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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi, do you have a preference between these two? They are both well off their 52 week highs. I realize tax loss selling has probably contributed to this and/or they are just small caps caught up in the out of favour market sell off. Would you own both or consolidate into one? Or do you have another small cap preference to these two? I already own PNG and ZDC.

cheers....
Read Answer Asked by Stephen on December 02, 2025
Q: Hello 5i

For a 1 year to 2 year hold what would be your top 5 growth choices that are TSX listed, can include CDR stocks, and a share price of no more than $55.

Thanks as always.
Read Answer Asked by Jocelyne on December 02, 2025
Q: In your answer to Murray about the Q3 ZOMD earnings report, you said that eps was .097 and revenue was $24.93, both meeting expectations. Their report indicates that eps was .06 cents - are you making adjustments to get to the .097 figure? If so, what adjustments are you making? Also, the reported revenue was $16.1 million US, which would be about $22.5 million Cdn, so I am wondering how you arrived at the $24.93 figure. Thanks,
Read Answer Asked by Dan on December 01, 2025
Q: I’m only interested in Canadian compounders. Compounding companies that are mid to large cap that I am invested in are CSU, TOI, LMN, TFII, and ATD. Can you recommend 5-10 possibilities for 5-10 year compounders in the Canadian small cap space?
Read Answer Asked by Todd on November 28, 2025
Q: How would you rank these for growth? I own GLXY and NBIS already. GLXY is 3.5% and NBIS 1.62% position. I could add more to NBIS or start new positions in either CIFR, IREN, HUT or HIVE. I see you recently started a new position in HIVE, but assuming you could choose between all of these companies, how would you compare or rank HIVE to HUT, IREN and CIFR as new AI/HPC plays from bitcoin miners? Thanks!
Read Answer Asked by Keith on November 26, 2025
Q: I value David Rosenberg's opinion that; "Shiller P/E, length of bull run and standard deviation measures are red flags that signal a big shift is imminent." Capital appreciation is important to me, with modest income. Suggest some investments, please.
Read Answer Asked by James on November 24, 2025
Q: In reviewing your Growth portfolio YTD I notice that the best YTD increases are CLS, PNG,ZDC,GLXY, HPS.A … in that order. And mor of these are your top holdings as well.

Given the pullback are any of these “buyable” again now; and if so, at what prices would you suggest. I already own all of these stocks - thank you very much!
Read Answer Asked by Donald on November 24, 2025
Q: Sold to harvest profits,,,looking to put cash back to work. (4% of my portfolio). Already have NBIS/BN/GLXY/PNG/CLS/TOI/LMN/HCAL. Could you suggest top 3 options currently in light of the recent correction. Small and/or mid cap please.
Read Answer Asked by Chris on November 24, 2025
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?
Read Answer Asked by Mike on November 21, 2025
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?
Read Answer Asked on November 21, 2025
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