Q: Greetings 5i, may we please have your updated opinion and analysis of Block, particularly in light of Q4 2025 results and the announcement on workforce reduction. If you held the stock would you add? Is it a buy? Thank you.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Dear 5i,
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member
I initiated a small position in Zedcore based on your prior recommendations after the Amazon competition threat decreased ZDC’s price - thanks for the timely evaluation. After a short ‘test-drive’ I am considering adding to it. I’d appreciate your take on the bought deal closing Feb 27. Can you explain why the underwriters are paying a premium to the current share price? Also, has the company outlined how it will deploy the $30 million and what is your take on the impact of this new spend on future growth. Thanks for helping me discover these ‘small’ growth companies (Can-PNG! US-NBIS!).
Sincerely, another very happy 5i member
Q: Airboss is quietly climbed about 50% over the past three months. I haven't seen any news or (much) insider buying. Does the current value seem reasonable?
Q: HEI just announced earnings and the stock dropped like a rock. I would appreciate your thoughts on the earnings and on the company as a whole. Is it worth keeping or do you have a better idea in the sector. Thanks so much.
Q: Hi Guys
With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?
Thanks Stuart
With all the bank earnings out, and the conference calls occurring, did you get a sense on how credit worthiness is doing? How were banks provisioning for loan losses? Thinking of Propel and Goeasy and whether they will get through this cycle just fine?
Thanks Stuart
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $53.25)
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Vanguard FTSE Developed Asia Pacific All Cap Index ETF (VA $53.11)
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Vanguard S&P 500 Index ETF (VFV $164.00)
Q: Using above 2 for Canada and USA
Can you suggest ETF for Asia
Can you suggest ETF for Asia
Q: Can you provide your comments on the growth profiles, historical and in the next few years, for both of them?
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Which one of the two would you side with today, if growth and valuation both are equally important. Suggest if you have a new name instead.
Q: Greetings 5i, your updated opinion and analysis on this company and its future prospects please. Thank you.
Q: Does ZWE have a management fee .65% plus a MER .73% or just the MER ? Also is it a good fairly safe longer term buy and hold for income and diversification ?
Q: Lumine has been a "disaster" for me. Worst performer in my portfolio, by far. Yet your conviction for the company remains strong. Can you please explain why you continue to feel bullish about the company & if you would hold or gradually buy more at the current price? Thank you.
Q: I hold this in a US account. Is there a comparable investment for my Canadian account. Thank you for your guidance.
Q: Hi 5i Team,
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO
Is it a buy at current prices?
I see a few older questions related to ASTS - but was wondering if you can provide some commentary on this company with the updates in the last year or so:
- Golden Dome funding
- US Space Development Agency Contract (30M)
- Launch cadence timings on Blue Origin
- Financing package from mid Feb
- Bluebird 6 launch Dec on ISRO
Is it a buy at current prices?
Q: So XPO has outperformed TFI over the last year, would you buy it over TFI and do you feel that both are buys today.
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KKR & Co. Inc. (KKR $89.96)
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Blackstone Inc. (BX $109.96)
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Brookfield Corporation Class A Limited Voting Shares (BN $56.62)
Q: I know you still like BN even as a top pick for TFSA but since all the other private credit names are suffering this one seems to be lagging. I know you feel it is not the same, but it seems like others see it as similar to Apollo, Blackstone, or KKR and are lumping it with that group. Can you please explain how we need to view this company differently and how to remain patient?
Q: Please rate the Canadian Banks on valuation,highest to lowest.Thanks.
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WSP Global Inc. (WSP $228.63)
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Stantec Inc. (STN $122.79)
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goeasy Ltd. (GSY $49.72)
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Propel Holdings Inc. (PRL $19.83)
Q: Hi Guys
I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?
Thanks Stuart
I hold Stantec and WSP and looking to add to one. Looking out 5 years would you have a favorite today?
Thanks Stuart
Q: Crystal ball here, but do you think Telus shares may rise when/if the dividend is cut? The uncertainty seems priced in. Appreciate your insights.
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Alphabet Inc. (GOOG $306.93)
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NVIDIA Corporation (NVDA $184.77)
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Booking Holdings Inc. (BKNG $4,371.77)
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Constellation Software Inc. (CSU $2,938.78)
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Celestica Inc. (CLS $365.54)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $175.78)
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Spotify Technology S.A. (SPOT $530.26)
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Thomson Reuters Corp (TRI $103.70)
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CrowdStrike Holdings Inc. (CRWD $436.33)
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Vertiv Holdings LLC Class A (VRT $270.06)
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Topicus.com Inc. (TOI $107.89)
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Lumine Group Inc. (LMN $25.72)
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Nebius Group N.V. (NBIS $96.43)
Q: After recent news/earnings and along the thinking that AI will not completely replace SAAS but work along side it and even provide positive tailwinds, do you think its time to rotate a bit more from hardware to software or proceed with caution still? I hold CLS, NVDA, NBIS, VRT in hardware and CSU,LMN,TOI,SPOT, SHOP,CRWD,BKNG,TRI in software. Also own GOOG. I'm trying to find the right balance. If we look at SOXX/IGV, are we going to see mean reversion back to the mean?
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Also what part of the market or credit cycle do you think we are in? Mid to late cycle? Should we be more defensive or still slowly adding to growth names? Thanks!
Q: I realize the graphene stock 'Hydrograph' is very speculative, but is it worth a small opening position?
Thank you,
Dean
Thank you,
Dean
Q: Hello
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael
like to add to the above , already has a 1/3 position
would you prefer goog over amzn
also an entry price to suggest would be great
thanks
Michael