Investment Q&A

Q: There has been a lot of talk about hyperinflation coming. Do you have any thoughts on the issue and how would you adjust your portfolio to protect one's capital and/or take advantage of increasing inflation.

Q: How does a company repurchasing it's own shares, protect against the action assisting a potential takeover ?

Q: Holding some decent gains in BAM, BIP, BEP and ONEX. Looking to consolidate BEP, BIP, BAM and ONEX in particular in registered accounts. Looking at past performance, ONEX has outperformed BAM over certain periods of time, while BAM looks to be the outperformer over the longer term. At this particular time, what is your opinion on switching from ONEX to BAM or would it be good to hold both for diversification? Which do you think will be the outperformer over the next 10-20 years? If my goal is long term capital growth and not income, would you sell BEP and BIP and just shift it into BAM? Current weightings are BAM 2.3%, ONEX 2.1%, BEP 1.1%, BIP 1.5%. Thanks!

Q: Sizeable drops for these too, do you see a specific reason? Thanks.

Q: I have some WTS-PAGES JAUNES 20DEC22 in my portfolio.
What can I do with them? Can I sell them like a share of any company? At market or with a limit?
Thank you.

Q: Hello team ,
I was looking for your thoughts on some of my recent worst performers and what I should do with them . Baba (held in a US cash account ) is down 45% after the Chinese government crackdown . Med (down 21% in US cash account ) after only owning it for a short time . And Mgni is selling off daily for some reason now , even after the strong quarterly results .(still up 20% in rsp) . For each of these how do you recommend them …buy more , hold , sell? If any are sells what would be your recommendation on a replacement ; preferably one with high potential in getting my money back.

Q: Earlier this year we created an equal weighted 'balanced' portfolio of 30 Canadian companies in a non-registered account. Most were chosen from companies either covered by a 5i research report or included in a 5i model portfolio. The remainder were chosen, based on the 5i Q&A section, from what appear to be 5i sector favourites. All purchases in the portfolio are made with the intent to be long-term holds (10+ years).

Our intent is to increase our investments in the 30 companies over time. We have recently increased our positions in BIPC and MG. At this time we would like to increase our investments in 10 of the remaining 28 companies. The intent is to increase the remaining 18 in approximately 6 months. Which 10 would you add to today? Please rank them, include a small blurb explaining each choice and indicate an approximate buy price. Thanks!

Q: I had 2506 shares of BPY.UN before the merger.
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?

Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff

Q: Hello 5i Could you comment on the takeover of Cervus would it be better to sell now or wait

Q: Isn't STLC and LIF in the same industry? Why would STLC's SP has been moving upwards while LIF's SP has not moved at all? Your insight is appreciated.

Q: 1) With Partners in the name is the corporate structure a limited partnership, and if so is it HQ'd in Bermuda, like BIP and BEP?
2) Please assess the recent quarterly report and CEO comments.
3) Where is the $5 billion cash for the American National takeover coming from?

Q: Hi 5i team, will you buy for long term and why? Thanks for great insight always.

Q: What is your long term outlook on StorageVault Canada?
Thanks

Q: What are your thoughts about CTC's investment in Ashcroft Terminals? How material is this to CTC? Is it an investment in logistics/supply chain management similar to NWC's purchase of North Star Air a few years ago (which seemed to be a good strategic move?)

Q: Could you please comment on the significance of these two companies announcing new issues today?

Q: Hello, can you point me to where I can see your ETF model portfolio. Thank you

Q: Hi

i have couple reds ( Xbc - 54%, REAL -46%, BBTV - 30%, ABCL - 25%, GUD - 16%, EGLX - 12%, MX - 11%, SYZ - 10% ) in registered account. Looking for your opinion whether to sell/hold/buy or replace with some other stocks in same sectors or any good replacement you think based on valuation irrespective of sector.

Thanks
sk

Q: Would like to create a 10-15 stock portfolio out the securities listed above, to meet my retirement income and growth needs, for a long term hold.
CPD is my current, imperfect proxy for the fixed income portion of my portfolio.
CVE, CNQ, SU would be the only opportunistic (and highly correlated) purchases, to take advantage of the current low valuations for the petroleum industry. These would be sold if the oil & gas market's prospects change.
Please rank all the securities on the basis of return potential over 2-3 years as the primary criteria,
Please eliminate any stock which does not have adequate balance sheet strength, from the lineup.
Please add to the lineup all securites that would facilitate the creation of a defensible, well-diversified, long term portfolio - especially if it is in a sector that I have overlooked.

Thank you for your expertise, and willingness to help me sleep a bit more soundly.

Q: At first glance, the AG Growth International earnings did not look that bad. But the market does not think so. What are your thoughts?

Thanks

Q: May I have your comments on their earnings please