Investment Q&A

Q: Do you have any info about this companys financial health, and dividend security on a go forward basis?
Currently at 6.44 with an indicated yield of 10%

Q: hello 5i:
Recently, I asked the following question and you answered:

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
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Asked by Paul on October 30, 2025
5i Research Answer:

According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.

Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L

Q: Would you buy/add Terravest shares at $130, before earnings. Thank You

Q: Hi Folks,

At the time I’m writing today, PNG is down 9% today on no news that I can find.

Is there anything out of the usual worries (Tariffs etc) that are affecting this company?

Thanks for easing my jitters!

Q: Dear Peter et al:

The deal between these two just hit the wire. I know CDE is one of your picks in Silver.
What is your take on CDE following this announcement?

Q: Could you give an update on this company and how it fits into Strathcona's plans?

Q: I would like to initiate a position in these stocks.Do you consider them each as buys,and if so,in what order would you purchase and at what price?
Thank you

Q: I had this company on my watchlist a while back and then basically forgot about it. I see it is trading at close to its lowest price in the last year. I also noticed insider trading in the last month so was wondering of you see any upside to this.
Thanks

Jim

Q: Please rank from best to worst at current purchase prices (for growth). Please also indicate if they would be a buy, sell or hold based on Thursday's prices.

Q: This company seems to be financially stable and I am wondering what your thoughts are regarding a speculative purchase. I note that Sime Armoyan has a big chunk of this also.

Thanks!

Q: Clearly the market wasn't happy with last week's Q2 results but some analysts (eg. RBC) think there may have been an overreaction.

As always, would appreciate your viewpoint.

Q: Any news on MDA big drop? Thinking of moving out into Are which is gaining momentum,

Q: Is Remitly Global a well run company considering what they have done in the last few years?

Q: Can you pls comment on ABXX.

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L

Q: Hello, can you please comment on the company and recent results?

Thank you
Robert

Q: The board chair is stepping down and a "Special Committee" has been formed. In your opinion does this mean anything or is it only posturing?

Q: EOSE I would appreciate your thoughts on this battery storage company. They manufacture an industrial battery storage system that does not require rare earth minerals. They are gaining sales traction and just announced a massive ramp up of production capacity.

Thanks.

Q: When you look at the fundamentals of RAY.A, would you add to a partial position now? What growth would you see for RAY.A over the next 2-3 years?

Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.