and prefer to own dividend-paying stocks inside my RRIF. I was thinking of ZTS, which is in animal health, or SYK, both of which are higher quality companies that seem to be offering good entry points near 52 week lows. On the other hand, CVS has run up nicely and the turnaround under the new CEO seems to be going well. So would you hang on to CVS or would you sell and move on? And which of ZTS and SYK would you say is the better quality long term holding? Anything I am missing?

Q: Hello 5i Team,
Between RioCan and SmartCentres, which would you prefer for an income portfolio? SRU pays a larger dividend, but is there any additional risk with it compared to RioCan?
How do the payout ratios and balance sheets compare?
Many thanks,
Brian

Q: Hello 5i,

We have a combined position of 2% with XBM (25%), MP, 25%) and REMX (50%). Is there a stock or ETF that should be added to this suite as we may be light on copper, nickel, cobalt, or other minerals for battery and AI growth. If we were to increase the combined position to 3% or 4%, would you increase one more over the others?

Thank you
D&J

Q: Where is Palentir headed? Of course, we've known for a long time that it's an overvalued stock; we also know it's in its DNA. But this decline continues even after excellent results, which is more than worrying. Is all this due to its partnership with Google? Can you explain the ins and outs of this relationship? Ultimately, in your opinion, should we sell or hold?

Thank you in advance for your much-appreciated insights.

Q: Please comment on WELL results released yesterday.

Q: Do you feel there is a"bounce" in Mosaic stock.
Nutrien seems to be on the rise and Mosaic is treading water around it's 52 week low?

Thnx
Dave

Q: the q1 results looks fine for me, yet the market acts differently. what i have missed ? is it still a good stock to invest ?