Investment Q&A

Q: Can you tell me what cdn forest companies have the largest foot print in the U.S. Also are there ant forest companies that you like?

Thanks
Auftar

Q: A few days ago, I sent an enquiring re LCFS. I haven’t had a response, so am sending again.
Please give your thoughts on this as well as providing other renewables you might prefer.

Also, I am interested in your thoughts on Telesat. Would you kindly express your thought on this too.

Thanks

Q: Which of the following would be good to build on for long term investments for a 30 year old? This is for a TFSA. Looking for medium to high risk.

Q: TRI: offering put option whereby sell back shares to corp.; but, at what price? You have mentioned special dividend. Is this part of the same thing?

Q: Hello Team 5i & Everyone,

I received a "corporate action notice" from Thompson Reuters and I think they appear to be buying back shares. Do you have a preference for which options here?

Event Options:

Option 1: Opt-Out Election Shares Only (Eligible Holders Only) (See Event Terms)
To receive One (1) new post consolidation share Thomson Reuters Corp share for One (1) Thomson Reuters Corp Com No Par tendered

Option 2: Exchange (USD cash and shares) (Eligible Holders Only) (See Event Terms)
To receive approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Option 99: Take No Action (Default) (CAD cash and shares)
To receive CAD equivalent of approximately USD $1.36 in cash and TBD post-consolidation common shares for every one (1) share of Thomson Reuters Corp Com No Par share tendered.

Thank you,

Sandra

Q: Keep or Sale
US, BX,BA,CLBT,RSPH,LLY,NEU,SYF,TSLA,ZTS
cdn. bbu.un,Bam.csu.

Q: Can you provide some context around who you include in the “The Best Stock Ideas”
section of your website?

Q: Still hung up on sell or hold GSY. At 35$ I am down 70%. I know 5I always seems to suggest that not to redeploy cash from taking a loss as a means to make up for the loss.I do not quite get that. Could you explain .Regardless if I choose to sell do you think at today's price of 4.75$ that ZDC would provide more hope for me to recover or a better alternative .Much appreciated .Larry

Q: Everyone, what are the three things for the markets to push higher? Clayton

Q: The VIX continues to climb.Do you see this as a signal to buy start buying beaten down stocks such as WSP or others?

Q: Vix has climbed from $14.48 on Jan 9 to $30.95 yesterday. Do you think we are nearing a contrarian buy signal?

Q: Everyone, If you were teaching someone about investing, what are the three most important things you would want them to learn? Clayton

Q: Hello Team 5i and Everyone,

Unless Trump pulls a rabbit out of his hat, from what I’ve been reading the closure of the Strait of Hormuz falls into the category of “too big to fail.” And since the price of oil affects nearly everything globally, one would assume that we’re likely to see price increases soon enough in nearly everything as it is passed onto the consumer. (Like food, unfortunately.)

In another service I subscribe to a member there has a background with global oil logistics. In their assessment, if the war ended today it would take 4 months to get the shipping lanes fixed. 6 months to restart the oil fields at 85% original flow. 4-5 years to fix the LNG plants. Meanwhile countries are starting to hoard oil and oil products too, which only adds to the global demand when we really need to be destroying that demand at the moment. They equated that we need to destroy as much oil demand as we reduced during covid, but this time we need to do it with price.

At least with the problem of the tariffs, if the current US administration had snapped their fingers at any point last year and got rid of them, in theory the problem would have been solved “instantly.” But that doesn’t seem to be the case here because of the drones and missiles hitting the oil refineries. And sadly, especially for the people living inside this war, this is turning into a pretty big mess.

So what I’ve been mulling over is:

What effect would prolonged higher energy costs due to the closure of the Strait of Hormuz have on the data centre & AI buildout, etc and the debt being used to finance these projects? I’m under the impression that the AI buildout is supporting the US’s economic growth at the moment. Also seems like Space X, Anthropic, Open AI are all trying to IPO this year as soon as possible. The KOSPI which is over-concentrated in semiconductors looks like it had a blow off top recently.

What other important potential problems have your attention at the moment that the increase in energy costs could exacerbate?

Any further comments would be appreciated.

Thank you & appreciate the big brains at Team 5i,

Sandra

Q: No one knows how the war will play out and whenever there is a sign it could end the market rallies. Assuming Iran plays tough by economic warfare on US, not giving in, not negotiating, not opening up strait, markets will continue to sell off, oil rise, inflation rise, growth slow. My question is how much pain could the market endure in this scenario and would there eventually be a bottom with a new normal of an ongoing war like Russia/Ukraine? I know it is not a good scenario but want to be prepared for all. Are you staying fully invested or using stop losses?

Q: Which of CP, TFII would you recommend for a long term hold in a TFSA?

Q: I have read your answer re: Canada space arm.Is there anything else material that is causing the share price to drop that you can address?

Q: Peter; Would you add to bbd.b at this level? Thanks.
Rod

Q: Comments, please, on MDA's market update today, and whether it warrants the drop in share price.
Thanks!

Q: Hi Peter and Team,

Normally, I don't attend Meetings of shareholders, but I do vote online.

Thomson Reuters Corporation is having a Special Meeting of Shareholders in late April, to:

1. Consider, pursuant to an interim order of the Ontario Superior Court of Justice (Commercial List) dated March 11, 2026, and,
if deemed advisable, to approve, with or without amendment, a special resolution approving a plan of arrangement pursuant
to Section 182 of the Business Corporations Act (Ontario) (OBCA) under which Thomson Reuters Corporation will (i) make a
special cash distribution of $605 million in the aggregate, and (ii) consolidate its outstanding common shares (or “reverse
stock split”) on a basis that is proportional to the special cash distribution, as described in the accompanying circular; and

2. Transact any other business properly brought before the meeting and any adjourned or postponed meeting.

Given that the share price has declined significantly, do such meetings for the Corporation provide an opportunity to discuss steps they may be taking to improve the share price?

Thanks as always for your valued insight and perspectives.

Q: Hi All, what would your analysis suggest as to the drop in MDA today, (at time of question, down 12%)? Space X news? Other? Any tempering to your outlook?

Thanks,
Don