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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: Please explain how those Brookfield entities and others fit in a balance portfolio of stocks in terms of growth and income. What would be your ranking preference long term? Would you suggest other Brookfield companies to complete the picture?

Thank you for your great services
Read Answer Asked by Jean on January 30, 2025
Q: Hi there,

If you were to create a US Balanced Equity Portfolio using CDRs only, what would it look like?

Thank you!
Read Answer Asked by Michael on January 30, 2025
Q: hi,
do you have an educated "guesstimate" of the downside risk if Trump's tariffs go through across the board Saturday? percentage down?
also, can I get your most current thinking as to which sectors, and particular equities, are at greatest risk of a sell-off?
cheers, Chris
Read Answer Asked by chris on January 29, 2025
Q: Tempus AI Inc. (TEM:US).

Your opinion to buy or not?

Thank you.
Read Answer Asked by Ross on January 29, 2025
Q: hi, what would be your current top ETF for China, and why? also, if you were to buy individual China stocks today, which ones would you be looking at ( I assume on the US exchanges?)?
cheers, Chris
Read Answer Asked by chris on January 29, 2025
Q: Hi Peter…May I have your thoughts on the McEwen announcement? I can’t figure out who is buying whom. It looks like GOT is taking a position in McEwen which seems distracting. Can GOT sell the $10 million worth of McEwen shares? Is this a start of a merger? Any thoughts you have would be appreciated.
Jim
Read Answer Asked by James on January 29, 2025
Q: Good Morning 5i Team,

IESC went to the moon last week with the Stargate announcement, then got torpedoed by Deepseek on Monday. Still worth holding for the new data centres electrical build-out theme, or swap for NBIS or FRSH?

Thank you.

Brad
Read Answer Asked by Bradley on January 29, 2025