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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: Hello Team,
Can you please rank the above companies from 1-13 based on which ones you would purchase today, looking for a 2-3 year hold. Thanks.
Read Answer Asked by Kevin on March 19, 2025
Q: How would you rank the following for a growth oriented long-term hold: DEFI, DCBO, HPS.A, KSI, VHI, PRL, GSY, ATZ, CLS, NTR, PBL, DRX
Read Answer Asked by Andrew on March 17, 2025
Q: Hi 5i, assuming Hurricane POTUS looses his bluster, one year out how would you rank the above small caps for potential?
Read Answer Asked by Christopher on March 12, 2025
Q: Considering taking a 28% hit on Hammond to buy 5000 shares of DRX at 8$ as a way to diversify my risk on my aggressive part of my portfolios. Will still have 2500 of Hammond after selling 500. Your thoughts please. much appreciated. Larry
Read Answer Asked by Larry on March 06, 2025
Q: Hi 5i,

I've read through your previous comments on the company and I was wondering:

1) What do you perceive as the key drivers to this company's performance?
2) What do you think explains the rollercoaster that the share price has gone through?
3) What should I pay attention to if I want to decide whether the company will right the ship and re-establish its momentum?

Thanks!
Read Answer Asked by Blake on March 04, 2025
Q: Hi 5i, I was listening to a steel analyst stating that "value added steel manufacturers" like Russel metals would be exempt from steel tarrifs. I realize the companies that actually make steel and the steel outputs for downstream manufacturing will be taxed. If this is true then aren't companies like the one mentioned or DRX or HPS also exempt? Now if anything manufactured in Canada is taxed then all bets are off.

Thx
Read Answer Asked by Christopher on February 12, 2025
Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)

One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.

My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.

Thx
Read Answer Asked by Christopher on February 11, 2025
Q: DRX continues to fall. I have been keeping it as a 3 year plus hold because of its value and possible growth due to its innovative technology. Your thoughts.

Also, are there any Canadian stocks that you were favorable on that you think investors should consider selling now that tariffs appear to be happening? Thanks Steve
Read Answer Asked by Stephen on February 05, 2025
Q: Hello, I am wanting to increase my TFSA Industrial sector from 12% to 15%. I presently hold ATRL CP MDA and DRX. Which would be better addition RTX or ATS? Another thought is add RTX and replace DRX (down 30%) with ATS. I do hold for longer term. Thanks for any comments.
Read Answer Asked by Roy on January 22, 2025
Q: Can you please rank the above companies for capital appreciation over the next 2-3 years. No worries on Risk or Industry. Thanks again!
Read Answer Asked by Kevin on January 10, 2025
Q: I own a long term holding in these stocks but am interested in adding a short term trading position in a few of them to take advantage of any January post tax loss selling bounce. Please rank these from best to worst near term (1-2 month) trading potential.
Read Answer Asked by Greg on December 13, 2024
Q: Can you comment on the ADF backlog drop from $330.3M vs $510.9M at the start of the year? It appears to be partly related to a strategic decision having recently declined a $150M Amazon project due to low margins (8%). I think this illustrates some management discipline - profitability over pure revenue growth with management prioritizing margin quality over volume. Curious about your thoughts?
Read Answer Asked by Michael on December 13, 2024
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