Investment Q&A

Q: Our current Federal government seems to think oil pipelines are the answer to preserving Canadian independence, however as Adam Posen of the Peterson Institute points out, Canada has no internet pipes that don't run through the U.S., its satellites, or cables. Which of course means we have no access to the internet without U.S. permission. What Canadian companies would benefit if the government decided to invest in a Canadian owned and operated internet?

Q: Their latest acquisition seemed to be a good move into the drone data recovery space and with their latest earnings growth and strong business model (eg. getting paid their subscriptions for the gov't upfront to provide upfront cash) and growing focus on non-government areas (eg. military or private sector w/ the Corellium acquisition) what am I missing with this company? Why are investors staying away and creating such volatility when results are good.

Headscratcher on this one...

Q: Your thoughts on this interesting small, risky/looking homegrown. Worth a flyer?

Thanks.

Q: Is now the time to add to this stock. I am down 20% since my
last purchase.

Q: TFII reports later today. Could you provide quick summary and thoughts on the earnings after reporting today. Based on results and commentary, may be time to buy.

Q: Morning 5i staff,
What companies can benefit from the new Defence Industrial Strategy announced by Carney today.
Please provide explanation as to how they can benefit and rate the companies that can benefit the most to least.

Thanks Joe

Q: As a part of the Constellation Software (VMS Ventures) portfolio, is Raia AI looking primarily to build a standalone platform for external customers, or is its main goal to act as the internal 'AI engine' that automates operations for all of Constellation’s 1,000+ niche software companies?

Q: Hi,
TS has sent out a notice of a class action settlement of 11 million, less around 3 million in legal fees, etc. You need to have invested in the shares between Mar 7, 2019 and Nov 3, 2021 and put in your claim by Mar 4th, 2026. I'm aware that often these claims are reduced to small amounts per client once all the dust settles, so I'm wondering if you've any idea how many potential claims could be expected based on the volume of shares sold at the time? Ditto for SNAP, which covers share holders from Feb 5, 2021 to Oct 21, 2021 who can claim by May 6, 2026. Any thoughts on either tickers are most welcome! Thank you for always having the answers we seek!
D

Q: Which Canadian infrastructure companies will benefit most from Carney’s recent announcements of increased expenditures on defence.? Please refer me to other questions if already answered elsewhere.
Thanks, Len

Q: in my grandsons acc i have lmn it is down 41% should i switch it for csu at this time

Q: Hello 5i Team

I own European Residential REIT in a taxable account.

The REIT has previously announced it will sell all its remaining properties and essentially close down operations and delist from the public markets.

Current price is approximately $1.14 and the net asset value as of December 31, 2025 is approximately $1.44 (as per financial statements released).

How does this process occur? Do they essentially liquidate their portfolio, pay taxes and distribute the proceeds to unit holders (say $1.40 per unit to account for taxes and closing costs) and the trading price of the units goes to zero. This would result in a "capital loss" on the units and some form of taxable distribution (mix of capital gains, income and or return of capital).

Or does a private buyer make a take-over offer of say $1.35, take the units private and then internally deal with the closing down of operations.

Has there been other examples of companies / reits closing down operations?

Is this a potential arbitrage opportunity?

Thanks

Q: Why is there a need for an "investigation" into Galaxy? Simply for missing its estimates? And yet that seems to be what everyone is pointing at. How can one be held to account for predicting what is almost inevitably unpredictable when the market goes wonky? I don't see that GLXY has done anything wrong, but what do I know?

If you have posted an answer directly about this question, please point me to it, as I've failed to find it. Thanks, as always.

Q: How much importance do you give ROIC when assessing the merits of an investment?

Q: I need to raise some cash and am considering selling one of the securities listed. I have a well-diversified portfolio with a slightly overweight financial sector, hence the choices. Which of the three listed ETFs (I treat BRK.B as an ETF) would you sell? The criterion is the lowest anticipated return over the next 3–5 years. Thanks!

Q: https://www.nextbigfuture.com/2026/02/ai-demand-and-profits-are-better.html

This comment is to replace the two I sent yesterday. Please delete them.

I wanted to rewrite to say that these charts and video from A16z (venture investors Andressen Horowitz) are a very interesting look at what is happening with Ai. The video goes through the charts with commentary which I think is good.

Thank You
Peter

Q: Will you please let your members know if you see any significant insider buys from the Csu family as this could be the bell ringer for the bottom? What is a good site to track insider moves?

Thx

Q: Your thoughts on this company would be appreciated. I cannot see where they have mentioned the next earnings release date so if you have that I would appreciate it. Thinking it might catch an uptick from people looking for companies which benefit from a decent economy and are not susceptible to AI disruption.

Q: What are you think of their latest quarter.

Q: Hello Peter
I have WPM , FNV and AEM for gold and precious metals
WPM and FNV are both partial positions

I was told that WPM is like a royalty company and less risks
besides gold, does WPM generates income from silver and copper (the 2 that I like besides gold)
would you add to WPM or FNV or both (equal portion); awaits a pullback
AEM, I hold a full position already, thanks

all that glitters indeed is gold
which have done well last year
(glad that 5i recommends AEM which I hold for a long time, now bearing fruit)
thumbs up

Thanks

Michael

Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division