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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 you read that major article the Globe and Mail did on CIX on Saturday? If so, do you have any response to it? It sounded kind of like a hit piece, and certainly had nothing good to say about either the company's future prospects or its leadership.

https://www.theglobeandmail.com/business/article-ci-financial-us-expansion-leave-canada/?cmpid=rss

Read Answer Asked by John on January 30, 2023

Q: Hello 5i Team,
I'm looking to add another dividend name to my son's portfolio (10+ years timeframe) and am trying to decide between GWO and POW. Both have similar yields. I always thought GWO was the "jewel in the crown" of the POW empire, yet some money managers tend to believe it's best to own the parent company than the subsidiaries. I'm not particularly interested in exposure to IG financial, which would be included in POW. How would you compare these two companies in terms of balance sheet strength, growth, dividend growth and overall safety? Which one would you buy?
Much appreciated,
Brian

Read Answer Asked by Brian on January 30, 2023

Q: Could you please rank these five financials for growth for a relatively short time frame of say 2 years?

Read Answer Asked by Dan on January 30, 2023

Q: I had BEPC (3%), BAM(1%) and BN(5%), TD(3%) but just sold my BEPC, with the intent to use the proceeds to bump up BAM. Would I be wiser to bump up my TD or would you expect the profiles and forward looking growth/income to be similar? Non-Registered account.
thanks,
Mark

Read Answer Asked by Mark on January 26, 2023

Q: I HAVE TD WHAT WOULD YOUR FAVORITE BE OF THE ABOVE OR ANY OTHER. A U.S. BANK WOULD BE OK TOO.
AND AS FAR INSURANCE WHERE WOULD YOU PUT MONEY NOW
THANKS.

Read Answer Asked by Maureen on January 26, 2023

Q: At 21.55%, I'm overweight financials. My problem is that I like all my stocks in this sector: BAM (2.9%), BN (4.9%), GSY (4.4%), X (5.2%), V (4.2%). In addition, all save V are in a non-registered account and would incur capital gains when sold.

In my view, all will do well when the market turns. Is there enough difference in terms of their drivers than I can continue to hold all 5? And if you would suggest I (reluctantly) trim, which stock(s) would you reduce? Thank you.

Read Answer Asked by Maureen on January 25, 2023

Q: Hi Team,

Do you see this as legitimate business model similar to a hard asset miner but 'digital' instead? Or do you see this more as fluff and a casino model? Trying to objectively look at both sides.

Which 2 or 3 would you consider if one was to purchase?

Thanks!

Read Answer Asked by David on January 23, 2023

Q: The dust has settled a bit on the BAM spin off. So much for newBAM being undervalued within oldBAM ( now BN). Before the split I had shares of one company worth 44k, now I hold 2 companies one worth 36k (BN) and the other 8k (BAM). I have no need to hold both BAM and BN, do you have a preference for balanced but moving to income investor. 5+ year hold. The book on BAM in my account is showing as " zero" so looks like selling BAM would be 100% cap gain...Selling BN would be about the same net cap gain as I have done well owning it. So there is no real tax advantage to going one direction or the other in my unregistered account..

So hold both and get annoyed looking at the smaller positions in both, sell BN and buy BAM, sell BAM and buy BN or Sell both and buy your current new favorite...

Read Answer Asked by Tom on January 23, 2023

Q: I am looking to add to one or both of BN and BAM. Do you have a preference on one or the other. I know that one is growth oriented and one is income oriented but are their present valuations similar - is one priced better than the other. Thanks.

Read Answer Asked by Rob on January 19, 2023