Investment Q&A

Q: want to raise some cash(tech breaking down technically) in what order would you sell the above listed stocks bearing some are winners and some are losers so what your recommendation sell winners or losers first without getting in to too much specifics. CSU as an example sell now to claim loss or then buy back after 30 days FFH on the other hand is up 60% so sell now and hope to buy back later at lower price. what would you do? Remember i want to raise cash so how would you approach this rebalancing ...thanks for your help

Q: How does Brookfields announcement of it's US$ 100 B AI fund affect shares of BN?

Q: I have to trim some of my holdings. Please rank the following in order of which you would trim first. Positions are roughly equal and this is an account focused on long-term investments. Thanks

ARX
ATZ
BAM
BN
CNR
CVE
EMA
ENB
FTS
GLXY
L
LMN
MFC
NVDA
SHOP
TOI
TRI
PPL

Q: What would be your top 5 picks for a minimum 5 year hold

Q: Can you comment on whether or not you feel there are currently issues in the Private Equity market today, and how it would (or perhaps would not) have any affect on BAM and / or BN's business. What is the biggest current concern that is negatively affecting stock price. I am trying to decide whether or not to take a position in one, or both.

Q: Hi team. I'm recently retired , but am ok with some growth and volatility. I'm looking to reduce the number of holdings (currently have 30).

I have these 6 financials. Which 1 or 2 would you be inclined to sell?

Likewise, of these 4 material companies, which 1 would you sell?

Thank you!

Q: Good day everyone
I would like to know in which order would you buy today from (CLS, PNG, CSU, LMN, GLXY, GSY, PRL, MDA, GRID, VHI, HPS.A, BN, X, TRI, SHOP, DSG).
Also please included a buyable rating for each from 10 down to 1 with 10 being a great buy and 1 not at this time.
Thank you very much

Q: Can you comment on the relative attractiveness of BN post earnings.It dropped about 8%….

Q: Hello. Would love your thoughts on BN's earnings. Seems like the market did not like them - ADD or HOLD on the ~6.5% move lower on Thursday?

Thanks as always.

Q: Why was BN down by more than 6% today. Is it a buy or a sell

Q: Which 3 Canadian growth stocks do the 5i Team has most conviction at this time for a TFSA account. Please provide short reasoning. - Thanks!

Q: The above stocks make up 80.4% of my holdings. Goog and BN @7% each. The next 5 @ 4% each and the rest at or close to 3% each. For a 10 year horizon, with risk/reward in mind, where would you invest if you had 10% of the portfolio in dry powder- new cash. Any you would sell? Note, I have been trimming CLS, VRT and NBIS to control AI exposure.

Thanks again for all the insights - love the service you provide.

Q: Good morning,

With a 10 year time horizon and not overly concerned with yield, would you go with BIP or BN?

Thank you.

Q: When is a good time to buy both Bam & BN,and good entry prices? Thx for U ueual great services & views

Q: Gooday My question is that I have 2 sons with money in there tax free account. Which are the safest divden pay stocks that you recommend .

Q: I have held a large Position in BIP.UN in my RRSP for many years. The equity has done OK but in looking back wonder why my Financial Advisor didn't suggest i rotate this into BN or BAM to gain max returns.

I don't need the income and it seems alot of BIP.UN's return comes in the form of the dividend which is not treated favorably within a Registered Account so BIP.UN seems not best for RRSP.

How would you suggest i better allocate these funds within a Registered Account between Brookfield companies to gain max benefit and at what price(s) would you suggest the switch?

Just on a side note i previously also held BEP.UN and my advisor suggested it was rated a Sell by Veritas so i let him sell at a very inopportune moment ($33). He claimed Veritas had a Sell on all Brookfield companies. Is Veritas a reputable rating Agency because they seem to just dislike any and all Brookfield entities?

Q: These companies are classified as 100% financials and 100% Canada. Doesn't holding ownership of BIF and others make them diversified across sectors and countries? Thanks

Q: Hi 5i!

My nephew is 18 and he wants to start investing. I think he was reading the Intelligent Investors couple months ago. Can you suggest 5 stocks in 5 differents sectors to start a porfolio?

Thank you!

Q: Please comment on Chrd. Buy,Hold or Sell.If sell,please 3 best alternaives,regardless of sectors.Txs for u usual great views & services

Q: Creating TFSA for 25 year old daughter. Started off really timid with VBAL then slowly started to add individual names. Small quantity in US names. If 10,000 left to add, what would you suggest to balance it out and be diversified, based on current prices, value, potential upside, while managing huge swings in price with things like metals/oil/gas? I want her to see the benefits of investing and feel the pressure so don't want to make any huge mistakes. Thanks for your great advice!!