Investment Q&A

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 ......

Q: Hello 5i,

We are looking at our fixed income and dividend portion of our portfolio. Dividend stocks are 6% of our overall portfolio.

Bam 3.19%
AW 2.59%
BEPC 5.41%
DIR 6.69%
NTR 3.95%

We want to add another 2% to dividend stocks. Add equally to the above or, add ZEB or CDZ?

Thank you
D&J

Q: Your thoughts please on the quarter?

Thx

Q: Could you please comment on WSP Global earnings. Thank You

Q: Your thoughts please on the quarter?

Thx

Q: Hi 5i, may I have your thoughts on the quarter and forward guidance. I've been waiting patiently, as have you, for their capital spending to see results. Thx.

Q: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?

Thanks ,
Shane

Q: Could you please comment on Topicus results. Thank You

Q: Can you please give me a brief fundamental analysis of DSG at this point in time (last report update was about last June). I don’t really understand technical analysis but do you see any signals technically? It is off quite a bit year to date, would you be adding here?

Q: It is difficult for a "non-expert" to invest and follow large tech stocks ,plus the fact that the choice is very limited in CDA in my view .Do you believe that CSU is the safest and most promising "large Canadian tech stock" , if yes ,what would be a great entry point, if not ,any other choice ?