Investment Q&A

Q: I am interested in your take on XAUT tokenized gold. Always on the lookout for the the next investment idea. Second question is winners and losers in the Carney shell game. Appreciate your input as always!

Q: Today Northland Power sank by 27% and the dividend was cut by 40%. A couple of years ago Algonquin Power cut their dividend twice.
Both companies are in the renewable energy sector.
Another company that is involved in the renewable energy sector is BEP.UN.
What is your opinion about the prospects of BEP.UN going forward ? Is this company facing any risks like those faced by NIP.UN and AQN ?
Would you add or hold the shares of BEP.UN at these levels ?

Q: Hi, thoughts on the 1/4 please. Do financials still appear on track?
I thought at one time 5i indicated that they are/were nearing profitability. 5i's Company EPS estimates page shows fy2025 and fy2026 still at a loss of .08 and .07 cents, respectively.
I do own the stock and was accumulating around the $4.50-5 but they are down a fair bit from the 52 week high now. Stay the course?

cheers,
Steve

Q: Please can you give me the 3 best canadian gold mining companies? Some comments would be welcomed.

Thank you very much in advance

Q: Please comment on the Earnings for Zedcor.

Q: hi folks, opinion on Q3 results for Cellebrite clbt/q....looks good across the board vs Q2 results...I see Needham upgraded Target from $22 to $24....all looks good with job new CEO doing??....5i see any red flags....thanks as always, jb

Q: There’s concern NBIS gets left without a seat when the music stops - said differently, they are stuck owning infrastructure that’s not needed once the AI boom starts to normalize. I know they have two other business units.. what’s your counter to the sell side? You mentioned below $100 is decent .. is today’s $93 better or do we have to consider other variables?

Q: Hi 5I. Which of these 2 has the highest probability of success. What is the competitive advantage of each? What is the guidance on forward p/e of each? In VNP's case, which offering is their strong suit - Semiconductors or Performance Materials?

I love 5I. Have been an extremely happy subscriber for going on 12 years and it irks me when someone voices some petty grief. For investment advice for an individual direct investor, there is no better value than 5I.

Carl

Q: Your thoughts on POW's most recent quarrter. Thanks
Robert

Q: Can you suggest an ETF that will safeguard against a market correction and still provide growth if the market does not correct?

Q: Hi, ZDC just reported. Numbers appear to be quite good. Is there anything suspect you see in the report? Net income numbers looked weak.
I do own the shares about a 3/4 position. Time to add to make a full position?

Cheers,
Steve

Q: Are you surprised by the post earnings decline? I know you advocate holding stocks for many years and while I agree that this is probably best but I worry about where this will find a bottom. I find it hard psychologically to hold stocks that fall 20%. (Note to self - remember this feeling before you buy a growth stock next time).

Jason

Q: Good Morning

Wondering what your thoughts are on byd 3rd quarter results

Thks
Marcel

Q: Would you add today after the recent earnings?

Q: My understanding is that the original company, Yandex, sold its Russian assets to a group of Russian investors in July 2024 and the renamed parent company, Nebius, retains the international assets of the original company. I'm not sure I fully understand what all this means. What exactly is the connection between Nebius and Yandex. Is there any connection to the group of Russian investors that bought the Russian assets. Do you have any concerns over the connection with the original company. As a parent company does Nebius have any liability over its ownership of the international assets of the original Yandex.
Thanks.

Q: Hi Peter and 5i,
May I have your assessment of the Q3. Thank you.

Q: I listened to an interview on BNN (link at end if you want to include it in post) in which a prominent analyst tore into the CRWV model. His take is that they are borrowing money to build data centres and that the return from those centres is half the cost of what they borrowed to build them. He further states that companies like GOOG and META are building their own capacity with cash on hand and taking advantage of Coreweave for cheap capacity. His thesis is bankruptcy within a few years.

My question (and it applies to NBIS too) is that you either agree or play devil's advocate to his thesis and explain why he is correct or incorrect. It's just one analyst and of course there are two sides to every trade but is there a clear path to creating strong returns on these data centre investments or are they in fact spending money just to lose money? If he is correct on CRWV, is NBIS different?
Thanks

https://www.bnnbloomberg.ca/video/shows/trading-day/2025/11/11/even-if-they-do-deploy-that-capital-theyre-destroying-value-luria-on-coreweave/

Q: Peter; I’m overweight in the above copper stocks and would like to trim/sell and end up with just one . What would be your suggestions? Thanks.
Rod

Q: I believe your last Telus vs "the others" comparison was a couple months ago in which you had favoured T. Has that changed? I believe in a comparison, T's debt ratio was worse than both BCE and Rogers.

A recent guest on BNN stated that his preference was moreso for the other two, but actually even more for Quebecor. His concern on T was the lack of dividend coverage over the next few years. Do you have concerns here? I'm trying to determine whether I should make the switch from T to BCE since the latter has already took the dividend-cut pain.

Q: CSU and TOI are slowly starting to recover but not LMN. Also I see now that there is a constant seller fo LMN at $25.70 and they are putting blacks of 5K and 10K to sell.

Do you think this is a fund trying to get out and also do funds also sell for end of the year tax selling purposes?

thanks