Investment Q&A

Q: Greetings 5i, I need to raise some cash and looking at either Teck or Nutrien. Based on medium term prospects which one would you sell? Would appreciate if you can provide a brief explanation in terms of reasons to keep vs sell for each. Thank you.

Q: this email is in response to a question asked by Christopher on Feb 27, 25
please publish on 5iR
the Brookfield group of companies make up over 10% of the market value of the Toronto Exchange

to be up front, I hold Brookfield Asset Management (BAM), Brookfield Corporation that is the holding company that owns 70% of BAM, and also Brookfield Infrastructure

BAM, a dividend income stocks, is an asset play, meaning it takes in money from private investors and pension plans and other entities and then invests it on behalf of these groups of entities

nowadays, Exchange Traded Funds (ETF), either active or passive, are overtaking Mutual Funds, especially in the US

so as to attract attention of US ETFs, BAM is going to be domiciled in the US.....but the management will remain in TO....and this change is to encourage Americans and others to invest in BAM, increasing the profile by being listed on US stock exchange as well as the Toronto Stock Exchange

Mark Carney is the Chair of BAM and oversees the Board of Directors....the executives of BAM recommended this change of domicile to the US....it was then submitted to the Board of Directors and was approved, chaired by Mark Carney

Pierre Poilievre, leader of the conservatives, likes to say it was Mark Carney that approved this change.....BUT THAT is FALSE as it was the elected Board of Directors of BAM that approved the change of domicile to the US

me, email this to CLARIFY the TRUE FACTS....Tom

Q: Greetings 5i, would like your current analysis of this company's financial strengths and growth prospects. In your opinion is it worth holding? Thank you.

Q: Your thoughts please on AW as a 3 year buy for growth
Thanks

Q: Everyone, how do you deal with a socially unacceptable stock that outperforms the averages. I personally do not like what FB does for our society and have never owned the stock for that reason. Is the market about making money or shunning stocks that you personnlly dislike for various reasons. Clayton

Q: Greetings 5i, your analysis please of the Dec 31, 2024 results. Is the drop in share price due to results or general market uncertainty/recession fears? Any recent hint of what is happening re: the real estate spinout? Do you still believe in the favorable risk/reward outlook for Leon's? Thank you.

Q: Is SNPS a SELL???.....Tom

Q: Recent market disruptions have presumably changed the potential returns for many stocks that have taken a significant short term hit. Given current valuations, can you shortlist a few Canadian companies that provide a significant opportunity for rebound?

Q: please comment on 4th q results and outlook. Stock seems cheap.

Q: Time to clean up my tech holdings. Can you please rank them for a 3-5 yr hold. Need to get rid of 1 or 2 and maybe trim some others. Thank you

Q: Now that WSP has also reported, could you please give a short update on your answer today? Given STN's results, what do you think is better to open a position in: STN, or WSP at the moment? Thank you

Q: Good Morning

What are your thoughts on BYD new 5 year goal to 2029 for more rapid growth?
Thks
Marcel

Q: Hi,

1) Is there an advantage to holding PHYS:CA vs. PHYS:US? How do they stack up with currency fluctuations?

2) Is there any risk with PHYS:US trading on a US exchange if the US goes crazy about Canadians investing in the US? Would it be better to hold PHYS:CA?

Thanks for the help. Michael

Q: What is the best way to invest in gold?

Q: Can you give your impression of the earnings report for NPI yesterday? I was disappointed in the numbers- is it worth keeping? I know it has a good yield, but do you see any meaningful growth in the near future?

Q: How is this company expected to do in the face of tariffs? Can Granite still do well if Magna struggles? Can there be growth? Buy, sell, or hold? Thank you!

Q: Good morning,

Thoughts on RBC’s quarter. Seems decent on most metrics but guessing that the pressure on the price today may be related to higher than expected PCLs?

Thanks as always.

Q: In your answer to a previous question you suggested Gold was a good place to protect from inflation and the general crazy going on with Trump and Tariffs.
Can you suggest an ETF. I really don’t want to hold producers

Q: Please comment on Kneat.com earnings. Thanks.

Q: Can you tell me what you think of the quarterly report that came out wednesday? I was disappointed in the 10 million reduction in free cash flow. Can you tell me how many shares are outstanding and whether than number increased from last year? Also do you still expect eqrningwto double or triple in 2005?