Investment Q&A

Q: Intact has been losing ground since the end of July and I can't find any news that might suggest a weakening of fundamentals. Any reason that you may be aware of?

Thnx,

GM

Q: I have a smallish position in GSY which I should probably either Add to or Sell after one or more quarters. The recent Reports on GSY and PRL got me looking at longer term performance of both companies. The Report states that GSY has grown EPS at > 28% per year for a decade. However, most of that earnings growth occurred 5+ years ago. Annual EPS since 2021 is only up approx 15% - not per year but in total over 4 years. Over the same period revenue has doubled. Can you comment on why EPS growth has lagged revenue growth over the mid-term, and if/when those issues might be behind them?

GSY being much larger than PRL may be a factor. GSY has issued new equity over the period but the amount does not seem to be significant. PRL over the same 4yr period has tripled revenue, with EPS up almost 7x.

Q: What needs to happen to get VHI back on track..It’s been exceptionally weak!

Q: Good morning Peter and Team,

Even with its recent decline, but as long-term holders, CSU is our top allocation with 11.53%. I also note that National Bank has revised its rating to “Sector Perform” from “Sector Outperform”.

If this was YOUR account, would you trim CSU? (Portfolio Analytics suggests that our Technology allocation should be 15%, but it’s presently at 18.08%).

Thanks as always for your assistance.

Q: Hello 5i Team
I have purchased SVM when you have added to the Portfolio, I was thinking to add GMIN also both in a small position what is your thoughts?
Thanks

Q: The development of drones for war time use has exploded. It seems that domestic uses will also now come into play. Can you suggest companies to invest in at the forefront of this burgeoning technology
Thanks

Q: Hello, in the context of Propel Holdings Inc., could you elaborate on what the LaaS and QuidMarket businesses are? Thank you

Q: As an after thought to my previous question .As to what to do about PRL.Would you consider a swap to these.And in what order as for more growth over the next 2 to 3 years .Thanks Larry

Q: I noticed that in a recent question about the five best large cap stocks, CSU is in the lineup. Does that mean that all of your concerns about this company have been eased? Also, as I am growing more conservative in my tfsa I am wondering whether you would see all or some of these companies, despite being large cap, therefore less growth, as good candidates for a tfsa?
Thanks for the great service

Q: Hi Peter
Can I get your thoughts on Firan qtr results. Is it a buy at current levels? I am thinking of starting a small position.

Thanks

Q: What would be your top 5 larger cap stocks in Canada today? What would consider to be good entry points?

Thank you
Tim

Q: Hello 5i,

There is a lot of noise about Stablecoins, gold, US debt reduction and opportunities in crypto coins to take advantage of servicing transactions. IF Stablecoins are rolled out by the US gov't, how will this affect GLXY?

Do you have Crypto suggestions if Stablecoins are backed by the US gov't? Most of this is above our heads but Trump knows how to go bankrupt and make a fortune.

Thank you
D&J

Q: hi, can you describe how this company ( it looks recently listed on the TSX, or was there a name change with new listing?) has made a >500% return over 6 months? this seems unusual at best for a fashion company these days? how did it grow so quickly in sales, recently? and at what price do you see this as a reasonable buy given the stratospheric and light speed rise in share price? further, how would you rank it compared with LULU and ATZ today? cheers and thanks! Chris

Q: Big banks TD and RY trim and add to GSY and PRL. Is it time to begin ---- wait ----or not at all?

Q: I'm in GLXY.....List 5 or more companies in same endeavor, Does that include COIN ?

Q: I am planning to invest $5k for the long term (10 years) in Ethereum/crypto-related stocks. This represents 1% of my portfolio.

Should I split my money equally between COIN, GLXY, ETHQ/ETHA and BMNR?

If not in what order should I buy these stocks? Are there any that you would not consider?

Q: You seeing any news?

Q: Hello Team,
Could I have two sectors you recommend right now, and two Canadian names in each sectors please.
Many thanks!

Q: Recently, the tech market has been booming. During this period, I bought several volatile, high-flying stocks to capture the thrill of the momentum. Each position is relatively small—only about 0.5% to 1% of my portfolio. Despite that, they’re performing exceptionally well. I purchased them less than a few weeks ago, and I’m already seeing a total gain of around 20%.

My question is: are these stocks worth holding for the long term? I’d love to hear your thoughts. Also, could you rank the potential and strength of these six companies: CoreWeave, Galaxy, Circle, Bitmine, Monday.com, and AST SpaceMobile? Thank you.

Q: Can I get your updated view and opinion on SBET. I have a small position and down 15% and would like to add more. Already own a good sized position in GLXY which has done very well. I understand the volatility and risks in crypto. Can you comment on this recent news of SBET increasing their share offering and also the plan of tokenizing their stock. Do you see this as positive news and do you see more upside in ETH going forward? Also I think before you mentioned you favor SBET over BMNR, is that still the case today? Thank you!