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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: Could we have your opinion on the Canadian Banks please? What would be your top 3 picks?

Thanks
Read Answer Asked by kim on July 25, 2025
Q: I purchased a 3.5% position in BRK after the announcement that Buffet was stepping down. I chose BRK over FFH. I am down 6.5% so far.

I can take this as a buying opportunity and increase my position in BRK to 5%.

I can also sell half of my BRK position for a tax loss and buy an equal amount of FFH.

I can also do nothing. I am a growth investor in my late seventies.

What would you do in this situation?

Thank you
Read Answer Asked by Richard on July 25, 2025
Q: Hi,

With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?

In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
Read Answer Asked by Keith on July 23, 2025
Q: Good afternoon,

My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.

Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?

Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?

Thank you and I'll await your sage advice.



Read Answer Asked by Francesco on July 22, 2025
Q: If you had no money in crypto, what are 6 stocks in Canada and US you would consider for strong growth.
Read Answer Asked by George on July 22, 2025
Q: Thanks very much for your really insightful answers.
Which ETFs capture the blockchain technology space? Any ranked recommendations?
Read Answer Asked by James on July 22, 2025
Q: Your take on bitcoin/ crypto. I’m 74 , financial advisor for 40 years. My mind doesn’t let me rationalize Bitcoin etc. so it is the world passing me by?
Read Answer Asked by Bill on July 22, 2025
Q: At today's price, for a 5 year hold, how would rate these stocks? In what order would you purchase and at what price?

Do you think that Fico price has now stabilized?
Read Answer Asked by V on July 22, 2025
Q: I have about a 6-7% position in each of bep.un, bip.un and BN. I am thinking of adding a bit of BAM (eg.3%) But i am wondering if adding bam would duplicate too much of the components of the other three. Would Bam add much to my portfolio is there too much duplication?
Read Answer Asked by arnold on July 22, 2025
Q: Back in May, Craig had asked a question about BRK.B and its current valuation, and the response was:
"Historical multiples have been in the range of 17X to 33X, with an average in the low 20s. It is 25X right now so on the high side of history."

A few questions:
- was this referring to a PE ratio?
- now that it has declined a bit, what is the current valuation multiple?
- is this ratio listed in the BRK.B "profile" page on 5i?
Read Answer Asked by Mike on July 18, 2025
Q: Good afternoon 5i team!

I watched an interview with Tom Lee from Fundstrat Capital regarding how he's been named chairman at BNMR. The company is discribed as the Microstrategy (MSTR) of Etherium. Can you offer your thoughts on the company. I've listened to Lee's commentary for the last few years and he's generally been spot on with respect to S&P performance, tech stock performance, and at the moment, seems fairly accurate with his Bitcoin/crypto call. It has had a wild ride over the past couple of weeks, but if it is, in fact another MSTR, then it might be worth dipping a toe in here.....albeit, a very small toe.(lol)
Read Answer Asked by David on July 18, 2025
Q: Good afternoon - I have several Brookfield positions. My BN and BAM positions have more than doubled. My BEPC and BIPC positions have done well but nowhere close to a double. I do get higher dividends in BEPC and BIPC but BAM pays almost 3% at current prices. I'm thinking of selling BEPC and BIPC and putting the proceeds into BAM. The tax consequences are manageable. Your thoughts, please.
Read Answer Asked by alex on July 18, 2025
Q: hi folks:

i try my best to avoid any counter party risk in my portfolio (because i am a luddite and think the derivative markets are in search of a pin)

2 questions:

are there any crypto etfs/funds that you are aware of that actually hold the underlying crypto asset?

seondly (with the same proviso) are you aware of a'one stop' crypto etf that would have say 50% BTC and the balance allocated amongst the 'others'

overall, looking for a one ticket solution with actual ownership

thank you

ps. as i understand it,. assets like IBIT, ETC ......do not meet the 'ownership criteria' noted; whereas FBTC (fidelity) and BTCC (purpose) do
Read Answer Asked by Robert on July 17, 2025