Investment Q&A

Q: ISC catching a bid today after announcing a strategic review, based on it still appearing relatively cheap and a theoretical exercise only, what would be a reasonable potential takeout price?

Q: Peter;
How does gold react in a stagflation environment? Thanks.
Rod

Q: USA listed companies purchased in CAD.

Is there any merit (or is it even possible) to transfer these stocks to the US side of the ledger?

Thanks,

Q: Zedcore (ZDC) has a share price of just over $4. So, one may have to buy a lot of shares to hold a decent sized position. Is there a maximum number of shares you would hold? Or should one focus on the dollar size of the position only? Thanks.

Q: Good afternoon,

I am looking for an etf that focuses on the livestock or agriculture sector with companies all over the world. Do you have any recommendations?

Thanks as always

Q: It's at a 30 year high it seems like, it is hitting the upward end of analysts price targets and there is recent insider selling by the CFO. Should I just take my profits and buy lower? or is there a better stock to buy in the sector? And if there is what's a good price to get in on your "better stock"?

Thank you

Q: Can you comment on Condor Energies (CDR) and the recent insider buying. Is it an interesting company? or should I take a pass?

Q: With the Canadian government planning to spend more on defense, which are the top Canadian and European companies that would benefit.

Q: Thoughts on Door Dash? Would you consider it a buy at the moment?

Q: Seeking your view on FSV valuation and momentum prospects for next 18 to 36 months.

Q: what is your assessment of this company thanks Richard

Q: Amrize AG just IPO"d in North America a couple of months ago. I know that 5i does not research European companies in depth but can you provude a comparison with ROAD?

Thanks for all you do.

Mike

Q: After today’s post EchoStar 25% drawdown ……at what price would you re-enter MDA?

Q: Hi. Pursuant to my prior question about Orca, based on the "bare bones" math it appears that Orca has a Market Cap of $70.4 MM CAD (19.8 MM shares x $3.56CAD), cash on hand of $136.8 MM CAD ($98.5 MM USD), no debt, and cash flow from (6 month) operations of $72.5 MM CAD ($52.2 MM USD), or $3.66 CAD/share. Note that all the financial data is taken from the 6 month statements up to June 30 2025. I guess my first question is whether not I am missing anything material in the "math", as these numbers indicate a negative Enterprise value. The follow up is that if this numbers are indeed correct, then this valuation must be a function of perceived political risk, given that Orca operates in Tanzania. Can you shed any insight on this, or is this outside your wheelhouse ?

Q: With the Canadian government planning to support national building projects, like the expansion of the Port of Montreal and the Port of Churchill Manitoba.
Well this benefit Algoma steel? Would you consider this stock a buy?

Q: Vhi has fallen apart post secondary financing.Whats the problem?

Q: What is your opinion on merger between EMX and ELE? I have a small starter position, wonder with the merger will have any positive impact on share prices?

Q: Hello Folks:
A quick question:
What are your thoughts on AI"s future price
affects on the big tech firms such as Apple, Microsoft,
Google, Navidia, CSU etc. We are considering purchasing
CSU although their PE frightens us?
Thanks for all you do
brian

Q: Hi, could you please report and comment on IOT earnings, forcasts and post market reaction ? thank you.

Q: Good morning,

If an investor has done very well with NVDA (thanks to 5i) and it has grown to 12% of a portfolio, would it make sense to reduce one's NVDA position and invest in either AVGO or APP at this time? If so, which might you lean to?

Thanks,

Brad