Investment Q&A

Q: Would you rate it buy and what is it based on?

Q: I liked the concept of Dexterra but it has not performed particularly well. It has a newish board. What is your view?

Q: Hi team,
Is the 10% drop in PRL shares a buying opp today? As usual in the market these drops make little sense mathematically speaking the offer of 100 million in shares on a company with over 1 billion market cap should theoretically not drop all the way back to offer price . Same thing happened to HPS a couple days ago. If the deal was good; which no reason to doubt it won’t be if you trust the company , then it seems like a gift to buy shares in the dip on days like today. Or what am I missing here ?

Thanks ,
Shane

Q: Hello, from your growth portfolio, what would be your current ranking in order of purchase please?

Q: Hello, can you please provide your top 5 small cap recommendations based in the US? Thanks.

Q: Is there any recent news on this stock? Do you have an opinion on the future here. Is there technology approved/confirmed? Are we at the marketing / contract stage of growth? Have had some nice price appreciation in some other small cap Canadian companies lately. (PNG, ZDC AEP) Do you feel this company is ready?
Again Thanks for your help
Terry

Q: Propel just dropped about 10% after announcing an acquisition of Stagemount, despite saying the acquisition would be accretive in 2024 and 2025. What do you think of this acquisition? Is there something I am missing?

Q: Can you comment on the recent announcement with DoorDash? Any reason(s) that you are aware of? Your thoughts going forward - is there hope or should one sell and walk away?

Q: Yikes! Pay fare loses door dash’s business… red flag?

Q: What is Payfare worth after losing their biggest client, Doordash?

Q: Hi,

Do you think that the Growth Portfolio is poised to outperform the balanced portfolio moving forward? You've mentioned in other threads that small caps have underperformed in the past 5 years; is that compared to large caps, or is that compared to an index?

Also, when comparing both portfolios to American ETFs such as VFV, they both seem to underperform. Which portfolio would you recommend for a long-term 40-year hold in a TFSA to maximize returns? Or would you recommend a different investment into an American fund to maximize returns over that same time horizon?

I like the strategy of investing in small-cap stocks for higher growth but also don't want to disregard the balanced portfolio if you believe that small-caps will continue to underperform moving forward.

Looking forward to hearing your thoughts

Q: Can you please provide your feedback on Real Matters Inc. (REAL.TO)? It's been consistently rising since June.

Q: After years of depressed share price, DWS is now rising fast. Do you know why this is happening?

Q: please, your thoughts on Velan
thanks
Terry

Q: Thoughts on investing in Serve Robotics (SERV: Q) as a complement to UBER, with potentially greater upside, for investing in robotic delivery systems.

Q: Hello

Any comments on ADF announcing today of new orders worth $50 mln ?
Do you think, this will help stabilize the stock, near term ?

Thanks

Q: Looks like that ARE is leaning towards nuclear, does this look like a boon to this company? This stock is starting to do well, and I would appreciate your thoughts toward this and the Co. in general. Thanks, James

Q: Hi 5i team,

What would be your current 5 best (highest conviction) buys in each of the following categories please.
1. small cap
2. mid cap
Hold target is 3-10 years or longer.
I prefer these categories as they seem to have the most torque (in the right environment) albeit also the most risk.


Cheers,
Steve

Q: Hello 5i
How do you feel about the HPS bought deal?
Logical? Good opportunity to add to a position?
Thank you
Dave

Q: Thoughts on this? Should one start accumulating?
Thanks