Investment Q&A

Q: Good Morning 5i,

Thank you for advice over the 5 years we have been with you. Can you help us understand the negative momentum on TT. At this time the technical side is showing a possibility of $310 to $320 as a bottom but we don't have insight into the last two quarters in 2026 or 2027 and beyond. Their moat is large so the decline is somewhat of a mystery. We do not own the stock and are looking at purchasing it if it falls below $330.

Thank you for your help.
D&J

Q: I have a significant position on these 2 stocks .At this stage, and with accelerating loss ( 15%) on paper on arx,,would it be a "hold" ," buy more " or " sell " for each if safer dividends and investments are considered in the actual geopolitical context? Your excellent comments are always appreciated

Q: Hi Peter
this stock is lagging in the gold sector compared to FNV and AEM and K
I wonder is there any value in it vs risks
with the pullback in gold today, would you add to FNV and AEM and K
or start a small position? thanks
Michael

Q: Constellation Software and Lumine Group were the only two companies in our Portfolio, which had a negative return during 2025, being a rare event after years of spectacular growth. Software stocks, in general, have also been weak, for past several months, due to AI related fears. Some market watchers are hopeful to see a recovery in software stocks, during 2026 and Tech-Software ETF was up in Wednesday's trading by 1.23%, against a flat tape at Nasdaq.

1. Do you believe that investors may shake off the concerns with Constellation Software group and shares could recover in 2026, from last year's steep losses ?

2. With our combined holding down to 10-12% (CSU 7%, TOI 2.5% and LMN 2.5%), due to price declines, and road to recovery at least a few quarters away ( plus a need to raise some cash), would it be wise to trim, across the board, or consolidate into one/two names and eliminate the other ?

Thank You

Q: is there any news to explain the recent price drop ? are you still in the opinion that this is a decent investment option ? thanks and wish you happy new year.

Q: Which company would be best to own?

Thanks Dave.

Q: Everyone, if you were the new CAO of CSU what would you do in the short term? Clayton

Q: Mawer Global Fund has just experienced a down year and I assume they are experiencing significant redemptions. December 2024 they paid a dividend of 20 cents per share. December 2025 they paid a dividend of $2.30 per share.

Is the large dividend simply an enticement to keep people invested? Why would they paid such a large dividend when they just experienced a year of less than stellar results?

Thank you

Paul

Q: Which one would you choose today? Thank You

Q: Hi, any thoughts on the ~20% rise in FOM over the last 2 weeks? I don't see any news to explain the rise. Thanks

Q: Dear Peter et al:

Happy Healthy Peaceful and Prosperous New Year to all the members of your excellent team. Including the lovely folks at CMS/MF Update!

My first question of the year!

A really "tough" and bit unfair question!
How can anyone choose a "favourite" child amongst their four terrific "kids":)
But here it goes.

Which is your favourite "child" for this year's TFSA contribution. For a "buy and forget" period!
CSU or LMN or TOI or.....BN :)
I have them in varying amounts in different portfolios!
All of them are up though CSU and it's "family" have lost a lot of their lustre.

Look forward to another good year with your team.

Make Portfolio Analytics "bit more personal", then I will come on board there as well :)

Q: Hydrogen stock Nel ASA, Thyssenkrupp and dynaCERT.

Do you think Hydrogen will ever become popular?

Do you think any of these company's would be worth investing in?

Thank you.

Q: Happy New Year 5i Team - I noticed the category 'Hidden Gems' in a communication from sometime in the past. Would you be able to provide a list of a few stocks that might fit into this category now, solid companies that have sold off for whatever reasons in spite of solid fundamentals and good growth prospects, US and Canadian. Any market cap is fine but with emphasis on small and mid caps
Thanks.

Q: What are your thoughts on this ETF ? Good investment if one feels banks are quite highly priced at this point ? Are there other similar ETFs out there ?

Thanks,
Mark

Q: I realize that these are very volatile markets (especially for small caps) but do you think that the preliminary Q4 and YE 2025 results released by KITS yesterday deserved a 9% haircut to the SP?

Appreciate your great work and Happy New Year to the team.

Q: Seemingly, recently, news on kits indicated thumbs up. I can"t figure out why the stock
dropped substantially. What am I missing? Your thoughts.

Q: Thoughts on CPD for the coming year? How much more volatile is than XBB. Trying to understand how it fits into my portfolio between equities and bonds,

Q: Happy New Year 5i Team I'm looking to add to my TFSA either SVM or LUN. As an exploration geologist I'm more concerned with the market valuations not the technical aspects of these companies. Many thanks. Rockdoc

Q: Hi there, what is your opinion on space exploration? Also, what company or basket of companies do you feel would be worth investing in, in this area?

Lastly, I've been looking into fixed income and HISA products. Can you please give me your opinion on the income portfolios offered by Wealthsimple?

https://www.wealthsimple.com/en-ca/portfolios/income

Thank you!

Q: A question for Peter. NVDA, AXON and ISRG are examples of great companies, that you have followed and recommended for years. Which 2 or 3 companies do you have your eyes on, that may become the next group of great companies in the next 10-15 years. A brief explanation of why each of these companies may become great, would be appreciated. Thanks for this excellent service!