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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: How often do you change the companies included under the "Best Stock Ideas" tab?

What are the general criteria for inclusion?

Thanks,
John
Read Answer Asked by John on August 07, 2025
Q: P&C insurance sector has shown signs of weakness, over past several weeks, perhaps due to higher catastrophic losses and pressure on auto premiums. Intact Financial stock has also not been immune and has seen its stock decline over 10% from its recent high of $317. Latest earnings release disclosed weakness in commercial lines, in addition to premiums rates in US.

IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.

Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?

The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?

Thank You
Read Answer Asked by rajeev on August 07, 2025
Q: Hi,

With the purpose of investing in the health sector, which stocks would you consider now for best growth, either in the U.S or Canadian market, for the next 3 to 5 years ?
In addition, which are your high conviction stocks in the sector ?

Gratefully,

Jacques IDS
Read Answer Asked by Jacques on August 07, 2025
Q: Hi 5i
Crox is down 25% this morning. How were their earnings and forecast?
Would you continue to hold...What is the outlook going forward...tarrifs impact going to get worse? etc....Would 5i have any interest in crox and if so at what price....

Is there business comparable to others such as deckers, footlocker, nike etc..If so would you expect similar issues?
thx
Read Answer Asked by jim on August 07, 2025
Q: WELL has posted decent numbers in recent quarters yet the valuation continues to contract. This could of course set the stage for a strong rally. The market seems to have lost some confidence in the management of WELL. Has your opinion of management changed over the past few years based on company execution or missteps?

Thanks.
Read Answer Asked by Joel on August 07, 2025
Q: I just got my semi annual one page share holders report from GDXY .... I'm sure you did as well as I see it in your disclaimer below ..... So I'll just refer to sections and you can reference your copy of the report ....... I thought this was a gold miners ETF ? .... Looking on the left side of the page I see

Security Type - Investments U.S Treasury Securities ....... 64.9%

Cash and Equivalents ...... 31.9%

Purchased Call Options ...... 3.9%

On the right side of the page I see " What did the fund invest in ? " ..... And other than the treasuries and the call options a list of very small negative numbers ......

So in my best Wendy's advertising voice { where's the beef } .....Where's the gold ? ..... And what do those negative numbers mean ? ....... This fund appears to be 96% treasuries and cash . How the heck do they come up with a yield of 43% ? It looks to me like there is very little option trading going on ..... Please explain how this works ...... { in words an idiot can understand because that would be me } ...... Thanks for your terrific service ......
Read Answer Asked by Garth on August 07, 2025
Q: Using wisdom from 5i I like to think I have a good policy of dealing with winners- which I've had many being a long time subscriber, as they get to 10% of my portfolio I trim back to 5-7%, this system has worked very well. I struggle with handling loosers, which are few and far between I must say, I'm down 15% and appears that loss will get bigger today on BKSY. I realize every company is a different situation and have often read " often the best thing to do is nothing", curious how staff at 5i handle loosers, get out at 25% down or ?
Read Answer Asked by Charles on August 07, 2025
Q: Seemingly poor results from BSKY today. Unexpected? Please update your views on this company and note any changes since the last company specific answer below. Is it a buy, sell or hold and if a buy, at what price?

The sector has seen some fairly aggressive profit-taking and that is partly to blame. BKSY shareholders are also adjusting to the fairly large recent convertible financing. But the outlook really has not changed, is still quite positive in terms of growth expectations, and we would still be comfortable buying. But it is a risky small cap company still, so we would size a position accordingly.
Read Answer Asked by Tim on August 07, 2025
Q: Hi Team,

This new offering from Strategy came on my radar and I'm wondering if it's on any of yours at all? If we take the company at it's word that it will pay the 9%-10% dividend and keep the share price consistent, it seems like a good option for short term cash or just a place for a probable good rate of return (though they have stated the dividend can be adjusted higher or lower based on demand for the product --> very high demand=lower dividend rate and vice versa). I'm wondering what your thoughts are on this product and also more broadly the tax implications for US dividends for a Canadian investor in this situation.

Thanks very much
Read Answer Asked by Dustin on August 07, 2025
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