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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: Hi, I have 7% BN and 1% KKR, BX & ISRG each. With ISRG/BX first quarter results out , i am thinking of bumping up from 1% to half position. Your suggestions please. Thanks S
Read Answer Asked by S on April 24, 2026
Q: I have 400 shares of SES,could you walk me through the math on this if i do nothing when the takeover by GFL takes place later this year at $ 24.75 a share,how many shares of GFL will i have and if applicable any cash...Thanks
Read Answer Asked by Greg on April 24, 2026
Q: Somewhat related to an April 23 question asked by Paul F...Kraken has grown and now has a market cap of $2.51 B. Do you still see it as a small cap? With its increased size would you see it as less exposed to what was previously the small cap risk, or does its history as a small cap still make it one to be cautious with? Put another way, if one previously started with a small position and still has it as a relatively smaller weight, should an investor who likes the story be ready to add now that its market cap has grown? Many thanks for your excellent service.
Read Answer Asked by Leonard on April 24, 2026
Q: Hi 5i,
I have a bit of a tax-treatment question for ETFs like PSA held in taxable accounts. Assuming one is in the top tax bracket, should they not look to make monthly sales right before ex dividend so that the 'growth' in share price gets taxed as a capital gain vs. having the distribution pushed out as income? Am I thinking about this correctly? The total tax owing would roughly be cut in half. Assume trades are zero commission for simplicity :)
Read Answer Asked by Michael on April 23, 2026
Q: Dear Peter:

These are stocks I hold across various accounts. Thanks for suggesting these. I have done well though they have pulled back a bit.

What is your current view on these miners? Add, Hold or Sell some and consolidate? Or would you sell some and add a new miner?

Always appreciate your input.
Read Answer Asked by Savalai on April 23, 2026
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