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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Is GLPI a reasonably good addition to the less aggressive side of a portfolio? GLPI was added to RBC’s Global Top 30 Ideas for 4Q2024 (updated last October). It remains on RBC’s top 30 ideas for 1Q2025 (updated January 6). If GLPI would not qualify as one of your own best ideas, which companies would 5i think of as better ideas for someone with no exposure to real estate? (For a deferred tax account; Canadian taxpayer) :sab:
Read Answer Asked by Adam on February 14, 2025
Q: Hi 5i Team - When searching the symbol DEFI I get two results for Defi Technologies, one in Canada and one in the U.S. Does the one in Canada trade on the OTC and therefore would it be preferable to buy it on the U.S. exchange. There seems to be very little info on this company. Could you provide a summary of its operations and fundamentals including your opinion of its potential.
Read Answer Asked by Rob on February 13, 2025
Q: Thoughts on earnings?

Specifically I want to ask about these three line items from full year 2024 earnings:

"Total revenue increased 62% year-over-year to $1.3 billion, Ad revenue increased 50% year-over-year to $1.2 billion, and Other revenue reached $114.7 million

Gross margin was 90.5%, an improvement of 430 basis points from the prior year

Free Cash Flow was $215.8 million and capital expenditures were $6.2 million, less than 1% of revenue"

With gross margin being high and Cap-ex being incredibly low; is there something I am missing or is Reddit likely to be very profitable now that the baggage on the books from the IPO is behind them?

How is cap-ex so low? Is that mostly a result of their website having volunteer moderators?

Thanks.
Read Answer Asked by Marco on February 13, 2025
Q: Hi can you please comment on earnings and possible reason for the reaction in after hours trading? as down almost 20% at one point, today looks like it's recovered almost back to yesterday's levels.
and
Seems like not many questions/discussions on 5i about this stock? surprising given it's performance and growth potential.
Read Answer Asked by Mark on February 13, 2025
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