Investment Q&A

Q: NBIS, VRT, MDA, CLS, GLXY, HPS.A, VNP, PNG. There are so many promising small & mid-cap companies involved in AI, defense, infrastructure. From this group of 8 can you tell me if there is over-lap that I should consider reducing? Thank you. Take as many credits as you need.

Mike

Q: Good morning 5i
In a recent very popular question, judging by the up votes, you gave a number of equities that you would recommend for a TFSA:
SHOP, TRI, BN, GLXY, SLF, AEM, PNG, EIF, CLS, TD

Like many others, i am always interested in tweaking my TFSA and so I wondered about your answer. Tri, BN, SLF and TD seem to me solid, 10 star companies. But i wondered about putting Shop, Cls, glxy, pyng etc into this account. To my mind they don’t seem any where near the blue chip quality of the previous mentioned stocks. I know that to make money in a TFSA that you have to take some risk. But are these too risky for such an important account ?

I am not saying that they shouldn’t be in there. But, perhaps I am just nervous because they are relatively new and unproven over a long period.
So, i would be interested in hearing what level of confidence you would have in them. And related to that, what weight you would give them?

Could you also add HOOD to the mix and your level of confidence in a TFSA
Thanks for this great service


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Q: Hi, given the big slides over the past couple days, I wonder if you could share the five most recent US and five Canadian stocks that you have purchased? If that's not possible, please suggest five CAD stocks where YOU might put some money today. Thank you!

Q: Pls comment on the earnings reports for ENB, PPL, & TRP. If all 3 are owned in equal amounts, how do you rank them for additional funds ? Thank you.

Q: Hi Peter & Team, pls give a few lines for each re: their just reported earnings including whether you would put new money into them now. We hold them all except IFC. Thank you.

Q: Hi Peter and 5i,
Can you give us the adjusted EPS figure after CSU reports today? Their published EPS is always a fraction of the adjusted.
Thanks so much.

Q: Good afternoon,
Very curious on your thoughts regarding Alaris' latest investment. Mostly preferreds at high rates, and some common. Sounds like a Berkshire-type of deal, with the preferreds playing such a large role. Seems out of the ordinary for them -- from my limited knowledge -- and does it de-risk the units somewhat, or add to the risk.
Thank you as always

Q: We have $50,000 we want to invest and leave alone for 3-5 years. We understand there is a good chance of a market correction, and unknown market volatility the next couple years. Would you suggest putting it into an ETF, and if so, can you give us 3 or 4 names to consider?
Or, a couple sectors, with company names, to purchase shares in. Thank you.
Grant

Q: As a follow up to Martin's question, so what WOULD your top 10 Canadian growth stocks be.....get I could guess but interested in your current favourites!

Q: Could you please do a review on this company and give me some insight?

Q: Hi Guys,

Please provide feedback on Chartwell's latest quarter.

Thanks,
Jim

Q: hi, can I get your current top 5 Canadian growth stocks for a TFSA today. And could I get your top 5 "beaten down of late" Canadian stocks that you feel have the best potential for a recovery in the next 1-6 months. cheers and thanks and take as many points as you need...
Chris

Q: what are the top 5 companies to watch as mentioned in the "weekly brief" dated November 6th thanks Richard

Q: What are your top 5 growth companies in order and can you provide a brief statement for each why they make the grade? Also, when a market pullback hits, are any of them particularly susceptible to a larger pullback and why?

Q: who are the other shareholders in GDH LP. over and above GALXY which owns 33.7 percent. ? what is the forward P/E for GLXY.? what is the forward PEG ratio for GLXY? thanks Richard

Q: I often hear of companies being bought out. My question is on ZDC. Being a rapidly growing company, who could possibly buy them out if so? and what would a buy out mean to shareholders, and what would profits look like considering past history of companies being acquired? Thank you

Q: 5i as well as other industry experts have identified Zedcor as having good potential for sustainable, long term double digit growth. I've recently visited Zedcor's website to have a look at the services they provide. While Zedcor has been growing revenue and earnings I am struggling to see where their technology and security services are different from other competitors. So my question is this: what is Zedcor's sustainable competitive advantage and are there barriers to entry into their marketplace or is it that this is just an unserved area for the kind of security services that Zedcor offers?

Q: It is my understanding that the budget move to more fully fund the Canadian military will require a massive spending push. What companies will benefit most? I expect for US based companies this would barely move the needle since their baseline US business will eclipse our spending? Are there Canadian companies that could sharply benefit? Also non-US companies if there is more appetite to avoid American during the tariff / trade tensions?

Thanks!

Q: hi folks, watched Ryan's interview with John Erlichman, Ryan mentioned Karman Krmn/q....thoughts on Q3 results, currently down 18%....still like??....thx JB

Q: What are your expectations for NBIS earnings? If the stock moves up after, is this a good opportunity for profit taking or continue to hold? I’m a bit concerned about all the ai bubble news. Should I lock in some profit?
It is a 5% holding currently in my account.
Thanks