Investment Q&A

Q: These E&C companies have been correcting for a while now - would you prefer either one and why and if so, a preferred entry point? Thanks!

Q: Hi group can you please comment on Capitol direct trust - last quarter they paid out 9% + over last 3 yrs they have averaged 7+ %. What is your assessment of the risk rewards in this sector i suspect that restrictions on liquidly and management fees are concerns but the attractive quarterly payout are very attractive in this unstable market overall your thoughts please. I am 74 and retired so steady income is a driver. Also please rate the above stocks (1-10 . 10 being best) Thanks for your help

Q: Good morning Peter & team:
What’s a good entry point for Tfii given its 15% drop today. Is this a temporary blip ? Would u wait for another qtr. and decide, or enter the mkt. now. What impact would tariff on this stock in the next 2-3 yrs. Thank you

Q: Why is this stock on the downward slope? Thanks. Cheers

Q: These stocks have pulled back recently. Would you be adding to these stocks at these levels and in what order would you add?

Are there other small caps you prefer?

Thanks
Tim

Q: Can you provide me updates on the 4 companies listed. Thanks very much.

Q: Good morning.

Please comment on the prospects of GIL with respect to 'tariff' climate, 2025 performance, and entry price point.

Grazzia

Q: Please ranks these stock for risk from US Tariffs from High to Low.....Tom

Q: Hi,

When doing a regional allocation would you allocate the following to Canada or US or international?

AEM,ATD,BAM,BN,BEP.UN, CCO,CSU,SHOP,SLF and TRI

Regards.

Rajiv

Q: High speed rail between Toronto and Quebec City.
Is there any public companies that may benefit such as CNR or will it be operated by VIA.

Q: Hi 5i, long time holder of TFII, time to move on? If not what would you do, buy more if underweight? As of writing this, it s down 28%. Thx.

Q: The earnings call hasn't taken place yet but TFII's earnings appear to be a bust. They missed all important metrics, some by quite a bit. After the call, can you comment on this and does management have a good response to the weak quarter. In your response to the initial question, you gave numbers but little commentary. How bad would you rate the results? Can you assess the future? Has the lustre left the room? TFII has been a great performer the past 10 years but I'm starting to question the future.

Q: Hi, I’m interested in hearing your thoughts on TFI Re-Domiciling to the US. How does this benefit the company? As a shareholder in the company will this impact my investment? Will a withholding tax now apply? Will they continue to be listed on the TSX after this move? Is this decision possibly related to tariff threats? Can you see other Canadian companies with significant US business following this route?

Q: As this conglomerate company has just been awarded the contract for a high speed train from Quebec City to Toronto would you feel this is a good time to buy a small % ?

Q: Hi 5i, thoughts on quarter, and if you have a chance to listen in on CC, was there any mention of tarrif impact.

Thx.

Q: I just took a beating on a couple of my stocks, hudbay and paramount…..if it wasn’t for the threat of tariffs I would most likely be looking at buying the dip…..I’d like to ask you about your thoughts?? Thank you

Q: BCE and MG are mine losers and I want to sell one. Please advise which one would you let go or do you still think I should hold both of them and why

Thanks for the great service.

Q: Thanks for answering my previous question on WEF (western forest products). I have been taking a closer look at wef and trying to decide if I should liquidate my smallish position. One thing I noticed is that WEF has nearly $300 million 'on deposit' with the USA government. This is for the softwood lumber tariffs that they have had to pay over various years. This is a unique situation but what does it mean to be 'on deposit". Does any of this money ever get returned to a Canadian lumber producer? If not, then why does WEF even mention it? I found out about this in a WEF press release and I made a perfunctory search of the balance sheet and I could not find anything, although I am certainly not any expert navigating balance sheets. Does it appear on the balance sheet but I just missed it? Is this a complete non-issue or is it a hidden source of future revenue for WEF?

Q: any thoughts on how removing the US de minimus rule ( imports under $800) could effect companies such as AMZN, GLBE, and Shopify?

Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!