Q: What do you think of Enghouses’s acquisition of Sixbell’s Telco Division.
I can’t find much info.
I can’t find much info.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i,
I stumbled upon this US small cap (INOD) in a previous Q&A from 2024, but I wanted to get your most recent thoughts. It is growing and profitable which is positive and a good start.
Have a great day and thank you in advance for the great insights.
Cheers.
Peter
I stumbled upon this US small cap (INOD) in a previous Q&A from 2024, but I wanted to get your most recent thoughts. It is growing and profitable which is positive and a good start.
Have a great day and thank you in advance for the great insights.
Cheers.
Peter
Q: I know this isn’t your favorite stock but what are your thoughts on the latest earnings report and is there anything in there that changes your mind on the company
Q: Would you take a tax loss on CSU in November or wait till December? Thank you
Q: CSU cash flow was up an impressive 33% and organic growth continues to trend above historical average. Yet the shares have taken the worst beating of its public life, down around 35%, and now trade at a very reasonable valuation. Is it not in the best interest of shareholders for CSU to invest in its own stock at this point of time given these unique confluence of circumstances?
Thanks.
Thanks.
Q: Hi,
CNR seems to be going thru a rough patch this year with further reorg ongoing.
What are your thoughts on it versus CP? I am considering switching my CNR position to CP. Thank you.
CNR seems to be going thru a rough patch this year with further reorg ongoing.
What are your thoughts on it versus CP? I am considering switching my CNR position to CP. Thank you.
Q: This is not a question but an observation. I do mortgage default work, and Goeasy got into the 2nd mortgage business in the past few years, and those loans in Ontario, at least, are underwater. On the two files I saw just this past week. They will suffer a complete loss because, unlike 1st mortgage loans with banks, they are not insured. I don't know how much of their portfolio is in the 2nd mortgages. As of their investor presentation from August 2025 and Q3 2025 results, 39% of their total loan portfolio is secured by hard assets, which include real estate, as well as automotive and recreational vehicles. The presentation does not indicate the % related to real estate loan porfolio.
Q: your thoughts on the recent quarterly report please? Seems like there is a pattern forming? last quarter was also disappointing. Is this stock worth holding ?
Arnold
Arnold
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The Kraft Heinz Company (KHC $24.35)
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Clorox Company (The) (CLX $102.52)
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The Campbell's Company (CPB $28.18)
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General Mills Inc. (GIS $45.71)
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Kimberly-Clark Corporation (KMB $103.14)
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Alimentation Couche-Tard Inc. (ATD $71.71)
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Caseys General Stores Inc. (CASY $533.18)
Q: Hey 5i, these consumer staple stocks have basically done nothing over the last 10yrs. They used to be a place to go when you were concerned about market pricing with a little growth and a dividend. Have things fundamentally changed or is everyone just obsessing over AI and technology and forgetting this sector. Also is there anything buyable in the sector with some growth and a dividend.
Q: This stock has caused me to demonstrate an almost unbearable degree of patience. I expected to sell after the earnings release but now am not so certain. Your opinion on quarter and prospects would be appreciated.
Q: In regards to GSY's dividend. In your opinion do you think it is sustainable and they are unlikely to cut the dividend? Many thanks.
Q: I have owned this in the past and am looking at reentering in the $13 range if it gets close to that. Your thoughts on the quarter and on my thesis that it should be a low volatility, slow growth dividend payer would be appreciated.
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Canadian Pacific Kansas City Limited (CP $103.34)
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Intact Financial Corporation (IFC $280.72)
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Tourmaline Oil Corp. (TOU $63.57)
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TMX Group Limited (X $52.03)
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Thomson Reuters Corporation (TRI $179.32)
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Alimentation Couche-Tard Inc. (ATD $71.71)
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GFL Environmental Inc. subordinate voting shares (GFL $61.29)
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A & W Food Services of Canada Inc. (AW $37.53)
Q: Good morning, could you please identify 8 "safer" companies you see at or close to the bottom of their trough at this time that have a dividend (% of dividend does not matter)? For example my guess would be CNR which was at $178 in March 2024 and now at $135 with a yield of 2.63% at this price.
Thx,
Kevin
Thx,
Kevin
Q: Good morning. Please help me understand the drop after earnings. I still have a fairly good gain on the stock but wondering if I should sell, or buy more. Thanks
Q: What is your view on SOLS for a long term investment in the Materials sector? Its first earnings report and forward guidance is out and it looks like being a profitable growth company. I received some shares in the spinoff and am thinking of increasing my position.
Q: I’m interested in your thoughts on the effect a reversal of the US tariffs by the Supreme Court would have on the public markets.
Thank you for this great service.
Kevin
Thank you for this great service.
Kevin
Q: Hi team,
What’s your take on Turning point brands and the sector in general? Could the nicotine pouch business be as huge as some say? They reported this morning; the market seems to like the numbers .
Shane
What’s your take on Turning point brands and the sector in general? Could the nicotine pouch business be as huge as some say? They reported this morning; the market seems to like the numbers .
Shane
Q: It appears Globalstar has not denied the rumours about selling itself to Starlink. So there must be some truth to the rumours. Presumably once Musk controls Globalstar he would cancel or buyout Globalstar’s contract with MDA leaving MDA with no business? I understand Apple owns 20% of Globalstar so they would have to agree to the Musk buyout. I can see Apple not wanting to be at Musk’s mercy but also not wanting to operate Globalstar’s business. Any idea what the future holds for MDA. I’m a shareholder.
Jim
Jim
Q: Is the dividend reasonably safe? What is the payout ratio?
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iShares Core MSCI All Country World ex Canada Index ETF (XAW $51.74)
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Vanguard FTSE Developed All Cap ex North America Index ETF (VIU $42.84)
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Vanguard S&P 500 Index ETF (VFV $168.85)
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Vanguard All-Equity ETF Portfolio (VEQT $54.56)
Q: I have US stocks and CAD stocks but also want to keep a large portion of my portfolio in indexes. I have VFV and similar for trakcing S&p and have added VEQT in the last few years for world diversification. I have a small amount in XAW, but does it make sense to have more in XAW since i have a bunch of individual canadian stocks? or do you have a preference for canadians to own one of these over the other?