Investment Q&A

Q: Can you provide the fair value of the following stocks: TSLA, SHOP, BN, GOOG, ATZ, NVDA, WELL, GSY, TOI, KXS, ECN, RCI.B ?

Q: Here is a stock that portfolio managers and analysts have extolled its virtues and proclaimed the shares a buy. Yet the shares are in perfect downtrend moving from high to low with no signs of forming a bottom. So where are all mangers who like this company. Surely all those who liked the stock a few weeks back should like the company even more today. Or perhaps a cynic might possibly think that the shares are being recommended to the unwary so that they can distribute their shares. A market technician would surely conclude that the shares are currently a sell. Perhaps you could shed some light on what you think is going on. And if you still like the shares, why and where a bottom might logically occur. Thanks.

Q: I have see. Reports from TD and elsewhere about how extremely discounted BN is. For example “ BN's 75% stake in BAM alone represents ~80% of BN's market cap. The market value of BN's stakes in BEP and BIP (~$17bln combined) more than offsets corporate leverage of ~$16bln, which implies that the market is assigning less than zero value to: 1) BN's stake in BBU (~$2bln); 2) the real-estate portfolio; 3) the insurance business; and/or 4) carried interest.”

How is this company not a “table pounding buy” at these levels given management’s record and current price.

Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.

Q: Disappointed with this stock performance. What are bears saying and what catalyst could help pivot with positive momentum?

Q: Please comment on latest results.Think Bn reports morning ,May 11. Txs for U usual great services & views

Q: My understanding is that BN’s price / book value is roughly as low as it was in 2002, 2009 and 2011. Is this the best historic valuation metric? How does today’s yield compare to its dividend yield range in the past ?

Q: Hi Team,
I was looking to add funds to one of the following 3 names: Bn, ATZ, or ATS. If had to choose which name would be the best buy today? My intention is to buy and hold long term.

Separately, what's your take on recent market negativity? Things seem to be escalating to the down side with Powell continuing to have his rosey goggles on continuing to raise rates as banks continue to fail, literally during his bumbling speech telling the world how solid US banks are? I know my confidence in the guy has dwindled as of late. Perhaps now is not a good time to buy and I should wait a bit with any new purchases? Opinion? Thanks

Shane.

Q: With an emphasis on growth and a 5 year outlook, what would be your 12 recommended stocks if I were to start today?

Q: Hi, These look a little oversold, who do you like for a full position for a the long term hold. Sector not a issue.

Q: Good Afternoon,
I have owned Killam for a while. There has been no appreciable growth or dividend increase. What is the likelihood of either happening. Would I be better off selling Killam and purchasing another stock? If so, what stock would you suggest that would offer some growth and a good dividend. There is no tax implications as I hold Killam in my TFSA.
Thanks in advance for your opinion.
|Jane

Q: SU, BN, TOU, GSY all received haircuts Tuesday.

If you topped up for long-term hold, what would be the order and rationale? Thank you.

Q: Currently down significantly on these names, especially SHOP

Please confirm whether all are “keep-able” in a long-term (10yrs+) balanced portfolio.

Would you add to any at current valuations, and which one(s)?
Thank you!

Q: For an RESP with withdrawals starting this year, ending likely 10 to 11 years out for youngest child:
Largest holding is the ETF VUN (US) at 43% followed by BN and AC at around 12% each, then TOI, DOO , ATZ, SU, BAM in the 3-10% range each. Not included is the unfortunate loss of about 8% of the RESP due to failure of XBC.
So the focus remains on growth for the next 4-5 years to keep withdrawals mostly funded by growth.
Thoughts on keeping VUN as is? What about a higher-yielding ZWB in lieu of the individual stocks? Any concerns / risks that you know of for the stocks listed or maybe can offer some lower-risk substitutions?

Big thank you!

Q: With 2 year investment window, please rank the following : NVEI, ATZ, SHOP, BN, DSG,SLF,TOI,GSY, Googl

Would you maintain the same ranking for a 5 years window

Thanks

Q: Can you clarify the business models of the above for me. I am worried about the prospect of commercial real estate defaults affecting the share prices of the above. I own both.
As I understand it, BN actually owns commercial real estate that could potentially default, whereas BAM doesn’t. Can you confirm this? In the case of BAM, they simply take institutional investor money and invest it for them, in many different asset classes, of which commercial real estate is perhaps 5-15% roughly? And by investing institutional money in this class, they earn fees. So defaults in commercial real estate would probably only somewhat indirectly affect BAM because they might still get institutional investors wanting to allocate money to the class even if prices were low, and they therefore would still earn fees on this? Perhaps BAM would (eventually) earn less ‘carry’ on the commercial real estate investments, down the road in the case of some kind of commercial real estate decline? Thanks.

Q: Hi 5i,

Currently I have full positions in BN and BAM. With a goal of increasing income would you add a new position in BIPC or BEPC?

Thank you!

Q: If one has exposure to renewables through a large position in Brookfield Corporation (owner of 25% of BEP) and Fortis, do you think it makes sense to hold onto a small position in Northland Power? (which has showed promise over the years but has unperformed the market significantly the past 18 months)

Q: There has been some action lately in some of your usual top picks like GSY, BN, NVEI, etc. I'm planning to deploy some cash soon when I see a decent red day. With all the recent changes, what are your top 3 highest conviction names in order, now that you would deploy money to? Thx

Q: Hi 5i team! Brookfield defaulted again yesterday on a dozen office buildings in Washington DC. In February it was on 2 buildings in Los Angeles. Should we be concerned or is this not material? Thanks