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5i Recent Questions
Q: Hi guys I hold all 3 of these stocks, and have for quite a while - RCH, ADEN, and RUS. I am looking 5 years out and thinking I might sell the RCH and ADEN holdings and buy more of RUS. This would still leave my RUS holdings at below 4%. Your thoughts which one of these companies do you think would be teh best bet 5 years out?

Much thanks
Stuart
Read Answer Asked by Stuart on August 20, 2025
Q: RUS has proven it continues to operate as a going concern through highly stressed markets (2008, 2020) and can be highly leveraged to industrial steel consumption. CDN has several major 'Nation Building' projects that will kick off in 2026/2027 and take years to complete. (Ports, LNG, Pipelines, Ships) Tariffs on CDN steel mean CDN should have excess steel to be consumed in these domestic projects.

Does this thesis make sense to you? IF the thesis plays out - would you expect outsized growth in RUS relative to other alternates?

Thanks for your continues great service!

Glenn

Read Answer Asked by Glenn on August 15, 2025
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