Investment Q&A

Q: I have read your answer re: Canada space arm.Is there anything else material that is causing the share price to drop that you can address?

Q: Peter; Would you add to bbd.b at this level? Thanks.
Rod

Q: Comments, please, on MDA's market update today, and whether it warrants the drop in share price.
Thanks!

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.

Q: If the price of oil and natural gas are higher for longer will basic agricultural commodities increase in price? I have found two ETFs, USCI and TILL that speak to this theme. Can you comment on them or suggest any others that might be better? Anything available in CAD? Thank-you.

Q: Cartier Resources Inc
I am interested in understanding the drilling results that Cartier Resources released on March 12.
Bigger picture, I am trying assess if this property has potential. Your thoughts?
Agnico Eagle owns 27% of shares

Q: Could you comment on the recent weakness in these units/stock and whether or not any are nearing what you would consider good entry points?

Thanks

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Hi Peter and Team,

Normally, I don't attend Meetings of shareholders, but I do vote online.

Thomson Reuters Corporation is having a Special Meeting of Shareholders in late April, to:

1. Consider, pursuant to an interim order of the Ontario Superior Court of Justice (Commercial List) dated March 11, 2026, and,
if deemed advisable, to approve, with or without amendment, a special resolution approving a plan of arrangement pursuant
to Section 182 of the Business Corporations Act (Ontario) (OBCA) under which Thomson Reuters Corporation will (i) make a
special cash distribution of $605 million in the aggregate, and (ii) consolidate its outstanding common shares (or “reverse
stock split”) on a basis that is proportional to the special cash distribution, as described in the accompanying circular; and

2. Transact any other business properly brought before the meeting and any adjourned or postponed meeting.

Given that the share price has declined significantly, do such meetings for the Corporation provide an opportunity to discuss steps they may be taking to improve the share price?

Thanks as always for your valued insight and perspectives.

Q: What is your view/opinion of funds with high yield (6-8%) distribution whereby the yield is partially funded by return of capital. I am looking for investment ideas to deploy funds from an inheritance where the objective is preservation of capital, tax efficiency some growth and some income. Any other investment ideas?
Thank You,


Francisco

Q: I want to simplify my RRIF investments by buying the index.
I have narrowed it to two bond funds and these etfs.
XSB, VSB. For bonds
VFV ZSP XUS XIC ZCN for equities.
Looking at $250,000 to invest.
How would you allocate funds for maximum return over five years?

Q: Seeing many USA Property Trust companies stocks falling sharply. Would you be able to offer some insight to their valuation losses and where a "Buy" might be considered prudent?
Thanks again for all your great guidance.
Ted.

Q: Hi All, what would your analysis suggest as to the drop in MDA today, (at time of question, down 12%)? Space X news? Other? Any tempering to your outlook?

Thanks,
Don

Q: Hi 5i, thoughts on their results. Selling off hard today. A little confused here as the economy has been very weak and if people are struggling then I would have the discounters would benifit.

Q: Would you add to DOL after earnings, if you were underweight. Thank-you.

Q: Thoughts on the Q?
thank you.

Q: What would be a good entry point for each of these companies.
Thank you Team.

John G.

Q: I have these small/mid caps in my portfolio for future growth. Any concerns with any of these? Please rank these for growth potential. I do realize GRID ZDC and ELVA are much smaller. Thanks Stephen

Q: Would you consider ENB, TRP, ALA as energy stock? My weight is above 15% for energy and just wonder if any of these can be group in a different sector?

Thanks

Q: This is a follow-up to a question asked by Josh on Canadian junior oil producers. As part of your answer today you stated "One theme to also consider is service companies. Energy companies are going to be flush with cash at $90+ oil prices."

My question is, service companies such as....?

Thank you.