Investment Q&A

Q: Hi,

The last question/answer about MEQ was in June. There was something about it on
BNN Bloomberg, and I'm interested in your thoughts. You earlier (June) mentioned debt, but that it's also a potential strong compounder.

I'm interested in your thoughts. A possible purchase today? As well as reasons why or why not, please.

Thank you for your service!

Q: Reported U.S. core inflation is 2.7% for November and the trend appears to be downward. I think you have expressed the view that tariffs are inflationary. Given these numbers, would you be revising your opinion on this matter?

Q: Hello, Please provide some thoughts around the Dream Industrial REIT Strategic Partnership With CPP announced Dec 17, 2025. Would you expect this to be a catalyst towards a bullish run for DIR.UN? Thanks.

Q: I was curious about the Private real estate investments. I have seen companies like EQUITON who advertise returns of 16 -20% annual on their development offering. Do they have good track record? Is that rate of return possible? Are they too risky for retail investor?

Q: I would like to start a position in NFLX using a weekly, fractional buy strategy. Should I be buying the actual shares in USD or should I focus on the Canadian Deposit Receipts? What are the advantages/disadvantages of each?

Q: Hi 5i Team - I've become interested in a cyber security company called Cohere Technology. The Canadian Government, Bell Canada and RBC have all committed to using Cohere's solutions in their cyber security defense efforts. Also the Canadian Government has planned to invest in this company.

It looks like Cohere is a private company. Do you know of any publicly traded company that has invested in Cohere or are there possible plans for an IPO. Or is there any other way for a small retail investor to get involved.
Thanks.

Q: Hi, can you enlighten me regarding the Japanese carry trade situation? I am reading, but not fully understanding the effect of the Japanese government possibly raising interest rates - maybe soon. Is it possible this is a concern for traders globally if they or their large funds are heavily hedged using the Yen vs USD? I'm concerned this may be why there seems to be a rotation out of tech, even though the idea of continued AI spending seems likely into the next year. You always seem to be able to put these things into perspectve - thank you.
D

Q: I am looking to start a position in copper mining within my TFSA. What company would you suggest based upon prospects for future growth? I am currently 62 years old and I am investing money I will not need for a long while. I prefer to invest in companies that are making money or are about to start making money. Thanks in advance.

Q: So for those of us that were down so far we decided to stick along for the ride - what does the near future look like for these clowns - will the debt holders push them under? Its a case study in failing at this point.

Q: What are you thought on taking a half position at current prices in my TFSA? I currently hold a very small 1/4 position in TCP which I would like to increase, but not at current prices. What are your thoughts? Is there a better buy within the sector?

Q: I believe last April U.S markets entered a corrective phase. Do you think we are entering one now?
How often do they normally occur during a year?

Q: My Interactive Brokers margin rates are now ~2.85%. I am a reasonably sophisticated investor, and understand the potential perils of margin. I do not have a heavy margin balance currently, but would like to use about 1/3 of the available balance to buy Canadian low risk stocks with eligible dividends, ideally monthly.

I've taken a close look at the dividend portfolio. Do any other names come to mind for this approach?

Q: Why do pipelines often weaken when the price of crude falls based upon high available supply ? Are their tolls tied to the price of crude ? I always thought the income was based upon the volume of oil moved vs the price of crude. Thank you.

Q: Recently, Accord Financial has been hitting lower lows. Is it oversold and likely to rise again, or should it be avoided? The P/B is 0.2.

Q: Hi team,

I am tempted to try day trading to acceleratet the growth in my port folio.

What are your views on day trading ?

What is the best way to go about it ?

What does it require ?

Recommended web sites, readings ?

Gratefully,

Jacques IDS

Q: First and foremost Season's greatings and thank you very much for the support.

Following up on Joel's question from December 15th. I agree that subsidiaries will seek to integrate the use of AI into their processes in order to maintain and perhaps ultimately improve their margins, but this will have a direct impact on short-term profitability (e.g., one year). How can Constellation justify the multiple they are currently supporting with declining margins? The only way I see to improve profits would be to substantially increase accretive acquisitions during the transition. For my part, Constellation was my largest position and has lost a lot of value, even though I'm still up 200%. I'm really worried about what to do with my investment. How many quarters do you think I should wait before knowing more?


Thanks for your help.

Yves

Q: What should your members be looking for with the CSU family of stocks that the worst is over, Are there technical signs volume washouts or other signs the market negativity is declining?

Thx

Q: Could you please compare the present valuations for these 2 companies including P/FCF at current levels and compared to historical. Taking these insights into account, would you commence a position in MELI or add to an existing AMZN position?

Q: Hi Peter

I was wondering what you think of the valuation of WSP vs peers. Can you provide your metric to rate and the current valuation. Also would you buy at this level or what price level would you begin to buy. To me it looks expensive. I would appreciate your expert opinion.

Thank you

Q: Thinking of beginning a small position in this one...what are the pros and cons of MMA

Many thanks!