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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: Does the deal CRWV signed yesterday with Applied Digital have any negative implications for GLXY ? Is CRWV the only client using Helios Data Centre? Curious why CRWV signs these long terms leases and if they will continue to "rent" between having NVDA backing and there stock going to the moon, why not build their own data centres?
Read Answer Asked by Charles on June 04, 2025
Q: BEP Brookfield renewal property is yielding over 6 per cent at the current unit price and it is trading in a tight range (about $30 to $33) the past few months. I add to my position when it gets near $30 and trim it when it gets near to $34. I think it is a good company to hold for income but what about capital appreciation? This stock used to trade up around $50!! Was that due to the 'green energy hype" of the past? I know that cost of capital is very important to high capital, low margin industries like power production, but BEP should have pretty low cost of capital since it belongs to the Brookefield group of companies, right?? Also I have scoured the company website to try and find out how aggressive BEP depreciates their assets, particularly the wind and solar since solar panels do need to be replaced as do those big blades on the wind turbines. I would like to know if BEP is depreciating these assets quickly enough, but I am not sure where to get that kind of info.
Read Answer Asked by Paul on June 04, 2025
Q: Hello 5i,
Since KO has split 10 for 1 is it an opportunity to jump in? I would be giving up PEP and PG. PEP has been down for 2 years though PG is at a peak I feel taking advantage of the KO price would be an advantage. Your thoughts please.
Stanley
Read Answer Asked by STANLEY on June 04, 2025
Q: Any suggestions for $24K cash in a FHSA that will be topped up Jan 26/27 and won't be needed for at least 4 years due to school. Thank you.
Read Answer Asked by Paul on June 04, 2025
Q: Re: DRIPS; for a well balanced retirement account what are your favorites DRIPs ? What about for a young persons TFSA that may not be touched for a long time ?
Thank you.
Read Answer Asked by Paul on June 04, 2025
Q: Now that BAM has moved its headquarters to the US, does it make its shares a foreign asset for the point of view of the CRA? To your knowledge does it need to be reported on the T1135 if the holding exceeds 100 000CAD ? What if the BAM position that exceeds 100 000CAD is held in a RRSP or TFSA, would there still be a requirement for the T1135?
Read Answer Asked by André on June 04, 2025
Q: I presently have $50000 U.S. cash that I would like to generate interest on.
No plans to invest it any time soon.
Would appreciate knowing what my options are.
Thanks so much.
Read Answer Asked by Lorraine on June 04, 2025
Q: I’m trying to understand the impact US tariffs - and in particular tariffs on steel and aluminum - could have on our economy and certain companies. Tariffs make goods going into the US more expensive which means US costs increase. These costs a would normally be passed on to the purchaser or the purchaser would look to a new, cheaper supplier. If the US can’t produce enough of their own steel and aluminum and since this new tariff affects all countries doesn’t the US still have to buy from Canada? Excess capacity in the US could make up the difference but is there that much excess capacity there? And for something like potash which I think is irreplaceable don’t tariffs on that product just harm American farmers?

Appreciate your insight!

Paul F.
Read Answer Asked by Paul on June 04, 2025
Q: Hi Team,
What's your current thoughts on the current Meg takeover offer? Do you still feel a higher offer will come to play? What's the usual timeline on takeover offers such as this as to when another company might swoop in for a higher bid? The offer from Strathcona is open until Sept I believe, but I would have to think if a competing offer is coming it would probably be much sooner than that would it not?

Thanks,
Shane.
Read Answer Asked by Shane on June 04, 2025
Q: A Market Call guest stated Brookfield's annualized return was 18% over 30 years leading me to wonder if there was a way to calculate such a number by including the number of spinoffs which have been many. Can you confirm or deny the 18% claim?
Read Answer Asked by Jeff on June 04, 2025
Q: I have money to invest in a registered account and do not need the funds for at least 5-10 years. I was planning to buy a GIC, but the rates for 1 to 5 year terms are only in the 3% range. Instead, I am thinking of buying ZWU with a 7% return, realizing that there is no guarantee on the ETF price, but the rate of return is significantly higher than the GIC. My understanding is that the utitilies sector is quite stable and the price of this ETF does not tend to move much.

Do you see this as a good strategy to get a higher return with relatively low risk to the erosion of my investment value, given the long time frame?

Also, what would be an acceptable price to purchase ZWU?
Read Answer Asked by Cathy on June 04, 2025
Q: Hi
You recently suggested VEF for international exposure . This is the hedged ETF which I gather from past questions you don't really favor hedging. Could you explain why and when you would hedge and is there an alternative unhedged version of VEF?
Thanks
Jeff
Read Answer Asked by JEFF on June 04, 2025