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: Good morning - reading about the 10pc withholding on US publicly traded partnerships and the US tax filing requirement to get the wh back. I have positions in two REITs in the US and wonder if I shouldn't bail right now and avoid the filing requirement. Also, part of my holdings are in registered accounts and this does not look good to me. Please advise. Thanks as usual.

Also, Merry Christmas to all of you at 5i. Your service has been a big help to me over the years, thanks again

al
Read Answer Asked by alex on December 19, 2022
Q: Hello Peter and Ryan,

I just read a negative research report on Guardant Health in Seeking Alpha, suggesting it may not be returning to its growth premium anytime soon. If you were to have a change of mind on seeing it as a HOLD, can you suggest a few compelling replacements from your current US high-growth list of favourites (within or outside of this sector)? Thanks, Brad
Read Answer Asked by Bradley on December 19, 2022
Q: BAM, what is going on? down again big today? I bought down at 42$ and am now down over 10% in a few days? what have you missed? is there fraud at work somewhere? also, do you know why BNN website has a value for BAM on thurs. dec 1, 2022 of 37.32- 44.5$, which seems to include after hours trades ( in Canada, I have never seen after hours trades in Canada? do they exist, where does an investor see these?) , when the new equity did not start trading until 12/12/2022? was Brookfield trying to dump BAM? this makes no sense, and is not explained by broader market actions. do you have any guess as to whether this is a hold, sell, or buy now?
Read Answer Asked by chris on December 19, 2022
Q: well, call me 'a bit more nervous than usual...."

all brookfield companies are falling without 'real' reason

seems like more than just market noise

could it be, and fully understanding mr flatt is seen as the 'great compounder', that finally their obtuse/aggressive accounting on all entities is finally catching up with them?

you know, the tide is going out and we'll see who is swimming naked

thx
Read Answer Asked by Robert on December 19, 2022
Q: Hi Guys
I have noticed the distribution has been going down the last year and a half, I would have thought they would have at least stayed around 0.06
Cents but they are now .04
The holdings include a lot of Telcom and pipelines, and other companies that have been raising their dividends. Will they're be higher distributions in the future now that rates are going up, maybe just a lag factor here?
YTD I think the return is down around 3.5 % including distributions.
Finally, do you think I can beat a GIC return here over the next 2 years.?
Thanks Gord
Read Answer Asked by Gordon on December 19, 2022
Q: Hi Peter,
I don't have any positions in the Health Care sector. Please provide a few suggestions, either stocks and/or ETFs, for both Canada and USA. I would like the Buy and Hold for say 5 years or more strategy.
Many thanks,
Roger
Read Answer Asked by Roger on December 19, 2022
Q: I currently have holdings in the above-noted companies inside my TFSA and am intending to add to one or more of the positions. I understand that they are very different entities, but how you would rank them in terms of general quality and upside? Thank You
Read Answer Asked by Andrew on December 19, 2022
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!