skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hi 5i
How was the Strathcona conference call?
Strathcona announced they would be paying out a special $10 dividend if the meg deal does not go through.
How would 5i play this?
Currently a holder of meg...Wondering if this is an opportunity to hedge a little?
Where do you think meg ends up if the deal fails?
Also would you continue to hold meg...the clock keeps ticking on this one.
thx
Read Answer Asked by jim on July 24, 2025
Q: I have an oversized position in Alphabet. Could you offer some alternatives, yet staying in the similar tech industry, and whose prices seem reasonably priced.

Thanks,
Read Answer Asked by Claus on July 24, 2025
Q: Hi 5i
A question dated July 23 had this portion of an analyst's opinion on PBH:


Assuming that 1) the Distribution Group is sold at a reasonable valuation and 2) the "new" PBH is re-rated back up to a trading range of 12-13x (i.e., historical ten-year average is ~12.5x; we are using 9.0x to derive our June 2026 target price of $140), we think that a hypothetical divestiture and subsequent debt repayment implies a share price anywhere between $205 to $225 at the end of 2026, ~50-60% above our current $140 target.
~~~~~~~~~~~~~~~~~

Does this defy logic, gravity or both? Can a stock that has been dead money for more than 5 years more than double in a year and a half? The $140 target seems optimistic, but over $200 is mind boggling.

Thanks,
Greg
Read Answer Asked by Greg on July 24, 2025
Q: Please rank the following stocks to purchase today. Also, please rank them in order of potential runway for growth.
Thanks
Read Answer Asked by Ben on July 24, 2025
Q: A question of how to take profits on a stock that’s has run up. If a stock has run up 80% for example, do I take the initial cost base off the table or do I take the profit off the table to redeploy. Idea is to keep the stock in play but also take either/or and reinvest it
Read Answer Asked by Harry on July 23, 2025
Q: Hello 5i Team,

Could you please rank these 5 US stocks in the home-building and building materials sector for a 3-5 year hold and include a brief explanation.

Are there any others you would consider (not including HVAC)?

Thanks for your always helpful advice!
Read Answer Asked by Keith on July 23, 2025
Q: I must admit that I know nothing about crypto and have no intention of investing in that field. My question concerns the stablecoin 'GENIUS Act' signed into law by the U.S. government yesterday. Will it be beneficial for the U.S. economy or the U.S. dollar, and could it have any impact on the Canadian economy? Thank you
Read Answer Asked by Gervais on July 23, 2025
Q: Hi,

With the passing of new crypto legislation and the rise of ETH and stable coins, what do you think is the best way to play this and does it have long term growth potential? Also what are the big risks? Looking for a pick and shovels name. Now that the legislation has been passed, is this more sell the news?

In the crypto space, I'm only holding GLXY (4%), which I'm up 75% and has done very well. I also have core long term holdings in V, JPM, and MA. Could stable coins hurt or benefit these names as well or are they complementary? Been watching CRCL, HOOD and COIN as well but they've been on a tear and I'm hesitant to buy at these levels. Thanks!
Read Answer Asked by Keith on July 23, 2025
Q: What is meant by a full position or a half position?
Read Answer Asked by Raymond on July 23, 2025
Q: Given we may have seen the worst of the tariffs, is now a time to start buying CNN? Given the lower guidance provided today, there may be an opportunity to purchase sharers at a lower price. If the stock down come in tomorrow, would you suggest it may be a good time to accumulate shares? Or, is it still in a wait and see mode?
Read Answer Asked by Gerry on July 23, 2025
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!