Investment Q&A

Q: Could I ask you to please suggest a half dozen or more equity based inflation protection ideas, perhaps mostly individual stocks and a couple of ETFs, CDN and/or US. Does CME-Q fit the bill at all?
Thanks.

Q: Mark Carney comes to power in Canada at challenging time. He seems to be a pragmatist and as such he brings certain values to that intersect with our energy sector. On the one hand he understands that Canada desperately needs money that can be garnered from the fossil fuel industry. On the other his history teaches us he believes in the development of the clean energy sector. I would like to build a portfolio of Canadian energy producers that would fit his beliefs. My question is, what Canadian energy companies would you buy and hold for his term in office that stand to benefit from his pragmatic leadership? I would like to buy a basket of at least 5 companies. I'm interested in both growth and dividend paying companies.

Q: Sharing a great NBIS profile and overview article:
https://sherwood.news/tech/nebius-nvidia-gpus-ai-startup/?utm_source=snacks&utm_medium=email&utm_campaign=snacks_20250617&utm_content=e99a960ccebe81b1fcff68dfa0ad979b

Q: Do you see the above as a buy today? If so in what order and at what price? Would these stocks be suitable for a 10 year hold?
Thanks again for doing the heavy lifting for us.
Dan

Q: Great report on KSI,

I’ve been patiently waiting to build enough cash to add a position.

Despite the negative trend in the last 30 would you be buyers today? Or wait for it to finally settle out?

Are there any new developments regarding this company? Thank you for the amazing job you all do!

Q: Hello,

Can you comment about new CEO and CFO at DND?

Thank you

Q: I own these two stocks and would like to sell one of them. Witch one would you sell and why ? Thanks.

Q: Hi Team,
Just looking for some general thoughts here with GSY. It's hard to believe that it's been 4 years now since GSY share price has peaked. Yet, just the other day GSY announced their loan portfolio hit the 5 Billion mark. Not so long ago it was 3B, and not so long before that 1B. It appears to me that the company has it a scale in their lending and now the loan book is growing at a rapid, exponential pace. However, the share price still has not recovered from 2021 peak. Do you see this as a massive "base" forming here per say? Do you fore see another long term uptrend starting here anytime soon? Trying to gauge the disconnect here between the solid earnings and loan book growth over the last 4 years and the current share price. Is the set up here a great buying opportunity for the next decade?

Thanks,
Shane.

Q: Whats going on with these two companies both down big today.

Q: Looking for your thoughts on GLBE as tariffs (hopefully) stop dominating the conversation. One report I read shared the following and I wanted your thoughts on it as well as whether you would buy now or if you think it is going to move lower:

The new 3-year agreement with Shopify and uncertainty surrounding tariffs has created a lot of uncertainty, putting pressure on Global-e’s stock, but we are of the view that this is an overreaction and this business is a lot more resilient than the market’s current perception. Management is confident that the company will grow its revenue by mid-20% CAGR over the next 4 years and the FCF margin will settle in the mid-high 20% range.

Q: hi folks, realize speculative...but Archer Aviation seems to be gaining some traction/legitimacy with recent developments/deals...stock sold off on $850M finance @ $10....your views on company going forward...I was intrigued when U said they have exclusive partnership with Andrul for future US Dept of Defence contracts...just started small position, thx, jb

Q: I intend to start a position in APLD having a relationship with Core Weave (CRWV) in AI business. Also, Your views and comments on CRWV 's 7.5 billion USD contract with APLD on one side and recent dumping of its stock holding in APLD on other side please.

Q: I am a shareholder in Celebrite and the stock is down significantly in 2025. What are your thoughts on the future of this security and would you recommend holding on or moving on? Thank You.

Q: Can you update your perspective on LNTH? Has anything changed since May 8 that would suggest it's a good entry point? I know you don't put much weight into analysts but I'm seeing 7 buy, 1 hold with a $122 1 year target. It seems to have settled into a range from $75-80 and I'm wondering if you think the next move is up? What do the technicals show in terms of RSI etc? Is it oversold?

Q: I need to increase my weighting in industrials and have been researching ITW. It seems to be a very well managed company with an outstanding return on invested capital over many decades. Yet it seems out of favour in the analyst community. Why? Would you look through the noise and buy it for a long term hold?

Q: If someone wants to buy shares of Airbus, the European competitor to Boeing, what would be the best stock symbol to use? I see at least 10 different ones. Two seem the most reasonable: EADSF on the OTC Markets in USD, and AIR.PA on the Paris exchange in euros. What’s your view of Airbus compared to Boeing? Thank you

Q: Hi 5i
I'm thinking of adding to MG (50.50). If Carney and King Chump get a 'deal' in the next 30 days could we see a pop from MG? Are there other stocks you think might pop on a deal?
Greg

Q: Bought deal fort PNG, $100M, at $2.66 a share. What does this mean? Seems like a high amount for PNG. Is this to get new sales and prepare/fulfill new larger orders? I believe all this is good news but I defer to the experts. Is it good for shareholders?

Q: Could you please comment on the recent announcement that Vitalhub "filed and obtained a receipt for a preliminary short form base shelf prospectus with the securities regulatory authorities in the provinces of Alberta, British Columbia, and Ontario"?

What does that mean for shareholders? Do you view this as a positive or negative? How does this affect your sentiment towards the company and it's near term share price?
Thank you.

Q: Hello, I would like your opinion of BTB REIT. I know it is small but it seems to be chugging along since the pandemic. The distribution is attractive, given the 8% AND the fact that, since 2006, it is all return of capital. How is this possible since most other REITs have typically a mixed bag of ROC and « other income » and/or capital gains? Thanks