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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: Part of Patrik's question, on Dec 12th re MDI, was his query if there was another name in the materials drilling sector you would recommend to move on to. As you didn't mention any other - does that mean your opinion is that MDI is the preferred choice ? If not could you elaborate, including Canada & U.S. ?
Thank you.
Read Answer Asked by Alexandra on January 07, 2026
Q: I recently put together a spreadsheet that pulls together all of the Canadian equity holdings that my wife and I have in our registered and non-registered accounts.

This is what we have in the Oil & Gas Sector:

• the three majors SU, CVE and CNQ
• the three pipes TRP, PPL and ENB
• and an assortment of other companies TOU, WCP, ARX, ALA, TPZ, MDI, MER

I’d like to trim this back to 6-8 holdings and, as well, have more of a balanced profile. What would you recommend? And if there are different O&G stocks you’d sub in, please recommend as well.

Thanks.
Read Answer Asked by Harry on January 07, 2026
Q: I've held MDI for some time (years) - thinking when gold and metals market move higher {which they have done) , MDI would be a leveraged 'picks and shovels' way to play the sector. That has not occurred, and recent quarterly results seem underwhelming to me. Your thoughts on both the results and my strategy.

Note: A couple of years ago I added AEM/NTR to bolster my materials weightings so do not need MDI in my portfolio to cover material sector.

Thanks in advance for your thoughts and great service.

Glenn
Read Answer Asked by Glenn on September 15, 2025
Q: Good afternoon 5i team,
What are your views of MDI's latest results? Investors took it positively with the stock up 13.50% on the day.Looking forward to the next 12 to 18 months the company gave a very positive outlook on it's clients signing large deals for it's services.Do you still view the shares as undervalued and would you recommend accumulating?
Many thanks,
Jean
Read Answer Asked by Jean on June 17, 2025
Q: Good afternoon 5i team,
Following MDI's acquisition of all shares of Explomin Perforacio,lately,will this add to their bottom line, will the synergies be well viewed by the market? MDI is "cheap" and this acquisition does not seem to be much of a catalyst as viewed by the market! Should I move on and would you view a similar company as a better option?
Many thanks,
Jean
Read Answer Asked by Jean on November 22, 2024
Q: Hi guys at 5 I's.
Major Drilling is getting near 52 week lows again. I have kept a core position and trade another tranche of shares buying in the low 8's and selling in the low 9's. I have done well so far and I still think MDI should do well in an intermediate time frame because it has virtually no debt, is the leader in their field (drilling for minerals) and it is in what is supposed to be a growth area (looking for more mineral deposits so that we will have enough metals to electrify the world). So why does MDI keep trading down to less than 10 PE? I am quite happy to pick up so more MDI shares at a level that I think is cheap. Do you think MDI is cheap in the low $8 range?
Read Answer Asked by Paul on February 02, 2024
Q: Looking to take tax losses and not sure which to pick ? Some of them I can sell and not rebuy ? Please rate them as sell, hold, sell and rebuy. Thanks guys.
Read Answer Asked by Frank on November 02, 2023
Q: I'm down on all three of these stocks in my TFSA. Do you see any upside to these companies, or should I bail on them?

thank you
Read Answer Asked by Maryon on September 21, 2023
Q: I have reviewed the Income statement and Balance and FFO. This company, from what I can see, is poised for some serious cash flow and profit moving forward. What is your take on it keeping in mind that there seems to be a push in exploration given the Electrification of Industry? Currently drills are in short supply and it appears that this trend will continue giving rise to higher margins etc. Would you buy in at this time?
Read Answer Asked by roland on March 30, 2023
Q: Hi Peter, Ryan and 5i team,
It’s that time of year to contribute to our grandson’s RESP (age 9). After rebalancing and adding new money we can add two stocks to the portfolio. To broaden the sectors , we are looking at utilities, healthcare, and real estate. Could you please suggest a name in each sector .
Thank you for your opinion.
Read Answer Asked by john on January 17, 2023
Q: Hi Ryan, really enjoyed your presentation at the CFS this past weekend.

Using your 5 criteria: momentum, revenue growth, roe, shareholder friendly, and value-momentum; what 5 Canadian stocks would you suggest?

If possible, companies that would survive this current market stresses.

Thx

Read Answer Asked by Christopher on October 20, 2022
Q: Hello Peter and Team
Is it still a good time to increase the holding of oil service companies.
I owne MDI (small position) I am considering buying PHX or TCW.
Is it a good idea, what about other suggestions
I value your opinion
Raouf
Read Answer Asked by Raoul on April 20, 2022
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