Investment Q&A

Q: Astera Labs has been running nicely. Your thoughts on the near term, take profits or let it run?

Q: I currently hold ADF Group and Propel holdings in my TFSA. I am considering selling these and adding to Galaxy Digital and Zedcor, which I have very small positions in. The objective would be better growth. I would appreciate your comments.

Q: Hello, you have recommended all of these in the past. Given the current valuations, what would you suggest as current entry prices, and why? Especially with a focus on ROAD if you could. Thank you!

Q: I have held TRI for many years. Its share price is up over 700%. since I have owned it. I was wondering, given its recent price decline, whether you think its day has come and gone or if you think it still has future growth.

Many thanks for your imput.

Q: Wow….up $30 this morning on $17 billion contract with Microsoft. Can it surpass Coreweave? How far can this baby go up.
And thank you! Nebius is paying for a winter vacation!

Q: Thoughts on merger with Anglo American please. Do i sell into this strength for teck, noting they are minority owners?

Thank you

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Q: Peter;
How does gold react in a stagflation environment? Thanks.
Rod

Q: USA listed companies purchased in CAD.

Is there any merit (or is it even possible) to transfer these stocks to the US side of the ledger?

Thanks,

Q: Zedcore (ZDC) has a share price of just over $4. So, one may have to buy a lot of shares to hold a decent sized position. Is there a maximum number of shares you would hold? Or should one focus on the dollar size of the position only? Thanks.

Q: Good afternoon,

I am looking for an etf that focuses on the livestock or agriculture sector with companies all over the world. Do you have any recommendations?

Thanks as always

Q: It's at a 30 year high it seems like, it is hitting the upward end of analysts price targets and there is recent insider selling by the CFO. Should I just take my profits and buy lower? or is there a better stock to buy in the sector? And if there is what's a good price to get in on your "better stock"?

Thank you

Q: Can you comment on Condor Energies (CDR) and the recent insider buying. Is it an interesting company? or should I take a pass?

Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Q: Thoughts on Door Dash? Would you consider it a buy at the moment?

Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Q: what is your assessment of this company thanks Richard

Q: Amrize AG just IPO"d in North America a couple of months ago. I know that 5i does not research European companies in depth but can you provude a comparison with ROAD?

Thanks for all you do.

Mike

Q: After today’s post EchoStar 25% drawdown ……at what price would you re-enter MDA?

Q: Hi. Pursuant to my prior question about Orca, based on the "bare bones" math it appears that Orca has a Market Cap of $70.4 MM CAD (19.8 MM shares x $3.56CAD), cash on hand of $136.8 MM CAD ($98.5 MM USD), no debt, and cash flow from (6 month) operations of $72.5 MM CAD ($52.2 MM USD), or $3.66 CAD/share. Note that all the financial data is taken from the 6 month statements up to June 30 2025. I guess my first question is whether not I am missing anything material in the "math", as these numbers indicate a negative Enterprise value. The follow up is that if this numbers are indeed correct, then this valuation must be a function of perceived political risk, given that Orca operates in Tanzania. Can you shed any insight on this, or is this outside your wheelhouse ?