Investment Q&A

Q: I'm seeking to buy 3 or four ETFs that would give me stable dividend distributions in the 4% range with the possibility of capital appreciation yearly at about 10%. I also seek global diversification and I would like to pay for my investments in Canadian dollars. I am interested in return on capital not return of capital. Please advise if you have ETF's that you can suggest.

Q: Hi-it's been more than 6 months since anybody has asked a question about this loser. What would be your opinion now?
Regards, Dave

Q: Can I please get your current opinion on rpd?
Is it worth holding onto?

Q: Do you know how much insider ownership is in VHI?

Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.

Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?

Q: WELL revised outlook upwards and market is reacting 'well' to the news. How significant is the revision? Where might the stock be 12 months from now?

Q: Hi 5i, please provide your thoughts on Well's press release today. How does it affect forward valuation for the year, I'm guessing it just got cheaper. Thx.

Q: Rick Rules recent top pick. Momentum of late looks strong. May I have your opinion please?

Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?

Thanks in advance! Kevin

Q: I am looking to increase dividend income, while preserving capital. In a US Rif, of the two mentioned, which to own? Jepi seems more stable with a lower Mer but lower yield. Spyi higher Mer but outsized yield.
Both seem to employ complicated strategies to obtain yield; what are the downsides here.

Q: How do you like its future. 10 years forward looking is there a large addressable market for growth & profitability. Could it be a take over target?

Q: Hello
Is it possible to receive from you the compound average growth rate of tax 60, SP500 and Canadian aggregate bond market with inception date of dec 31, 2012? (12.5 years)

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?

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.

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.

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.

Q: What is your opinion of this company? Thanks

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

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?