Investment Q&A

Q: I would like to hear your updated thoughts on this company. I believe that it trades at a Price/Sales between .3 to .35 which seems cheap. It seems overlooked somewhat maybe?
Thank you

Q: The stock seems to be recovering nicely. Could you discuss it's latest earnings, what seems to be driving the turn and if it's sustainable long term.

Thx, M

Q: Hey 5i, I would like your suggestions on portfolio construction for a retired individual. Basically I would like your suggestions for percentage breakdown between Canada, US, and international. My plans for international is just buying VXUS and calling it a day. For Canada I’m buying ETFs XDIV and CDZ. For the US I’m going to buy the 11 sectors (including REITS) through ETFs, either Vanguards or ishares. So I would like your suggestions on percentages put to the 11 sectors in the US for a retired individual. Thanks so much and what a great service you have!

Q: Up > 100% on my BN position. Considering taking my profits to buy LMN (currently own TOI). Looking at 12 month hold of LMN with the possibility 2026 year end sell, redeploying back into BN. Essentially trying to capitalize on bounce back of LMN. Thoughts?

Q: Hello Everyone,

If possible I'd like to know what you think of WDS:US please?
I realize it's based in Australia, so not one you follow.

Thank you!

Q: In your answer to Murray about the Q3 ZOMD earnings report, you said that eps was .097 and revenue was $24.93, both meeting expectations. Their report indicates that eps was .06 cents - are you making adjustments to get to the .097 figure? If so, what adjustments are you making? Also, the reported revenue was $16.1 million US, which would be about $22.5 million Cdn, so I am wondering how you arrived at the $24.93 figure. Thanks,

Q: I read somewhere { maybe here } of Brookfield launching a private equity fund ... The Symbol being BPE . I have a few questions ....

1} What is it and what's in it, and do you like it ?

2} I can't find the symbol in my TD Waterhouse account. Why ?

3} Do I already own it as a part of my BN shares ? And if so how much does BN own ?

Thanks for your terrific service ....

Q: Do you think Telus is an oportunistic buy at this time? Risk/Reward.?

Thank you

Q: As far as I can tell, the market worries about DSG seem to have all been tariff related. Is the impact of AI not something that is weighing on the stock valuation as well?

Q: Could you confirm how one should look at the total return for funds that use leverage to enhance yield? For example, I am showing growth of 13.16% on my initial investment in HMAX and it has a current “yield” of 12.48% so does that mean in the one year I have owned it I am up 25.64%? For HDIV, the numbers are 18.86% share growth and a 9.99% yield for total return of 28.85%? In past discussions of these products it doesn’t seem that what you see is always what you get!

Appreciate your insight.

Paul F.

Q: Hello. If I sell a US stock in a non-registered account for a loss, and I transfer the cash to my TFSA and re-purchase the same stock, can I still claim the capital loss?

Q: Rumours of a takeover bid by a US private equity firm. If bought what do you think would be a takeover price for CAE based on their market
capitalization and moat.

Q: I hold a position in Axon. 2025 has basically been a flat year for this stock. Do you see more upside in the future? Thank you for your excellent service.

Q: Wondering your thoughts on SN? My investment thesis is below, curious on your take?

Healthy top line growth, past and future with 10 consecutive quarters of organic double-digit top-line growth as of Q3 2025, also raised sales guidance which includes very conservative tariff estimates (i.e. high tariff rates)

Trading at 16x NTM earnings and 14x 2 years estimated earnings
Forecasting to approximately double cash flow over next two years
Debt/Equity of 0.4 and low net debt slightly above next years forecast cash flow

Plays into K shaped economy theme focussing on mid to upper tier consumers with discretionary, "nice to have" items

Motivated and capable leadership (featured in Bloomberg Businesweek recently), this is also confirmed by gross margin expansion through cost reduction during a difficult year for trade


Excellent marketing engine with proven track record using multiple sales channels (DTC, celebrity partneships, etc.)

Lots of success with new product lines, 25 introduced in 2025 and 3 that were category disruptors
Planning to significantly expand in Europe
Systematically reducing supply chain reliance on China

What's the bear case?

Q: As I do my year-end review, I am always looking for moves that can add potential ZIP for next year while being mindful of my senior years (old). My portfolio is well established in weighting and sectoral positioning. Chp.un has been in it since 2020 and has given me a 16% return (x div). It seems to have a muted outlook for 2026. What is your view on a switch to the somewhat out-of-favour car.un. At $37.80 ish and estimated up to $48 range next year, it seems like a solid move for growth potential. Not too worried about the minor div variance here. As always thank you for your service.

Q: Other than the yield, is there any significant difference between these 2 cash etfs? I currently have a substantial amount of cash in a money market fund. The return from CMR would be almost a full point higher. Is there any additional risk or downside to holding a cash etf vs a money market fund? Thank you for your help.

Q: What is your opinion of AG First Majestic Silver. Looking at the questions you last had one in 2023.

Thanks

Q: If you had to pick one, which would you buy and why?

Q: Paypal. Sell or Hold. I can use a writeoff, moreover, would like to Get better return. Your advice, always precious.
Thank you

Q: Hello Team,
Which of these two would you prefer for total return over the next few years and why?
Thank You,
Barry