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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: I realize that these markets have been challenging but the stock price of FORA has fallen 37% in the past month. This is despite the fact that a number of analysts increased their targets (now ranging from $14.50 to $19.00) following the release of their latest earnings.

is this stock being played? As always , would appreciate your analysis of their earnings and what you think is going on here.
Read Answer Asked by karl on March 24, 2025
Q: Hi,

Propel has a lot to like. Great growth, consistent dividend raises, and a recent expansion into the UK market. Is there any reason why the share price has come off so much in the last little while? It's down 30-40% from highs a couple months ago, which seems overdone to me. Is there any risk to their business with regards to tariffs or other trade related action from the man in the white house? I know earnings are expected this week, can you share the consensus estimate please? Thanks.
Read Answer Asked by Marco on March 09, 2025
Q: All things being equal would you initiate a position in these companies at todays prices.If not at what price would you purchase each.

Thank you very much.
Read Answer Asked by John on March 07, 2025
Q: Assuming that the reactions to the tariffs ends up being a great buying opportunity, and also that we've probably passed the crystal ball "sell everything" point, WHEN and WHERE (industries, specific favorite stocks) would you look to put new money in please?
Read Answer Asked by Andrew on March 05, 2025
Q: Hi 5i Team - The guest today on BNN Market call mentioned that Lumine specializes in carve-outs and that is to their advantage. Although he explained it, I'm not sure what carve-outs means and even if I have the correct term. Could you provide more information on this. In addition he felt that the evaluation is quite rich. Do you also feel this way. Also could you provide a summary of Lumine's fundamentals. and if you have any concerns with these fundamentals.
Thanks.
Read Answer Asked by Rob on February 20, 2025
Q: Hi 5i,
I recently sold Fresh DelMonte Produce/FDP after a nice run up. Apart from Nutrien/NTR I have no other agricultural related stock or ETF.
Could you recommend one or two options (either stock, ETF or both) as a good replacement?
Have to say, bit of a confusing world at the moment?
Much appreciated.
Ralph
Read Answer Asked by ralph on February 04, 2025
Q: You guys at 5 i used to be high on a buy for Celsius Holdings. It bounces up and down 2 to 3 per cent almost daily but the overall trend as been lower highs and lower lows. I don't want to liquidate my position because of the international growth opportunities for Celsius and the possible normalization of inventory levels of their "healthy" energy drinks with their distributor who is Pepsi. But the trend is not my friend for celsius. I have traded it a couple of times to bring down my acb but even that is making me nervous. I don't have much exposure to consumer staple nor consumer discretionary (I assume Celsius is considered to be discretionary?) so if I cut losses with celsius, what should I consider as a replacement?
Read Answer Asked by Paul on January 29, 2025
Q: What would you do with the above 3 stocks if think less AI infrastructure will be needed? Take the money and run? Or did they fall enough that they will be ok even if some orders are lowered or cancelled?
Read Answer Asked by Neil on January 29, 2025
Q: Zoomd Technologies (ZOMD) had an important announcement yesterday about adding several major new clients, including the NBA. The stock has climbed 23% in the 2 trading sessions since. Now close to $100 million market cap. Their software seems to have applications to just about any industry involved in digital advertising. Most recent quarterly financial report was very impressive. Wondering what you think of this company's potential.
Read Answer Asked by Dan on January 15, 2025
Q: Would appreciate your assessment of TRI and INTA. These 2 stocks in the professional services sub-sector appear to be accelerating due to AI. Correct me if I am wrong but do you see increasing TAM attributable to improved service to clients and and reduced costs. Would you have high conviction or less so with this idea? How would you rate these or others in the professional services sub-sector.
More generally, are there other industrial sub-sectors where AI is improving client services and reducing costs. Any other names to suggest.
Read Answer Asked by sam on January 14, 2025
Q: Hi Peter,

A follow up question on Pinetree. With Shezad Okhai (former VP of Constellation Software Volaris group and previous Chief Investment Officer of Pinetree) coming back effective November 1st, do you think it would be a stretch to look at this company as a quasi Constellation Software VC or PE company. Damien Leonard (CEO) involvement, Pinetree has common stock holdings with Strikwerda BV holdings (connection to Topicus CEO - ie. Trubridge) and the type of verticals software investments in the fund, it looks like there is a lot over lap and synergies with CSU. Or is this a bit of a stretch.
Read Answer Asked by Frank on October 28, 2024
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