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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: Microsoft's C$7.5 billion investment in Canada (over the next two years), part of a larger C$19 billion commitment through 2027 may benefit some Canadian companies like GIB at 52 wk lows and CLS at 52 week highs.
I like beaten up dogs like GIB vs. high flyers.
What is your opinion of GIB these days.

Thank you
Read Answer Asked by JACK on December 10, 2025
Q: Can you describe what Zedcore does and why it has performed so well. Is its product line unique or is there aggressive competition? Is there anything that really sets it apart from others? If not, then why has it been a go to stock over the past while? How would you rate it out of 10? Where do you see there stock price in 6 months?
Read Answer Asked on December 10, 2025
Q: As I muddle my way through determining which holdings to purchase or add to and which to reduce or sell outright, I can't seem to ignore the backdrop of tariffs and an unpredictable Trump. If CUSMA goes down the toilet and duties are applied to almost all goods I can't see how there wouldn't be cataclysmic damage to our country. I am increasingly worried that as an investor I am not discounting the likelihood of this accurately. I am wondering if you could comment on this and discuss what your thoughts are. I would like to be able to better formulate my own opinion as to the risk I am taking with equities and your input would be valuable.
Read Answer Asked by Robert on December 10, 2025
Q: I'm analyzing some pharma companies for a potential single company to add to the portfolio. I know you like Cipher in Canada. I'm looking for outsized long term returns, so I'm excluding mega caps like Eli Lilly etc. More looking to get in earlier and hold a company that has the criteria to be a big name down the road. Can you compare CPH to KRYS, which is a US company that filters pretty well for what I'm looking for. Let me know which of the 2 looks like the better choice? Thx
Read Answer Asked by Adam on December 10, 2025
Q: Good morning 5i.

I would appreciate 5i's comments on Forward P/E ratios published in major reporting entities like Globe Investor.

Are these based on consensus analyst projections of forward earnings? Do the forward earnings forecasts exclude large non-recurring transactions (that could flip a 'real' 22 Forward P/E projection into a more attractive looking 11?

In summary, what advice would 5i have on the above, and how much should one take an "attractive looking" forward P/E into consideration when thinking about a stock?

Thank you.
Read Answer Asked by Edward on December 10, 2025
Q: Groupe Dynamite released a very strong Q3 earnings report on Tuesday, with same store sales growth over 30%, earnings per share up 75% and declared a $2.30 special dividend. I have been building a position in this stock since September. What did you think of the earnings report and do you still think it has good upside potential over the next couple of years?
Read Answer Asked by Dan on December 10, 2025
Q: I just read Peter’s rockets and duds, I would like to jump on the bandwagon for these 3 companies - if it makes sense to do so.

What advice can you provide given the rocket ride so far? Can they go up more in the near future? Thanks.
Read Answer Asked by Donald on December 10, 2025
Q: We're approaching January, many of which have a lot of turbulence as fund managers sell winning stocks/sectors from this year to buy into what they think will be the winning stocks/sectors for 2026. Do you have any insight on what we should expect from them this time around? Canadian banking has been insanely good this year. Will they bet on that continuing or sell off to buy tech? Or will they go for gold or the long neglected healthcare or real estate sectors?

I presume there will also be a lot of retail selling of winners this year from people who put it off so the taxes would be delayed. Though I'm not sure how much retail moves the needle compared to funds.
Read Answer Asked by John on December 10, 2025
Q: Hi 5I

What do you think the future prospects are for Huntington Ingalls, Victoria Secret, Venture Global and Molina Heathcare for the next 5 years?

Thanks

Carm
Read Answer Asked by CARMELO on December 10, 2025
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