Investment Q&A

Q: Cogeco has by far the lowest market cap of the telcos, yet its share price dwarfs the big players. Can you explain this? Please rank these companies from least to most risk if purchased now.

Q: Hello to the 5i crew. Are lumber prices on the upswing? The reason I ask is that I still have a half position in Western forest Products (WEF) and it has gone from dead money to up about 25 per cent in 2026. I did notice that the big boy in North American lumber WFG is up a bit as well. So what's up? The home builders are not really blazing ahead with housing starts and the whole forestry industry seems moribund! So why are lumber stocks getting a bit of a lift? Is there something percolating under the surface that us little retail guys can't see? If my shares in WEF were in a taxable account I would have sold them in December but they are in a RSP. Should I count myself lucky and get out of WEF after this upswing or is there something going on that might make it go higher?

Q: What is your opinion on this stock? What would be a good entry point?

Q: Hi There, I am interested in considering buying TTP and/or TQCD ETF's for my NonReg account. TTP is the passive Canadian index and TQCD is supposedly actively managed. Is there somewhere that can provide me information on the tax efficiencies of these two ETF's. I would like to get an idea of how they might impact my yearly tax return. Many thanks.

Q: Your thoughts on these two juniors?

Q: Hey team,
Looking to start a position - any preference at this time for a long term hold. Currently have a small Visa position in an RRSP. This would be a CDR holding in a cash account.
Thank you

Q: Given recent price gains of this fund, do you see more growth? I currently own this in one account and am contemplating buying more in another account. Comments?

Q: What do you think of WGS? After the pullback the fundamentals don't seem so high anymore for a high flyer. 5.5x 2026 revenue, 70% margin. Would you pick them over GRAL?

Q: Hi 5i, a member referred to useful articles that you published on all-in-one ETF's.
Could you please point these articles out.
Thanks, and keep up your great work in 2026.
Terry

Q: Have you had a chance to read Chuck Akre’s (Akre Capital) recent commentary on Constellation Software and the impact of AI?
He describes the current market uncertainty as a test of conviction, comparing the volatility to the "Gom Jabbar" test from Dune. What strikes me most is his conclusion: far from being a threat, AI appears to be an "advantageous wind" that reinforces the three pillars of their model, especially their reinvestment economics.
Do you agree with Akre that the market is underestimating CSI’s ability to turn this technological "pain" into a long-term competitive advantage? Thanks

Q: Hello and thanks for a great service. I'm in a high tax bracket and have never utilized Flow Through's. What do you think of them and how would you do your due diligence on them?

Q: I don't know who else to ask on this one. I trade on both TD Waterhouse and NBDC. On occasion, I find them giving quite different stock readouts. For example, right now, it's 12:52PM on Jan 19. NBDB is showing VXM at 49.80 -08% with a bid/ask of 48.77-50.92. TD is showing it at 50.79 +1.84% with a bid ask of 50.25-50.92. How can they have such widely different quotes?

I realize NBDB doesn't show live quote on its main page, but it does when you bring up the buy/sell pop-up. So these quotes should be identical. But this is not the first time I've found such wide ranges.

Q: Do you like this company and if so would you purchase the Canadian or U.S. version?

Q: Hi there, I recently asked the questions below. Would it be possible to provide TSX equivalents to your recommended ETFs? Thanks!

Q: Hi there,

Are you bullish on commodities going into 2026? If so, do you have any recommendations for ETFs in the commodity space?

Thank you!

Q: If CSU beats their numbers for Q4 handily, do you think the stock may still continue to go down because AI still hasn't had a full effect on their numbers?

thanks

Q: What are your trusted sources for forward sales, earnings and ebitda in trying to determine valuations?

Thank you,

Q: Utilities. They had a strong performance in 2025. I am hearing a number of investors beating the table for utilities again in 2026 especially utilities with a strong commitment to AI.

1. Do you agree with that thesis?

2. Which 3 utility stocks CAD or USD would you recommend buying now.
3. Is there an etf that has a major composition in AI oriented utilities?

Thank you.

Q: Hello 5i. Shopify has taken quite a dip lately. Is this an amplification of overall market jitters or is there something else taking place?

Thx

Kathryn

Q: Seems ro be consolidating in the $100.00 range. Will it take time to digest the acquistion in the united States ? Hold sell or buy?

Q: Interested in your take on this company and would you consider starting a position at this time advisable.