Investment Q&A

Q: Hello 5i, on a scale of 1-10, 1= little tariff impact, 10= big tariff impact, stay away from, how would you rate these 2 companies?
In addition is there a Sector like Metals and Minerals that you would give a favourable ranking to? Thanks as always. Chris

Q: Noticed your Report on Real Matters and liked the looks of basing pattern on the Chart.

I already own Costar but would like to add a Real Matters Position .. wondering if their businesses’ have similarities?

Additionally would like to ask if your warming up to this area would infer you are likewise warming up to the ‘out of favor’ reit sector and if so your #1 choice in the reit area today for Capital Gain potential over a 2-3 Year time horizon.

Thx in advance.

Q: Your analysis about the future earnings of the companies. What is the major catalyst in order for Real Inc. to recover from recent lows? Which companies are major competitor of Real Inc.?
Thanks
Piyush

Q: Some flyers of mine that I’m interested in future prospects. Thoughts?

Q: are there any companies that will financially benefit from real estate foreclosures ? thanks

Q: Hi 5i,

Could I get your thoughts on REAL's latest quarter? Also do you think there is any credibility to the "pent up demand" referenced in their 2025 outlook?

Thank you,

Greg C.

Q: Hello, can you comment on most recent REAL quarterly release?
Thank you
Stephane

Q: I'm down 60% on this stock but only have a small position. Would you consider it a hold or sell?

Q: Why the big drop today in these 2 companies??

Q: Can you please provide your feedback on Real Matters Inc. (REAL.TO)? It's been consistently rising since June.

Q: What do you think of REAL prospects in a falling interest rate environment. Perhaps I'm looking at it with rose tinted glasses but recent results have been positive, earnings and revenue are expected to show solid growth in 2025, and price action has been trending up, what am I missing?

Q: I am a long term investor who is very patient and has a high risk tolerance, but must pull a few weeds. Have held the above for a decent amount of time, but wonder about 5I's opinion on whether to hold for longer or pull. Thank you for all your help.

Q: Looking to get rid of some of my losers.
Between DND and REAL which would you let go first?
Thank you

Q: Pls comment on earnings.

Q: Hello
Can you comment on Pet Value and Real earnings?
Thank you very much.
Stephane

Q: Please comment on earnings of REAL and more importantly what you may have learned from the conference call . I'm doing some portfolio cleanup and trying to decide whether to hang around or not ...... Thanks for your terrific service Garth ......

Q: At present valuations,would you rate any of these companies a buy and,if yes,then your order of preference.Thanks.

Q: Please comment on REAL's earnings report and what you think their prospects are going forward in the current interest rate environment ?....Stock was up 6% at opening but is now down 7% so I don't know what to make of the report ..... Also please comment on what you learned from the Conference call ? ....... Thanks Garth ....

Q: Please comment on the qtrly results from REAL.
Thanks

Q: Hi 5i,

I currently hold DND and REAL, which I had purchased approx. 1year ago. My Thesis for both of these stocks is that once interest rates begin to fall both stocks both could experience positive stock movement to the upside given the current need for housing and all the pent up demand in the US/Canada.

I have read your report on dropping coverage of DND and your answers to questions on REAL. It would appear that your main concern is on their debt levels and that there are better opportunities elsewhere for an investors capital. Is that correct?

Do you have any actual concerns with the business models of both these companies itself? What are your views on the real estate market in general?

Apologize for the multiple questions. Please deduct as many credits as needed.

Thanks in advance!

Greg C.