Investment Q&A

Q: Could you comment on SPB's most recent quarter? Based on the last year results, what is this company's free cash flow yield

Q: Any thoughts on ABXX? I have held it for a while but their financial updates are pretty rare.

Q: When does PNG next report and what is expected? What information in the release are you looking for that may influence the stock either up or down? Are your expectations different from consensus?

Q: Currently I do not own either of MDA or TSAT.

If I bought both would that be an overlap of similarity?

If yes which on would you choose with highest growth potential over the next 5 years?

Thanks

Sheldon

Q: Hello team,

ALGN (up 46% in the past 3 months): Buy, hold, or sell? Why?

TWST (up 116% in the past 3 months): Buy, hold, or sell? Why?


Long holder of both and still deeply under water. So, I am wondering what is behind new signs of life!

As always, I appreciate your unemotional insight and guidance for us all!

Q: What are your top Canadian stock(s) if one wanted exposure to platinum?

Thanks for the great service!

Q: Hi 5i guys. NXR (Nexus industrial reit) is now truly an industrial reit since they have sold almost all of their non-industrial properties. At the current price of around $7.77 per unit nexus has a yield slightly above 8 per cent!! In the past couple of years nxr's yield has been higher than their cash flow which is concerning, but the past quarter I believe their payout ratio was around 97 per cent (please confirm). They have a couple of new properties that should be contributing to cash flow and apparently they are releasing properties at much higher rates. Based on that I believe they should be able to continue with the generous yield since the payout ratio should slowly improve. What concerns me is the cost of their debt. They have to refinance a portion of the debt this year and next. The debt they are rolling over was at very low rates and the new rates are at least one per cent higher. Can your bloomberg terminal give an estimate of how much more interest NXR will have to pay on their new debt? If you can make a query as to whether the increasing of rent (and new property rent) will more than offset higher interest payments would be appreciated as well (I am not sure how sophisticated a Bloomberg terminal can be.) I was fortunate that last summer I rotated some tech into precious metal miner and now I want to pay it safe and reduce the PM miners with some income plays. NXR got on my radar. My only other reit exposure is a small position in Granite reit. Thanks for your help and I wish I had a Bloomberg terminal!!

Q: For an Income Portfolio, how would you rank AW, LNF, MKP, MTL and RSI for total return? Which of them increase their dividend annually.? How safe is the dividends for these equities? Which of them would you purchase at current price?

Q: Current thoughts on PTM? Thanks

Q: Your thoughts on this interesting small, risky/looking homegrown. Worth a flyer?

Thanks.

Q: Hello 5i Team

I own European Residential REIT in a taxable account.

The REIT has previously announced it will sell all its remaining properties and essentially close down operations and delist from the public markets.

Current price is approximately $1.14 and the net asset value as of December 31, 2025 is approximately $1.44 (as per financial statements released).

How does this process occur? Do they essentially liquidate their portfolio, pay taxes and distribute the proceeds to unit holders (say $1.40 per unit to account for taxes and closing costs) and the trading price of the units goes to zero. This would result in a "capital loss" on the units and some form of taxable distribution (mix of capital gains, income and or return of capital).

Or does a private buyer make a take-over offer of say $1.35, take the units private and then internally deal with the closing down of operations.

Has there been other examples of companies / reits closing down operations?

Is this a potential arbitrage opportunity?

Thanks

Q: Your thoughts on this company would be appreciated. I cannot see where they have mentioned the next earnings release date so if you have that I would appreciate it. Thinking it might catch an uptick from people looking for companies which benefit from a decent economy and are not susceptible to AI disruption.

Q: What are you think of their latest quarter.

Q: Could i have your thoughts on this cloud provider- chart looks good - i understand sales are ramping in their AI division

Q: I see you've dropped KSI from the growth portfolio. What's your opinion on the stock if held in a registered portfolio where there is not benefit from a capital loss? Is it worth holding in that context? Thanks.

Q: A nice run recently came to an end with weaker quarterly earnings. Buy, hold, or sell at current levels?

Q: Greetings 5i, do you see any positives for this company? I know 5i does not place much weight on analyst ratings but the TMX website shows 7 analysts, 1 buy/6 hold ratings, targets range from $7 - $9. Thank you for your insights on this one.

Q: Do you think the Russell 2000 is likely to outperform S&P and NASDAQ in 2026-27? There are many Russell 2000 (and Russell 2000 subset) ETFs. Which would you recommend (CAD and USD) for a) general exposure and b) growth.

Q: Greetings,

Apparently - "Currently unprofitable".
Not sure how I ended up buying some.

KSI -Buy sell or hold?

Does it have any kind of moat and as a minnow ($400K MKt Cap) , how will it fare as "falling tides sink all boats".

I'm tempted to dump my holdings . What say you?

Cheers
A

Q: Hello,

As of this afternoon, I'm down 51% on Zoomd. Given that "hope is not a strategy", might it be time to take my lumps and move on?

Thanks,

Brad