Investment Q&A

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

Q: Peter; Could you comment on earnings and conf call? Should I add some ? Thanks.
Rod

Q: Afternoon Troops. AW seems to be quite highly rated with several analysts rating it as a buy. Yet for the last several months it has just seemed to drift lower. Is there a reason for this and how would you see this stock performing going forward? Cheers.

Q: Thoughts on the acquisition just annouced? Thanks!

Q: Is this company in the same type of area of expertise as VRT. Are they also working in the Ai space. I would appreciate your comments if this company would be worth investing. When do they report.

Q: DOCS Announced earnings recently but I have difficulty reconciling that with their past performance and the guidance which seemed quite bullish. Can you give me your take on their outlook please.

Q: How dependent is hps product sales on AI infrastructure related buildout?

Q: Greetings,

1. The last time a question was posted on this platform, regarding Allied was in November. Does that suggest a lack of interest? 11 year lows can't be helping much.


2. There are many insider buys at less than $200 per transaction. On January 14th, an insider spent just $43! To my eyes, unusual, so my question - why would insiders buy in such tiny tranches?

3. Payout ratio's - I'm having trouble trusting some of the numbers out there. What do you think it is and after the December dividend reduction, do you think future dividends are relatively safer?

4. What's the connection with CHP.UN and is it a good sign?

5. Oversold? At what price would you consider the purchase worth the risk / reward ?

All the very best
A