Investment Q&A

Q: Can you comment on Boyd earnings release and just the market reaction to the stock over the last 3 months?
Thanks

Q: Hi 5i,
I have about a half position in SHOP and a one third position in DOLLARAMA. Same question for both. (I know you can't predict what will happen with price but value your approach here.) Do you think I should add mostly now to either or both or add more slowly over the next one or two quarters? Thank you.

Q: Please comment on Finning International earnings. Thank You

Q: I'd like to follow up on your answer

Can you summarize why the three brokers downgraded WSP??? This might help me better evaluate the risks of owning the shares, as well as understand why the SP is declinng so much

Q: What has been pulling these two engineering companies down since the fall of 2025? What is your current investment thinking regarding these two?
Thanks!

Q: WSP has been on a downtrend this year and is down again today by about 3% . Any thoughts or recommendations.

Q: Are there any news and reasons for WSP share price to continue to drop?

Q: Hello, at current prices is KITS, SHOP and LMN a buy, sell or hold. Please explain why.
Thanks

Q: Hi Team,
I'm thinking of selling my BEP.UN and BIP.UN to a more diversified Utilities/Infrastructure ETF like HUTS, UMVP or ZUT since I already have a 8% weight in BN and BAM. What do you think of that move?

Thanks

Benoit

Q: Can a bull market continue with poor breadth? It seems like only things related to AI are going up. When you examine the current market, do you feel it is healthy or is the fact that everyone is piling into semiconductors, memory etc.. creating risk and an unhealthy market? Thank you!

Q: Hi Team,
I have seen discussion on Mda earnings yet, what’s your take? Also Atz just reported and looking for your analysis there as well. Thanks

Shane

Q: Hi 5i, pls comment on their quarterly release this week. They are getting several re-ratings higher, with one analyst commenting on their low PEG ratio. Thx.

Q: Can you explain the recent reorganization of trI, ie why my 500 shares turned into 492 with some return of capital.

Q: When Space X IPO's later this year would you expect a boost to MDA stock because the event would attract new money to one of the cheaper stocks in the sector or draw money from MDA to fund a Space X purchase or a bit of both resulting in a wash?

Q: Despite posting good earnings and giving assurances that AI is an advantage to their business rather than a threat, the stock is mostly down on the news. What is your take? Is TRI still a good long term holding for patient investors?

Q: Hi Peter and Team,

If you needed to increase holdings in the Utility Sector, please rank the following stocks in order of highest conviction: BEP.UN; BIP.UN; CPX; and NPI.

Realizing the inherent differences of stocks versus ETFs, if one wanted a higher yield, and is willing to accept the the rather large MER of 0.71%, what is your take on ZWU? I’m also aware that it holds energy stocks as well, and has significant US holdings.

NPI has a large project off the coast of Taiwan. Has the geopolitical risk been accounted for in its current valuation metrics? (China has always wanted Tawain and may now be further emboldened due to the US “taking” Venezuela)

Thanks in advance for your assistance, and please suggest other available options.

Q: Looking at either one of these companies for long term hold.
My thoughts are : IFC , largest in Canada , good operators, expanding overseas. FFH, international operations, good operators with Prem and his son and daughter , unique to the industry investing style ( Can you confirm if Sleep Country and The Keg - not my choice for ownership- are owned by FFH or another Prem entity ).
How do these companies compare on industry valuations , who has higher growth prospects ?
Do you have a preference? Thanks. Derek.

Q: why the big plunge today?

Q: Morning, What is the impact on earnings for EIF, with PAL losing the Australian contract bid?

Cheers, Chris

Q: What supply chain software companies are the winners and losers in regards to Amazon's Supply Chain Services (ASCS) announcement. Specifically please comment on whether or not you think it will have a material impact on the prospects and share price of Descartes and Kinaxis.
Thank you.