Investment Q&A

Q: Hi,
In your answer to Neil yesterday, you said that there are numerous high growth software companies that remain down 20%.+ Could you name several you like, both US and Canadian? Thank you Mike.

Q: I am up 140% on GLXY. Thank you.

I believe the strong recent performance is due to its NAXDAQ listing.

If this is the main reason it is up in a few days/week this news will be old and it will most likely pull back.

It's RSI is overbought and CCI is bearish.

What is your take on this? Has it hit a short term peak and will pull back shortly?

Sheldon

Q: For the long term what are your top 4 Canadian picks excluding Tech & commodities?

Q: Have there been any recent upgrades or downgrades on this company in the last 60 days

Q: Your thoughts please on the quarter?

Thx

Q: Does CSU and PLTR operate in SAAS industries and are there any similarities in the business in which they operate?

Thx

Q: So I bought GLXY at its peak of $34.00 and then watched it drop precipitously and then bought more at $15.00 so averaged out at $19.50 , it’s now $32.00. What a ride ! In my TFSA and still own.
I bought it because it is well managed, diversified in the crypto world, solid financials , future Nasdaq listing , and looks to benefit from Trump’s support of crypto.
While I have personally experienced its volatility I wish to mitigate such extremes as I recently experienced. I am worse at selling than buying a stock ( common to many investors ?) so am looking at stop loss orders. I believe you are not a fan but David Burrows uses them on every stock so thoughts vary on them. He uses point and click charts ? I was thinking of just using a simple % such as a 20% decline since it has such volatility. What is your suggestion on selling stocks and using certain dynamics when determining when to sell ? Thanks. Derek.

Q: Whats your current favorite financial in Canada ? 2nd choice ? How does IFC fit in ? Thank you.

Q: Hi 5i,

Would you initiate a position in KXS today? Long term hold.

Thanks!

Q: Hi Team,

Can you please compare the valuation to it's peers and comment on its long term outlook?

Thank you

Q: Good morning, please comment on WELL’s results. Cheers

Q: Hi 5i
How were Glxy earnings today? Do you have any concerns going forward and do you expect the Nasdaq listing to be a big positive or maybe neutral for company shares ....
Would 5i continue to buy at these prices in the current market environment or wait ? 1 - 2 yr time frame?
thx

Q: Hello,

From all the companies in any of the 5i portfolios, would you be able to list which have been buying back shares or have had high insider buying within the last 6 months?

Thank you.

Q: Hi, Could you please comment on CSu earnings. Thank you

Q: What's with the steep dive of DOL of almost $8 in share price in the last five days and high volumes?

Q: Hello 5i
It's my understanding that GFL (industrial sector) was added to the BE portfolio in May 2025. Were there a total of two purchases totalling a 2.5% new position weight for that equity?
GFL's CEO is Patrick Dovigi and 5i considers it a big plus that Dovigi is also the founder of GFL.
1) can you please compare his pay package to those of the CEOs at WM, WCN and RSG?
2) in light of 2 above, can you shed any light about the governance of GFL and profitability of that company when C-suite compensation is factored into your thinking?
3)Dovigi's 2024 compensation seems out-sized by many factors. Was there a specific reason for that in 2024 or does relative overcompensation persist over multiple years at GFL?
Thanks in advance,

Q: Please comment on Kneat's earnings.

Q: Please comment on the recent results. Is it a sell, buy or hold? I am down 35% on this one. Thank you

Q: Hi team...what's your take on health care sector changes coming with Trump I own 3% LLY 1% ISRG 1% UNH lly getting walloped due to speculation on what's coming (how bad can it be) do you recommend selling the sector or repositioning the stocks presently own in the sector or do you have a top pick?....Thanks also do you think that this is good entry for CNQ,TOU,MDA,MEQ, GFL,LMN, looking for some growth and dividend return please rate them in order of preference c/w entry target price...thanks for your help

Q: On GSY earnings . Revenue was up 10% and yet profit " fell " ..... As GSY's business model is pretty simple { earnings based on interest charged on the amount lent } Could 5i explain how if more money was taken in { revenue } how it is possible for profit to fall ? ..... It's kind of like a bank saying it lent 10% more money but somehow we lost money { profit } .... Thanks for your terrific service ......