Investment Q&A

Q: I’m reviewing your report on GLXY and am somewhat confused with the ownership structure.
I am trying to understand this relationship and have a few questions.

GLXY only significant asset is 33.7% ownership in GDH.LP.

Am I correct that an investment in GLXY is an indirect but full investment in GDH.LP?

If GLXY only asset is the investment in GDH.LP why would GLXY have 440 employees worldwide?

Who are the other significant owners of GDH.LP?

Does GDH.LP trade on a market or is it private?

Based on your recommendation I did take a position on GLXY and I have done very well with it. And thank you in this regard.

I am now deciding if I should trim or hold and understanding this company structure will help me in my decision.

Thanks John

Q: Brad Jacobs has been president of the XPO and had done 2 spin off in the recent years (GXO and RXO).
He now plans to create a new company called QXO which trades on the nasdaq at the moment but is it actually the ticker symbol of this new company ? What do you think of this new name and would you take a position in the new entity at the moment or wait ? I am not sure if the capital structure of the company is actually finalized. They have big plans for the coming years. Thanks

Q: I am retired and in an income based RRSP your thoughts on switching ARC, SUNCOR and TOPAZ to the higher yielding EMAX and or ENCC

Q: Which one is the best buy today and WHY?
Thanks Again

Q: Peter,

Please provide the names of any recommended ETFs in CAD and in USD that specifically track the big 7 of the S & P.

Thanks

Paul

Q: Hello,
I am wondering if you can please provide some info on this preferred share. Bought many years ago as a "safe" investment only to see value decrease. Finally, it has hit 25 dollars. What is reasoning to hold preferred shares like these and why has this one risen? What makes this desirable now? Are they safer than common shares? I remember being told from an advisor that this is considered fixed income which I don't have a lot of. I have hated preferred shares for so long and am wondering if it makes sense to sell and reallocate funds to a bank or insurance stock. Thank you!

Q: In your opinion, would a trump win in November be positive or negative for Unh

Q: Hi 5i Team - This question has likely been asked before. Is it possible or probable that CSU would do a stock split. It is now over $4000 per share which makes it difficult for some smaller portfolios to take a partial position or increase/decrease partial positions. Thanks.

Q: Thinking of adding to my position in Astera Labs. Currently a 1/3 position. Is this a stock you would add to here, and is it one you would be comfortable with a full position?

Q: Hello Peter,
There is a possibility of rate cuts in US. Would the small cap space be good place to be? I was thinking of XSU, Russel 2000 index as opposed to XUU , the whole US market. Which one would be best in a lower rate scenario? Much appreciate it

Q: Hi, Any insights as to why the share price of SHOP is trading at a much higher forward P/E and forward P/FCF than all of the magnificent 7 with the exception of TSLA? As of end of trading Jul 15 this is the data I have:

Compare Forward P/E with Mag 7:
TSLA 88.54
SHOP 62.2
NVDA 43.95
AMZN 40.32
MSFT 35.9
AAPL 33.86
META 24.2
GOOG 24.1

Compare Forward P/FCF with Mag 7:
TSLA 133.02
SHOP 65.22
MSFT 48.2
NVDA 50.24
AMZN 35.03
AAPL 30.43
META 27.6
GOOG 28.5

Q: What are your five favourite software opportunities in Ai, with a brief reason why for each? It would help if you could list or rank them in terms of upside as well (most upside first).

Q: Could you please compare the key financial metrics of OTEX vs ENGH and tell me which one you feel is the better long term hold and why. Finally, is there a canadian tech company you prefer to either of these 2?

Many Thanks
Scott

Q: Can you comment on the prospects for this name?

Q: I am underweight in resources, thinking TVE or WCP...your thoughts on which of these two and perhaps a couple of US midcaps recc...thank you for all that you do.

Q: Hi 5i Team,

In a recent question by Kyle (July 15), you recommended ZSP. Any reason for choosing ZSP over the usual VFV? MER a drop higher for ZSP although liquidity looks better.

Q: Hello 5i I own AEM and PAAS and I would like to get your opinion as to the seasonality for gold and you opinion of both companies. As I am thinking of selling them while the price of gold is rising but I think most gold companies stock prices have not appreciated in value as I thought

Q: Could you please provide your opinion on this company. They appear to have a unique model in ther metals space and have executed quite well with expansion plans on the horizon. Can you kindly outline some of the major risks aside from the location and overall size. thanks in advance.

Q: I will appreciate if you could give your analysis on the future growth of the business. Is the future of payroll business is stalled with new technology? Does the payroll business dyeing?

Q: 5i’s opinion of XST for a 5-yr hold in RESP?
I see its 5yr & 10yr returns are 10% & 12%, its 3 largest holdings (ATD, Loblaws, MRU) total about 60% of the fund, and it has 11 holdings.
I would basically purchase for diversification as opposed to buying the main holdings individually and paying commissions. Thank you.