Investment Q&A

Q: I hold Boralex and would appreciate your analysis of this company for its growth prospects in 2025.

Q: Follow-up to my question about CIB238 and PSA. Thanks for the explanation. You indicated that CIB238 pays a yield of 4.8% while PSA pays 3.4%. Are these current comparable yields? CIB238 seems high. Could the CIB238 be the yield over the past year while PSA is the current yield? If it was your $100k, which would you invest in to park money?

Q: Do you see a urge in price of Bitcoin after January 20th when President

Trump comes in power ? What plays should one look at RAK

Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.

Q: In the past when I've been down 35% on a stock it was easy to know why, ADF Group has me a little puzzled and am considering throwing in the towel. Thoughts please.

Q: Peter and His Wonder Team
I have followed this company for some time and considering wether I should buy it. I think it is inexpensive but not sure if it is a value trap...if you know what I mean and I know you do. Please give me your opinion on this company and what is the risk factor! Thanks your expertise is always helpful in my decisions.

Q: Hello,

Both these stocks are falling quite considerably. I do believe they are both great businesses. At what price would you consider them “on sale” based on there historical metrics ?

Q: What would you buy in the BE portfolio with new money today, leaving aside weight considerations--what looks good? Thanks!

Q: Good day and happy New Year to all the 5i staff. This is my first, and hopefully last multi stock question.

I am really beginning to take Trump seriously about tariffs. His reasons don’t hold up, but I believe he has unstated reasons of his own for wanting to do so. I don’t usually jump quickly but I have a bad feeling and am thinking of selling some Canadian holdings and buying US. I am wondering what you would think of this?

Even if my fear is justified, though, some of the stocks I am considering may do well under Trump’s regime, anyway. The above stocks are the ones i am considering and i would appreciate your views on whether they might do alright under Tariffs? Any other Canadian stocks you might think will react particularly badly?
Thanks for your great service

Q: Hello,

I understand Warren Buffett recently purchased OXY and I was wondering if you might share a rationale that would favor this stock versus CNQ, TOU,IMO or other CAD producers trading at approx. equally low 52 week levels, with higher mkt cap, dividends and dividend growth.

Thank you and all the best to you and your families in 2025.

Q: How do this companies forward PE and cash flow multiples compare to those of its 2 closest US competitor and compared to its own historical #'s. Has it made progress on its profitability and ROIC measures which as you have said the company uses to measure its own performance. Would you buy it now with the thought that the freight recession is largely over, and the metrics previously mentioned are attractive, or would you wait until after January 20th when we find out more about tariffs and how that will impact TFI?

Q: Is this stock a buy?

Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.

Thanks.

Q: Good morning,

NTR has been slowly moving up. It's part of my materials sector stocks in my non-registered as a cyclical play.

Would you consider it having made that turn and worth rounding into a full position with extra cash.

Thank you.

Q: With the price decline in CSU, would you buy for a TFSA now?

Q: Hello Peter and all at 5i: I am reading about "Power Corp unit backs CSU copycat Valsoft " and I believe there are more who would like to copy CSU. Do you feel CSU is so far ahead one shouldn't worry too much? Having 5i to hold our hand is very important to this investor. Thank you Barb

Q: Last year, about this time you listed a number of stocks you thought could do well in the year ahead. The only one of these that I picked up was Savaria, and I’m up about 30%.

I’m now curious about your thoughts on the current valuation, and specifically on the percentage of revenue from US /international and how the cheap CDN dollar will affect SIS revenue.

Thx.

Q: Any particular reason for the unusual decline of CSU today?

Q: When will GLXY listed on Nasdaq after re-domiciling to Delaware ? Would that listing cause dilution and temporary price drop ? Thanks a million .

Q: What would be your preferred Bitcoin stock or ETF to buy in Canada & the USA?

Thank you.