Investment Q&A

Q: Hi 5i, thoughts on quarter, and if you have a chance to listen in on CC, was there any mention of tarrif impact.

Thx.

Q: I just took a beating on a couple of my stocks, hudbay and paramount…..if it wasn’t for the threat of tariffs I would most likely be looking at buying the dip…..I’d like to ask you about your thoughts?? Thank you

Q: BCE and MG are mine losers and I want to sell one. Please advise which one would you let go or do you still think I should hold both of them and why

Thanks for the great service.

Q: Thanks for answering my previous question on WEF (western forest products). I have been taking a closer look at wef and trying to decide if I should liquidate my smallish position. One thing I noticed is that WEF has nearly $300 million 'on deposit' with the USA government. This is for the softwood lumber tariffs that they have had to pay over various years. This is a unique situation but what does it mean to be 'on deposit". Does any of this money ever get returned to a Canadian lumber producer? If not, then why does WEF even mention it? I found out about this in a WEF press release and I made a perfunctory search of the balance sheet and I could not find anything, although I am certainly not any expert navigating balance sheets. Does it appear on the balance sheet but I just missed it? Is this a complete non-issue or is it a hidden source of future revenue for WEF?

Q: any thoughts on how removing the US de minimus rule ( imports under $800) could effect companies such as AMZN, GLBE, and Shopify?

Q: Thanks to you,I've done well with TVK and HPS.A
With the recent drop in their share prices-Would you be comfortable adding here or am I trying to catch a falling knife?
Also what is your opinion of CXB as a Mid tier gold miner? It has had a good run lately,as have most gold stocks.
Thankyou!

Q: Best Crypto ETF in Canada?

I may have asked this before.

Thank you.

Q: I have this company in my long term RRSP account thanks to 5i. I was wondering your thoughts on journaling this over to the USD side in my rrsp account and what benefits/downside could come from this for exchange or currency exposure? The div is paid in USD and my drip is turned on the idea would be if new shares were not bought that USD cash would slowly grow in the account.

Q: Why the big hit on WSP??

Q: Relate to my earlier question on BCE, to fund a single lot buy of GOOG after selling BCE, to fund the gap I need to trim or sell one or some of my existing USD holdings: BN, BAM, BEP, BIPC, BIP, SHOP, VGT, PLTR, ICLN, PRMB. I like them all. What order would YOU consider in selling/trimming? Most have some tax implications due to lengthy holding periods.

Q: Greetings, Can you please comment on Enbridge earnings today. Also, what is the rationale behind TRI changing their U.S. listing to Nasdaq? Thanks for your help.

Q: Could you please provide your analysis of their recent earnings and your latest thoughts on taking a position in this company.

Thanks very much!

Q: Hello, I hope all keeping well.

When reading through QUESTIONS (and answers) , I often wonder if the companies mentioned are in your model PORTFOLIOS?

Is there a way that the companies mentioned could have some form of "marker" to indicate that they are indeed on your model lists?

For me, seeing that marker would be very helpful.

All the very best

Q: Good day 5i team,

Is AC a good buy at this price today($18.37) ? How much debt does it have?
Was it profitable in the first 3 quarters in 2024?
Thanks,
George

Q: It seems that this stock lowering its price recently. Is it time to load up? What would be a good entry price? Thank you

Q: Very long time holder of TFI. It's been drifting down where it's approaching its 52 week low. Is the current environment (cycle and tariffs) pointing to further deterioration in price? I know it's hard to time market but might it be best to sell and see what happens?The outlook doesn't look all that good right now butI realize TFI is a very strong company in their field.

Q: What is your current view on CCL.B? Do they have a risk with potentential tarrifs? Would you consider it a buy, hold or sell? Is there a preferred stock in this same sector?

Q: Hello 5i team,
The MG price has gone below my entry price and I was thinking of adding to it. The stock has not moved very much in light of the tariff threat. Since this is probably already priced in, I was wondering how much business MG does in the states? If I recall MG's sales are mostly global. The price not moving much, tells me that the US portion of MG is not that material.

Are you still comfortable adding at these prices or is MG more of a hold until the dust settles?

Thank You,
Andrew

Q: Hi 5i!

How would you rank these in terms of health & growth potential over the next 5 years.

Thanks in advance,
Greg.

Q: Can you explain atz’s secondary offering please