Investment Q&A

Q: Hi 5i Team - Could you provide an update on TKO Holdings and its fundamentals. Will the recent merger give it more opportunities for growth and does it have the capital to move forward...or is there a possibility of raising more. Are there any other companies in this space that would be interesting and worth taking an initial position.. Thanks.

Q: Please state which of these would be a buy at today's prices and if not, where you would target entering a new position. Also please rank based on potential for 12 year gains from today's (or tomorrow if you reply Thursday).

Q: How significant is the force majeure news for Freeport?
Jerry

Q: Hi,

Usually I don't ask about small daily moves but any news about why AXON is down 9% today? I can't find anything specific. Volume doesn't seem too significant on the selloff today. The only news I see are a new overweight weighting by Piper Sandler and a new acquisition announced yesterday. I'm up 137% gain in this name and I like the long term story, although at 106X PE and 18X PS, its on the higher end of its valuation average. Its at a 3% weight in my portfolio and I usually just like to hold long term growth compounders instead of trading in and out of them. Thoughts on adding more here or just hold? Thanks!

Q: What is the average P/e over the last 10 years and what is it today?
I am trying to decide whether to take advantage of its price drop to add to its position in my Tfsa.

Q: I have held this stock for a few years, and by some of the news letters which show up, I am confused , can you check out this stock and are they ever going to go into production.
Thanks Jim.

Q: I'm looking to de-risk some of my portfolio. My question is on RSI. I realize it is boring and it's been 13 years since their last dividend raise.

Recognizing that, during any potential "long recession", can you give me a rough idea how safe their dividend would be relative to Canadian blue chip banks, pipelines, insurance companies and telecoms ? How well could they sustain their payout?

Would your opinion change in any way if that recession had stag-flation? I do already have some gold and commodities to hopefully hold me up in that regard.

Q: I am constructing a dividend growth portfolio with the intention of holding all positions for the longterm, holding the following equities in equal weight (likely only one of MRU or L - or should I include both?), with 80% of the portfolio consisting of these individual equities and 20% in the ETF VGG.

Would there be any in this list you would not include, and are there other Canadian equities you would consider for this list? Is this the appropriate number of positions for such a portfolio. Please deduct multiple credits as required, thank you.

Q: I am thinging of buying , what is your take on this stock.
Jim.

Q: Can I please have your views on BRKR? Thanks.

Q: I have the above listed Canadian Stocks in my stock portfolio. Please rate each one as a Buy, Sell or Hold and the your reasons for your rating.

Q: Peter; What do you make of the “ridiculous”? price targets of $82.00 yesterday and $78.00 this am. Seems way out there? Thanks.
Rod

Q: I see no questions on PRCT. Can you please provide your opinion?

Q: The corporate announcement says zero more or less as expected while the share price has almost doubled, in tandem with a significant rise in the Cdn owned copper miners and a more or less equal fall in the US miners. What goes on? Please and thank you.

Q: Your last question on this company is from 2021 and it has done rather well since then, up around 330%. What would be your current assessment?

Q: The TSX has reached an all time high this month. Based on current prices, which 5 Canadian Stocks are your top choices for new money and your reasons for choosing those stocks.

Q: Why has Intact fallen sharply in the last few months?

Q: Hello,
The news release as of yesterday Sept 22, 2025, , "BitMine sells approximately 5.22 million shares at $70.00 per share and approximately 10.4 million warrants with a strike price of $87.50

BitMine common share sale is a 14% premium to the closing price of BitMine Common Stock on September 19, 2025

BitMine remains supported by a premier group of institutional investors including ARK's Cathie Wood, MOZAYYX, Founders Fund, Bill Miller III, Pantera, Kraken, DCG, Galaxy Digital and personal investor Thomas "Tom" Lee to support BitMine's goal of acquiring 5% of ETH"

Why would institutions pay a premium when they can simply buy it at market price for less than the $70 offering.. is it because at the market price which is less than $70, they won't get as many shares? I would appreciate your thoughts..

Q: With the recent pull back, what would be a good entry price.

Q: Hello
one of the Middle East Oil power has invested something in this company, is it a buy, hold or watch?
surprised that it has pulled back
thanks
Michael