skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I don't know how to derive an estimate for the fair value of the difference in share prices for the above Brookfield companies. Since the date of their respective share distributions, BEPC and BIPC have outperformed their economically equivalent LP unit prices by 30% and 39% respectively. When are the price premiums too big to account for the differences in tax treatment and investor access?
Read Answer Asked by SCOTT on November 12, 2020
Q: I am really enjoying the service 5i provides. I don't have any consumer cyclical companies in my portfolio. Please provide your top three picks for Canadian consumer cyclical stocks in ranked order.
I have been looking at purchasing Magna, but only have access to the funds as of today. I'm reluctant to purchase Magna given the big jump in price over the price over the past few days.
I have a 5 to 10 year investing timeline.
Read Answer Asked by Robert on November 12, 2020
Q: These four fine companies are all RSI oversold at present. I know you like all of them, or have, and am wondering if they could be considered strong buys at these levels ( for long term holders) or whether best to wait and see what the coming weeks bring us all. What order of priority would you give them for current investment? BTW, thanks for the consistently calm and perspective-driven approach you take in your advice.
Read Answer Asked by alex on November 02, 2020
Q: I would like to increase my allocations in Basic Materials and Industrials; please provide and rank your top recommendations - stocks and ETF's for both sectors.
Thank you,
Patrick
Read Answer Asked by Patrick on November 02, 2020
Q: Hi 5i team,
There seems to be a lot of M&A activity brewing these days, especially in U.S. tech. AMD is in the process of acquiring XLNX and this morning there are reports that MRVL is close to buying IPHI. What are some other potential candidates that likely won’t be around this time next year as they will be acquired. I know you mention DOCU regularly but what are some other likely names?
Thanks again.
Dave
Read Answer Asked by Dave on October 29, 2020
Q: The market is clearly indicating the Rogers Altice bid for Cogeco is not going to be successful. That being said, share price is now only marginally above March lows, so is the stock a buy even without the bid. Good results today with a dividend increase.
Bid is more than 55% above current price with the belief that Rogers and Altice could still come to the table with a further sweetening of the bid and as you often say the chance of the bid being successful is above 0%. Seems like limited downside with the remote possibility of huge upside. Would you buy here?
Read Answer Asked by Robert on October 29, 2020
Q: Hello,
Would you consider the following 6 stocks as beneficiaries that could benefit should the Covid situation worsen?

If not, what stocks do you consider that will benefit?

Thanks
Read Answer Asked by ilie on October 28, 2020
Q: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).
Read Answer Asked by Ryan on October 27, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!