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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: Can I get your thoughts on Brookfield's (BAM.a) earnings, today, vs expectations.

What do you think of their valuation against the backdrop of a diminishing FFO (Scotia estimates: 2019 FFO of $3.78 vs 2020 FFO of $3.75)

Lastly, can you comment on their debt levels. Looks like a significant decrease in debt levels in expected in 2019.

Thanks.

John
Read Answer Asked by john on May 13, 2019
Q: HI Team,
Could you please comment on Medipharm's recent Q1 earnings. The market reaction appears flat with a run up beforehand. Growth looks good and I like the model, though have a hard time wrapping my head around the current valuation of around 700M, having only a couple small properties (one in Barrie and one in Australia) with apprx 60 employees. I know this market is inflated, however I believe the extract business is a good play. Is Medipharm a strong front runner in Canada in its field? What do you think of its valuation compared to its potential growth as well as its current earnings?

Cheers,
Read Answer Asked by Ryan on May 10, 2019
Q: I'm currently looking to start a new position and am looking for a company with the potential to add a bit of torque potential to the portfolio. Would LSPD fit the bill as far as a Canadian listing, and are there any US companies that you believe might also provide fit the bill? This is a fairly risk tolerant position.
Thank you
Read Answer Asked by Mike on May 10, 2019
Q: Greetings 5i,

Since I am adding names to my "radar screen", I am curious what companies 5i currently consider to be "best of breed". Could you please suggest one company for each sector, both CAN and US separately.

Cheers!
Read Answer Asked by Duane on May 08, 2019
Q: Could I please get your top 3 picks in the growth and income portfolios at the current moment. Thanks, Don
Read Answer Asked by Donald on May 08, 2019
Q: Hi team, I have these companies in my TSFA. Can you rank these stocks based on highest potential gains (catalysts) in the next 12-24 months? They are equal weight and I will need to liquidate 50% of them within the next year or so. I know short term predictions are difficult but best guestimates are appreciated
Read Answer Asked by Don on May 06, 2019
Q: Hi All at 5i! I had purchased GC and TSGI for my kids TFSAs. Now with all the reports of money laundering, where are these stocks headed and would I be better off selling them and investing in LSPD’s potential instead? Thanks, Tamara
Read Answer Asked by Tamara on May 01, 2019