Investment Q&A

Q: Can you provide a short list of small or mid cap US stocks that you would recommend?

Q: Why the jump in stock price over last few day??

Q: Could you explain today’s press release in layman’s terms,are they headed for a strategic review and does this give them a tailwind,basically your thoughts on this announcement would you buy here for a 1-2 year hold thank you

Q: Would you be comfortable buying HPS at today's price?
Thank you

Q: Where can I find a repeat of the Feb 4 webinar by Ryan

Q: Hi folks, watched podcast with Ryan Modesto, and for 5i members, I would say this is a "Must Watch"...again many thanks to 5i and great staff led by Peter, Ryan Modesto, Chris White, & others, for so much great information for DIY investors...had never heard of Genius Sports Geni/q prior, but more I heard...more I liked and took position...your thoughts of Geni going forward once works it way thru the $8.50 finance....thanks again for all the great work 5i does/provides to us newbies, jb Piedmont QC

Q: Ethereum has dropped from a high of $4100 to below $2600, could you please explain why, also when Bitcoin has generally stayed in the $100k range? Is this a buying opportunity? If it is, is there a Canadian ETF to put money into? Thanks in advance. Also, many thanks for your answer on my previous question on BTC, it was extremely detailed and well thought out.

Q: Just wondering your thoughts on this small growing company

Q: I’m wanting to add to my energy allotment.. Which would you consider a better alternative Cameco or Suncor for a 5 year hold?

Q: Hi 5i, I'm struggling to keep the mentioned companies in the face of pending 25% steel and aluminum tarrifs. Would appreciate a review and some comforting analysis :)

One thing not talked about is the dollar impact on these companies which have US sales, and the potential benefit of monetary policy easing faster now that this tarrif nonsense has basically put on hold any investment in our industries.

My gut is telling me that our last year recession, masked by insane immigration, will become an official recession this year.

Thx

Q: Any update to add to earlier response on earnings based on the call? Stock is down but not nearly as much as when the results were initially released.

Q: Explain this to me like I'm a ten year old. The US consumes 5M tonnes of aluminum annually. They produce 750K tons. They import roughly 3M tonnes from Canada and now a tariff. Don't our producers just say cool, increase the price 25% and we're even. Who loses here? Who has who by the you know what's? Last time our exports dropped just 14% ( the US customers had bulked up on buying when tariffs were signalled) and within two years everything was back to normal. I don't get it. Is it all just posturing and bluster? Unless the US immediately stops using aluminum aren't they the real losers here?

Q: Presuming that the price of steel goes up with tariffs, outside of the steel industry itself, what sectors and specific companies lose out here? Thank-you.

Q: Please list your favourite base metals etfs.Thanks.

Q: Hello

Beside s Grayscales Solana Trust "GSOL "
is 5i aware of other options to gain solana exposure via public equites ?

Q: I realize the higher the yield the higher the risk but I would like 5i's opinion of a few products. As a result of the American President's threats of tariffs which I feel are coming in thirty days I have been rebalancing . Canadian ETF's to American ETF's as well as the sale of tariff risk Canadian stocks . RRIF cash position currently { 30% } .... I would like to take some small positions in some greater than 10% covered call ETF's ..... These would be short term positions as I believe it will be 1 or 2 quarters before Mr Market realizes tariffs are a really bad idea ......

So which do you like better in a Trump world of tariffs ? A covered call bond ETF, a covered call treasury ETF, a covered call stock ETF ? I've been eyeballing HPYT for the simple reason that it appears to be at a low with a very high yield but I would like 5i's opinion. Could 5i list four or five ETF's which you feel would be good choices to play this theme ? It's okay if some of your choices are sub 10% ......{ I already own HYLD.U 6.9% position } And which sectors { bond, treasury, stock } would be the best choices in a Trump tariff world ? .... Thanks for your terrific service ......

Q: Seen this stock drift down almost 20% in the last few weeks. I see they have earnings report in Mid March. Wondering if you have a good explanation for slide despite no obvious news. Not sure if it's tariff related. Your opinion of best of action. Eg Sell or wait for earnings report. Not a big fan of average down when rest of market is flat or going up. Thanks. Chris

Q: Could you please help me understand the Capital Gains process for VBAL and how it affects my holdings. Actual amount is 0.337068 /share or 1%
"These amounts are for the year-end capital gains distributions only, which will be re-invested and the resulting units immediately consolidated, so that the number of units held by each investor will not change."

Thank you,
Mike

Q: So I am looking at a high yield Canadian issued ETF with distributions in USD. Growth is secondary to yield as it it is to partially offset the increasing costs of wintering in Florida. Is the price of HYLD.U.CA ( $14.75 ) in CAD or USD ; likewise what currency is the distribution ? I understand this ETF has 1.25 leverage.

Would this ETF met my goals of high income from stocks representing the broad US market?
Are there other products that meet my goals ?

Thanks. Derek.

Q: Good morning!

Would you be comfortable buying in on POWL at its current valuation? A half position and watching for momentum to change following its decline on deepseek etc.

Please provide your thoughts and entry price.

Thank you.