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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: Have had XCD for years and done ok. I’m looking to trim/replace on theory consumer spending is not as robust and there are etfs in better sectors going forward. Can you name a few sectors and best etfs that will be better performers going forward.
Read Answer Asked by Craig on July 08, 2025
Q: I'm seeking to buy 3 or four ETFs that would give me stable dividend distributions in the 4% range with the possibility of capital appreciation yearly at about 10%. I also seek global diversification and I would like to pay for my investments in Canadian dollars. I am interested in return on capital not return of capital. Please advise if you have ETF's that you can suggest.
Read Answer Asked by Les on July 08, 2025
Q: Wondering you thoughts on the Canadian banks. I currently hold TD and CBIL.
Read Answer Asked by Dale on July 08, 2025
Q: Does yesterdays deal between Coreweave and Core Scientific have any impact on the deal Coreweave has with GLXY do you guess? While your in guessing mode, any thoughts what GLXY is going to do with that warchest they just raised?
Read Answer Asked by Charles on July 08, 2025
Q: Hi there. I am building up precious metal related positions in preparation for some tariff chaos the next couple quarters. I have SII, FSM, NGD and SBSW. I am wanting to accumulate more (5%) portfolio weighting and wondering if you can rank these in terms of which ones to add to in order of growth potential and being undervalued?

Thanks in advance! Kevin
Read Answer Asked by Kevin on July 08, 2025
Q: I am looking to increase dividend income, while preserving capital. In a US Rif, of the two mentioned, which to own? Jepi seems more stable with a lower Mer but lower yield. Spyi higher Mer but outsized yield.
Both seem to employ complicated strategies to obtain yield; what are the downsides here.
Read Answer Asked by Harry on July 08, 2025
Q: Hello
Is it possible to receive from you the compound average growth rate of tax 60, SP500 and Canadian aggregate bond market with inception date of dec 31, 2012? (12.5 years)
Read Answer Asked by David on July 08, 2025
Q: How would you rank the following for purchasing today? Are there any you would not purchase or would only purchase a portion of final holding?
Read Answer Asked by David on July 08, 2025
Q: I own Labrador Iron Ore Royalty Corporation and am considering adding more to my holdings.

As of June 4, the US raised the tariffs on steel coming into the US from 25% to 50%.
With the US administration's recent rate increase and their pattern of changing tariff rates on a whim, do you see this as a good time to own LIF?

I am looking at an investment horizon of 5+ years. If it is a good time to invest, at what price would a good entry point be? Thank you for your assistance.
Read Answer Asked by Cathy on July 08, 2025
Q: Good Afternoon 5i Team,

Alkane Resources (an Australian company) is in the process of taking over Mandalay Resources in an all-stock deal. If you were a shareholder of Mandalay, would you take the Alkane shares or would you sell the Mandalay shares before the deal closes? Also, Alkane has applied for a TSX listing. Is there a risk that their application will be rejected and that Canadian investors will be unable to sell their Alkane shares.

Thanks for your expert opinion.
Read Answer Asked by Michel L on July 08, 2025
Q: BTQ Technologies is a small cap Canadian company engaged in the development of computer-based technology related to post-quantum cryptography for applications in blockchain and related technologies. Ir is up 450% since April. I don't see any questions on this company in your Q/A. I would appreciate you comments on the company.
Read Answer Asked by Ken on July 08, 2025
Q: Hello Peter
the TSX has gained around 20% since around Jan this year
I am a retired investor , so worrying about a pull back
I follow your stocks in the income and balance portfolio

in regarding to the stocks in the balance portfolio, can you name 3 to 4 stocks that
are of high valuation that I should be cautious about in case of a market pull back?
thanks
Michael
Read Answer Asked by Michael on July 08, 2025
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