Investment Q&A

Q: We’ve seen a decline in stock price steadily since about Nov. 21,and a significant drop today. It looked promising after the Parkland deal . Do you see any reasons for the way it’s acting?
Philip

Q: I just read Peter’s rockets and duds, I would like to jump on the bandwagon for these 3 companies - if it makes sense to do so.

What advice can you provide given the rocket ride so far? Can they go up more in the near future? Thanks.

Q: Hi 5I

What do you think the future prospects are for Huntington Ingalls, Victoria Secret, Venture Global and Molina Heathcare for the next 5 years?

Thanks

Carm

Q: I liked this question from Todd in November:
"I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?"

Can you change "Canadian" to "American" and answer the same way for small/mid cap American companies?

Q: You responded to my question on XMHQ in June 2025, and I’d like to know whether your views have changed since then. The ETF has essentially gone sideways over the past year notwithstanding strong markets. Its Morningstar assessment has not seemed consistent with either its performance or its underlying composition. XMHQ’s better performance before 2024-25 but that’s not reason for confidence.
I’d welcome your updated insight — particularly on whether the current constituent mix looks more compelling in an environment where investors may again be concentrating less in mega-caps and technology businesses.
Do you see XMHQ’s prospects improving from here? I am not entirely clear on what key drivers influence its valuation. The prospect of lower interest rates does not seem to have much impact.
Thank you in advance for your deeper perspective.

Q: BSX has been rather flat this year. Down 4% today (Monday). Would it be a good time to add to a small existing position, bought at a very low price in 2020 in my TFSA ? Why or why not ? Better outlook somewhere else? Analysts seem positive. Thx.

Q: This has come up in questions and answers as a growth stock pick with recovery potential. Can you please briefly comment on valuation and on the investment thesis? Thanks.

Q: Can I ask your thoughts on TSHA? Clinical-stage biotech. Curious about current valuation compared to peers, outlook, path to sales and profitability.

Q: Nextera Energy (NEE) released a lot of information today! The new partnership with Google sounds good with NEE building the power plants to power Google’s new data centers. I think the new power contract with Meta is also good and the new natural-gas-fired plants are needed. But NEE is spending big dollars and is pulling back on dividend growth in 2027. Would you be able to share your thoughts and concerns with NEE’s plans? Would you add shares today? Or would you prefer to invest in companies winning the contracts to do the actual builds? Thank you.

Q: what are your thoughts on this company

Q: Hi Peter, according to Analytics I need more core US Growth and Dividend stocks in the RRSP & LIRA accounts, so could you please provide me with 4 stocks for each of the following sectors:- Industrials, Discretionary, Staples and Healthcare.
Thanks Peter & 5i for your great service.
Ivan

Q: Good morning,

My question is on Circular Deals in AI investments:

Circular deals involve investment money flowing between companies that also buy from or sell to one another.
"A series of agreements negotiated among a small number of players in the artificial intelligence (AI) field is raising concerns about the potential risks of so-called circular deals." https://www.pon.harvard.edu/daily/dealmaking-daily/what-are-circular-deals/
Recently, OpenAI and NVDA reached a deal where OpenAI would receive up to $100 billion in investments from NVDA. This could be viewed as a circular deal, as OpenAI is likely to buy gear from NVDA, which will reinvest those profits in OpenAI, creating a cycle.
What are your thoughts on circular deals? In my view, such a deal could artificially inflate NVDA's revenues, potentially leading to a correction in the valuation of the companies involved. Is this practice proper or legitimate? These deals aren't only between these two companies, it appears to be widespread.

Thanks. I appreciate your all the videos that you provide: The Exponent, Monthly Rollup etc.
Seasons Greetings.

Elaine

Q: Please give me your thoughts on Samsara, and if it looks like a good investment for long term outsized returns? Thx

Q: What is your current view on Disney and today’s Netflix and WBD deal?

Q: sold off hard yesterday - what was the cause??

Q: Hi 5i
I have added NFLX to my watchlist due to recent turmoil (WB) bringing price down. Using 1 year chart RSI is now under 30. A few months back you suggested $115 as an entry point, what say you at $95?
Thanks and happy holidays! Greg

Q: Netflix stock has performed poorly lately, however predicted earnings look good for next year. Would you recommend a sell/hold/ buy?
Mike

Q: Your thoughts on Netflix Pursuing Warner Bros. Discovery?
I find Netflix’s interest in acquiring Warner Bros. Discovery puzzling given the risk profile — regulatory and antitrust hurdles, political sensitivities, legacy assets like CNN that don’t align neatly with Netflix’s model, and the potential future debt burden Netflix may need to take on to finance such a deal.
Beyond regulatory issues, the integration risk seems significant — merging two different cultures, operating systems, content strategies, and media infrastructures could easily become management-distracting and value-eroding.Given all this, would you continue to hold NFLX while these scenarios play out?
I seek your views on:
• whether the strategic upside outweighs the regulatory and integration risks after year one post acquisition
• whether additional leverage to finance a large takeover strengthens or weakens Netflix’s long-term positioning (and especially whether increase in NFLX subscription cost could backfire
• expected regulatory posture toward such a transaction
• how you would position NFLX through this uncertainty (specifically whether you would hold through turmoil I expect). Thank you. :ao:

Q: Is Larry Fink betting a major part of BLK’s future on block chain and more specifically ethereum. BMNR has been mentioned as a potential acquisition to get the amount of ethereum that BLK would need to achieve a strong position in that market.

Does your research suggest that all this is likely and/or in action. AND would you consider this to be a good time to buy BLK shares ? Thanks

Q: I have a question about 48579
Good day your thoughts on MLI