Investment Q&A

Q: Do you have any info about this companys financial health, and dividend security on a go forward basis?
Currently at 6.44 with an indicated yield of 10%

Q: Regarding Leonard's defense question of October 30th, ITA equivalent ETF XAD trades on the TSX (to avoid U$ fx).

Q: Your thoughts please on the quarter released today?( Please do not deduct a question credit)

Thx

Q: hello 5i:
Recently, I asked the following question and you answered:

Q: hello 5i:
knowing you've been a fan of this company, from reading questions, can you comment on the fact that analyst earnings expectations have dropped from .23 (to year end 2025), 6 months ago, to currently .12. Has this changed your view of VHI?
thanks
Paul L
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Asked by Paul on October 30, 2025
5i Research Answer:

According to Bloomberg, adjusted EPS goes from 12c estimated this year to 31c estimated in 2026. With $94M in cash and cash flow growing, we remain comfortable with the stock.

Perhaps I should have been a bit more specific. I could see their projected earnings via Fastgraphs, but...................VHI has, shall we say, a not stellar (dismal?) record of meeting or beating earnings. So what are projections really worth?As earnings have been revised downward so much in the last 6 months, what suggests they won't be revised downward at the same rate? If you have confidence that earnings will not be revised downward, you must know something. Could you share that something?
thanks
Paul L

Q: I'm a little confused as to the recent stock deal of this company!!I finally recieved my stocks of the spin out company Lunr Royalties which appear to be worthless since you can't sell them and no value is given to them.Can you explain.

Q: Hello, What would be your top 3 Canadian stocks at todays price to buy today for each account type (RRSP, TFSA, NON-REG). Also your top 2 ETF'S today for each account type.
Thank you and have a wonderful day

Q: Further to my earlier question I would appreciate your comments on both TKOs mining/refining processes and an evaluation of the stock's potential.
My research suggests that the company has a significant mine, Gibraltar, in BC and a copper in-situ mine under construction in Florence, Arizona which should be operational within 3 months. It is my understanding that a major pilot project at the Florence mine has been very successful using the in-situ process. In this process the ore body was drilled and fraced, a low ph solution is pumped down the drill holes dissolving the copper and then pumped back to the surface. The copper retrieved from the solution was of cathode grade. No crushing or smelting.
There was considerable public support from the environmental community when this pilot project was completed.
Please correct any errors in my comments/statements as the results of this process appear to be too good to be true.
With appreciation,
Ed

Q: Comments on the outlook for Byd after this big acquisition. How does this compare to the glass acquisition and will it have the same effect?

Thx

Q: Would you buy/add Terravest shares at $130, before earnings. Thank You

Q: I own shares in this company, but I get vibes of the last .doc bust. I hear bubble, I see bubble, but I also see major strategic AI infrastructure investments.

Is this still a hold for the next three years <very hard question>?

Q: Hi 5i, please provide thoughts on this new deal between Amazon and OpenAI. Is there a downside to Microsoft? Thx

Q: Hi 5i, rumor has it Apple is going to sign a deal with one of the best chatbots out there, and this could add more revenue than Google provides. Please opine on this and Apple's AI strategy. Thx.

Q: Good afternoon,

In light of the recent pullbacks from the all-time high for both, would you consider adding to the positions?

Also, what are you looking for in PNG earnings?

Thank you,

Q: I happened by accident to check the trading on CSU at 2:30 today (Monday). Volume was 0! I thought there might be a cease trade order on the stock but couldn’t find any. It appears the bid just couldn’t meet the ask so no trades. Do you think a base is being formed?
Any thoughts you have would be appreciated.
Jim

Q: Hi Folks,

At the time I’m writing today, PNG is down 9% today on no news that I can find.

Is there anything out of the usual worries (Tariffs etc) that are affecting this company?

Thanks for easing my jitters!

Q: Dear Peter et al:

The deal between these two just hit the wire. I know CDE is one of your picks in Silver.
What is your take on CDE following this announcement?

Q: Could you give an update on this company and how it fits into Strathcona's plans?

Q: Assuming that one is a bit overweight in CSU and lacking NVDA, how would you consider a reallocation of investment dollars at the current time (i.e., realizing they have been trending in opposite directions)?

Relatedly, would you be comfortable purchasing NVDA at current levels (~$205).

Thanks!

Q: I own all in small positions with goal to give some growth to a mostly dividend portfolio. With bad luck the only one I don't own is Celestica. I realize this is now the darling. Do I keep these or sell to buy Celestica? My only concern is chasing a hot stock which sometimes doesn't work out. Thank you!

Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks