Investment Q&A

Q: Hi 5i
What 2-4 industrials are you excited about currently ? Please could you separate US and Cad and provide a brief comment on why,
Thank you

Q: Hi.
Could I get some general thoughts on the lithium sector?
Thanks

Q: Hi 5i
Could I have your assessment of TEAM please.
Thank you

Q: Hi
Could I have your current thoughts here. I currently hold and tend to do so (generally) for the long term but questioning my own reasoning on this one.
Thanks

Q: Hold a position in TOI that is currently up 49% in my TFSA. Would you switch out to BN based on a long term outlook? Thanks Ron

Q: Read in the Economist that the Trump administration bought into the above companies.
None are making any money at this point. Realizing it is a speculative play, would you recommend investing in any of these ?

Q: Hello Team,
Which of these two very different companies would you prefer for and why for a two to three year hold.
Kind Regards,
Barry

Q: Can you share your top US ETF picks for each sector? Thanks!

Q: on jan 12 i asked a question for two small cap gold companies for growth,you gave me aauc and aris, i bought them both, i still own aris ,aauc was bought out. my question is what can i replace aauc with-small cap gold company for growth
dave

Q: Any info on why ATD has been sinking lately? Cheers.

Q: Fairfax along with many other insurers have been dropping in price. Could the reason be due to the anticipated decline in interest rates in the months to come. Would you consider the recent recent in the share price of FFH an opportunity to buy?
Thank you.

Q: GSY has been described as in the penalty box most recently. It seems the company continues to perform well fundamentally and sentiment rules the price movement of the stock more frequently and and with greater volatility as time goes on. Can you explain why it is in the penalty box? I understand that its 2nd mortgage business is increasing loan losses as are auto loans but I have been unable to verify if this is accurate or significant. Please comment. Thank you.
John

Q: Please provide your thoughts on MATR.T
Thanks.

Q: On December 10/25 you answered a question about CPH and gave it a meh. I see you have just listed it as a best stock idea. I've done well by moving on your "best" ideas and wonder what changed between Dec 10 and now. Thanks Al

Q: Hi there team,

I'd like your thoughts on this company and the space in general. I've taken a flier recently and wondering if it is an area (graphene manufacturing) I could add to over time? Thanks!

Q: hi 5i Research team,
can you explain why Altus shares are trading around 48$ after its recent substantial issuer bid has only taken up and paid for 2,855,696 of its common shares at a price of C$57.00 per Share (total paid < 163 M). Under its substantial issuer bid, it was allowed to repurchase for cancellation a number of its Shares for an aggregate purchase price not to exceed C$350 millions at a price from 51$ to 57$. I thought that following its successful SIB, AIF shares would trade around a floor « created » by its SIB price. Also, can you explain why AIF has been willing to pay 57$ a few weeks ago, and now, it is not willing to buy back shares at a lower price with the unused cash (350 - 163 = 187 millions) still siting in its bank account? What am I missing? Should management reconsider selling the whole company? Thank you for your collaboration, Eric

Q: Looking to invest in gold ETFS which ones would you recommend .

Q: Would you currently view it to be riskier to hold USD than CAD?

Q: Greetings,

I have some cash sitting in USD. Do you think it's worth converting to CAD or Euros' on the basis of the idea that the "mighty" US dollar is in decline.

Thanks!

Q: I don't think I've ever started a question with an apology, but sorry I'm bringing up these companies again.

I've read your Q & A's BUT I feel with the constant and dramatic fall of all 3 of these companies during a tech boom for tech stocks something else is amiss.


CSY -21% YTD (back to 2023 levels)
LMN -18% YTD (back to 2023 levels)
TOI -17% YTD (back to 2024 levels)

I could go on with

DSG-10% YTD
KXS-16% YTD

What is this telling you?

Should we not be buying CDN tech stocks. When looking for tech and healthcare just buy US?

If we hold these and are still positive should we just sell to prevent a loss?

Not sure what to do here. Waiting is soooo painful.

Thanks


Sheldon