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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: Hello Peter,

At times you have stated "turnarounds seldom do" and I look at the future prospects of our Canadian economy thru that lens if the current gov't remains in power.
Could you list the sectors (and co's) that would be indifferent to and thrive in an imbecilic fiscal environment?

Thank you
Read Answer Asked by Delbert on November 29, 2024
Q: I hold both BN and BAM...
- I have a higher holding in BN in multiple accounts...
- I have done well on both...

- If You were to add to a position, Which one or Both?
Read Answer Asked by michael on November 29, 2024
Q: Hi 5i Team.

I have some names in my TFSA account such as ATD, ATX and ENGH (and maybe some others) that are laggers and would like to move out of them and into something with potentially higher returns.
I also own the other names mentioned above.
What are your thoughts and could you recommend 3 to 5 Canadian and/or US names with the reasons and entry points.
also own NVDA that has grown to a huge percentage of the account.
I know that I should sell some but it has been such a great performer.


Thank you
Joe
Read Answer Asked by Joe on November 28, 2024
Q: From previous responses I am assuming you would buy BN over EQB for a long term hold.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.

Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.
Read Answer Asked by Andrew on November 28, 2024
Q: Hi 5i, "...Brookfield Corp. scrutinized for stake in Peru toll road project plagued by allegations of ‘corrupt practices’..."

https://www.thestar.com/business/brookfield-corp-scrutinized-for-stake-in-peru-toll-road-project-plagued-by-allegations-of-corrupt/article_9629182a-a364-11ef-8826-2b980726b1dd.html


There are many proofs that indicates Brookfield knew about Odebrecht corruption in Peru and went ahead an bought at reduced price 57% of "Rutas de LIma" (HighwayToll systems) , Can this harm Brookfield credibility, and integrity and the stock. Sell/Hold?
thanks
Read Answer Asked by Fernando on November 26, 2024
Q: Regarding potential Trump tarrifs, do they apply to services also or only goods?

Do you see any of the companies (DRX, CLS, BN, PRL, Hps.a, ENB, Shop,.... ) affected by this?

I have gains on most of them. Would you sell right away and buy later,.depending on market outcomes?

Would you have a different strategy for stocks that I plan to sell in 1 year vs 5+ years?

Read Answer Asked by V on November 26, 2024
Q: Could you please rank these according to your expectation of best mid-to-long-term return?
Read Answer Asked by Jack on November 25, 2024
Q: If you own BN is there any particular reason to also own BEP.UN and BEPC?
Read Answer Asked by M.S. on November 25, 2024
Q: Hello
Brookfield Corp stock has been drifting lower after making a high of $85, despite strong results. We started a position just before and after results were announced with an average price of $81.50, for a long term hold.

Do you consider $78 to be a decent level to add some shares or wait for a further pull back ? Not sure if following was a reason for the downward pressure, today.

It was reported by a news website EI confidential that Brookfield intends to offer EUR 7 Billion, to buy Spanish Drug maker Grifols with an offer of EUR 10.50, below the price its trading now.

Thank you
Read Answer Asked by rajeev on November 19, 2024
Q: It seems the economies of Canada and the United States are diverging and not for the better in Canada. This makes it difficult for me to buy Canadian companies as opposed to American. My question is, have any Canadian companies foreseen an advantage to shifting a good part of their operations to the United States to take advantage of the possibilities for making better profits?
Read Answer Asked by Les on November 18, 2024
Q: Good afternoon. I'm wondering what your top five picks would be for both industrial and financial stocks. I'm looking for 10-15 year growth with medium risk.
Read Answer Asked by Shane on November 18, 2024
Q: Hello. What are some Cdn list companies that pay dividends in USD? Any with decent yields (above 5%) and/or with solid dividend growth? Thanks!
Read Answer Asked by Robert on November 14, 2024
Q: Please rank BN, KKR, BX and APO, in order of preference and what would be a good entry point.
Read Answer Asked by Dennis on November 13, 2024
Q: Hello

Brookfield Corp has smartly shot up to $82, from $75 level a few weeks ago, with stock showing strong momentum. It seems to have followed its private equity peers, with a favorable scenario after Trump win.

Company is also due to report in a couple of days.

We have a very small position < 1%, but like the Co a lot, being one of your favorites.

How would you approach building a position to at least 2% ? Would you be comfortable adding some shares, before the results and so at what price range ?

What is your recommendation to further consolidate this position, after results, if any weakness and price levels, please ?

Thank You
Read Answer Asked by rajeev on November 12, 2024
Q: You have consistently talked about your admiration for BN operationally. It has been trading in range for almost five years and is now hitting out a large breakout, almost independent of its subsidiaries. I know their CEO had spoken about the benefits of dropping rates. Any other comments on the rally here? Do you see it sticking for BN and also compared to private equity peers?
Read Answer Asked by Peter on November 11, 2024
Q: I am currently holding BN, GSY, JPM, and RY in the financials sector and am considering selling GSY and buying BRK.B. I've held GSY for a number of years so have had a nice gain but wonder if BRK.B wouldn't be a more consistent mover?
Thank you
Read Answer Asked by Lyle on November 11, 2024
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