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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: Good morning, I am looking for an alternative to big American tech. Hopefully in Europe or perhaps Asia. When large Canadian pension plans are moving away from US investments, I think this is worth exploring. Would appreciate your thoughts.
Read Answer Asked by Joanne on April 17, 2025
Q: Hello 5i,
There have been many negative questions regarding Tariffs and other non-Canadian officials. Wondering if it makes sense to look to those Canadian companies that would benefit from the upcoming April 28, 2025 event results.
Following is my list of questions for you – please feel free to take as many credits as you require since I typically don’t use many.
• The clear winner looks to be BAM/BN/BIP/BEP with the massive housing & project build plans. Some housing build plans look to be well beyond anything the private sector has ever seen. Outside of investing in BAM/BN/BIP/BEP are there any other companies that will experience increased growth rates? Perhaps Canadian Only Lumber Companies, Steel, etc.… Being careful to ensure the industrial carbon tax doesn’t offset any building growth rates.
• Looks like major projects are going to be built to save the country from the tariffs. Assuming these are going to be non-conventional energy would the companies such as BAM/BN/BIP/BEP/WSP, benefit the most? Are there any other companies to start looking at? Perhaps carbon capture companies?
• I wonder if there are any areas of benefactors increasing/decreasing the amount of tax havens in Canada? There are a fair number of mid/small companies that could setup a beneficial tax structure and become more profitable. My experience with setting up offshore structures is that there are setup/dismantle/maintenance costs with Lawyers and Accountants but perhaps other benefactors are investable. Are there any publicly traded Accounting or Legal companies to start watching?
• With proposed additional spend to media companies are there any benefactors? Will BCE benefit from the overall plan? Are there companies worth looking at in the media sector?
• With the additional military spend are there any companies in Canada to invest in? I have a small position in MAL which could benefit from Canada built fighter jets. Is BBD.B a good one to look at?
• After reviewing the proposed firearm buyback pricing list, the overall program looks to be worth ~$2B in 2025 for Canadians. My question is could there be benefactors to this spend? Maybe ~$2B is not enough to stimulate the economy considering the current spending levels but it reminds me of a COVID-like spend bump. Assuming a large portion of the funds will be redistributed back into the economy.
• Health care seems to be getting an increased focus compounded with the buy Canada therefore are there any pure Canadian pharmaceutical/healthcare companies that will benefit? I have a SIS position that I could add to if they are going to be benefactors. Are there any companies that provide safe site vending machines or building structures?
Read Answer Asked by Dean on April 17, 2025
Q: Good Evening

1. In buying and selling stocks how much weight one should place on technical analysis ?
With respect to BAM, a broker's technical analysis section indicated, on March 7/2025, that this security could drop to a range of 50-54. The event on March 7/2025 was described as "Megaphone Top".

2. Is there any explanation as to why BAM dropped 23% from its peak while the TSX dropped only 7% as of today ? Do you recommend adding at this level or holding ?
I will appreciate as always your insight.
Read Answer Asked by Terry on April 17, 2025
Q: Hi 5i,

Are there any companies that you would initiate a position today? What factors would you primarily take into consideration in making your selection?
Read Answer Asked by Kyle on April 17, 2025
Q: Hey guys - thanks for the great service!

From Well Health FY 2024 reporting - I read Well was penalized $2.8B USD for the Circle business billing. "Company recognized an expense of USD $2.8 million for the year ended December 31, 2024, for estimated settlement costs."

For a company with a Market Cap of about $1B.....this settlement cost appears to overwhelm any chance to remain solvent looking into the foreseeable future. What am I missing.

Glenn
Read Answer Asked by Glenn on April 17, 2025
Q: I hold WELL, LMN, GLXY , EIF in roughly equal amounts in my TFSA and they are approximately 5% of my total cash and RRIF portfolios. My initial TFSA set up was for small cap growth stocks as other portfolios are full of banks , utilities, pipelines etc. Am retired and have enjoyed playing the “ riskier “ side of my portfolios , but haven’t made much money at it ! Am looking at selling it all and buying HTA for its
10 % distribution while keeping me in a growth sector. I like the idea of getting some money NOW instead of waiting till I sell. What do you think of this approach ? Possibly split the portfolio with HTA and EIF ? If I sold in stages in what order would you sell ? Thanks Derek.
Read Answer Asked by Derek on April 17, 2025
Q: Good day,
I read a snippet of something on an investment forum about proposed US tax changes with regard to withholding charges on US dividends. From what I understand, the changes, if implemented would mean the US would begin to charge withholding tax even on dividends in RRSP accounts. Would you know anything about this?
Read Answer Asked by John on April 17, 2025
Q: I read somewhere that the recent weakness of BEP.UN/BEPC is due in most part to tariffs on China imports of solar panels and wind turbine components, rendering many projects in the pipeline to become uneconomical and thus,materially reducing expected future growth. What do you think of this thesis? -- Or in your opinion, is the weakness in price are mainly caused by general market conditions and bad sentiments?
Read Answer Asked by André on April 17, 2025
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