Investment Q&A

Q: Hello Team 5i & Everyone,

If anyone is interested in a "roadmap" for how new technologies (ie, railroad, electively, telephone, internet, AI, etc) have historically been adopted into society - I'm currently reading this book on the subject: "Technological Revolutions and Financial Capital: The Dynamics of Bubbles and Golden Ages" by Carlota Perez.

It's become a popular reference point for the implementation of AI.

Thanks,

Sandra

Q: Of these three, can you rank them in order of your preferred investment (ignoring other broader portfolio aspects). Feel free to say "none"...or "I'd wait if I were you" if that's your assessment.

Q: Hi 5i, scanned comments for review of recent quarter but could not find anything. Pls opine on their results. Is there any reason for the slow grind down over the last year? I would have thought the "big beautiful" bill coming this year would ignite consumer spending hence their toll fees. I'm looking to lighten up on my Cad financial sector holding due to the lack of progress in our economy getting anything built, plus the bleeding of manufacturing jobs and increasing delinquencies. Thx.

Q: In your answer to Kevin’s February 13 question about AI outfits scraping and using proprietary information, you referred to the legal consequences to doing that; there is currently an application to a Court in California to approve a $1.5 Billion settlement by Anthropic for copyright infringement by authors and publishers. Presumably that kind of amount will be something of a guardrail.

Q: what price would buy peyto

Q: RSP is the equal weight S&P 500 ETF available from US exhange with an MER of 0.2%. IMO this MER seems high since the the normal S&P 500 ETF is .03%. Do you know of any similar alternatives at more competitive MER's closer to .03%? Many thanks.

Q: Greetings,

1. The last time a question was posted on this platform, regarding Allied was in November. Does that suggest a lack of interest? 11 year lows can't be helping much.


2. There are many insider buys at less than $200 per transaction. On January 14th, an insider spent just $43! To my eyes, unusual, so my question - why would insiders buy in such tiny tranches?

3. Payout ratio's - I'm having trouble trusting some of the numbers out there. What do you think it is and after the December dividend reduction, do you think future dividends are relatively safer?

4. What's the connection with CHP.UN and is it a good sign?

5. Oversold? At what price would you consider the purchase worth the risk / reward ?

All the very best
A

Q: Can you update your opinion on DX please (from 5 years ago)

Q: I would appreciate your comments on the recent weakness in WSP’s share price. Could you please outline the main factors behind the sudden drop and whether this appears to be short-term market volatility or something more fundamental?

In particular, is the recent acquisition a significant factor in the decline, and if so, how do you assess the risks and potential long-term benefits from that transaction?

Additionally, at current price levels, would you consider WSP a buy, a hold, or a position to trim for a long-term investor? Any perspective on valuation, outlook, and key risks would be greatly appreciated.

Thank you very much for your insight.
Rick

Q: Hello,
Stephen Harper, our past Prime Minister remarked recently that Canadians should not be complacent in the notion that post USMCA discussions we will go back to easy access to the US market. Are you able to comment on what independent investors should be taking from this and how to manage investment strategy accordingly? It would appear that there could be different layers to this worth considering, and also that a do-nothing solution should not be as reliable as it had been in the past. In fact, it seems that both past and present Prime Ministers are specifically saying that some anticipation of change is needed.

Q: Thoughts on the enbridge quarter please?

Q: The Canadian Investor Podcast gave CNR a right pasting for the capital allocation, specifically blaming them for borrowing money to purchase buybacks.

Can you speak to the management of each company? Which is the better long-term hold?

Q: If you had to choose between GE Vernova (GEV), Quanta Services (PWR) and Enersys (ENS), what would be your favorite?

Q: WSP stock has been dropping like a rock lately. Do you know why? Do you have any reason to expect Q4 earnings to be lower (or higher) than expectations of about 2.62? How confident are you of earnings progress in years going forward.? I'm thinking of buying this dip (or selling puts underneath it)

Q: Zero Point Cryogenics

What is your opinion on this company.

Will it become public?

Thank you.

Q: Dear Peter et al:

You have alluded to poor "Sentiment" as an important factor in poor performance of certain stocks. (CSU & it's off springs plus SaaS companies)

What kind of metrics and tools that you use to measure "Sentiment"?
Price or volume or Technical indicators or any other tools from proprietary services?

Many thanks.

Q: Hi,
I have been holding AC for about 6 years, It's been going up and down, now with a little bit 14% gain in total. It is going to report earnings on the 13th. What is your view of its earnings this time? Should I hold on to this stock or move to some more promising ones?

Thanks a lot!

Q: thoughts on this company its at a 14 year low with a PE of 5.32,what can you tell me about management,headwinds,tailwinds and debt.. would you buy it here for a 1-3 year hold...thanks

Q: If GSY had completed any share buybacks in January would these have been reported in the regulatory findings by now?

Q: Hello,
For international exposure, I was thinking of buying equal amounts of Vanguard VEQT, and Bmo ZDI or should i diversify and buy equal amounts of the two plus the Manulife IDIV-B international dividend etf . These 2 or 3 three (based on your view) would be in addition to the US ETF , VUN on toronto and XIU on toronto ..Your comments would be appreciated .