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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: A recent article in the Globe postulated that M & A activity in the Canadian tech sector could increase in 2025. Some of the reasons given were the delayed implementation of the increase in capital gains taxation, the low Canadian dollar and tariffs.

Are there tech companies you would view as potential take-over targets in 2025?

Thanks for the great service!

Ian
Read Answer Asked by Ian on March 03, 2025
Q: Hello 5i Team,

What are your thoughts on Arista networks from here? AI demand is still strong and all those GPU's have to be networked. NVDA networking division was actually flat (did not grow) so you would assume there is other networking equipment being used.

If you like it would you accumulate at these prices or lower?
Read Answer Asked by James on February 28, 2025
Q: Can I get your thought on DLR/DLR.U vs. SGOV or BIL for parking $300K in US cash for a 4 months period? The yields are very close and additional consideration for DLR/DLR.U is that the distributions are paid every 3 months, so the holdings can be sold prior to ex-dividend date to get capital gains instead of income.
Read Answer Asked by Ken on February 28, 2025
Q: Hey 5i,
Has TFII found a bottom after their latest earnings report and subsequent reversal of their relocation of head office or will an announcement on tariffs cause a further drop? Are they still considered investable over the next 5 years? Would you buy this dip in share price?
Would you consider NBIS a buy at their current price? Where would you place them on the risk scale (10 being highest) over the next 5 years?
Always appreciate your advice.
Dan
Read Answer Asked by Dan on February 28, 2025
Q: Hi 5i.

I think your preferred measure for a company's dividend payout ratio is to compare it to operating cash flow. (Or is it free cash flow? Please clarify.)

What is CJ's current payout ratio using your preferred measure? And, is it possible to see this cash flow figure in 5i's company profiles?
Read Answer Asked by William on February 28, 2025
Q: Q (Private): They just released their updated plan (until 2029); what are your thoughts on what they have proposed in terms of revenue / margin growth along with the strategy.

This stock has been painful to own over the last couple of years so not sure if this is a needle mover or more consistent w/ their past performance.

Didn't seem like a big catalyst.....
Read Answer Asked by Cathy on February 28, 2025
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
Read Answer Asked by Tom on February 28, 2025
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