Investment Q&A

Q: Can you give your updated thoughts on Caldwell Partners? In their recent ER the mgmt made comments that growth in this current quarter was getting strong again. If growth is in fact returning, not sure for how long since the revs are lumpy and highly tied to the economy. But if growth returns, does the company look like a decent higher risk microcap buy otherwise? Thx

Q: On apr 10 you mentioned Wsp was one of the companies growing their dividend. However I believe they have not increased their dividend of $1.50 since they were an income trust known as Genivar.Please correct me if I am wrong.

Q: Good morning,

Just looking at RHT and notice that it has been halted on the Vancouver exchange, since November. It has missed its year end financials as well as Q1 and Q2. Q3 is end of May. Have you ever heard of a company in such distress ( CEO and CFO having left as well) coming out the other side, as a going concern?

Q: I would like to hear your thoughts on bitcoin miners as we approach the next halving date.

Q: Hi 5i,
Just a quick follow up on Marco's question concerning Celsius.
Was there anything released in the March 15th update that is having an impact on Celsius's contraction. Something along the lines of giving over to Pepsi Co some earnings?
In the Globe and Mail there was massive insider selling, up to that announcement in March. Was that a coincidence?
What is the current short position on Celsius? How has this changed over the last three months? Is this short position high or low for a company with a market cap of $17B usd?
I know you'd rather we 5i'ers not buy/sell or grow positions around earnings; however, if something significant has changed, should we wait and see what Celsius reports to get more details on the expansion with Pepsi co and how that will impact Celsius's bottom line (Earnings rather than Revenue)?
TIA!

Q: I am wondering if it’s time to move money from some tech stocks into resource stocks. Do you like any of the following for a buy opportunity: Newmont/Kinross/Egnico, First Majestic/Fortuna, Albemarle, anything in nickle/platinum? If not, which resource stocks would you recommend?

Thank you so much,
Milan

Q: Just a question, With all the talk in regards to EV sales and charging stations on the news channels, I have never heard where these people who living in condos, apartment block, etc. are going to park and charge their vehicle over night. Yet in the year 2030, I believe our PM is going to no longer make gasoline vehicles available. It just makes me wonder since, I one of these people who lives in western Canada, how are the people in central Canada going to solve this problem.

Q: Hello friends,

Still not sure how to handle NBLY's CVRs. Since they landed in my RRSP account, my broker gave me two options: to sell the security or to transfer it out.

My question though is, if I transfer them out, do I still need to sell them explicitly sometime in 2026 or they will transform (hopefully) into $0.61 per share automatically?

Many thanks!

Q: Thank you for your ranking of Canadian utilities last week-our investment club had a lengthy discussion yesterday afternoon over the rankings. I found it difficult to defend BIP.UN as first pick with 6:1 debt, meagre/erratic EPS, and growing share dilution vs CPX having similar posted growth rates, 1.5:1 debt, decent EPS and slower share dilution. Any assistance and clarification on this greatly appreciated. Thank you

Q: Your thoughts on ERD. Is it a buy, sell or hold? Thanks

Q: Would you please give me your updated opinion on VICI, is it a buy/hold/sell ?
thank you

Q: what do you think of ssl and eqx to add to my gold holdings .Thanks Phil

Q: Peter and staff I am looking at HBIG and or HBIE. Your thoughts please. Are they expensive to own? 76 years retired and looking for stability of income and holding its original value. Thanks Ken

Q: Hi! What would you new entry price be for buying?

Q: Hi is it time to move on from CELH?. I bought recently and down 16% already. Can you please advise if it's a sell, hold or add and why. Thanks

Q: Gentlemen;

Are you surprised in the current weakness in the price action since earnings were released?

Do you think this is a decent entry point?

Q: When do they report first quarter results?

Q: I have had GSY in my TFSA for a number of years and am pleased with the performance. For this year’s TFSA contribution I am torn between adding to GSY or starting a new position in PRL. I’m concerned about PRL’s steep runup recently and the potential for a sharp decline once I buy (of course!). I actually don’t mind a short term decline as I am intending this as a longterm hold but I do have concerns about catching the PRL wave as it crests. Given the metrics between these two and the current buy price, what are your thoughts on these two - GSY for it’s stellar track record or PRL for outperformance in growth. Thanks for your thoughts!

Q: Hi 5i,
It looks like Prysmian (from Italy) has made an offer to acquire Encore Wire @ $290.00/share. Encore has 35 days to shop around for other proposals. It also looks like there may be a lawsuit against the Board for failing to conduct a fair process.

What would be your recommendation at this point in the process? Sell or hold?

I was really hoping that this would be a long term hold.

If one were to sell what would be another similar company that you would recommend for a long term hold? Something in the "electrification" and renewables would be preferred.

I already own HPS, PWR, NXT which I suppose I could add to but I may have to trim HPS due to its run up.

How do you feel about MYR Group or Sterling Infrastructure?

Thanks!

Q: Does CNQ or IMO benefit from the increased capacity of the Trans Mt Pipeline ? If yes or no pls elaborate why for each. Are there any other beneficairies coming to light now that the start is near ? Thank you.