Investment Q&A

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.

Q: Everyone, When evaluating a stock purchase, what process do you follow? Specifically, what financial metrics do you review, what peer companies or benchmarks do you compare the stock against, and do you typically buy the position all at once or build it over multiple purchases? Similarly, what criteria and process do you use when deciding to sell a stock? Clayton

Q: Can you comment on their latest earnings, please? They’re still growing, but the share price has declined in the latest year. Is this related to AI threat like the SAAS ?

Q: Is this a good entry point to initiate a position or would you wait a little longer?

Q: Hi team,

Grateful for your views on International Petroleum (IPCO-t), W&T Offshore(WTI-N), Cardinal Infrastructure (CDNL-Q) and Range Nuclear Renaissance ETF (NUKZ-n).

Would you be a buyer at this time and at what price ?

Gratefully,

Jacques IDS

Q: What are 5 or 6 Canadian stocks that are currently undervalued (not including CSU and related companies) that have good long-term potential and which are less volatile.

Q: What would your feelings about tfii considering the Amazon deal for shipping by Amazon and the significant stock negative reactions of fedex , ups and tfii ? Cheers Doug

Q: Hi 5i
Read 5i's comments on CCO's "solid" results this morning and considering a small position 2-3 year time frame.
What is their PE and are they considered overvalued?
Would 5i be interested in initiating a position at this time?
If so why and what price gets your attention as it has a small pullback after earnings,

thx

Q: Hello, my position in TRI has tanked and is now less than 1% of total holdings, and in a TFSA to boot. Going forward, does it make more sense to:
1)hold and hope
2)re-deploy to something with more upside potential.

Honestly, I'm surprised TRI is down this much and for this long. When I initiated the position I was expecting it to be a long-term keeper.

Q: There is increasing media coverage of the fact that data centres are gobbling up huge amounts of water and electricity. Communities in the US are now banning their construction fearing water shortages and higher power rates.
I assume industry is starting to look at these issues. I know it is very early in this game but are there companies dealing with these matters that one could start to review and analyze ? Thanks. Derek.