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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: When is it considered a market correction? I currently have money sitting on the side lines, waiting to buy a discount but unsure if a 5% drop is validated as a true “discount”. Would YOU be waiting for a certain drop in percentage before buying a dip? I understand that involves perfect timing which is impossible. Any help is appreciated. Thanks
Read Answer Asked by Nick on August 14, 2025
Q: Hello 5i, Would you buy these stocks today ? for a 2-3 years hold ?
thanks
Read Answer Asked by Fernando on August 13, 2025
Q: Good afternoon.

I hold a +/-2% position of Westshore in a RIFF. It trades cyclically and generally in a range $20-$30, which I occasionally trade around. It seemed headed to the $30 range since the start of this year, until today when it dropped over 5% on much larger than normal volume.

Do you have any insight into what this was a result of? It happens unpredictably and infrequently.

Thanks,

Dave
Read Answer Asked by Dave on August 12, 2025
Q: What are your thoughts about the potential purchase of Hanesbrands from a balance sheet perspective and also from a transformational perspective? Decent decline today...based on your response would you consider the decline an opportune time to invest?
Read Answer Asked by Doug on August 12, 2025
Q: I have held MG in a non reg account and watched it drop and drop. I recently did a tax loss sale and exchanged for LNR, which has somehow rebounded almost 50% in a few months. However…the Canadian car parts sector is as volatile as ever. Is it worth exiting the sector? Any crystal ball suggestions at this time as to what I should do? I am inclined to exit the sector for brighter skies in a less volatile sector.
Even if they keep some business with margins, ie US factories, there is so much risk of sunk costs in process.
Read Answer Asked by Peter on August 12, 2025
Q: Hi, all of these stocks look quite over-valued. Please rank them in order of which ones you might start nibbling on, along with general entry prices. I know you don't like to time the market, but there may very well be dips coming up! Thank you.
Read Answer Asked by GeeMac on August 12, 2025
Q: I want to consolidate some small positions. I am interested in best growth opportunity. Can tolerate higher risk. To this end can you help me choose between:

ATS or PNG, ATS or GLXY, PNG or GLXY and finally between GLXY and NVDA:CA

I appreciate your opinion. Thanks.
David
Read Answer Asked by David on August 11, 2025
Q: Hello,
I am thinking of investing in the rare earths segment. If i had to invest, would you suggest half and half or is Neo better than MP? Also, do you think i have missed the boat on investing in this area ? With regards to quantum computing, is IONQ considered one of the better companies to invest in? My concern is NVDA could get into this space as well. Thanks very much
Read Answer Asked by umedali on August 11, 2025
Q: Would you be comfortable starting new position in these companies while these are at all time high?

Thanks
Read Answer Asked by Gurdeep on August 11, 2025
Q: Premium Brands Holdings (PBH) is part of 5i’s Balanced Portfolio. It reported today and appears to have met or slightly exceeded analyst range of estimates both on EPS and Revenues.

It has completed its sale and leaseback of its Tennessee Sandwich Plant, and used the proceeds to repay a $172 debenture that matured in April, slightly reducing its total debt to EBITDA to 4.2:1 from 4:6:1 for the quarter.

They have also posted a 6 page letter from the CEO to Shareholders entitled “The Future of Food is the Past”

It would be appreciated if you could review both the results and the letter; and provide your comments, as well as sentiment on the company/strategy.

Thank-you!

Read Answer Asked by Cory on August 08, 2025
Q: A colleague of mine, who is both a student of history and risk adverse, has suggested there are significant parallels between what is occuring in the market today and market conditions leading up to the 1929 great depression. In particular, he points to what he believes to be grossly inflated p/e values across all sectors of the North American market. I do not share his views and would be interested in your thoughts - backed up with a few pertinent statistics - regarding both my colleague's historical comparison to the late 1920s and current p/e values. (I am well aware books could be written on this subject, so looking for just your top-line opinion.) Thank you.
Read Answer Asked by Maureen on August 07, 2025
Q: I believe cash flow is a better measure of profitability for E & P companies. Would that also apply to software companies? Or would EV/EBITDA be an even better measure for software companies?

Thank you,

Read Answer Asked by John on August 07, 2025
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