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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Everyone, When evaluating a stock purchase, what process do you follow? Specifically, what financial metrics do you review, what peer companies or benchmarks do you compare the stock against, and do you typically buy the position all at once or build it over multiple purchases? Similarly, what criteria and process do you use when deciding to sell a stock? Clayton
Read Answer Asked by Clayton on May 07, 2026
Q: I hold Fix and Vrt and have done very well on both because of their potential re Data Centers, I am nervous on both because of past performance and I am aware that this % performance wont go on forever and there will come a day that I will likely bail. Do you have any other similar stocks that you would recommend That should benefit from the Data Center frenzy. Iwould put a stop loss on any of these stocks Thank you.
Read Answer Asked by Brian on May 07, 2026
Q: Hi 5i,
May I please have your comments on the latest Q1 results from Sterling Infrastructure?

The stock has performed well over the last +/-3 years. For a current 3.5% position in a portfolio, would you continue to hold long term after this large jump today? Or would you trim to take some profits?

How does STRL compare to others such as FIX, PWR and POWL?
How would you rank these 4 companies for a 3 to 5 year hold?

Thanks.
Read Answer Asked by Brian on May 07, 2026
Q: Could you explain the differences between:
Time-Weighted Rate of Return (TWRR)
Money Weighted Rate of Return (MWRR)
Which method is more accurate or are they compiimentary?
My investment advisor uses the MWRR
Thank You
Read Answer Asked by Reg on May 07, 2026
Q: What would be a good way to have exposure to IA?
Read Answer Asked by Bill on May 07, 2026
Q: Can you contrast the business models of INtact financial and Fairfax financial holdings and discuss valuation and which uoid prefer thanks? Why such a large PE discount for fair fax? Why have both somewhat underperformed of late but done well longterm?
Read Answer Asked by Scott on May 07, 2026