Investment Q&A

Q: The 40 day window to shop for a better price must be just about up and no news
Do you know when this closes and with it trading roughly .20 cents below offer,if you do nothing do you get the premium on that day or the closing price,it seems like a very average at best price…your thoughts on how a share holder could play this as it comes to a close ..much thanks

Q: Any reason why this company dropped almost 5% on Friday

Q: What is making FLT come alive?

Q: Hi, could you comment on these two companies, would I be better off investing in both, or just keep phys for gold exposure. What does Sii do? Been watching them and impressed on their great performance. Thanks

Q: the impact of AI seems to be negatively affecting many SAAS companies - in particular CRM and NOW. Is this temporary in your opinion or could it be existential risk?
the market seems to be thinking the latter..

Q: Sir: What 2 US and Canadian stocks or ETFs do you see most unfairly punished now, and most likely to reward , down the road. Also could you suggest one non US value ETF or stock that cheers you a lot? Thanks-JP

Q: Regardless of sector or size, in which order would you add the following?

Q: I read your notes on ERO June 10 which were positive so wondered why this issue has been hit so much harder than others in their sector. It seems a candidate for recovery - is this likely or are there other factors to account for? Appreciate your response.

Q: I'm thinking that we are still in early innings of the AI / Data Centre / Power Consumption game. Assuming that to be true, I'm trying to figure out the best strategy to capitalize on this opportunity. So, what are the top 3 to 5 sectors & their companies you would curate in a portfolio to "win" this series over the long term and why? I would appreciate your valuable insight once again. Thank you.

Q: How do you think all these Mali issues, and asset confiscation, will affect to the short term and long term value and stock price of Barrick?

Q: Subject: Follow-Up on Monthly Dividend ETF Recommendations

Hi 5i team,

Thank you for your thoughtful response to my question regarding safer monthly income alternatives to Whitecap Resources. I understand the appeal of Canadian ETFs, especially in registered accounts where avoiding the 15% U.S. withholding tax is beneficial.

That said, I was wondering are there any U.S.-listed ETFs that you would feel comfortable recommending which offer monthly dividends, strong diversification, and a yield comparable to or better than Whitecap’s, while maintaining a reasonable level of safety and consistency?

I’d be open to covered call or enhanced income strategies as long as the risk profile isn’t excessive. Would appreciate your perspective on whether there are any U.S. options worth considering despite the tax implication.

Thanks again,

Q: What are your thoughts please on this company. It seems to have little debt and with special dividends, manages to pay a reasonable annual dividend.

Thank you

David

Q: Caldwell released Fiscal Q3 and YTD revenues are up significantly and Q4 outlook seems strong. CWL currently has a EV of about $13 million and revenues for FY 2025 should exceed $100 million. I noticed a FX 800K loss this Q notwithstanding Q3 EPS was still $0.03. Valuation thoughts?

Q: Hi, if not already asked....looks like Aritzia posted impressive numbers! Thoughts?
Does it still remain as one of your top picks in Consumer Discretionary?

cheers,
Steve

Q: Any concerns with AXON’s recent decline? Buying opportunity?

Q: Do do you think any of the MAGA BOYS got the inside of this trade.
thanks again

Q: HBTE I realize it's very new, very small, highly concentrated on a very volatile sector, other than that, curious on your thoughts on this etf? Would you consider the holdings "leaders" as advertised?

Q: Do you have a strong preference between these 2 today?

Thanks.

Q: Does the selling of 1M shares by Mr, Dean Swanberg impact your current recommendation of ZDC ?

Q: Is there an equivalent for TMF, if sold for tax loss purpose?
Thanks