skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Please comment which type of account (non-registered, RRSP or TFSA) would be best suited to hold Brookfield Business Partners). From the prospectus the distribution will be approximately $0.25 per annum (1 %). I currently hold the other Brookfield LP entities (BEP, BIP and BPY) so I am familiar with the issues associated with T-5013 on my tax return.

Please comment whether it's better to hold the TSE listed units (BBU-UN) in Canadian dollars or the NYSE listed units in US dollars.

Thank you for the excellent service.
Read Answer Asked by Stephen on June 22, 2016
Q: Like others, I hold a number of REITs, mainly for income. I'm increasingly concerned how the value of these would be effected when Canadian real estate corrects.

I'd like to know how much would you expect the price of REITs (in general, ofcourse) to change if there is a hard landing for real estate in Canada (say a correction of 30%). Perhaps an estimate with respect to Industrial, Commercial and Apartment style REITs.
Read Answer Asked by Cameron on June 21, 2016
Q: With the difficulty getting a new softwood agreement with the U.S. would it be more prudent, at least in the near term, owning a company like WY instead of Canadian lumber stocks at this time? or perhaps owning some WY and either IFP or WEF as well?
Read Answer Asked by Rudy on June 21, 2016
Q: Hello,
I have approx 25% of my portfolio in my US$ account and those funds will remain in US$ for the long term. When the CAD$ strengthens vs the US$, my overall portfolio balance drops as a result of this.
Are you aware of an ETF or other product that would protect my overall portfolio balance and act as a hedge from a strong resurgence in the CAD$ to more or less prevent losses simply as a result of the CAD$ going up in value? Also, if there is such a product, how much would I need to buy to cover 25% US$ balance?
Conversely, is there a pairs trade that you could suggest that would keep my accounts balanced at the current levels regardless of which way the Cad$/US$ goes? Again, is there a percent amount of my overall portfolio balance that I would need for each of these to more or less keep me revenue neutral and not have to worry about currency fluctuations?
Thank you.
Read Answer Asked by Alan on June 21, 2016
Q: Question 1:Pki has a 5% yield while atd.b is minimal, would atd.b grow significantly enough to overcome the yield difference. If you had to choose one over the other which one would it be? Do you think atd.b will have to do a financing soon?
Question 2: Have you heard of BUS-X Grande West transportation, if so what are your thought on this company, is it likely to be a baby nfi?
Thank you
Lynda
Read Answer Asked by Lynda on June 21, 2016
Q: Hello again team,

One of the companies I have been absolutely smoked on is PHM. Currently I hold it, and I see that in previous questions that it is likely trading under fair value but with concerns of further losses. With the recent quarter being as messy as it was I am stuck in two modes of thought. 1) Wait for a quarter with business write offs removed to show more clarity on the situation. 2) Swap the stock with something for fewer issues. I am considering DHX media and TIO Networks. I found DHX interesting after reading the research report in regards to opening up more channels for distribution. Do you have a fcff, or RI (Residual Income Model) stock price valuation on the three companies and which do you prefer at this moment? Do you also have separate models / option pricing models for DHX in regards to opening up a youtube channel, netflix, or China subsidiary? Do you have any thoughts on which options provide the greatest benefit?

Thank you, looking forward to any feedback that you can provide.
Read Answer Asked by Liam on June 21, 2016
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!