Investment Q&A

Q: Hi Peter and 5i,
May I have your assessment of the Q3. Thank you.

Q: I listened to an interview on BNN (link at end if you want to include it in post) in which a prominent analyst tore into the CRWV model. His take is that they are borrowing money to build data centres and that the return from those centres is half the cost of what they borrowed to build them. He further states that companies like GOOG and META are building their own capacity with cash on hand and taking advantage of Coreweave for cheap capacity. His thesis is bankruptcy within a few years.

My question (and it applies to NBIS too) is that you either agree or play devil's advocate to his thesis and explain why he is correct or incorrect. It's just one analyst and of course there are two sides to every trade but is there a clear path to creating strong returns on these data centre investments or are they in fact spending money just to lose money? If he is correct on CRWV, is NBIS different?
Thanks

https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/11/even-if-they-do-deploy-that-capital-theyre-destroying-value-luria-on-coreweave/

Q: Peter; I’m overweight in the above copper stocks and would like to trim/sell and end up with just one . What would be your suggestions? Thanks.
Rod

Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.

A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.

Q: CSU and TOI are slowly starting to recover but not LMN. Also I see now that there is a constant seller fo LMN at $25.70 and they are putting blacks of 5K and 10K to sell.

Do you think this is a fund trying to get out and also do funds also sell for end of the year tax selling purposes?

thanks

Q: I was thinking of selling my shares of Richelieu hardware and buy constellation software for more growth. Would you agree ?

Q: what type of account is this REIT best held in for tax purposes?

Q: Do you give 3 year target prices? 1 year??

Q: Hi Team,
Given the better momentum in PNG, would you advocate a switch, or partial switch from PRL to PNG? Currently I hold almost twice as much PRL compared to PNG. Also, when is PNG set to report? And given the reactions in this quarters earnings season is it too risky to buy more PNG ahead of quarterly results?

Shane.

Q: What is your take on this company? Stock is way up this year

Q: Hello 5i,
ZQQ or XQQ, and why?
Many thanks!!
Cheers,
Mike

Q: Drif largeting closer to < $1b market cap. Are there any clues of large, long term investors, especially the Chinese backers, slowly exiting their position?

Q: Hi Peter, what do you make of GSY at this point is it a buy, sell or hold.

Q: This stock has been going down. What is your view of this company and its purchase of C2AE ?
Thank you, Cheers

Q: Looks like the market doesnt like ATRL's move into new market?
Cheers, Chris

Q: COHR is doing really well these days. Thank you for your help in assessing this company.
Jim

Q: Hi there, what is expected of PEY and LGN for 3Q?

Also, your thoughts of 3Q results for both, after they report today and tomorrow?

Thanks!

Q: Can you explain reasons for WELL stocks dropping almost 20% while reporting quarterly performance. You always rated this company highly.

Q: hi, any idea on the price action for LMN today? I don't see any news. and do you believe a full position could be acquired at these levels?
cheers, Chris

Q: Is KXS a buy,sell, or hold?