Investment Q&A

Q: I have done well with GOOG and will continue to hold it. MSFT is down 27% from its high. Would you sell some GOOG to purchase MSFT now?

Thanks for all your help,

Mike

Q: If you had a choice which would you prefer to purchase right now, CSU or CSU.DB.
Thank you
Gord

Q: What are your thoughts on CPKR's most recent results? Do you think it represents good value at this price?

Q: It's been a while since you've been asked about this company specifically.

I don't really want to sell companies hit by the software scare, but I am thinking of opportunity cost and perhaps switching the money in KXS to something in the same sector with more upside potential (eg. CSU).

Can you comment on KSX and, if you would make this move, one or two companies to switch into.

Q: Can you give me your opinion on recent earnings and whether you’re a buyer, and if so what price would recommend it ?

Q: Thoughts on the quarter?

Q: hello 5i:
CPX reported this morning and the results looked very good:
EPS of $1.28 beats by $0.70
| Revenue of $1.08B (26.38% Y/Y) beats by $83.60M
do you agree, and did the conference call add anything that might explain the drop in share price?
thanks
Paul L

Q: CSU bought 10.6 million more SABR shares at about $1.16 each.
• They now own 50.2 million shares, or 12.7% of the company.
• CSU is now Sabre’s second‑largest shareholder.
TD anaylist think CSU wouldn’t buy this much unless they see a big opportunity to create value.
They hint that:
• Software valuations have dropped because of AI fears.
• That makes it a good time for CSU to buy distressed companies cheaply.
TD analysts think CSU may be preparing a recapitalization — basically a financial rescue that could include:
• Debt-for-equity swap (creditors get shares instead of debt)
• Spin-out structure like CSU used for Topicus (TOI) and Lumine (LMN)
• Some new creative structure CSU hasn’t used before
it’s about Sabre being broken, and CSU being one of the few companies skilled enough to fix it.

An Advisor on Bnn actually has CSU as a top pick today.
In view of the events that are occurring would this be a good time to leverage down on CSU in a tax free account.
Thank you for your great help and thanks Rick

Q: Greetings 5i, would you have any concern about buying short term bonds (< 1 year) issued by Morguard Corporation?

Q: Dear Team:

After reading many of your Q&As. I understand the drawbacks of Covered Call ETFs!

IF I want to hold Canadian Covered call ETFs in my Non-Regd accounts, which two or three would your favourite (in a tax advantageous manner withdrawal).

Also, if you can direct me to the issue that addresses Covered Call ETFs in your ETF &MF Newsletter, I would appreciate it! May I request you once again to add search function in ETF&MF Newsletter! At least a yearly index for the articles. That way, I don't need to bug you often!

Many thanks.

Q: What does the market expect from these 2 next week?

Thx

Q: I own CSU, TOI, and LMN. What are your thoughts on the selling LMN to buy CLS for better long-term growth?

Q: Does Ayar Labs have a call sign? My phone shows its call sign as AYARZZX "Ayar Labs - Company Level" on the NASDAQ exchange and indicates trading since December 2025 but RBC doesn't seem to recognize the company. I believe NVDA & AMD are so called strategic investors. It seems their chips use fibre optics instead of copper which may help reduce costs, as silica may be less expensive to make compared to copper. Fibre cabling may also generate less heat buildup and so demand less cooling. Any thoughts you have would be appreciated.
Regards,
Jim

Q: Hello, can you comment on these drone makers? I know DPRO is very small but is Canadian. Otherwise, between KTOS and AVAV, what would be your pick today and why? Thanks.

Q: What are your thoughts please on these two, thanks.

Q: Follow up to John’s question regarding this etf: given the strength of south Korea’s economy would today’s drop which I think you agree is an over reaction be a time to add to this etf. I have held it for a few months and the performance has been great as you pointed out. So is the a “buy the dip” time?

Q: With the announcement yesterday, what could go wrong? What is the worst case scenario? And conversely, what is the best case scenario? You recently indicated the stock price might move to $10. Now with the acquisition, where do you feel it will be a year from now? 5i has been bullish on the stock. Has the acquisition changed this opinion? It certainly has performed very well - thank you.

Q: Was the stock reaction over blown to the most recent quarter or do you think justified given the missed estimates?

Q: I own NBIS shares and continue to hold with the thought that the market is not either recognizing or giving credit to the company for the expected surge in revenue and hopefully earnings growth in the coming 12-15 months. Do you continue to support this premise?
Also what are your thoughts on this company as a takeover possibility? Who might be interested and why?

Q: With good management in place it looks like it has good potential in the pharmacy space. It is small but seems ready to acquire more stores and grow. Your thoughts please.