Investment Q&A

Q: Intuitive Machines Inc NASDAQ: LUNR

What do they do?

Buy or not?

Thank you.

Q: Hello,
Can I get your analysis of StandardAero Inc. (SARO) for a long-term (5-10yr) buy.
Thank-you.

Q: I'd be interested to hear your opinion on this comment:

Analyst Vince Valentini is no longer recommending buying shares of the Montreal-based communications services company. He cites concerns about the price war in the Canadian wireless sector, which has also led him to discontinue his recommendations for shares of competitors Rogers and Telus. The expected weak growth in the wireless market and the intensity of competition have prompted the TD expert to lower his expectations for the industry's major players. He noted "very aggressive" offers to attract customers, particularly at the end of March, and observes a race to the bottom with no winners. "This pricing doesn't stimulate better subscriber growth across the sector; on the contrary, it leads to an increase in churn."
Thank you

Q: What would a computer hacker attack on Pollard look like and what would be the extent of their liability be given the stakes involved in lottery tickets? Or is their liability limited to the printing of tickets only?
CEO stated in the AR that 2025 was a transformative year and turned a net loss to profit though the stock price is still sinking, will 2026 see improvement?

Q: Hi 5i

Good article recently in G&M about BHP Jansen project in Sask. It looks like they could be producing by 2027. Then I went down the rabbit hole about the MLP Banio project, my guess is it may produce by 2031. So my questions: When might be the optimum time to invest in MLP? Would you anticipate a series of share issuances for funding?
And NTR seems to have some seasonality where it does well Feb-May and then pulls back. I remember the big run up in 2022 and I sold about 1/3 of my shares. I'm getting tempted to take my profit before investors start to worry about Jansen again. Thanks, Greg

Q: Hello, I have had these 3 companies in my portfolio for a few years and have seen a steady decline recently (esp CSU). I know you still rate them A or B but wondering your thoughts on holding on or selling....I am in for the long haul but would like to see better results . Since inception I'm down 34% GLXY, 23% BYD, 45% CSU. thx for your feedback.

Q: In your answer to Neil on April 2 you said Galaxy is becoming the “ Goldman Sachs “ of the crypto industry. Would you expound on this.
Thanks. Derek.

Q: I received an email from Paul Colbourne with regards to surge having 6 of the top 10 producing medium heavy oil wells in Canada and 14 year plus inventory in the Sparky.Your thoughts on this please and Surge in general please? Lots of insider selling of late doesn't look great.

Q: I looked up prior inquiries on Kimbell Royalty Partners (KRP) and in your answeres you immediately pointed out that it is a limited partnerrship and therefore has onerous taxation for Canadian investors. I have done some reading on KRP and it appears that KRP has elected to pay corporate taxes and therefore it is NOT considered a MLP, but it is a LP. I know that you 5i guys are not tax experts but could you do a second search on your bloomberg terminal, or other resources that you have, to confirm how a Canadian investor would be taxed if they owned KRP. Other than the tax question what do you think of KRP? The dividend yield is close to 11 per cent, leverage is not that high, and with the increase in oil and gas prices the variable dividend could get a boost (at least while the commodity prices are elevated) and therefore it is of interest to me.

Q: Hello, the question is for listings only on the TSX

1: For a TFSA what would be your top 5 stocks to buy in order right now.

2: For a TFSA what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

3: For a RRSP what would be your top 2 ETFs for growth and top 2 ETFs for dividends.

Thank you

Q: Can you rank these top ten "losers" in terms of the most recommended to dollar cost average from 1 being the best opportunity to DCA to 10 being the least recommended to, thanks.

Q: The negatives I see for investing in MOS are:
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?

Do you have any concern about balance sheet or free cash flow?

I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?

How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?

Q: Current thoughts for a 1-2 year hold ? Is it benefiting from increased non-US trade ? Thank you.

Q: Current thoughts on each of these for income ? Thank you.

Q: Which one would you buy now or both.
AEM or AG
Please give me a short reason why

Q: Hello,

CAGE is a new ETF gaining quite a bit of popularity online.

For a long-term investor (20+ years until retirement, LIRA), would you recommend it over XEQT? I am thinking doing a 50/50 split between the two, but would like your advice. Details on it are pretty limited thus far.

Thanks.

Q: With energy stocks such as WCP and CNQ benefiting from high oil prices what is there best strategy for deploying free cashflow? M & A opportunities are expensive given increase in share prices; buybacks are also questionable as their share values have risen. Debt levels are relatively low. Are dividend increases or special dividends the best use of deploying Capital ?

Q: USA are reaching a peak of oil production and are net exporters , but will have to import are a certain point.. Is this US " peak" oil good news for canadian oil Cies for the coming years , and thanks for your point of vue for investing in canadian oil producers .

Q: I'm thinking of moving what little money I have left in GSY over to add to PRL.
Do you see more upside in GSY or PRL and why.
I think both will survive because the demand from the credit market they serve will
exist for the long run.
Any thoughts/advice will be greatly appreciated.
John

Q: I would appreciate your assessment of Transcontinental's recent acquisition of Phipps Dickson Integria Group Inc. Company after post dividend payout appears to be serious in looking for new ventures.
Thanks 5i