skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

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

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
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
Read Answer Asked by Jason on November 20, 2025
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?
Read Answer Asked by Guy R. on November 20, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!