Investment Q&A

Q: Hello 5i Team,

What are your thoughts on D wave quantum?

Q: I was looking for companies that manufacture municipal water pipes. This is the only publicly traded, pure-play company I could find (there are others in the water infrastructure space that make valves, smaller drainage pipes, hydrants, software, etc.). Are you aware of any other companies that focus on the large water-carrying pipes? And what are your thoughts of this company as a long term investment? Its historical chart is a bit rocky but it's up 60% over the last year? Does it still have some room to grow?

Q: What your assessment? The stock seems to be out performing peers.

Q: Can I get your take on this company after their guidance update and equity raise please thanks.

Q: In the last 3 months, $DRX has declined around 30% with avg. 198K shares traded per day. The technical charts do not show any support until $2.11. How do you find out who is continuously selling the stock even though fundamentals have improved. If someone has greater than 10% exposure in the stock, should they be worried.

Q: Peter and His Wonder Team
I am not a gold bug but I can see the reasons why it is over $2700.00 and heading for $3000.00. I have owned this company forever and am almost even. I know it is small and will move in tandem with gold. Do you think it has any potential to go a little higher or is the price of gold already baked in. So is it a hold or sell? Thanks!

Q: I have a question about 83410 .......is there anything good to say about RECO?

Q: Hi team;
Any reason for the weakness in Canadian names today ? Namely the mentioned names for example, especially Gsy? Gsy down 10% in 2 days seems a bit drastic. Is there concern here or a bit the dip opportunity?

Thanks ,
Shane

Q: What caused the move in DND today ??

John C.

Q: Its been flat for 10 years now. Before Paladin Labs took off how long was the stock doing nothing before it was taken out? Are there signs that should monitored that will show things are about to inflect? They keep buying back lots of shares and presumably executing on their strategy.

Q: AEYE Your thoughts on this company. Is it a Buy, hold or sell? Thanks

Q: Can you provide an update on this company and if it’s a good buy for the sector. Valuation etc? Thanks

Q: Peter and His Wonder Team
Of course I am a long time holder of this company and a down a ton. Do you think this company has any ability to advance? I am down so much it seems better to wait if it has any chance to progress. In other words I have a lot more to gain than lose by waiting...if you know what I mean. On the other hand I know we have to accept our losses. Thanks for your opinion!

Q: Hi,

Can you please confirm the FY24 and FY25 consensus EPS as seen on your Key Ratios company page for WELL. It seems the EPS is forecast to drop approx 40%.... .17 cents vs .12 cents respectively which does not seem very enticing. Although many of the other key ratios do look attractive so I wonder what is keeping this stock from performing better?
I have owned WELL for awhile now (marginally ahead) but my patience is growing thin and was thinking of splitting some of the proceeds (if I sell) towards Vitalhub and/or Kneat (which are both now close to their 52 week highs vs WELL) as part of my small cap health exposure. I took part in a DKAM update yesterday and they have VHI and KSI as part of their top 10 stocks for 2025 and I have followed some of their recommendations for years and done very well.
Just curious what your favourite is of these 3 health stocks. In the past you have suggested all 3 as favourable at various times but I know acquisitions etc can move some stocks ahead of others and all have made recent headlines.

Cheers,
SMc

Q: I've been considering buying TVK for some time. One of the things holding me back is the potential of a Trump victory and the subsequent imposition of 20% across the board import tarrifs. Given the resource industries that TVK supports, what impact on share price would you predict such tarrifs would have? Would you suggest prospective buyers of TVK wait until after the election to wade in?

Q: Can I please have your view on GPAC?

Q: I heard NVDA have invested in below 5 stocks
ARM, NNOX, RXRX, SOUN & TSPH.

Can you please confirm if they really have and would you consider as a buy and why.

If yes in which order would you purchase.

Please deduct credit as required

Thanks for your great service

Q: Is aidx.to worth buying for a small cap portfolio?

Q: Good evening, can you please comment on the recent news from LAC. Thanks

Q: In June this year you named this company as one of your favorite cyclicals. I didn't buy it but it has dropped significantly since then. I am considering buying it now as it looks like EPS has exceeded expectations for at least the last 4 Q's. Would you still consider it a buy or have fundamentals changed? Thank you. John