Investment Q&A

Q: I have been looking at this company that is listed on the CBOE and with the pending transaction transition to the Nasdaq:
https://static1.squarespace.com/static/5bcd1bc7e6666906ce83888e/t/678a53fc41bd78035aa4eef3/1737118717667/CL-Press+Release+-+MLC+TURN+Merger+Announcement_vFF.pdf
With the backing of BC Partners do you think it represents an interesting investment opportunity?

Q: I own BCE and RCI and thinking of selling one and buying the other or possibly just leave it as is what are you thoughts. I do own T and am actually up on it. This is in an RRSP account.

Q: I am wondering if staff/exec have vested options, that are currently being sold, and that is accelerating the stock weakness over the past month (roughly from $40 down to $30).
Looking at the INK Insider report for last year, the graph shows substantial insider sales in May 2024, when the price went from $29 down to $19 (and then rebounded). Feb 2025 is exactly 3Q from May 2024, so this could match such a cycle (hypothetically).
I'm unsure how long insiders have, to file their sales, for February.
Any thoughts, or is this pure grasping-at-straws?

Q: What is your top Canadian REIT ETF?

What is your top Canadian preferred shares ETF?

Is this is a good time to add these to a portfolio?

Q: Hello, what is your take on the latest results? Do the net losses look worrying? How quickly is GFL expected to grow over the next year or two? Is it worth starting a position? Thank you.

Q: Hello.

On a scale of 1-10, with 10 being the best, how would you rank these 4 names for a combination of yield and growth for a ~ 2 year time frame?

Thanks.

Q: Hello. Notwithstanding the obvious issues with some of these names, as well as with the sector more broadly, how would you rank these 4 on a scale of 1-10, with 10 being the best. Context is ~ 2 year timeline.

Thank you.

Q: I wish to build a 3 year cash reserve to cover market fluctuations in retirement. Looking for liquidity and safety, and ease of use. I am considering HISA, money market funds, GIC's or Bonds ?
My account is at Investorline so would have to be available through them. Are any of these preferable or do you have other suggestions?

Q: Hello, I have long been a fan of Peter Hodson's team. Introduced thru Ellen Roseman's investment club.

I own JRVMF in my TFSA. Originally bought about $2,000 CDN worth of shares several years ago. I listened to my geologist neighbour.

Just received a package on the company's U.S. Chapter 11 proceedings (received by regular mail February 21, 2025, must respond by 5 p.m. CT February 25, 2025).

Package includes 1) notice of "Joint Prepackaged Chapter 11 Plan of Reorganization" 2) "Notice of Non-Voting Status" and 3) a form for those who "elect to opt out of the third-party release" which must be returned tomorrow, Feb 25, 2025.

I gather I am not entitled to vote on the Prepackaged Plan. I assume this is a standard thing. Any advice on how to respond would be appreciated.

Never listen to your geologist neighbour. Thanks!

Q: Hi Team,

This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?

Q: Hi 5i team,

I would like to park some cash for about one year, which is better and safer ZST or BPF.UN ? Is there any better option other then these two?

Thanks,
George

Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.

What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?

Thank you
Tim

Q: Hi,

WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.

Buy , sell or hold on the 2?

With thanks


Sheldon

Q: Any thoughts on this company now? Thanks

Q: Hey gang!

I have a question about Aritzia Inc.

How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?

Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).

If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?

I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.

Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?

Regards,
David

Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks

Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.

Q: Hi 5i
How were TEM earning and where do you see it going from here? Market does not seem to like.....Would 5I be interested after the 15% drop today? if so at what price
thx

Q: I see Propel 12 month high & low-$43-$15 and now at $29 is close to where it was On Oct1.
Any idea for the steep decline,? Do you think it may be due to the fact they possibly overpaid for Quidmarket?
Buy more or reduce or sell? Holder of 1500 shares.

Q: In response to one of the previous questions you indicated that with 70% of of its business in the US tariffs will not affect its business much. The stock has had one of its largest price drawdowns and as we know much of this is due to the very poor Q which in its history is also rare. Do you think that this dramatic price reaction is over done as investors believe the tariffs will have a much greater impact then reality. If you didn't own the shares could a case be made to buy? If not what price or circumstances would move it to a buy?