Investment Q&A

Q: Can you comment on the earnings and the outlook? Also if favourable, a price level to add to positions? Thanks

Q: Hi! Another sharp drop for WSP on May 13. Why is sentiment so bad on this stock? Were earnings that underwhelming? They have a great track record for growth and acquisition provide a service that cannot be directly replaced by AI and is and will continue to be in high demand. The backlog is as high as it has ever been. Any colour on the price action would be much appreciated, because it seems
overdone. But maybe I am missing something. Thanks!

Q: Hi Team, I am thinking to initiate a position in Stella Jones at current levels. Before investing I have three questions you might help me with.
1- I was wondering if you can confirm my understanding that most of what they sell in USA is produced in the USA which, in theory, is thus exempted of Tariffs.
2- My understanding of the stock is that it could be a good defensive stock in case of volatility in the stock market since it is mostly an infrastructure stock, do you agree on my assessment?
3- The stock is down 15% since last week earnings. Am I missing something that could explain of that significant short term plunge in the stock? It seems overdone and I want to think that most of the downside is already priced in the stock. The stock seems offering a good entry point since the stock is now trading more than 30% below all time high however one key trading lesson is to avoid trying to catch a falling knife. What is your opinion on the potential upside for the stock.

Thanks in advance! Feel fee to take as many credits as needed to answer these questions.

Regards

Michel

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.