Investment Q&A

Q: CSU has grown too large a position in my portfolio, and I am very reluctantly (sadly even) forcing myself to sell a portion.

Along with some additional free capital, I am considering adding four new positions.

I am indifferent to industry, size or region. This is all about growth.

I am willing to hold for many years, but I want companies that are proven winners and very well-positioned to grow aggressively in the long term. Ideally, companies that are standouts in their industry.

How would you rank the above positions in terms of risk (1-10), short-term growth (1-10) and long-term growth (1-10)?

If you have additional suggestions not on my list that may be more suitable, please include them in your analysis.

Thanks for your outstanding service. I owe the bulk of my financial success to you and your team.

Subtract as many credits as needed.

Q: With the current tariff situation and the direction of Donald Trump unclear to say the least, would you continue to hold, add to holding, or sell? Have a gain in the stock still even with the significant downtrend since early April.

Q: Peter and His Wonder Team
BDI is suddenly up 3%+ on heavy volume on a down market day...your thoughts please! Thanks!

Q: I have all three of these positions.

I'm happy to keep my capital invested in the Brookfield empire, but it feels inefficient and not thought out the way it sits in my portfolio, almost like a series of afterthoughts.

The breakdown of the three (as a % of their cumulative totals in my portfolio)

BN = 57%
BEPC = 8%
BEP.UN = 35%

(Ignoring the whole tax schmozzle with reg vs NR accounts),

Would you recommend any changes? That could include adding another Brookfield entity as a possibility.

Q: Hello, I saw the announcement by PPL about this solicitation process. Please provide a simple English recap and implications for shareholders. Is this a good time to add to holdings or should I look at TRP instead?

https://www.businesswire.com/news/home/20250629785423/en/Pembina-Pipeline-Corporation-Announces-Commencement-of-Consent-and-Proxy-Solicitation-Process-for-4.80-Fixed-to-Fixed-Rate-Subordinated-Notes-Series-1

Thank you.

Q: Hi there, wondering why BAM and BN have dipped today. Is this a good buying opportunity? Thank you

Q: IBM- what's happening here?

More to go?

Q: HXS/HXQ These ETFs seem to be lagging their US counterparts lately, any idea why?

Q: May I have your take on Webull please? (BULL:US)

Thank you.

Q: Hi All At 5i!!
What are your thoughts on Quanta Services?? Despite its high valuation, would you still initiate a small position?? Despite high valuations, some stocks still track upward. Would you consider this stock to be one of those? If not, at what price would you consider it a buy?

Cheers,
Tamara

Q: Hi there,

Do you know if there’s anything behind the departure of the CEO and hence stock price drop today?

Thanks.

Q: Happy Summer day 5i Community :

Over the weekend watched a YouTube video of Tom Lee's interview with Korean news, Tom mentioned "GRNY" his recently inception ETF:Fundstrat Granny Shots US Large Cap ETF which runs a concentrated 35 large cap stocks, and has been out performed "QQQ" & "MAGS" so far this year. Could I have your opinion of this ETF if it is worth to give a try and rick facts associated with it please?

Thanks,

Q: Tom Lee is quite bullish on bitcoins and mentioned "CRCL" a stable coin name. What is your take on this one, how does it compare with "GLXY" in terms of risk-rewards for next couple of years? Thanks

Q: What does Stablecoin to the price of Ethereum? I understand that Stablecoins are pegged to USD. If more transactions happen on the Ethereum network, why would the value of Ethereum increase? I can't see the connection.

If I wanted to dip my foot into Ethereum, should I buy ETFs like ETHA? Any other recommendations?

Q: The US is on the verge of approving the BBBill which, according to the CBO and other analysts, will add massively to the US debt. and commensurate debt service questions.I know that we have fretted for decades about US indebtedness and it's been an ongoing nothing burger as the US keeps chugging along, leaving Canada and other markets in its wake. However, this time, the debt charts forecast skyrocketing debt, not a gradual increase at all. If, or when, interest rates climb, is this not a disaster waiting to happen or Is this time different? How can we tell if/when it's time to reduce our US exposure? Is the bond market our only reliable barometer? What are your thoughts on this unprecedented development? What should small retail investors be watching out for and what moves, if any should we be considering? Many thanks.

Q: Seems they paid more than normal for an acquisition, roughly 4 times sales with no ebitda. Please give your opinion.

Q: Today SSL agreed to a takeover by Royal Gold in an all share transaction representing a 20% premium at some previous date. What is you opion on this offer. Thanks Mike

Q: Just came across this stock a few weeks ago and would love your analysis and thoughts on this small cap miner and their recent news on a nasdaq and U.S. public offering?
Thanx as always
Gary

Q: Terravest, Celestica, Lumine, Vitalhub, Hammond power solutions and several other stocks have already been discovered by the market, with their share prices reflecting that momentum over time. In your opinion, could you name 2-3 stocks US and CAN that are still under the radar and have strong potential to surge once they're discovered by the broader market? Thank you for your excellent service and insightful guidance.

Q: What are the differences between XSP and ZSP? Which one would you give the edge to and why? Thank you.