Investment Q&A

Q: Do you see Volatus as a good growth investment opportunity? It seems to be in the right business at the right time.

Thanks
David

Q: tiny cap i am reviewing would like your opinion.

Q: The new Cetaurus announcement of a data center investment means a large capital raise for Brookfield in my opinion.What are the chances of a takeover of SPB by Brookfield as an alternative strategy?

Q: 13% pop today for SPB.

How significant is the Certarus announcement for being a Nat Gas Supplier for a Data Centre buildout contract

Q: I would like to increase my Energy - Oil and Gas holdings and looking for an undervalued small cap. Any recommendations?

Thanks.

Q: Hi 5i,
May I get your opinion on the CHP transaction to acquire $5.0B of First Capital REIT assets. Can you list some metrics that makes it attractive for CHP unit holders going forward?
Thank so much!

Q: Has anything changed since your last report on this company about a year ago?

Will capex taper off, and can they start whittling down debt? Is the current level a concern? Will they pursue more acquisitions?

If one's maximum waiting per stock is 5%, does about 2% seem comfortable for this one?

Q: I've only owned Enerflex a very short time, but it's already appreciated well. Could you please comment on your outlook of holding this 3-5 years. Also, do you see them increasing their dividend in the coming year?

Q: With offering at $93, what do we make with the price at $88.
Is this a negative?

Q: in my non reg account I seek growth and income over the next 3 years which do you prefer between between KEY and ALA and your reasons why thanks Richard

Q: Hello,

My portfolio is low in materials.
What would be your suggestions for individual stocks and/or an ETFs.
Long term hold
Thank you

Q: Can I get an updated view on FIX?

Q: What are your thoughts on Char Technologies? Too early to invest? What other small caps would you invest in instead for a 5-year hold?

Q: Long term holder of XIT. It is my proxy for the Tech sector. While using your "total return" charting, I am noticing a recent divergence when comparing XIT to QQQ. Over many different timeframes you could lay one chart over the other and they compared very very well.

Recently the XIT showed a decline, which I believe is due to the potential impact of AI on the software subsector. Lately there appears to be a bit of a software-related recovery. Please correct me if you believe there is another explanation.

If I am correct, this leads me to consider adding a Tech ETF that is heavier into AI. I'm looking at trimming some of XIT and adding a new ETF to my relatively concentrated portfolio of 20-ish ETFs and stocks.

The "AI" ETF I am considering is CIAI. Would you agree with my thought process and the ETF that I have selected?

If so, do you have a suggestion on the relative weighting between XIT vs CIAI? Both would be held in my TFSA. I know you can't comment on individual asset allocations....I'm just looking for ballpark numbers 50-50, 60-40 or 75-25-ish.

Thanks.....Steve

Q: What would be your top 3 pipelines for a combination of growth and dividend, 3 to 5 year hold.

Q: Have you tried using the LLMs to see how well they perform as AI Investment Advisors? If so, which one do you recommend? I find the various models a bit overwhelming to choose from. Would Perplexity be the best, because it seems to offer access to both Claude and Chat GPT for a slightly lower subscription price?

Q: Peter; In this am’s questions you mentioned FTQ- but I can’t find a quote on ? Can you clarify please. Thanks.
Rod

Q: Is GFL a fair buy at these prices given the investor sentiment? I take the acquisition as a positive

Q: Does the takeout offer look reasonable? Interesting to note the price sits below the offer. Do you think the deal will proceed?

Q: comments on the bought deal?