Investment Q&A

Q: Hi,

Comments on Q4 and FY please. Any noteworthy positives/negatives you see in future commentary?
I saw that the president is leaving in May 2025...any concerns?
Still one of your small cap favs?

Q: what 3 metrics do you use to value DSG. compare these to the last 3 years is DSG close to a duopoly. if not name their major competitors. thanks Richard

Q: What are your thoughts on Aritzia at these levels and what would cause such a drop in value that is significantly greater than the market sell off in general.

Q: With all the current turbulence, what is your outlook on copper in general, and specifically Capstone? Thanks.

Q: Any reason why GLXY is down significantly with the price of BITCOIN flat?
Thanks

Q: thoughts on Q results for Glxy/t, and your opinion going forward, is there much difference in performance, etc... of glxy vs Defi/t... thanks as always, jb

Q: Can I please have your comments on Galaxy Digital Holding's last quarter?
Thank you

Q: Hi Gang,

If you had 40K CAD to invest in an unregistered account for a short 2 yr old.. given the environment in which we are in....Where would you invest? Sector is irrelevant - CAD stock is a must (I can't stomach the hit on conversion) UNLESS there is a CDR you would recommend although I know you prefer the real deal. Can be one or multiple. Goal is to maximize growth while preserving capital. Thank you!

Q: Hello Team,

In one answer you stated NBIS is very high risk and in another you stated that half the market cap is in cash. If half the market cap is in cash doesn’t that make it far less risky? Can you please provide a current valuation, your thoughts on the investment thesis and what price it would be a table pounding buy?

Q: What are the prospects for future growth? Thanks.

Q: hello 5i:
IF one wanted to buy one Consumer Discretionary stock and nothing the obvious size difference, could you comment on current fundamental/valuation differences, growth rates, balance sheet advantages, etc

thanks
Paul L

Q: Sorry for the long list, but that's my IT holdings and I need help to get to a more disciplined IT portfolio. About equal weight, except for SHOP which was owned and is currently on watchlist. Question 1- please advise a limited high conviction IT - does 5 sound about right? It would really help me if you could explain why these are chosen as I want to understand my investments. Question 2 - which ones to sell outright so that can redeploy funds? Any to hold for potential high growth potential?

Q: Hi Guys,

With ALL the uncertainty in North America, what would be your top 10 stocks for 3 to 5 year hold?

thanks

Jim

Q: With the CDR what is the breakdown of share portion you own if buying this? Example 1CDR = .05 of an actual share of Palantir. In light of the current market and potential future of Ai what is your feeling on PLTR besides having an extreme valuation.

Thanks

Q: As a follow-up to Larry's question on KNEAT, do you think it is a duplication to hold it as well as VHI?

Thank you,

Mike

Q: Hello,
What do you think of Knight's results? In the cannabis space, would be a good idea to start a position in Aurora and Cronos Group. Both seem to have a decent PE (based on yahoo) or is still too early given US may not legalize it. Alternatively, do you think it is best to go with HMMJ but many companies in the ETF do not have profits so am wondering best way to enter the space.. much appreciated.

Q: Please give me your thoughts on this company as an investment, thank you

Q: First of all, thank you 5I for all these companies.

These are my only holdings in tech at the moment.

I have a present LOSS of 3.76% on GLXY;
a GAIN OF 52.08% on Lumine;
a GAIN of 57% on SHOP,
and a GAIN of 19.99% on TOI.

Needless to say, I'm very happy with these returns, even if GLXY is wobbling at the moment.

Do you see this as a good time to add to all/any of these positions at this time, with a quick rationale.

I still have lots of room to add to my tech positions at this time, so if I'm not adding to these, would you recommend another "growthy" company or two.

Thanks to 5 I, I've killed my "Chicken Little" personality from long ago, and am quite comfortable riding out the vacillations of the marketplace. : )

Q: Your views please on these healtcare names.

Would you be a buyer ? Entry prices ?

Many thanks,

J.D.

Q: hi,
just curious as to the sell full DCBO in growth portfolio? March 17 answer to "Andrew" in question section you had it ranked very highly in the list of growth stocks for long term hold?
cheers, Chris