Investment Q&A

Q: goog msft, and amzn together constitute 39% of my portfolio. Is this too much? Would you reduce some or all? Are gsy and png still among your top picks? Thanks Jim

Q: What is your opinion of J post their earnings release? Quite a negative reaction to what looks like a decent future? Thanks.

Q: can i have a list of canadian companies who's return on equity is greater than their p/e. thx

Q: In FU to my previous question about the need to pay capital gains my new CVE shares from the takeover of MEG, you stated it can be a tax-free transaction "if the rollover is declared". As I did an AI search for clarity, it states that the Section 85 rollover cannot be declared unilaterally by one party; both the individual taxpayer and the acquiring Canadian company must jointly elect for the Section 85 rollover. Can I assume that CVE would have declared their part in the "joint election" with CRA? So when I file my taxes and use the form, it should be okay? Thanks

Q: Do you recommend moving on at this point given the buyout by Abbott? Would you consider waiting it out until 2026 to defer taxes?

Q: Between these two companies, if only one is to be owned, which would you select for a long term hold? Which company has a bigger "moat" and is less likely to be disrupted?

Thanks.

Q: Hi 5i,
Is this a good entry point for Capital Power? Do you think it has much growth potential?,
Thanks, Cheers

Q: I know they are in different sectors but I am under weight in both and have some funds to add to one of them. Which would you recommend for a long term hold?

Q: Macro/ banking -financial question

Sub prime mortgage crisis encore?

Do you see any evidence to suggest that this possibility is lurking just below the surface potentially could explode in the near future?

Thanks

Q: Now that the dust has cleared a bit after the big drop in Northland Power is there any further information regarding the drop? Do you see anything in the next couple of years that would help it to recover?

Q: Which website would you suggest to look at RSI?

Q: Hi 5i Team,

I have been researching the financing models of neocloud operators. It appears that these companies are financing their GPU infrastructure investments at capital costs that significantly exceed their return on invested capital (ROIC). In other words, their cost of capital is materially higher than their ROIC, resulting in a value destruction dynamic where each dollar of new capital deployed actually destroys economic value rather than creating it.

This situation raises questions about sustainability:

1. How are CoreWeave, Nebius, and similar operators financing these substantial infrastructure buildouts, given the mismatch between capital costs and ROIC? Is this model sustainable in the long term, or does it rely on continuous refinancing and favourable market sentiment?

2. Considering Galaxy Digital's recent announcements regarding data center partnerships and infrastructure initiatives, how exposed is Galaxy Digital to these neocloud operators? What percentage of GLXY's revenue or growth expectations is tied to these relationships?

3. If the neocloud financing model proves unsustainable, meaning operators like CoreWeave or Nebius encounter difficulties with refinancing or solvency, what impact would that have on Galaxy Digital's business and financial projections?

I would appreciate your perspective on whether this concern regarding capital structure is reflected in GLXY's valuation, or if it poses an underappreciated risk for investors.

Thank you for your continued insights and research.

Best regards,

Matt

Q: What is going on with this Company? Has it still been sold?

Thanx as always
Gary

Q: If you were to buy 5 stocks for their dividend what would they be?

Q: Do you think this is a good time to take a partial position in NPI or do you foresee tax loss selling resulting in more of a sp decline?

Thank you

Q: Nuttall seems to strongly favour natural gaz stocks over oil for various reasons (AI,LNG etc..) but climate is a factor of volatility. What is your view about oil vs natural gaz stocks as investor and for the upcoming years ?

Q: The mag 7 have been issuing bonds to pay for their AI.

Are these a good buy? Are they available to retail investors? Are there easy ways to buy them? An etf perhaps?
thanks

Q: I’m considering selling WELL for a tax loss. And buying VHI as replacement for at least few months. Thoughts please?

Q: Hi, these are my growth stock and would like to know in which order you would sell . Will sell one and maybe lighten up on on two other.
Thanks

Q: Wsp has dropped over 20% in past month. Slide started before earnings report in early November and accelerated after earnings. At what price would you consider stepping if you already owned Wsp at a lower cost base. I’m very tempted right now!