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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: Seems more and more Trump is trying to muscle in on the decision making of US companies especially Large ones. i.e. telling Apple to reduce footprint in India n threatening Mattel CEO when he suggested its unlikely to manufacture toys in the US.

We are into this only a few months n there is no certainty the power base will change any time soon.

So far seems the best performance continues to be with the larger companies and frankly he has been helpful to some like Boeing but do I need to start making investment decisions more strategically trying to sidestep areas where the Gov’t is likely to have an ability to impact the decision making of my investments?

Areas like Gov’t plan to reduce drug pricing have really drove down Drug stocks. Will the midterm impact of Trump trying to micromanage larger companies create opportunity for mid caps which may sidestep Trumps ire?

Craig



Have we ever had a
Read Answer Asked by Craig on May 20, 2025
Q: Hey everyone, this 1b dollar company looks amazing to me. What am I missing? They have over 300 million in cash and are cash flow positive. This type of drug has been acknowledged recently as part of a drug regime that helps people with lupus nephritis its a calcinurin inhibitor.

How would you value this company? the market doesn’t like it even though it’s making 260million a year going forward with no debt. Is there an issue with the IP?
Read Answer Asked by Mark on May 20, 2025
Q: Would you be able to comment on VericalScope's recent results? Would you buy, sell or hold? Thank you for your wonderful service.
Read Answer Asked by Bill on May 15, 2025
Q: Hi Peter,
Are there overlaps in the services provided by VHI and KSI? Based on their balance sheets and projected future sales growth and revenue growth, which is the better company to buy and hold for 3-5 years hold? What will be a good entry price? Thanks.
Read Answer Asked by Willie on May 15, 2025
Q: I know these types of questions are asked a lot, but I always enjoy your responses to them....

With a 5-10 year outlook, what small to medium Canadian companies do you see being able to achieve compounder status? I'm thinking stocks along the lines of LMN, PRL, TVK....any others?

Thanks in advance. - Jeff
Read Answer Asked by Jeff on May 15, 2025
Q: These 4 stocks , held in roughly equal amounts, constitute my TFSA , which holds my riskier , growthier companies. It’s early yet but could you give me 3 companies to review and follow before the next TFSA contribution.
Also, your choice of either PXT or TSU as potential picks. Thanks Derek
Read Answer Asked by Derek on May 15, 2025
Q: Hi 5i Team - Do you have confidence that the management team can execute on their plans. We have held this stock for some time based on their potential but it doesn't seem to realize this potential. It's performance has been disappointing so am wondering what it would take to get discouraged investors interested again. What are the insider holdings and has there been any recent buying or selling by them. If you think it best to wait until after it reports
tomorrow before answering that's fine. I am considering selling all our shares and using the money elsewhere but want to consider all the factors. Thanks.
Read Answer Asked by Rob on May 14, 2025
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