Investment Q&A

Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.

Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!

Q: If--for diversification purposes, not to mention buying into an unloved investment space--which one of the 4 major Canadian telecom companies (BCE, Quebecor, Rogers, Telus)-- would you be most interested in owning long-term, for >10-year hold? Could you rank them from #1 (top choice) thru #4, and provide a rationale for your ranking?
Ted

Q: Hello,
Can you comment on earnings from Sharplink and Bitmine Immersion please? Also, can you explain , how BitMine revenue of $6.1 M can generate Net Income of $348 M, "Bitmine Immersion Technologies reported full-year results with revenue rising to US$6.1 million and net income jumping to US$348.58 million, a sharp reversal from a net loss the previous year, and also announced appointments of a new CEO, Chi Tsang, and three new independent directors to its Board." Thanks very much.

Q: Hi 5i
Currently hold a small position in DND. The Stock had a brief pop last Fridays on news of an unsolicited offer from Plantro at approximately double the previous days closing share price suggesting possible $5 SP.
What is 5i's opinion on this offer and on the possibility of it being successful?
Time frame ?

thx

Q: Sold to harvest profits,,,looking to put cash back to work. (4% of my portfolio). Already have NBIS/BN/GLXY/PNG/CLS/TOI/LMN/HCAL. Could you suggest top 3 options currently in light of the recent correction. Small and/or mid cap please.

Q: I’m thinking of purchasing galaxy as a first time buy. Would the current price be a good entry, and in your opinion would this be a good purchase. Thanks

Q: Your thoughts about Caldwells Q4 and Fiscal 2025 results, dividend increase and outlook?

Q: Hypothetically speaking if Russia and Ukraine came to a peace agreement would the price of oil take a drop and Canadian oil and gas companies take the same drop.

Q: Hi 5i Team,

I came across an article this weekend about the "Rule of 40" and how it is evolving. It states that companies exceeding the Rule of 40 by 10 or more points (achieving a score of 50 or higher) see their revenue multiples increase by approximately 2.2X, and smart money is now favouring companies that balance growth with profitability, rather than just pursuing high growth at any cost.

I'm curious about Canadian and U.S. companies that achieve a Rule of 40 score of around 50 or better, meaning their revenue growth plus profit margin adds up to 50% or more. For example, a company growing at 20% with 30% margins, or one with 25% growth and 25% margins.

- Can you recommend any companies that fit this profile?
- Any Canadian companies that might be flying under the radar.
- Any mid/small-cap U.S. companies that meet this criteria.

Do you think this makes sense as a screening criterion for identifying quality growth stocks? If not, what is lacking?

Best,
Matt

Q: SKWD has been treading water for a while now. What do you think of their prospects moving forward?

Q: corweave and nebius both got hammered in november, i know you had nebius as a top pick when you were on bnn.it went straight up then straight doen.
which do you prefer now and why.would you buy both or stay away. dave

Q: What would be your US stocks for tax loss selling?
Thank you so much. Lorraine

Q: ZenaTech - ZENA on the Nasdaq, looks like an interesting product offering, would you consider it investable? Another company with the same product that you like better?
Thanks

Q: hello
I have a partial position on gsy; go easy
it has plummeted

looking for a bottom , what would be a good entry price for a 3 years hold? would you prefer GSY over PRL which is a smaller company?
thanks

Michael

Q: Hi Team,
Do you still consider Srad and Geni solid growth names? I own both in moderation at a loss. Wondering if they are worth holding or if you would trade them in for any other “better” ideas at the moment? 10yr hold.

Shane

Q: Hello
looking at both Stn and wsp to add to a pre-existing position

what would be a good price to add for Stn.ca?
thanks

Michael

Q: Thank you for the recent flash update on several companies that have experienced a large decline in the last few months. Your reports reaffirmed the solid foundation of these companies. Also nice to see a bit of a bounce upward of these companies,
Thanks Stephen

Q: What are your thoughts on this small cap that was at one time a high flyer?
Would love your analysis on there recent Earnings report and do you see some good things down the road?
Thanx as always
Gary

Q: How is Celestica's current valuation, after this AI related pullback, last week ?

What is the level of debt and is it sustainable ?

What is the risk/reward to own/add shares at these levels ?

Thank You

Q: Dear 5i team,
I have been a WSP shareholder for over five years. During this time, the share price has sometimes fallen, but my patience has always been rewarded. I am struggling to understand the recent drop in the share price. I believe the Q3 results were solid. I note that competitors in the sector, such as Stantec and Atkins, are also experiencing declines…
Could you explain recent WSP's decline? What is your view on the future of the stock, and if you are confortable to continue holding?

Thank you.