Investment Q&A

Q: Good morning 5i team

Altus receives little attention from your subscribers. Its share price has increased after the sale of its property tax business, debt pay down, and share re-purchase.
I am trying to decide if their shares represent a solid opportunity to now buy.

Several questions please.

Does 5i view Altus as having meaningful competitive advantage versus peers in providing CRE intelligence services?

Does 5i view Altus as a 'wide, narrow or no moat' company?

Does 5i feel that Altus has a significant runway to gain market share, grow revenue and profit in the CRE market over the next few years?

And finally, would 5i recommend buying Altus shares now, or perhaps wait for a pullback?

Thank you.

Edward

Q: So I’m thinking if Trump imposes a 15 % tariff on all countries , how is Canada’s competitiveness changed for all countries except the US ?
Under CUSMA 90% of all trade in goods are tariff free. It will be the renegotiation of this agreement in 2026 to be most important.
How’s my thinking? Thanks. Derek

Q: As a follow up to my last question (feel free to combine answers and assess credits appropriately) I am hopeful for your analysis on how the market is reacting to earnings. Is there a tilt positive or negative? In other words, are beats and/or raised guidance showing a stronger move upward than a miss or lowered guidance? If this isn't commonly available data, please apply it to several 5i favourites to arrive at a conclusion.

Q: An advisory service that I follow on X seems reasonable and has made the following comment today which I have seen variations of popping up with more frequency:

"Markets speak louder than headlines.

If good news can’t lift prices, risk is rising.
If bad news can’t sink prices, a bottom is forming.

Distribution has been underway for 2-3 weeks, lots of weakness under the hood. The indices are the last to roll over."

Is 5i of the mind that the market is running out of gas in the near term and poised for a pullback? I know that you are tilted more bullish in the long term but would you suggest waiting on new deployment today on the assumption that comments like the above are correct or at least likely? If you could explain in detail whether you agree or disagree I would appreciate it.

Q: Would appreciate an evaluation of this Block chain Company with a 800 million market cap!
Is it worth a small position?

Q: For a TFSA how would you rate this group. Willing to accept risk - looking for high return over 3-5 year period. Not tied to any If any not suitable, please suggest others. Bottom line - please advise your high conviction list of 7. Thank you.

Q: Thoughts on their purchase of Richardson Wealth? I know it's not a large purchase for them give mkt cap considerations, but do you think the gap they are filling makes sense for their investment division? Does their history in the space give you confidence that they can effectively integrate the purchase?

Q: Which would be your first choice between COST and DOL for initiating a full position today with a long term (multi year) horizon, and can you provide a bit of comparison between the two.

Q: After yesterday CGI Q results would you prefer TRI for more growth?

Q: Your thoughts on GIB.A's results released today, please.

Q: Hi Guys
What did you think about TOU recent results. Sold off a bit on their release.

Stuart

Q: Could you please comment on how Gitlab is progressing since your last update. Appears they have become cash flow positive the past 2 quarters. Would you wait for further improvement in capital efficiencies or is this starting to get interesting now?

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Q: What are your thoughts on Intel?

Q: Which would you own for growth?

Q: Hi,
Is CLBT still worth holding or are there better opportunities. Down 24% and considering if I should sell or add more.
Thanks

Q: I loved this recent question from Giovanni, big kudos to him and his son for taking the fantastic suggestions from 5i, and GIANT HIGH 5 to 5i team!
So to ask the same question today, my 30ish daughter has about 45k cash in TFSA. Also has some NTDOY, DIS ZQQ and ZEB. Ok with ETFs but I don't think there is as good a chance for towering home runs like NVDA.
Let's grow!

Q: New IPO. Figma. FIG

Thoughts? Worth jumping in on the hype?

Q: Your opinion please and thank you.

Q: What appears to be the reason for the recent upward movement in TVE and is it sustainable in your opinion.Andrew.