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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: Recent decent Q results & announcement of a possible spin off, prompted Bam.a reached a New High of $79.04,but has since dropped to current $67.91.Any reason(s)? Should I add to my position at this level or wait for market to settle down?Russia creating havoc with its latest aggressive action. Txs for u usual great views & services
Read Answer Asked by Peter on February 22, 2022
Q: Hi 5i Team, Have held WELL long enough to be down over 30% in a TFSA account. and am considering swapping it out for TOI on the recent pullback. I know you like both, so could I have your opinion on this move for a long term hold ?
Thanks, Gary
Read Answer Asked by Gary on February 18, 2022
Q: Many of us have stuck with Shopify as it has been descending , only to suffer severe paper losses on the recent price collapse.
I "hung on" because of comments made by 5i about keeping invested . We incurred a similar situation with Lightspeed last year .
Many of us are risk takers, but we put a great deal of trust in your experience. When we are blind-sided like this , comments suggesting that the price will likely recover in 5 or 10 years aren't helpful ...
Read Answer Asked by Thomas on February 18, 2022
Q: It feels like a gut punch. Down 20% today. Down 60% for 90 days ago. Sentiment is negative. It is now rated as Moderate Buy with 7 buy ratings and 5 hold (Tipranks).

A number of analysts have not rerated yet cause the earnings are so fresh.

The Balanced portfolio is now down +25% since inception of the position.

I am afraid (little late I guess) that the stock, not necessarily the company is broken.

I do not see a short to intermediate term catalyst that will turn this freight train around and just thinking, Where Are the Opportunities Now?


Sorry, still in a little daze about the drastic decline of this position. Not sure what to do at this point?


Sheldon
Read Answer Asked by Sheldon on February 17, 2022
Q: Management is considering a spin off. Ranges of values are provided. If they do this what would you expect the spin off to trade at and what would the trading value of BAM be after spin off. What % would the sum of the parts be above the current trading value of BAM pre spin off.
Read Answer Asked by Doug on February 16, 2022