Investment Q&A

Q: Hi team,

Grateful if you could provide a list of what you see as the best canadian and the best U.S. blue chips at this time for building a solid portfolio with a growing future. It would help to know what guided your choices.

Deduct as many credits as you see fit.

Gratefully,

Jacques IDS

Q: Hello 5i,

I currently hold both BN and BAM in a 3:1 ratio. If looking for the highest overall possible return, over a 10+ year period, would it make sense to consoildate my BAM into BN?

Q: I'M in my retirement years and have accumulated about 28% in Financial sector, which is over what your Portfolio Analysis suggested (12%). Could u give me a ranking of 1 (least prefer) to 5 (most prefer) in terms of Price Growth and Dividend growth Take as many credits as you see fit. Thank you

Q: Where would you rank Berkshire in the above stocks today? Seems fairly cheap according to price targets.
Thank you

Q: Given a 3-5 year period, please list the above stocks from best to least for growth.

Very much appreciate your service.

Howard

Q: How much Brookfield Infrastructure belongs to Brookfield Corp ?

Thanks

Q: I want to buy the above 6 stocks at a full position of each in a balanced portfolio for a long time hold. Are there any you wouldn't buy at this time and continue to watch, or any you would buy a half position and watch? Thanks!

Q: Dear Peter et al:

To a question today on KKR, you had mentioned that you wouldn't be averse to adding to KKR "s position slowly.
Recently Larry Berman one of BNN Bloomberg's regular told the viewers that he has sold his equity and moved all into private equity and private credit lending. He didn't mention which private equity he bought !

BLK,BX,KKR,BN ...which is your favourite now? Anything else that catches your attention?

Many thanks.

Q: Please rate each one for growth potential (1=poor, 10=good) over the next year and why for each

Q: BAM and BN charts are almost the same and over 6 months there is only about a 1% difference in price appreciation, even though PE and dividend yield are very different. Any idea why this is happening and if/when it might change? Thanks

Q: Is this a good long term hold ? I am watching stocks like NVDA and SMCI appreciate while this LTBH stock moves like a snail. Would it be worth it to sell BN and put it into the AI sector or is this still likely going to be a buy and hold forever stock like so many say it is?

Q: For capital appreciation over a 5 year period - Which 2 or 3 of the listed stocks would you choose.
Thanks

Q: What would be your picks for adding to the noted stocks - for price appreciation in the next 5 years.
Thanks

Q: Hi Team,
I have a small amount of Nvei left in my portfolio. I was looking at selling the remaining shares and adding to one of the following names : LMN, Shop, Bn, or CLS would be a “new” buy. Which would you recommend buying today ? Long term share price appreciation in mind here.

Thanks ,
Shane

Q: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks

Q: Hi Peter Looking for more growth in a LIF account. Which of EQB, BN or IFC would you choose to replace BNS? Please rank in order . Thanks

Q: I have 7000$ to allocate into my TFSA which of these companies would be your favourite and which would be your least favourite, please rate them out of 10(1 meaning least favourite and 10 being most favourite). Lastly at what entry price would you be a buyer of these companies? Please indicate an entry price for each company.

Thanks guys

Q: Hi Peter and 5iresearch team:
In your answer to Gerry's question on Feb 16, you mentioned that CSU and ATB have been the best Canadian compounders over the last ten years. You added DOL, BYD, TFII, BN, CLL.B, TRI based on historical performance and you are expecting LMN.V, TVK, HPS.A, TOI, GSY to be potential Canadian compounders in the future.

1. Would YOU still invest in CSU, ATB, DOL, BYD, TFII, BN, CLL.B, TRI with the same conviction and weighting?
2. Could you please provide a similar answer but for the US market? Please provide 10 or so best US compounders based on historical performance that YOU think investors should keep investing in and 5 or so US companies that YOU would buy as potential US compounders in the future.

Thank you for the great service.

Q: I have a partial position in BN and no position in KKR. Noticed huge run-up in KKR over past year, and good prospects for KKR this year. If you had new funds to invest in one of them, what is your advice.
Thanks

Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?