Investment Q&A

Q: Considering taking a 28% hit on Hammond to buy 5000 shares of DRX at 8$ as a way to diversify my risk on my aggressive part of my portfolios. Will still have 2500 of Hammond after selling 500. Your thoughts please. much appreciated. Larry

Q: Can you give me your latest thought on Hammond .Currently down 25%.Your current conviction much appreciated. Thanks Larry

Q: Hello 5i
Please give an entry point for each of these stocks and would you buy them today?

Q: Hammond Power stock seems to have breached the $89 support level Today.

You don't like negative momentum.

Should we sell before losing more money as it looks like that tariff jitters are not going away for a while and next we could see a drop in the backlog, taking the stock a further leg down.

Thank You

Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!

Q: CAN YOU EXPLAIN IN SIMPLE TERMS 1.WHAT HAMMOND DOES 2. WHAT FACTORS CAUSED ITS RISE 3. WHAT FACTORS CAUSED ITS CURRENT DECLINE THANKS RICHARD

Q: In terms of a better recovery with less risk and you needed to sell one, which one would you let go? Currently down 18% with Hamond and 5% with DRX

Q: Would you be comfortable buying HPS at today's price?
Thank you

Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)

One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.

My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.

Thx

Q: Seen this stock drift down almost 20% in the last few weeks. I see they have earnings report in Mid March. Wondering if you have a good explanation for slide despite no obvious news. Not sure if it's tariff related. Your opinion of best of action. Eg Sell or wait for earnings report. Not a big fan of average down when rest of market is flat or going up. Thanks. Chris

Q: At an average price of 111$ today down 14%.I agree with your take on not to sell in the Trump threat but? Already overweight so can not add.Are you confident a hold is best or ? Much appreciate your insight.Thanks Larry

Q: Hi Team,
With HPS.A struggling to catch a bid lately, would you think selling the stock to buy CLS is a good move long term? Is the movement in CLS share price sustainable? Or should more patience be applied here to HPS.A?

Thanks,
Shane.

Q: I'm down a bit on HPS.A and would like your opinion on topping it up or selling and buying URI in its place?
Thank you

Q: Hi 5i, enjoyed your webinar today. Thx for putting it together.

My question is on Canadian on small/mid caps, I've listed a few just to start with. Given the current environment what would be your ten highest conviction picks. I plan to hold for atleast 5 years, so I'm after safe business models that have a high chance of survival. If you list a stock not mentioned frequently on these boards then please provide a small blurb ast to why you like it. Thx again.

Q: Hammond Power has been drifting lower everyday and It looks like that the stock could soon break below, $98 support level, with US Tariffs confirmed making company's products exported to US, more expensive, increasing the risk of losing market share to its US based or competitors.

Is it prudent to be proactive and sell all holdings ( as of now we have about $15 gains ) or reduce by at least 50%, to avoid such scenario and revisit later, when there is more clarity/visibility ?

The proceeds may be held in cash, or could be used for 5i favorites like Terravest, Propel or Kneat.com, companies with strong momentum and none to minimal tariff issues. ( I am aware that these business are in a different sector altogether ). Thoughts ?

Thank You

Q: Hello Team, Seams like every couple weeks something in the world changes the script (Trump, Tariffs, Deepseek, etc). Can you please rank the above 12 stocks from best too worst for the next 2-3 years. No worries about size of company or industry. Thanks so much!

Q: Hi,
Currently holding 2.46% position in HPS.A. With its larger revenue exposure to Canada and Mexico and impact of potential tariffs, does it make sense to diversify/trim and move some funds into POWL or PWR and which would you choose between the two currently? Thanks!

Q: What are good entry points for Hps.a and Mcbif they are buyable.Txs for u usual great services & views

Q: Hello 5i,
With an eye to reduce some holdings how much overlap is there between these three?
After the recent "dip" how would you rank them?
Thank you so much
Dave

Q: Hi 5i, today on BNN a PM @ Donnville just commented on his view that Hammond will have capacity constraints even though they are expanding in Canada and Mexico. He stated that they would only be able to grow the topline by 10%, and at today's price it was expensive. Any views on this comment?

Thx.