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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: Good Afternoon;

Since late July Acadian has been in a steady downtrend that seems inconsistent with both the price trend for lumber and the latest Trump tariffs. I am trying to understand what is driving this downtrend, as some of their production (Maine) would not be subject to a tariff and lumber prices seem not to have "added" the tariff but absorbed it.

I own it as an income stock in a LIF. Aside from the drivers of the stock in the short term I am interested in dividend risk; is it or should it be a concern? Lastly, given the decline in price is there a trigger price you would be comfortable with to buy? I am considering adding at current yields.

Thanks as always,

Dave
Read Answer Asked by Dave on October 29, 2025
Q: There are no questions on this company, which seems to have a lot to do with your old company, Sprott. It looks like power is really needed for the advancement of AI and and some people think this may provide a big part of the solution. I wonder what you think of it and how you might see it fitting into a portfolio?
Thanks very much
Read Answer Asked by joseph on October 28, 2025
Q: I'm seeing chatter on bulletin boards that CVVY's cashflow will increase dramatically in 2026 once its sulphur hedge comes off at the end of this year. My back of the envelope calculations support this theory. Combining the sulphur theory with increasing third party processing revenue and the potential for higher natural gas prices lead me to take a speculative 1/4 position in this company. Before I possibly take a larger position, I would like your thoughts on the impact of sulphur sales on cashflow in 2026.
Read Answer Asked by Brendon on October 28, 2025
Q: Hi I'm wondering if you think BKSY or OUST will have more growth in the long term.
I'm thinking BKSY has more of a moat technology-wise but it might just be caught up in space hype. OUST could have lots of growth but aren't there like a million companies with LIDAR technology? I guess they have the whole TAM growing with robotics and cars and all that.
Read Answer Asked by B on October 28, 2025
Q: I own ZMID, and like its holdings and its exposure to mid-sized American companies, but find it a little illiquid.

Are there any other ETF's that cover the same market cap of American companies that is a bit more liquid? I know of XMS and it is much more liquid but it is hedged...know you prefer unhedged when possible...
Read Answer Asked by Jeff on October 27, 2025
Q: Could list your top 5 small cap stock picks trading in North America. I do have interest in stocks members of 5i own.
Read Answer Asked by Dick on October 24, 2025
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