Investment Q&A

Q: I do not think you really answered the question about earnings for vitalhub. My look at them seemed they were pretty good but still down 10% today. Any thoughts?

Q: Results looked good. Down 30% on this name. Is this a weed that needs to be pulled? Less than 1% of my portfolio. Thanks!

Q: Would you consider all positions in your growth portfolio still buyable today? Are there any that would make you pause if you were buying now?

Q: Hi 5i
How were VHI earnings? Shares down big today? Do you have insight as to whats going on. Would you be sellers or holders
Thx

Q: Does the delay in VHI reporting it's quarterly results concern you at all? Would you wait until the conference call before adding to a position?

Q: A number of your past favourites are getting crushed in the market. Based on fundamentals do you see red flags with any of these companies or do you feel it’s an overreaction by the market? Do you consider these companies Buy/Hold/Sell?

Thank You
Tim

Q: VitalHub has been a disaster.Is there any reason to continue to hold?

Q: Hello 5i,
First of all, I wold like to thank you for the "Five from 5i" in general, but specifically the "Is Inflation Higher Than We Think" article - a great read!!
Secondly, pertaining to the article about the fee reductions for some Vanguard ETF's, I notice that VIG is there, but not VGG. Would VGG receive any benefit from the VIG fee reduction, given that it isn't specifically mentioned. (unless it was there, and I missed it - always a very real possibility....)
Thirdly, I am looking for some current recommendations for my grandchildrens' RESP's. Their ages are 5 - 7 yrs. old. One Family RESP holds BN (up 112+ %) and the other holds VGG (+73+ %). I went through the existing RESP questions, but given the current volatility and market uncertainty, I thought I would ask for your current favourites, given the foregoing. I certainly like many of the options given in previous questions, but I feel that the environment is slightly different now than it was several months ago.
As always, thanks so much for the awesome service!!!!
Cheers,
Mike

Q: Hello Team,

Can you please rank these companies in what you think will be the best return over the next 2-3 years (not worried about company size or industry). Thanks.

Q: Is Vitalhub considered a SAAS company? If so is this a possible reason for decline or is there another cause.
Matthew

Q: Hello
Could you please clarify as in some answers recently, the response has been to buy the stock , Vitalhub but the last response was to hold. Here is an analyst view as of today's globe , "Mr. Tse also singled out VitalHub Corp. (VHI-T +3.10%increase
, “outperform” and $16 target) as being a “potential upside surprise” during earnings season.

“We believe the company has been conservative with its margin outlook given its record of surfacing synergies post acquisitions,” he said. “We see upside potential to EBITDA in either the following results and/or forward-looking outlook.”Mr Tse is National Bank Analyst.

The view seems to buy VHI. Can you please clarify?

Q: Hello
How would you rate the following in order for each group for a buy today at todays price for a 3 year hold on a scale of 1-10. With 1 being don't buy and 10 being a great buy.

Group 1
CSU
SHOP
CLS
BN
WSP
TRI
BIP.UN

Group 2
GSY
GLXY
LMN
VNP
ZOMD
VHI
DCBO

Thank you for letting me ask this question

Q: Hi Team,
I hold VHI in my tfsa, down 20% now. Would it be considered a "high grade" move to sell it now and buy CSU now that it is also down as much or more than VHI in the last year? Would my return prospects from here with CSU be just as high as compared to sticking with VHI? Would you advise this move?

Thanks,
Shane.

Q: Greetings,

Pondering on buying VHI but concerned about the supposed buyback yield of -Minus 20%

1. Does that mean 20% more shares introduced ? eek! Alarm bells or not?
2. Implications going forward? Your most recent comment was sell (is that still correct?)
4. Buy at what sort of price?
5. Insider ownership is at 10%

What to do?
Cheers

Q: I am below 2% weighting in each of these companies and would like to sell one or possibly two to increase my weightings. Considering a 3 to 5 year time frame what would you sell first and what would you add to first? Please rank with some if your thoughts. Thanks. ram

Q: Hello Team,

Can you please rank the below companies based on long term growth over the next 3 years.
No need to worry about size/industry etc. Looking at deploying some cash.
Thanks.

Q: Topping up my TFSA - have narrowed it down to one of the above companies. Which one would you choose and why?

Q: Hi,
You’ve mentioned a lot of small caps that have already had significant growth in share price. What are some small cap names that have not yet landed on everyone’s radar?

Q: Hi Group please give me your top 6 sectors for 2026 (in order of preference please. Also can you give me you top 2 picks for each sector also in order of preference Lastly too late to buy gold and silver and copper what is your top picks in Gold and silver as well please assuming you recommend buy at this late date...thanks

Q: Looking at total return on a 3 to 5 year hold, how would you rank these companies (highest first)