Investment Q&A

Q: Hello, I have long been a fan of Peter Hodson's team. Introduced thru Ellen Roseman's investment club.

I own JRVMF in my TFSA. Originally bought about $2,000 CDN worth of shares several years ago. I listened to my geologist neighbour.

Just received a package on the company's U.S. Chapter 11 proceedings (received by regular mail February 21, 2025, must respond by 5 p.m. CT February 25, 2025).

Package includes 1) notice of "Joint Prepackaged Chapter 11 Plan of Reorganization" 2) "Notice of Non-Voting Status" and 3) a form for those who "elect to opt out of the third-party release" which must be returned tomorrow, Feb 25, 2025.

I gather I am not entitled to vote on the Prepackaged Plan. I assume this is a standard thing. Any advice on how to respond would be appreciated.

Never listen to your geologist neighbour. Thanks!

Q: Hi Team,

This seems like an opportune time to add to this position. What are your thoughts on the company's valuation and competitive position?

Q: Hi 5i team,

I would like to park some cash for about one year, which is better and safer ZST or BPF.UN ? Is there any better option other then these two?

Thanks,
George

Q: Small/Mid cap stocks have been down in recent weeks, some down significantly.

What would be your top 5 Small/Mid cap Canadian and US Stocks in today’s market?

Thank you
Tim

Q: Hi,

WDC just split into 2 companies today. Can you please take a look at the 2 individual companies and give me your take if you think both or the individual companies look like they will show strong growth and increased stock price over the next 5 year.

Buy , sell or hold on the 2?

With thanks


Sheldon

Q: Any thoughts on this company now? Thanks

Q: Hey gang!

I have a question about Aritzia Inc.

How much share price decline can we expect in a Trump-tariff situation? What is the tariff risk?

Your report notes the seasonality of ATZ with most revs coming in during Aug-Feb (the third and fourth quarters).

If I were looking for share price "pop" or a surprise, when would the seasonally influenced numbers show up? Would it be in the upcoming earnings report (Q4)?

I ask because I see a lot of ATZ clothing being worn, and I expect the numbers to be extra good.

Having said that, 5i made a great call on ATZ months ago. Is there room for more growth?

Regards,
David

Q: Can you follow up on your last comments on Ultra Clean Holdings and their most recent earnings and why they dropped so much? Buy, hold or sell? thanks

Q: Is TTD going to be in the penalty box for a few quarters? Is this a hold or sell?

If I sell looking to allocate the funds to make Google and VHI full positions.

Q: Hi 5i
How were TEM earning and where do you see it going from here? Market does not seem to like.....Would 5I be interested after the 15% drop today? if so at what price
thx

Q: I see Propel 12 month high & low-$43-$15 and now at $29 is close to where it was On Oct1.
Any idea for the steep decline,? Do you think it may be due to the fact they possibly overpaid for Quidmarket?
Buy more or reduce or sell? Holder of 1500 shares.

Q: In response to one of the previous questions you indicated that with 70% of of its business in the US tariffs will not affect its business much. The stock has had one of its largest price drawdowns and as we know much of this is due to the very poor Q which in its history is also rare. Do you think that this dramatic price reaction is over done as investors believe the tariffs will have a much greater impact then reality. If you didn't own the shares could a case be made to buy? If not what price or circumstances would move it to a buy?

Q: Which electricity producers have the least solar and wind production as a percentage of overall production?

Q: Your thoughts on DJT's ask that the Keystone XL be built "now".

Q: Hello,

Thoughts on the latest results?

Thanks.

Q: After Friday's big market drop, what are the best 5 stocks currently that are "safe" with a growing dividend, to start positions in?

Q: While I am very overweight oil & gas producers I am not concerned as I bought several of these at under $1 which explains the overweight position. However, I do have capital losses on BTE and that got me thinking that maybe I should consolidate into the 3 best if I can manage the large capital gains tax. Would MEG, TVE and WCP be your choice? My only concern would be VRN which is currently a 7 bagger and I'd have to do that over time. Any comments or concerns with this or should I just continue to hold all. I do have a very large, diversified portfolio.

Q: Hi Peter, I was wondering why WELL was down over 5% today. Is there any news. Can you comment also on how the business is doing and would you add current pricing.

Thanks

Q: INE is being bought by the Quebec government. Should I sell my shares now or hold for a possibly higher share price? In a registered account, so no tax implications, and I don't want the investment to sit idle.
Thanks!

Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek