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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: I have held these companies for some time but I am getting impatient. The three year return for BIP is approximately negative 10% while the three year return for BEP is approximately negative 40%. These stocks as you well know are part of the Brookfield family and are generally highly recommended. Do you see a positive future or is it time to get out . Your comments would be appreciated. Thank You.
Read Answer Asked by Brian on March 13, 2024
Q: Can u pick your 3 best choices and why for a long term hold in this market area? Is it too concentrated to own all of them? Are there any CDN examples of these home builder companies you recommend?
Read Answer Asked by Graeme on March 13, 2024
Q: Just adding on to the last question on NBLY. Since the arrangement has been approved, would it not be a smart play to purchase shares at around the buyout price in order to have access to the CVR rights? It looks like you would get your investment returned within a week when the deal closes and you could await the result of the CVR at no cost.
Read Answer Asked by Rick on March 13, 2024
Q: Hi 5i
AC sp continues to slide even as globe and mail reports "executive bonuses fly higher after a profitable year"......Does AC have any upside potential from here? Seems AC is worse off than during the almost total shut down of airline industry during pandemic or am i looking at it too pessimistically....

Do you think AC could go bankrupt....
Longtime shareholder exploring alternatives buy sell or hold....Suggestions for alternatives to this space. 2 year time frame...

thx
Read Answer Asked by jim on March 13, 2024
Q: With increasing power demand (AI, EV's, data centers, etc.), what positive or negative impact does this have on BEP.UN and FTS ?

Are there any Canadian REIT's that are currently investing in the apparent demand for data centers - perhaps DIR.UN or GRT.UN ? I know that BIP.UN is now investing in this area.
Read Answer Asked by James on March 13, 2024
Q: Can you suggest an AI
play at this stage. A little late to the game perhaps??
Read Answer Asked by Bill on March 13, 2024
Q: I am currently overweight energy and under in real estate. Which of the above three should I trim or sell completely? It seems ENB is as much utility as Energy and it's rather flat, for me. Love all the Energy dividends. The sole Realty I have is DIR.UN which I'm happy with. Which Canadian REIT's would you suggest and would I be better with a US or European REIT? If so, with one(s)? Many thanks
Read Answer Asked by alex on March 12, 2024
Q: Do you recommend buying any of these now, and if "yes" at what buy price pls? Thank you.
Read Answer Asked by Ron on March 12, 2024
Q: I recently bought some IBIT shares and since the purchase my Portfolio Analysis summary has gone wonky. In the detail section for IBIT percentages; Asset Class: Fixed Income: 3055.98%, Diversified: -93.07%. Cash: -421.34%, Equity: -2441.58%. Geography and Sector breakdowns are also all over the place. Needless to say the summary of my portfolio is unreliable. Can this be fixed?
Read Answer Asked by Allan on March 11, 2024
Q: Good morning. I hold the above stocks in my TFSA. Together they now account for approx. 6% of my TFSA. I am thinking I'd like to consolidate them into one or possibly two positions. Which would you choose to keep if you went that route. Alternatively can you suggest one or two Canadian and one or two American growth stocks to take their place. I already hold full positions of CSU, LMN, TOI, NVDA, and SHOP. Thanks for your advice, Rod
Read Answer Asked by Rod on March 11, 2024
Q: I have read through your Macro Market Model information you forwarded yesterday and find it somewhat confussing.
I am subcribed to your Portfolio Analytics but when I go to the bottom of your How to Utilize it and where it says Free Report Download and click on it here is what I get,
Uh oh! We've encountered an error!
"The action you have requested could not be processed. Perhaps you have followed an incomplete link, or are using an old bookmark"?
I am not sure what this means?
If I also go to the Portfolio Analytics There is nothing there that makes reference to the "Macro Market Models".
Can you please clarify ! Thanks.
Read Answer Asked by Terry on March 08, 2024