skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: UBER has reported strong Q1 2026 results : 21% constant-currency growth in bookings and a non-GAAP EPS of $0.72 vs. $0.70 consensus. Despite being rated a 'Strong Buy' by major firms (Evercore, TD Cowen, RBC, CFRA) and delivering 44% YoY earnings growth, the shares remain ~25% below their early 2025 highs (and recently dropped below 200-day average).

I understand the autonomous vehicle (AV) overhang and threat from Waymo and Tesla’s Robotaxi. Both expanding their footprints. Uber seems well-run and is growing and diversifying its business. And it appears to be pivoting toward an asset-light 'partnership layer' for autonomous fleets.
Questions:
1. Capex Risk: If the partnership model fails to scale, is there a risk that UBER will be forced to buy and operate its own fleet in a few years, structurally shifting from a capital-light software business to a capital-heavy transport business?
2. Disintermediation: If Tesla or Waymo successfully vertically integrate their own ride-hailing apps, does UBER’s moat (199 million monthly active users) hold enough weight to preserve margins? In your analysis, even when autonomous cars become a commodity, will UBER's 25–30% take-rate not be squeezed?
3. Stock price shows divergence between record profitability and stagnant price action. In your opinion, sell and move on? Or is this a strategic entry point? Could be dead money for the next 12-24 months? (UBER One membership has grown to 50 million members. I find myself frequently saying “Let’s Uber it....” , which is now a customer habit worldwide for many. But I ask : when autonomous cars become a commodity, would UBER's 25–30% take-rate not get squeezed? :ao:
Read Answer Asked by Adam on May 12, 2026
Q: Assume you have a portfolio with the above names, and you decide to sell Hershey and Comcast. Which of Vertiv, Cummins, United Rentals or Quanta would you add to and why? Thank you!
Read Answer Asked by Neil on May 12, 2026
Q: The medical device companies have had large declines in share price over the last several months. Concerns about new weight loss drugs reducing the need for their products, tariffs and other issues. Time to exit this sector or is this a buying opportunity?
Read Answer Asked by Dan on May 12, 2026
Q: Amazon has launched a new line of business by opening up Amazon Supply Chain Services to other companies. I would expect Amazon to be extremely competitive in both service quality and pricing. Will this eat into DSG's business and drive a lower DSG valuation going forward. Is it a potential existential competitive threat to DSG? Appreciate your perspective.

Thanks.
Read Answer Asked by Joel on May 12, 2026
Q: thoughts on tssi/q...after good Q4 results & rally, where appeared problems of integration into new 200k sq ft facility were fixed...now 3 ex-Dell executives on TSSI management....Q1 results fell far short of expectations, stock hammered 30% (again)...anything good in results/guidance...if Dell sole customer (stock hitting new highs daily)....why wouldn't Dell just buy out tssi??...I have held this roller coaster stock and watched from U$20+ fall to U$7's...then rally to $15sh before Q1 results...thanks as always for your thoughts/perspectives....jb, Piedmont QC
Read Answer Asked by John on May 12, 2026
Q: A current Globe article by Kevin Foley discussed "short-term investment grade prospectus credit funds" as a place to park cash that pays significantly more than money-market funds. Here are some highlights from the article:

-- A representative group of five of these credit funds averaged 6.3 per cent annually over the last three years and 5.0 per cent annually over five years., besting the usual funds by something like 2.5 %.
-- They buy an investment grade corporate bond and simultaneously short sell a government bond of the same tenor to eliminate the interest rate risk, thereby isolating the credit spread.
-- The average annualized standard deviation across this representative group of funds is 2.25 per cent - less than half the 5.18 per cent of the FTSE Canada Universe Bond Index, which most Canadians consider safe and not volatile.

In the article he does not make specific recommendations, just putting forth this list from the CIFSC:
https://www.cifsc.org/alternative-credit-focused/

I would appreciate your comments on this as a place to park cash, and wonder if there are any on this list that you might prefer, or if there are any to stay away from. Any reasoning for your choices would be most welcome.

Thanks!
Read Answer Asked by Paul on May 12, 2026
Q: Since this company's IPO the share price has continuously decreased. It's company had already fulfilled it's stock buying program and announced another $200M USD program.

It's growth prospects seem strong, it's branding and connection with younger customers seems in tact and it is targeting a segment of the market with actual banking solutions that are missing in the market. On top of this, the fastest growing segments seem to be middle income consumers which will boast the credit profile and reducing some risks.

Anything to like or dislike about this company aside from the profitability profile which is weak but improving?
Read Answer Asked by Michael on May 12, 2026
Q: Could you comment on the recent announcement by the company (May 5th) to spin out it's non-gold assets ("Spinco") and unlock their value. Shareholders get 1 share of Spinco for every 5 White Gold shares held upon completion. Shares have had a positive reaction.



Company has entered into an arrangement agreement (the "Arrangement Agreement") with W2 Critical Minerals Corp. ("Spinco"), a wholly owned subsidiary of the Company. The Spin-Out is designed to unlock the value of White Gold's non-gold project portfolio by transferring its portfolio of copper, molybdenum, tungsten and other critical mineral properties located in west-central Yukon (the "Critical Mineral Assets") into a dedicated, standalone vehicle, and spin-out the common shares of Spinco (the "Spinco Shares") to the Company's shareholders ("Shareholders") on the basis of one Spinco Share for every five White Gold Corp. shares held (as defined below), through a plan of arrangement under the Business Corporations Act (Ontario) (the "Spin-Out"). In connection with the Spin-Out, Spinco intends to complete a private placement financing for gross proceeds of up to $5news on th ecompany
Read Answer Asked by mike on May 12, 2026
Q: I have grown my $32,000 contribution in FHSA to $48,000. And that includes losing $3000 on GSY, currently hold: GRID, KSI, NBIS, PNG and I have $4300 USD CASH to invest, can you recommend a few US high growth stocks and entry price. Home purchase may or may not happen so not concerned at all about needing the funds soon. Am envisioning this growing to $300,000 over the next several years
Read Answer Asked by Danielle on May 12, 2026
Q: There are a number of Small/Mid cap stocks you have liked for a long time and there are others that have recently come into play.

Most of these companies have done very well over time and some have stumbled.

I own a number of these names and other than Goeasy and the negative momentum of software names I have done well…

However, having been bitten a little by some of these names I find it difficult to venture into new names like FLY, TSAT, MDA, ENS, ELVA and others given the almost daily volatility.

What portion of your portfolio would you feel is reasonable for Small/Mid cap names? And what are your key metrics when you review or recommend these small to mid size companies?

Given all of that what would be your top 5 new names you like in today’s market?

Thanks
Tim
Read Answer Asked by Timothy on May 12, 2026
Q: Microsoft is not making it for me . Short to even mid term I don't see much of a catalyst for growth. Short list for replacement is MU. PNG, and SHOP .... Please comment on my disposition of MSFT and a short narrative on each of my choices followed by a favorite to least favorite list ? ..... Regarding MU I feel I may have missed the boat as I kept low balling bids daily when it was in the $14 to $17 range ..... But of course that doesn't mean anything if 5i thinks it is still undervalued.. Especially if it is undervalued opposed to the other choices ...... ..... Thanks for your terrific service .....
Read Answer Asked by Garth on May 12, 2026
Q: Hi! I recently sold a property in order to access regular income from the proceeds. I'd like to make 3% on an investment that pays on a monthly basis, and that has some potential for growth. If paying out on a monthly basis is too limiting, I can bridge for a quarterly dividend. I'd love to get your suggestions. Thanks!
Read Answer Asked by Kate on May 12, 2026
Q: I am thinking about starting a position in each of these companies: PRL, DSG, CLS, WSP & KXS. Any concerns or is there anything I should be aware of before pulling the trigger? Thank you in advance for your consistently excellent counsel.
Read Answer Asked by Paul on May 12, 2026