Investment Q&A

Q: Please comment on Q to be released a.m. Oct21,and outlook.Txs for U usual great services & views

Q: I have held SIS for 10+ years what do you see for earnings growth over the next 1-3 years. Thanks

Q: Hi, as two of these are your stocks for the month, and you're showing an interest in the others, how would you rank them for growth over the next two or three years based on their current prices? Please provide a short explanation for your reasoning if you are able. Thank you!

Q: Where do you feel we are at with sylogist, and the company going forward as a small cap growth company.

Q: Good Morning

Now that AW has changed its corporate structure do you think this makes them a potential take over target.
Thks
Marcel

Q: If you were to put together a 10 stock, growth oriented portfolio of Canadian stocks with a market cap of between $5 billion and $15 billion, what stocks would you select?

Q: Hello,

"I'm down 16% on this stock, is patience my ally here?"

Thanks

Q: Happily, I bought CLS in May '25 and am riding a 150% increase. How do you feel about adding with the current PE at 60?

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