Investment Q&A

Q: Is there a bottom somewhere under MSFT ?? Would you expect the low of Apr. '25 to be support ?

Q: i own the above companies-both stock and options, they seem to go up everyday in an awful market.what is your opinion. dave

Q: Hello 5i
Could I have your assessment of Viavi please?
Also how would you rate them against their peers?
Thank you
Dave

Q: I am surprised at the weakness in the stock price over the past 3 months . What did I miss .
Thanks

Q: I keep reading how the S&P is trading at high values compared to historical values and because of that is risky. do you think that etfs that track the S%P 500 (e.g. ZSP) are more risky than a mid-cap ETF such as ZMID or XMC which are trading at their historical values?

Q: Do you still see TDG favourably, and if so why? It has been on a noticeable slide for the last 6- 7 weeks; has there been any news or alternatively, can you see any explanation for this? I currently am down about 16%; if it were you, would you sell and move on? Thanks for your excellent service.

Q: Goodmorning

Do you know what has caused the latest bump in CLS not complaining just curious?
Marcel

Q: Re: Question from Ross on March 23, 2026 re if 5i Subscription is tax deductible.

I believe the Federal Digital News Subscription tax credit is no longer available as of 2025

https://www.canada.ca/en/revenue-agency/services/tax/individuals/topics/about-your-tax-return/tax-return/completing-a-tax-return/deductions-credits-expenses/deductions-credits-expenses/digital-news-subscription.html

Q: With the recent news and huge share price drop due to "indictment charging several individuals, including a Super Micro co-founder and board member, a sales manager, and a contractor, of “conspir[ing] to divert billions of dollars” of servers illegally to China in violation of export controls"

1) Is this a good buying opportunity if the investing time horizon is 3+ years?
2) does this recent news affect the future earnings potential of this company?

Thanks in advance.

Q: Any rationale for the recent sharp moves lower with CELH?

Q: I have read your answer re: Canada space arm.Is there anything else material that is causing the share price to drop that you can address?

Q: Peter; Would you add to bbd.b at this level? Thanks.
Rod

Q: Comments, please, on MDA's market update today, and whether it warrants the drop in share price.
Thanks!

Q: Greetings 5i, it has been some time since the last question on Fulgent Genetics. The stock collapsed after its recent earnings report, your opinion on this company and its future prospects please. What are major positives (other than the cash on its balance sheet) and major risks? Thank you.

Q: If the price of oil and natural gas are higher for longer will basic agricultural commodities increase in price? I have found two ETFs, USCI and TILL that speak to this theme. Can you comment on them or suggest any others that might be better? Anything available in CAD? Thank-you.

Q: Cartier Resources Inc
I am interested in understanding the drilling results that Cartier Resources released on March 12.
Bigger picture, I am trying assess if this property has potential. Your thoughts?
Agnico Eagle owns 27% of shares

Q: Could you comment on the recent weakness in these units/stock and whether or not any are nearing what you would consider good entry points?

Thanks

Q: What do you think of TRI at these prices? It seems quite volatile but recent news of solid customers, product and co-operation with AI firms should have calmed things down. What are your thoughts? Any alternatives?

Q: Hi Peter and Team,

Normally, I don't attend Meetings of shareholders, but I do vote online.

Thomson Reuters Corporation is having a Special Meeting of Shareholders in late April, to:

1. Consider, pursuant to an interim order of the Ontario Superior Court of Justice (Commercial List) dated March 11, 2026, and,
if deemed advisable, to approve, with or without amendment, a special resolution approving a plan of arrangement pursuant
to Section 182 of the Business Corporations Act (Ontario) (OBCA) under which Thomson Reuters Corporation will (i) make a
special cash distribution of $605 million in the aggregate, and (ii) consolidate its outstanding common shares (or “reverse
stock split”) on a basis that is proportional to the special cash distribution, as described in the accompanying circular; and

2. Transact any other business properly brought before the meeting and any adjourned or postponed meeting.

Given that the share price has declined significantly, do such meetings for the Corporation provide an opportunity to discuss steps they may be taking to improve the share price?

Thanks as always for your valued insight and perspectives.

Q: What is your view/opinion of funds with high yield (6-8%) distribution whereby the yield is partially funded by return of capital. I am looking for investment ideas to deploy funds from an inheritance where the objective is preservation of capital, tax efficiency some growth and some income. Any other investment ideas?
Thank You,


Francisco