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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: AtkinsRealis (ATRL) is increasingly focused on serving the nuclear industry. Cameco (CCO) is no longer stritcly a unranium mining company and now seeks to provide the similar services and products as ATRL (think SMRs, for example). Which company do you see as having the better prospects for growth and share price appreciation? Would it be too redundant to buy both?
Read Answer Asked by Robert on October 29, 2025
Q: Initially I would appreciate your comments regarding:
1. Sensitivity to Bitcoin Price
2. Energy and Expansion Strategy
3. Diversification and Revenue Streams
4. Interest Rate Environment Impact
5. Expansion and Capital Allocation

Your comments regarding initiating a position in this company\
Thanks
Rick
Read Answer Asked by Rick on October 29, 2025
Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J
Read Answer Asked by Jerry on October 29, 2025
Q: NVDA and PLTR announced a partnership to develop a business for corporate supply chain logistics. Is KXS about to get their lunch eaten by these big players?

Thanks.
Read Answer Asked by Joel on October 29, 2025
Q: Is this primarily a tech company or more of a 50/50 hybrid with the financial sector?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 29, 2025
Q: Hello,

Do you have a free trial for the Q&A? As a subscriber, I have found the questions asked and your responses to be useful.

I have an uncle, who dabbles, that could benefit from this and if he could spend a few days looking around, he'd likely see the utility in it.

Then I don't have to make up a sales pitch for it.

FWIW - Thank you
Read Answer Asked by Delbert on October 29, 2025
Q: Can I get a list of six good dividend paying stocks or ETF's that pay around 5%, that I can buy in my Canadian account but don't necessarily have to be Canadian. I am not concerned about sector but would like the dividend to be reasonably safe. Thanks.
Read Answer Asked by Paul on October 29, 2025
Q: I understand that your recommended portfolio allocation is one-third Canadian, one-third US, and one-third International. Could you share a bit more about the reasoning behind this approach?

Specifically, is the one-third Canadian portion meant to help limit the amount of Canadian companies in one’s portfolio, essentially to protect against being overallocated in your home country?

Similarly, if someone was based in the European Union would you recommend one-third EU, one-third US, and one-third International?

Thanks!
Read Answer Asked by Stefan on October 29, 2025
Q: How can one explain the huge discrepency between those 2 stocks while it's the same company? One can argue that there is a tax efficiency by investing in BEPC but certainly not by this much. Is there a possibility that the difference might shring over time ? What am I missing?

Yves
Read Answer Asked by Yves on October 29, 2025
Q: Do you have any thoughts on how the Federal budget next week might affect Canadian stocks in general or specific stocks or sectors?
Read Answer Asked by Doug on October 29, 2025
Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada

Read Answer Asked by philip on October 29, 2025
Q: Hello,

Can I please get your opinion of this fund which I believe was launched in 2021. Thank you.

Dave
Read Answer Asked by David on October 29, 2025
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