Investment Q&A

Q: A follow up question to Matt's question on WBI, are there any issues in investing in this company from a Canadian investor standpoint? You have mentioned implications for MLC's in past.

Q: Hi 5i team,

I am interested in WaterBridge Infrastructure LLC's (WBI) recent IPO and its unique business model within the Permian Basin water management sector. I would appreciate your insights on the following aspects regarding WBI’s long-term growth prospects and its capital-light strategy in the energy infrastructure sector:

1. How do you assess the sustainability of WBI’s margins and cash flow profile, especially considering the long-term, CPI-linked contracts and the increasing scarcity of pore space for water disposal in the Permian Basin?

2. What is WBI’s competitive position as the industry shifts from in-house management of water infrastructure by exploration and production (E&P) companies to outsourcing?

3. What are the key risks and potential inflection points related to state regulatory changes, environmental liabilities, or technological advancements in produced water reuse or disposal (such as desalination for beneficial reuse)?

4. How does WBI compare to other listed midstream alternatives in terms of attractiveness, especially from the perspective of Canadian investors seeking exposure to this mid-cap, high-margin segment in the US? What are the risk/reward considerations?

Thank you for your insights!

Best,
Matt

Q: I see "Brookfield" is spinning out Rockpoint Gas Storage Inc. RGSI will own 40% of the storage facilities and "Brookfield" owning the remaining 60%.
Where is the offering coming from? from BAM or from BN?
I read this: "Rockpoint Gas Storage is owned by Brookfield Infrastructure Fund II and Brookfield Americas Infrastructure Fund, both of which are managed by New York City based Brookfield Asset Management". So I suppose shareholders of just BAM might get shares as a dividend? Too bad "Brookfield" has such convoluted ownership.
Or do we just subscribe to the IPO or buy shares in the open market.
Is there any hint of share price or of dividends?
What is your opinion of RGSI? Any information you have will be appreciated. Thanks.

Q: Netskope will list on the Nasdaq under the “NTSK”

Your opinion on his one, buy, wait, forget about it?

Thank you.

Q: Anduril Industries is a private defense technology company that focuses on developing autonomous systems and AI-powered platforms for military applications.

Supposed to IPO in 2026. Would you consider buying it then?

Any other similar public company's worth investing in?

Thank you.

Q: What can you tell us about BLSH that is worth knowing ... ? and worth owning? I understand its IPO is imminent?

Q: Is it good time to buy?

If yes, what’s the price target?

Earnings in few days is it a good time to add position for a growth portfolio?

Q: First, CRCL: Great IPO …. But now be pounded down!
How did this love affair end so quickly and be penalized so severely?

Would you see something similar happening with FIG?

There seems to be a lot of interest in jumping onto that bandwagon right now but I gather your advice is to hold off for now.

Thanks for your insights.

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Q: What are your thoughts on Figma? And what would a reasonable entry price be when it starts trading?

Q: Would you please give me your opinion on this new ticker "GrabAGun Digital Holdings PEW:NYSE ; " .
Thanks

Q: would like your comments on this proposed IPO - interesting NYC rental assets with a yield of 4.5% ? any info on pricing or valuation?

Q: Are we going to see any IPO's on the Canadian Markets this year?

Q: Can you explain to me in laymen’s terms the deal they made,it seems to me if the company did well in the next 2 years,for example if the share price went to $ 3.50-4.00 their warrants could be exercised at $2.95 wouldn’t dilute the shares more and put downward pressure on the price and basically screw over any longtime shareholders…Thanks

Q: Why are these 2dropping so much? Thanks!

Q: Can I have your opinion on this recently IPO company.

It seems to be reaching all time highs every day.

Thank you

Q: I am watching stocks like coreweave (CRWV) and I'm curious about the IPO market. In the lifetime of the IPO market, when is there a bigger flood of them and when does the release of initial public offerings slow down. How does one catch a good one? By looking at the supply/demand market of their product, how they did as a private company, who is invested in them with a great track record of calling the right shots when it comes to future winners....does 5i research look at the pre IPO market? Or do you just wait until a company comes out and establishes a track record with quarterly earnings? So how do you pick a future winner that might become a Magnificent 7. Do you have any picks that have IPO'd in the last 5 years or coming up that you think will hit it big time?

Q: MAAA Any thoughts on Mackenzie AAA CLO ETF Trust Units? Would it be a good addition to a fixed income portfolio?

Q: Can you please give your input regarding new MIX ETF from Hamilton.

Thanks for the great service

Q: Any impressions after a few days of traading??