Investment Q&A

Q: I would be interested in your opinion on this investment, and the appropriateness of holding in a non-reg account for income with a reasonable level of capital protection for a retiree but not necessarily requiring the income to live on.

Q: Hi, when looking at what sectors your companies fit in, what source do you use and why are there many different sites that give different sectors? For example, Dollarama. I see that you have it as cons cyclical in your portfolio, as well as does Koyfin. But when I look at yahoo, tmx, morning star, and globe and mail, they have it listed as cons staples? Which trusted source should we go with when allocating %'s to our sectors because it could throw off our sector allocations if not allocated properly. Thanks!

Q: Looking for an additional, fresh, minor holding in Consumer sector-- Bath & Body Works.
PE 8, well covers the dividend of 0.80 on $32USD price
Analyst earning forecast positive.
Morningstar Analyst rating 5 star. FV of $61USD.
For comparison: often-covered ULTA is 2 star now.
Thoughts? (any big red flags?)
With thanks.

Q: Gordon Reid recommended Mas Tec this morning on Market Call. Can I have your opinion on the this company please?

Thanks for all your help.

Mike

Q: Hi 5i Team - Could you provide an update on Logan Energy, its fundamentals and balance sheet, insider ownership, expected revenue and cash flow growth. Also could you comment on management which apparently has had success in prior ventures.
Thanks.

Q: Health care as a sector has me puzzled. I was adding to my positions in XLV and IHI during 2023-2024. I was prompted to keep investing thinking demographics would favor growth; that elective medical procedures postponed would come roaring back in the years following Covid. Mostly good companies were held in the above ETFs, and I was comfortable investing also because of familiarity with products and services. Markets have proven me wrong. My cost base is markedly higher than valuations today. XLV is down ~5.25% over the past 12 months (year-to-date return is flat —down -0.05%).IHI, although slightly up ~4.28% YTD, has still not recovered from a 20% drop in 2022. (Losses I show are much greater and are not useable for tax).
Current officials in the US admin have no clue on how to go about drug price reforms. Worse: they don’t know that they have no clue. Reforms are necessary; and PBMs are rightly under scrutiny for opaque pricing practices. I say this notwithstanding that UNH has produced the largest dollar loss I have had in several years.
The science and med professionals who DO know how to implement sensible and substantial changes are fired and replaced by sycophantic, subservient ignorant types. Is it therefore prudent now to sell one or both of XLV and IHI and redeploy cash in other areas? OR, would one be giving up at possibly the exact wrong time? Is now finally the time that patience with XLV and IHI has a greater chance of paying off?

Q: Do you folks have any current info wrt Opendoor??? Was $0.57 a couple months ago, $1.67 currently!! I read they were considering a reverse stock split a few months ago to stay compliant with the exchange, I can't see any updates to see if they did that?? This stock has been appreciating in price gradually, but big moves last 3 trading sessions.

Q: Good afternoon 5i team!

I watched an interview with Tom Lee from Fundstrat Capital regarding how he's been named chairman at BNMR. The company is discribed as the Microstrategy (MSTR) of Etherium. Can you offer your thoughts on the company. I've listened to Lee's commentary for the last few years and he's generally been spot on with respect to S&P performance, tech stock performance, and at the moment, seems fairly accurate with his Bitcoin/crypto call. It has had a wild ride over the past couple of weeks, but if it is, in fact another MSTR, then it might be worth dipping a toe in here.....albeit, a very small toe.(lol)

Q: The latest Q results were excellent and the share price in after hours went into the $130's, yet it has drifted down to the $113 range or almost 15% since late June. How would you rate this stock, do you think it deserves more patience? Thank you. John

Q: What are your thoughts about zero-click search and its eventual impact to Google's bottom line. Personally, I was a HUGE, HUGE user of Google search for more than a decade; however, for the last 12-24 months I (and my spouse) have stopped using it all together, preferring chatbots such as MS-Copilot, ChatGPT and Perplexity. And more recently, I hear that some of the companies that are building these LLM's will also introduce their own browsers. Looking at Google's revenue split by segment, "search" represents 50-60% of their total revenue (albeit less and less every year) but it is still 50-60% of Google's revenue. Any impact to this product line for Google, could have major implications to their revenue stream/bottom line - especially if others abandon Google as I have. You are very bullish on Google, it is trading at lower multiples compared to other Mag7 stocks and am considering an investment. What are your thoughts 3-5-10 years down the road, considering a potential impact on their key revenue stream and/or any other potential risks/benefits you envision. Thank You!

Q: What's driving SHOP up so much the past week or so? I see there was a report on crypto currency payments that seemed quite favourable. Where do you see it going over the next 6 months? From what I see, most analysts have it as a buy but some of the target prices are good but not great.

Q: I currently hold this (as well as BN). I do not need the dividend today (will in 15yrs). Are there other mid cap alternatives in the US that could be better choices for total return, over 15yrs?

Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.

Q: Hello, I wanted to start a small position in AAPL, but didn't want to convert CDN $ to US$, would you recommend the CDR? . I noticed that since the beginning of the year both the CDR and the US listings are down about the same ~ 16% .. Are there any hidden fees with he CDR . Or would you recommend to just buy the XQQ:CA?
Thanks
Carlo

Q: Team, I sold LLY from a 4% to a 1% position at $950ish. It’s come down a lot and has been negative to flat recently. Is this a stock you would start adding back? ISRG is a 5% and Well a 3% with LLY at 1%. 5+ year horizon. Is there a different Healthcare firm I should be looking at?

Q: I own ABT, and it’s down 8% today. Would it be a good idea to add to it? Thank you,

Q: I know you are not specialist of out of Canada companies but Röko AB is an investment company, founded in 2019 that specializes in the long-term acquisition and ownership of profitable small and medium-sized enterprises (SMEs) in Europe.

Their approach is that of a "perpetual owner," meaning they do not intend to sell the companies they acquire, similar to CSU.

Their strategy is based on the following principles:

Company Portfolio

Röko holds a diversified portfolio of companies across Europe. Here are a few examples to illustrate the variety of their investments:

Addedo (Sweden): A software reseller and consulting firm specializing in financial consolidation.

Atemag (Germany): A developer and manufacturer of components for CNC machines.

Les Deux (Denmark): A men's fashion brand.

ETB Technologies (United Kingdom): A specialist in refurbished enterprise IT hardware.

Oppigårds (Sweden): One of Sweden's leading craft breweries.

Pureoptics (France): A provider of network transceivers and cables.

Financial Information and IPO

I read that Röko AB completed its Initial Public Offering (IPO) on Nasdaq Stockholm in March 2025, generating strong interest from institutional and retail investors.

My question is: Is this a copycat of CSU and would you invest in it considering it's market cap ?

Do you like the CEO Fredrik Karlsson, was previously the CEO of Lifco, another highly successful Swedish serial acquirer ?

Q: At what price point does CPRT become a compelling buy? A month ago you said it was still too expensive to consider, it has dropped nearly 5% since. Would you step in here?

Also, I am very pleased with my subscription upgrade to include analytics. Can you please provide more clarity about your monthly stock selections? Are they meant to be ideas for a trade or for a buy and hold? It would be helpful if you could specify that for each pick.

Thank you

Q: Can you provide your latest thoughts on this company based on your fundamental analysis. Technically it appears to have formed a base after declining for quite some time.

How does the future look for this company. I believe they are in the right space based on our consumeristic habits.

Thinking of putting in my TFSA.

Thanks very much

Q: Any recent comments about the possibility of an increased offer ?
Jerry