Investment Q&A

Q: Own GIS and after many year's I'm up 1% not including dividends ugh. How would you rate these in the sector?
Many thanks.

Q: Would welcome your analysis on this small cap- it has recently received some positive reports. It appears to be cash flow positive and has a new drug approval.

Q: I just wanted to say well done to 5i Research. Today I was watching CNBC and someone from Alger Funds was on talking about AI investing. Her name was Ankur Crawford. At the end of the piece, she was asked to give an AI investment. She named Nebius, and said it was completely under the radar, undiscovered, had great potential and "some of the greatest AI engineers in the world." You guys seemed to have beaten the crowd to this one. Now I have to try to buy it as it goes up tomorrow!

Q: Your assessment on their 4th. quarter. Cheers

Q: ELF got smoked yesterday after what seems like a decent earnings report (missed earnings slightly and beat on revenue). Is this overdone in your view? Does the valuation now look like a good entry given the future growth potential of this stock or is there too much risk still?

Q: Please comment on earnings. Looked fine to me but alas the stock is down after hours. Thanks.

Q: Hi, I have a small position in LUN with 28% loss. Should I hold it or sell it to invest the money in a better company and take advantage of the tax loss as well? Your thoughts?
Thank you

Q: Long term hold or peaked?

Q: I am a 78 year old investor and have been in the stock market for about 50years. As you are aware, that will be many ups and downs. I have yet to witness the recent turmoil caused by Trump which an analyst referred to 'a staggering level' of chaos.
There have been a 'staggering' series of bluster about tariffs affecting the lives of North Americans. I think I have an idea to soothe your younger investors. Who comes to mind when you read the lyrics to a song from the musical/movie 'Chicago' sung so well by Richard Gere?

"Give'em the old dazzle dazzle
Razzle Dazzle 'em

Give'em the old hocus pocus

Give'em the old film flam flummox

Give'em the old three ring circus
Stun and stagger'em
When you're in trouble go in to your dance

Long as you keep'em off balance
How can they spot you've got no talent
And they'll make you a star!

How can they hear the truth above the roar?"

I just finished reading the 5i recommended book "The Psychology of Money" by Morgan House. Timeless lessons on wealth. greed and happiness. It was while reading the section on greed I thought of Trump and Musk and Razzle Dazzle'em.

Q: Which is a better long term hold CNQ or Impetial Oil ?

Q: The company profile shows a dividend yield of 13.8%. Other sites show a modest yield of ~4.5%. 2 yearsago MRG.un paid 6 cents per share and today pays 20 cents which I interprete as a positive reason to own the stock, but I am puzzed why there is such difference inthe yield numbers. As you can tell by my question, I am tempted to buy a position but recognize high yields are often a warning sign. Is 13.8% yield sustainable? I have been burned in the past with this kind of dilemma. Appreciate your thoughts ....thanks

Q: Your thoughts on the just-released results, please.

Q: I have enough money to start a position , which one would you be inclined to hold for a 2-3 years hold.
thanks

Q: Hi Peter and team,
Can you recommend five U.S. and five Canadian diversified stocks with medium to high risk, strong growth potential, and at least positive earnings?

Q: Hi 5i Team,

Could you please give me your outlook for these three companies in this new age of orange uncertainty? The headwinds and any growth opportunities.

Thanks for the Great Service!

Q: Thoughts on an ETF for cash in a RESP that wont be required for 2-3 years. Would VBAL be a good choice?

Q: Do you know why UBER's price swung so much in the last two days? Thank you.

Q: Based on today’s environment is NTR a sell? The materials sector is pretty diverse, are there two or three CDN companies that you would have a high degree of confidence would outperform just holding XMA for materials exposure? Or would you steer clear of Canada altogether, and if so, applying the same criteria suggest two or three U.S companies that could outperform XLB in the near term.

Q: Peter/5i staff, could I have your best 3 ideas for small caps, three from US and 3 from Canada, Thank you for all your helpful advice, Cheers, Geoff

Q: I’m considering finally selling my BCE shares and would appreciate 5i’s top five Canadian choices to replace my BCE holding. Please understand that I need to replace the income that I receive from my BCE investment but not necessarily looking for such a high yield as that is most likely not sustainable.. My main criteria is dividend sustainability going forward with average mid single digit yearly dividend increases. Many thanks.