Investment Q&A

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Q: I often hear of companies being bought out. My question is on ZDC. Being a rapidly growing company, who could possibly buy them out if so? and what would a buy out mean to shareholders, and what would profits look like considering past history of companies being acquired? Thank you

Q: 5i as well as other industry experts have identified Zedcor as having good potential for sustainable, long term double digit growth. I've recently visited Zedcor's website to have a look at the services they provide. While Zedcor has been growing revenue and earnings I am struggling to see where their technology and security services are different from other competitors. So my question is this: what is Zedcor's sustainable competitive advantage and are there barriers to entry into their marketplace or is it that this is just an unserved area for the kind of security services that Zedcor offers?

Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?

Thanks!

Q: hi folks, watched Ryan's interview with John Erlichman, Ryan mentioned Karman Krmn/q....thoughts on Q3 results, currently down 18%....still like??....thx JB

Q: What are your expectations for NBIS earnings? If the stock moves up after, is this a good opportunity for profit taking or continue to hold? I’m a bit concerned about all the ai bubble news. Should I lock in some profit?
It is a 5% holding currently in my account.
Thanks

Q: Thoughts on latest quarter. thanks

Q: Further to Stephen's posting about BIP USD dividend discrepancies Sep 11, 2025. We have noted similar issues with BIP, BAM and BIPC in our Questrade accounts. We have asked our broker to request Brookfield to pay our dividends directly in USD. This is possible according to Brookfield's websites.

Summarized below from : https://bip.brookfield.com/bipc/stock-dividends/dividend-history

Currency Option
The quarterly dividend payable on the Brookfield Infrastructure Corporation’s Class A shares are declared in U.S. dollars.

....

Canadian Beneficial Shareholders
Canadian beneficial shareholders whose shares are registered in the name of CDS or a name other than their own name (i.e., generally those holding their Class A shares with a Canadian brokerage), should contact their broker if they would like to receive the dividends in U.S. dollars.

Q: What do you think of Enghouses’s acquisition of Sixbell’s Telco Division.

I can’t find much info.

Q: Hello 5i,

I stumbled upon this US small cap (INOD) in a previous Q&A from 2024, but I wanted to get your most recent thoughts. It is growing and profitable which is positive and a good start.

Have a great day and thank you in advance for the great insights.

Cheers.

Peter

Q: I know this isn’t your favorite stock but what are your thoughts on the latest earnings report and is there anything in there that changes your mind on the company

Q: Would you take a tax loss on CSU in November or wait till December? Thank you

Q: CSU cash flow was up an impressive 33% and organic growth continues to trend above historical average. Yet the shares have taken the worst beating of its public life, down around 35%, and now trade at a very reasonable valuation. Is it not in the best interest of shareholders for CSU to invest in its own stock at this point of time given these unique confluence of circumstances?

Thanks.

Q: Hi,
CNR seems to be going thru a rough patch this year with further reorg ongoing.
What are your thoughts on it versus CP? I am considering switching my CNR position to CP. Thank you.

Q: This is not a question but an observation. I do mortgage default work, and Goeasy got into the 2nd mortgage business in the past few years, and those loans in Ontario, at least, are underwater. On the two files I saw just this past week. They will suffer a complete loss because, unlike 1st mortgage loans with banks, they are not insured. I don't know how much of their portfolio is in the 2nd mortgages. As of their investor presentation from August 2025 and Q3 2025 results, 39% of their total loan portfolio is secured by hard assets, which include real estate, as well as automotive and recreational vehicles. The presentation does not indicate the % related to real estate loan porfolio.

Q: your thoughts on the recent quarterly report please? Seems like there is a pattern forming? last quarter was also disappointing. Is this stock worth holding ?

Arnold

Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.

Q: This stock has caused me to demonstrate an almost unbearable degree of patience. I expected to sell after the earnings release but now am not so certain. Your opinion on quarter and prospects would be appreciated.