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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: Dear 5i
CRCL seems interesting and seems to be a somewhat more stable investment then investing in bitcoin directly . Do you see this stock as a viable option in the crypto area or is it a little to soon to tell . My one other concern is that the price of this stock goes down when interest rates go down and currently i think the rates are more likely to go down than go up . What are your thoughts on this one and would galaxy or coin be better choices in the crypto space ?
Thanks
Bill C
Read Answer Asked by Bill on June 12, 2025
Q: What is your opinion for Terra West
Margita
Read Answer Asked by Margita Elisabet on June 10, 2025
Q: hi folks

both enghouse and descarte have taken a bit of a hit on results

both still solid companies; which would you prefer for the next 3+ years

or neither?

no current position in either currently

thx as always
Read Answer Asked by Robert on June 06, 2025
Q: Hi Peter, the results for ENGH look a bit soft. Can you provide your opinion on the results and if you think it would be a value buy now with the dividend. Thanks
Read Answer Asked by Frank on June 06, 2025
Q: Hello 5i
Seems this company is having trouble regaining its money making status despite showing growth in assets.

Consolidated Net Income is way below prior year and barely dribbling higher quarter over quarter. Are they poor operators and more of this can be expected?

What are your thoughts on this investment and how much more time do you think is required until they can get it in gear?

Thanks
Read Answer Asked by David on June 05, 2025
Q: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Read Answer Asked by Charles on June 04, 2025
Q: Sorry, still trying to figure out if Today's $10 drop presents an opportunity to add some shares.

In your view, today's sell off is not acquisition related. If so, why would stock be down a bunch, in an otherwise stable market, when its peers, which are also up YTD as well over 12 months, are trading as if business is usual. It looks weird !!

Would you have an idea, what is the cost of the Lexica deal and if there is a possibility that WSP may be considering a secondary offering to finance the deal ?

Thank You
Read Answer Asked by rajeev on June 03, 2025
Q: Which names in the Growth and Balanced portfolios respectively do feel best about currently for a 3-5 year hold? Any related sector comments?

With thanks.
Read Answer Asked by David C. on June 03, 2025
Q: Hi,
Following up on the Q&A re: Magellan Aerospace Corporation, can you please provide a sense of the pros and cons of this company as a long-term investment? Does it have any moat features? What are the risks and potential rewards going forward? What about position size - is a full position justified?
Thank you so much, Michael
Read Answer Asked by Michael on May 30, 2025
Q: Hello Team,

I'm interested in these two companies after going through most of the questions here, there seems to be a change in your preference. Why is D2L a more prefer investment NOW compare to DCBO. What has cause you to change your opinion on them. Thank You
Read Answer Asked by Danny on May 29, 2025
Q: Greetings 5i, which of these would you add to today? Please provide reasons and if neither please indicate. This is a TFSA. Thanks.
Read Answer Asked by Barbara on May 22, 2025
Q: Hi,
Last week it reported Q1-2025 earnings. It missed its EPS and revenue also come lower but from the share price movement this news is considered as positive as share price reached 12 month high. Can you please give your analysis on this kind of scenario? Is this considered as selling opportunity to take advantage of rally or there is some positive news under the numbers which normal investor did not see?
Piyush
Read Answer Asked by Piyush on May 22, 2025