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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: You've mentioned a few times that TVK has higher debt levels. Generally I would take a pass on high debt but did buy some a while back and have done okay. Is there reason to be concerned by the level of debt today? Under what scenarios would it be a problem, and what are your thoughts on the likelihood of those scenarios?

Thanks.
Read Answer Asked by Alan on February 13, 2026
Q: Kraken Robotics shares lost 10% in Thursday's trading on a day when most defence stocks closed higher ( Even with DOW and Nasdaq closing in red ).

What could be behind the selling ? Should we be concerned ?

With Anduril Inc, expected to go public, some time this year, my impression has been that PNG should be acting strong ( as a proxy ). Your thoughts, please.

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Terravest stock seems to be losing its lustre as a reliable compounder. Over past year, Co has not displayed much consistency with its earnings. One quarter is good then the next is not so much. Tariffs continue to haunt its prospects for growth and profitability.

Management has done well on acquisition front, but debts also continues to rise.

Stock has been in 5i portfolio for many years and has done well.

How many quarters, in your view, it could take for the Co to generate more confidence with investors ?

Thank You

Read Answer Asked by rajeev on February 12, 2026
Q: Hi there. I'm looking at selling my position in Propel and adding to GRID and FORTIS. I am seeing some cracks in the economy and think these other two companies may benefit more in terms of share price appreciation going forward. Does this make sense?
Read Answer Asked by Kevin on February 12, 2026
Q: Recognizing that it is higher risk than many companies, you seem to have a generally positive view of ZOMD. That said, unlike many other small caps that have followed market sentiment in these volatile markets, ZOMD has pretty much been in a steady state of decline since they released their earnings in late November. I note that the trading volume (in relative terms) has also significantly fallen off since then which might be a contributing factor.

As always, would appreciate your views for ZOMD going forward.
Read Answer Asked by karl on February 11, 2026
Q: - what are your projections on GSY? I am currently down over 30% on it and it makes up 4.2% of my portfolio. I am considering buying because it is undervalued at the moment and analysts seem to generally rate it as a moderate to strong buy. However, I am concerned about having it overweighted in my portfolio. What are your thoughts? I have a 20-25 year investment outlook and generally consider myself to be a moderate risk investor
Read Answer Asked by Robert on February 11, 2026
Q: What are your current favorite small cap, and mid cap energy names ? The PSCE ETF covers a good selection of US names. Is there a similar TSX listed ETF ?
Thank you.
Read Answer Asked by Paul on February 11, 2026
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