Investment Q&A

Q: Thank you for the excellent market update comparing the AI boom to history. What are the top 'capex-light' companies that you feel may participate in the AI boom?

Q: The way things look right now, it is difficult to see how energy and materials (mining) won’t play a major role in keeping Canada afloat. It seems we have things the world needs/wants if we can get over our distaste for being prosperous. I’m wondering if you can suggest some “pick and shovel” plays in the space generally?

Q: It seems ZDC has fallen in your ratings. Over the past few weeks it hasn't been mentioned as a go to growth stock as it once was. What are your thoughts on it? I'm considering completing a position in it. Good time to buy? If not, what would you suggest that has opportunity to do well over the next 6-12 months?

Q: Thank you for the updated flash report. If you had to choose only one of these stocks at today's prices, which one would it be and why?

Q: Hoping you can address a few questions on this name:

1) To what extent is this company tied to crypto and to what extent data centers?

I am fairly confident that there will be a demand for data centers. I have less comfort in crypto which seems to be in free fall and I'm wondering if that largely explains the poor performance of this stock.

2) Why was this a compelling buy at or around $40 USD a share? How likely is it to return to that price?

3) Is there a possibility that Galaxy will be split into two different companies or taken private?

Thanks,

Jason

Q: Would you recommend taking a small position in AI at this point, and if so what would be your first choice in a stock and/or ETF?

Q: When does PNG next report? Can't seem to find the date anywhere. What's generally expected and what does 5i expect?

Q: In my last question on GSY { Nov. 6/25 your answer was :

" With shares being down in the 17% range after the release, and weakness heading into earnings, we think a lot of bad news is getting priced in at this stage. GSY has been around for a long time and has managed through numerous types of environments, so we don't see much reason to think this one will be any different nor are we convinced that there is a 'severe' issue at hand at this point in time. Economic growth might be seeing a bit of a slowdown but we think they can (and have in the past) manage a slowdown fine. "

I'm not seeing any kind of a floor forming but I am seeing a falling knife . I am highly tempted to cut my losses which will largely depend on any additional comments you may have .....

Q: Where would you rank Bitcoin within this “Buyer’s opportunity”? Would it fit in nicely with CLS, PNG, GLX, NBIS etc?

Would you consider Bitcoin a Buy/hold/sell today? A rating out of 10, with 10 being a strong buy. Long term hold

I understand everyone’s risk tolerance/position sizing varies.

Thank you

Q: Hello 5I team.Currently down 30%.Considering tax loss sale.Would 5I wait the 30 days to buy back or at this time rather invest in another name that is off but would have as good if not more potential bounce going forward not.Considering any sector?Thanks again Larry

Q: I can see potential in this name when the sentiment turns on crypto and it will.The American debt problem is not going away.I foresee incredible stock market volatility in the years ahead,no matter who is in power.I am 75 but will continue to be fully invested
by paying attention to you and the markets.Thank you for sharing your knowledge.

Q: I hold these in registered accounts and am down approximately 20% for each stock.For a 2-3 year time frame would you buy/hold/sell at this time?Would your answer change if asked in January?
Thank you very much

Q: When do you think this will turn around and what might that take? Do you think we are seeing retail traders throw in the towel? I was concerned when I was down 10%. Now I’m down 40%. I see you rate it well so I’m holding. I am just losing hope and am frankly worried.

Q: Currently down 25%. How far would 5I let this run before moving on to ? You best case idea Thanks Larry

Q: I need to take some profits from either of these or both. I've done very well on both and they are each in my tfsa as long-term holds and will continue To be held long term. Would you suggest selling one over the other or an equal amount of both?

I guess the question really is which of these two do you think has better potential future upside 10 years from now?

Q: I am down 40% with LMN, with the recent sell offs of both CSU and LMN, would you see this as good opportunity to 1. DCA aggressively with LMN as we're expecting a bounce back in the near future. 2. DCA LMN moderately and open a new position in CSU to then hold both CSU and LMN 3. DCA slightly with LMN and open a bigger position with CSU.

Would you see owning both CSU and LMN as a good decision? Is there one you would own over the other?

I am a long term investor and not necessarily worried about the short term downfall we've experienced.

Thanks!

Q: Thanks for commenting on the earnings. Could you please talk about the conference call. On a scale of one to ten, is it a strong by today (10), a buy 6-9, hold (5) or sell 4 or less. And why? Thank you.

Q: Hi team, I own all four of these stocks and would like to increase holdings in two of the four. which two would you add to now?

Thanks Dave

Q: Hi, thoughts on the 1/4 please. Do financials still appear on track?
I thought at one time 5i indicated that they are/were nearing profitability. 5i's Company EPS estimates page shows fy2025 and fy2026 still at a loss of .08 and .07 cents, respectively.
I do own the stock and was accumulating around the $4.50-5 but they are down a fair bit from the 52 week high now. Stay the course?

cheers,
Steve

Q: Please can you give me the 3 best canadian gold mining companies? Some comments would be welcomed.

Thank you very much in advance