Q: Looks like it’s time for an update on WED. They have done well with their execution over the last year, but do you see opportunity for further price gains going forward.
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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: Hello 5i team, Scotia is falling again, it is at 62 , in one of your messages you said that it is becoming atractive (it was at 64 then), what would be a good entry point to buy? thanks
Q: Hi, Sunlife stock sold off, over past few days. Do you have any concerns ? Is it a good entry point for a new position or to add ? Thanks
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Brookfield Renewable Partners L.P. (BEP.UN)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Saw a pundit on BNN last week who was short BN. I can't recall his name ......I don't pay much attention to the shorts but he did say one thing that interested me. He said that 80% of BN's NAV is the property owned by Brookfield Property Partners . Can you confirm that and comment on the significance of that figure if any ?
I'm also thinking or swapping my position in BEP.UN { up 238% in a RRIF } for BN on a " What have you done for me lately ? " basis . Quarterly reports seem to be dependent on the weather ...... I've also noticed that even when they have a bad quarterly report the stock does not get punished which confuses me ...... Anyways would you endorse a switch from BEP.UN to BN ?
I'm also thinking or swapping my position in BEP.UN { up 238% in a RRIF } for BN on a " What have you done for me lately ? " basis . Quarterly reports seem to be dependent on the weather ...... I've also noticed that even when they have a bad quarterly report the stock does not get punished which confuses me ...... Anyways would you endorse a switch from BEP.UN to BN ?
Q: hi,
who are this companies direct competitors? how much debt does Nuvei have, and do you feel comfortable that it can service this debt with their current earnings? also, do you think it could be a take over target now?
cheers, chris
who are this companies direct competitors? how much debt does Nuvei have, and do you feel comfortable that it can service this debt with their current earnings? also, do you think it could be a take over target now?
cheers, chris
Q: Good Morning
Both my wife I own shares in ECN and have been long time owners and over the years have done very well. However now in our mid seventies and with the new focus for ECN if now would be a good time to exit our position and invest in something more appropriate and conservative for our age. Selling half would leave us with to small a position so either sell all or retain it?
What are your thoughts and if sell is the suggestion what would those suggestions be?
we are over weight in both financials and TECH
We understand you are unable to provide direct guidance
Thks
Marcel
Both my wife I own shares in ECN and have been long time owners and over the years have done very well. However now in our mid seventies and with the new focus for ECN if now would be a good time to exit our position and invest in something more appropriate and conservative for our age. Selling half would leave us with to small a position so either sell all or retain it?
What are your thoughts and if sell is the suggestion what would those suggestions be?
we are over weight in both financials and TECH
We understand you are unable to provide direct guidance
Thks
Marcel
Q: seems to hit all the important check marks on paper. your comments would be well appreciated thanks
Q: In a recent answer from 5i, it was said that BN was "sitting on a lot of capital waiting for attractive buyout opportunities".
A few questions I have are:
Do we know how much capital or cash that BN has to buy attractively valued opportunities? If they were to deploy this capital, would it move the stock positively? Historically, does BN buy slowly or do they make large purchases?
A few questions I have are:
Do we know how much capital or cash that BN has to buy attractively valued opportunities? If they were to deploy this capital, would it move the stock positively? Historically, does BN buy slowly or do they make large purchases?
Q: Hi,
Could you tell me why Stone is dropping like a ''stone'' given that the quaterly results seemed pretty good ?
Thanks
Could you tell me why Stone is dropping like a ''stone'' given that the quaterly results seemed pretty good ?
Thanks
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BMO Mid-Term US IG Corporate Bond Index ETF (ZIC)
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Vanguard U.S. Aggregate Bond Index ETF (CAD-hedged) (VBU)
Q: In a bond portfolio, should one be diversified across regions such as Canada, US etc similar to an equity portfolio? Can you recommend a US bond that trades in CAD?
Q: Checking in again to get your thoughts on Sagicor. They just reported earnings and RBC just increased the PT to $8.00 (shares currently at $4.35). Do you agree with RBC that the shares are undervalued and what are your thoughts overall on SFC (I own it mostly for the nice 7% dividend).
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Brookfield Infrastructure Partners L.P. (BIP.UN)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: If you had to own one Brookfield entity for total return which would it be? I hold BIP & BN, would it make sense to sell BIP and invest it in BN? What percentage of the subsidiaries does it own?
Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?
Q: What would be a good entry point for CM and when will mortgages rollover and how might that affect the price point?
Q: Just as a follow up then would you sell shares that game from the spin off and put into BN
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.
Thoughts?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.
Thoughts?
Q: Why is BN doing so poorly?
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks
Q: Any comments in general on RLI Corp (insurance) ?