Investment Q&A

Q: Results could be described as stable, but I don't like the fact that they had to renegotiate covenants, and that the extension goes only until September30, 2025.
Your opinion on both the results and the covenant issue would be most welcome.
Thanks folks!

Q: In a recent market update you stated that the markets were approaching or beginning to appear a little frothy!!

Given that the markets have continued to reach all time highs (albeit earnings have been very good) do you continue to view the market as somewhat frothy or full on frothy??

How would you position your holdings going into a potentially frothy market?

Thank you
Tim

Q: WELL reported good results, or at least they seemed good. In early questions, 5i agreed. Stock opened higher then fell off a cliff ending down 32c. What does the market see about the results that initially wasn't obvious. Or is this just a glorious time to add to position?

Q: Buffet has purchased a stake. Is it time to buy in?

Q: Hi,

Curious if which of these companies you like based on potential risk/rewards - or if there is another similar company that you prefer?

Thanks.

Q: Just noticed analysts predict 2026 earnings for GSY to increase by 26% over 2025. Increase over previous year was 4.25%. Any thoughts on drivers of the 2026 large increase?

Thanks

Q: Can you buy byddf in your TFSA? I read somewhere OTC stocks can't be held in tfsa

Q: Hi team,
With no consideration for anything other than total share price return, which of these 2 names ( Well, CLS) do you see performing better from today’s levels? Well has been lagging for some time now . Wondering whether my investment is better spent buying into CLS now that it’s pulled back a little bit in the last couple days.

Thanks,
Shane

Q: Good Morning Everyone,

I’ve heard a stat that claims that ~80% of the returns since “liberation day” have come from 10 stocks. (MAG 7, PLTR, ORCL, AVGO)
Is this true? Is this unusual?

May I have 10 each of your favourite CAN and US value stocks to look at please?

Thank you!

Q: What do you make of BNS laying off investment bankers? Time to cash out? Thanks a lot.

Q: The situation ..... A U.S. ETF that pays a rather large dividend . I get an email from them with dividend announcements for every month ..... The ex dividend " and " date of record are the same ...... Hypothetical situation ..... I buy the stock today ...... It goes both ex dividend and date of record tomorrow..... The dividend is paid the following day ..... First question is how they would know I bought the stock in enough time to pay me ? The ex dividend and date of record are the same so I think I'm entitled to the dividend . Am I ? If the ex dividend and date of record are the same day I would think the " settlement date " { whenever that is } would be irrelevant ..... Is it ? The reason I ask is I can collect a rather large dividend and trade myself in and out of the ETF in a short period of time limiting my risk ...... If the settlement date does comes into play { It shouldn't according to their own statements } How long is the settlement date ?

Q: I try to keep 5i’s guidance on when to sell a stock in the back of my mind whenever I am looking at my holdings. Do you feel either of these two meet enough of the criteria to warrant selling? For instance I see commentary that (future) competitive landscape for NTR may have shifted materially with massive new supply entering the market? And notwithstanding recent DSG comments, it feels like something has changed? I appreciate your thoughts.

Q: Can you please comment on earnings yesterday for DSV ? Looks very strong and they are cleaning things up operationally at Porcupine.
The market liked the news.
thanks

Q: Hello Team,

You mentioned earlier that when/if Small Caps go they should "GO".

Can you give you top 3-4 Canadian and top 3-4 US small caps that you think will "GO"!

Thanks.

Q: Thoughts on earnings for each of these companies, each of which are likely to benefit from upcoming increased defense spending. Which one are you most positive on and why. Which are you more bearish on and why? Ratings for each Management 1-10.

Q: Your analysis of recent earnings would be great! I like that the backlog is at a high and am hoping this might be a signal that this will move higher in the next few quarters.

Q: Everyone, ten years ago what would your best five stocks be in Canada? Same question for the US. Are they the same as today? Clayton

Q: Folks...great service....can you suggest 3-4 beaten down Canadian and US stocks that you think are great opportunities for rebounds in the next 6 months?
Thank you.

Q: With most companies now reporting results in the last 3 weeks or so, what would be your top 5 buys in both CAD and US markets? Thanks for your great service.

Q: Csu is down 14 percent in one month.
Would you be comfortable buying a full
position at this price or how would you play it?