Investment Q&A

Q: Hello 5i Team,
I have a small 1/4 position in DSV. What are your thoughts on DSV going forward? Should i bring it up to a full position?
Thank you,
Brent

Q: Looking at the market draw down on Friday, please suggest your 3 current highest conviction US listed and Canadian opportunities for a total of 6. Please state if you would be each one where they closed or suggest a price target if you would wait. Growth focus not safety or income.

Q: Hello Team,
Could you tell us about BEP.un debt level please. Is it taking on large debt to build energy infrastructures for AI?
Many thanks!

Q: What’s the outlook for Cineplex?do you think it gets bought out?

Q: Looking to add oil sector to my portfolio (price of barrel near multi year low). What these two would you prefer, how possible is a large multi increase over the next 5 years?

Q: Your opinion. Which has more upside and does it make sense to own both or stick to one.

Q: Some positive comments regarding AQN on BNN Market call.
Currently I own shares and am considering adding more.
Would you be a buyer or seller of this stock?

Q: Peter, I’m also tiring of underperformance of MAW funds. Could you suggest alts for these two please? Thanks,
Rod

Q: What are your top three small cap stocks regardless of sector or country?

Q: Had a small position in this tiny company years ago and basically forgot about it!
Would you give me your thoughts and analysis of them today and is there a chance they may survive and thrive?

Q: Would you consider AQN a buy now for a 5 year hold?

Q: Hi - I know you are big fans of NBIS ( ORCL somewhat) - they are both off 20% + from recent highs - any reason for this sudden loss of momentum and reversal? The rest of tech seems to be doing ok - just profit taking?

Q: Hi 5i,
For these 3 companies, how would you rank them with regards to management and future growth prospects?
Would you be buyers of any of them at this time or wait until a particular time in the future?
If buying them now, in what order would you buy them (best to worst)?
Thank you!

Q: An update on Clairvest and their recent move into gaming would be appreciated.

Q: Could you comment on PNP’s 2Q2025 results. Is AI affecting their results too?

Q: What do you think about UMAX in a TFSA to generate monthly tax free income. Are there any issues related to ROC with this ETF in a TFSA.

Q: Dear Peter et al:

Both NBIS and SMCI report earnings in early November. (7th&10th)

What are your predictions?
I own positions in both, more so in NBIS than in SMCI. BUT not full positions.
I am particularly worried about SMCI as they are notoriously known to report spurious numbers and get "whacked"! But the price seems to hold steady. If anything it seems to be going up slightly.

NBIS has been drifting lower. Is it because Smart money is expecting bad news? Or people locking in their profits?
Tempted to write cash secured puts for NBIS. An easy way to add IMHO. What Strike Price would you suggest for Nov 7th expiry?
(I know I will get assigned if the earnings report goes ugly!)

Many thanks for your words of wisdom.

Q: I have held SIS for 10+ years what do you see for earnings growth over the next 1-3 years. Thanks

Q: Dear Peter:

On surface this looks like a simple and even a "dumb" question. However I am struggling with this question as it impacts on not just my portfolio but almost everyone's!

What is a Bubble? Are there any acceptable definitions of a "Bubble"? Is Bubble a Technical Analysis based concept or a Fundamental Analysis based concept? Do they share any similarities? Is a Bubble applicable to all of the market or is it confined to just one domain? (Gold is in a Bubble but not Silver, not yet) Finally is the definition of a Bubble Static or Dynamic phenomenon? In other words what was a Bubble in 2000/2001 (dot com Bubble) is NOT a Bubble now!(AI phenomenon?)

Financial media gives a lot of opinions filled with "hyperbole"! "Sell now" we are in a Bubble! Others say, "No, wait till Gold hits 6000"!

It is important as one needs to sell or add in a prudent,well thought out and rational manner. Hence this question.
If you think this behooves not an answer but an article, so be it. I will wait! No problems.

Q: Hi Folks,
I am looking at selling ISRG (-7%) or TELUS (-23.50%) and CNQ (-22%) from my Non Registered account and use the money to fund next years TFSA contributions. I would like your opinion as to what order you would sell and whether these are re-buyable in January.
Thanks