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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: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
Read Answer Asked by David on July 08, 2025
Q: I own Labrador Iron Ore Royalty Corporation and am considering adding more to my holdings.

As of June 4, the US raised the tariffs on steel coming into the US from 25% to 50%.
With the US administration's recent rate increase and their pattern of changing tariff rates on a whim, do you see this as a good time to own LIF?

I am looking at an investment horizon of 5+ years. If it is a good time to invest, at what price would a good entry point be? Thank you for your assistance.
Read Answer Asked by Cathy on July 08, 2025
Q: Good Afternoon 5i Team,

Alkane Resources (an Australian company) is in the process of taking over Mandalay Resources in an all-stock deal. If you were a shareholder of Mandalay, would you take the Alkane shares or would you sell the Mandalay shares before the deal closes? Also, Alkane has applied for a TSX listing. Is there a risk that their application will be rejected and that Canadian investors will be unable to sell their Alkane shares.

Thanks for your expert opinion.
Read Answer Asked by Michel L on July 08, 2025
Q: BTQ Technologies is a small cap Canadian company engaged in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies. Ir is up 450% since April. I don't see any questions on this company in your Q/A. I would appreciate you comments on the company.
Read Answer Asked by Ken on July 08, 2025
Q: Hello Peter
the TSX has gained around 20% since around Jan this year
I am a retired investor , so worrying about a pull back
I follow your stocks in the income and balance portfolio

in regarding to the stocks in the balance portfolio, can you name 3 to 4 stocks that
are of high valuation that I should be cautious about in case of a market pull back?
thanks
Michael
Read Answer Asked by Michael on July 08, 2025
Q: Good morning,

This question relates to the upcoming sale of PKI to Sunoco.

If a person held 1000 shares of PKI and elected to take the cash offer of $44 and was not granted the full cash allotment, and instead received $19.8 per share held and .295 shares of the new Company he would have $19.8k plus 295 shares of the new entity.

Or at least some configuration of shares depending on the choices of other shareholders.

That being said, if one wanted to dispose of these newly issued shares, how does one go about it, and are there any tax ramifications to be aware of when selling American shares?

My cost of PKI shares is approx $38 Can. There may be a small cap gain depending on the value of the SUN shares.

Or should one just bail out before the new shares are issued?

Finally, what is your best guess at the share price of PKI, just prior to the official delisting and the creation of SUN?
Read Answer Asked by Kelly on July 08, 2025
Q: Why is FL trading above the takeover price of $24? Is there a good possibility of a higher offer coming or is it the link to the share price and direction of Dick's Sporting Goods stock? Trying to decide if it is best to take the money now.

Thank you
Read Answer Asked by WAYNE on July 08, 2025
Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.
Read Answer Asked by Robert on July 08, 2025
Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.
Read Answer Asked by Robert on July 08, 2025
Q: Hello, I saw the announcement by PPL about this solicitation process. Please provide a simple English recap and implications for shareholders. Is this a good time to add to holdings or should I look at TRP instead?

https://www.businesswire.com/news/home/20250629785423/en/Pembina-Pipeline-Corporation-Announces-Commencement-of-Consent-and-Proxy-Solicitation-Process-for-4.80-Fixed-to-Fixed-Rate-Subordinated-Notes-Series-1

Thank you.
Read Answer Asked by Douglas on July 08, 2025
Q: Hi All At 5i!!
What are your thoughts on Quanta Services?? Despite its high valuation, would you still initiate a small position?? Despite high valuations, some stocks still track upward. Would you consider this stock to be one of those? If not, at what price would you consider it a buy?

Cheers,
Tamara
Read Answer Asked by Tamara on July 07, 2025
Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,
Read Answer Asked by Lin on July 07, 2025