Investment Q&A

Q: Hello,

You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”

In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.

Q: You mentioned in a response that generally people are shifting out of banks to move into energy and materials. Is it wrong to chase these areas which have already run so far? About a year and a half ago you had recommended BEP and I know you still like it. For a long term investor if you had to choose between BEP and CNQ which would you choose? To me BEP seems to represent more value as renewables have suffered but CNQ clearly has really good momentum. I have bought oil stocks before at all time highs and it never worked out too well. My issue is never knowing when to sell. Looking forward to your thoughts!

Q: over the past 5 years, I've noticed when QQQ takes a decent dip, it climbs hard after. Do you believe we have seen the worst of this dip? And if not, when would you feel comfortable entering?

Q: Hi,
Would you be reluctant to maintain more than $100K invested in a Canadian financial institution because of the cap on CDIC insurance?

I recently transferred a bunch of dough to Tangerine as its HISA is paying 2%.

I'm not concerned but should I be?

Thanks,
Robert

Q: Hi, I read in the G&M that an analyst said that Inovalis’ AFFO payout ratio projected for 2022 was 170%. If so, does it have enough cash on hand to sustain the distribution? Thanks

Q: Q: Can you please shed some light on why the BIG drop in ABBV the last couple of days? Time to worry ?

Q: Is Real Estate a good investment in an inflationary environment? I have Prologis, Public Storage and American Tower on my watchlist. Can you please rank them and provide any other suggestion you might have.

Q: This company BNE has been doing well in the market of late. Does it have further upside at the $30 or so level? We often chase hot stocks only to find out they are already exhausted at that point when we enter, e.g. TSU was one of such names. Thanks.

Q: A year ago I asked for your opinion on these stocks to incorporate into my current portfolio of banks, utilities, REITS, infrastructure, etc. My first purchase was BAM With the current market decline I see an opportunity to purchase another stock. From a technical view which looks most attractive? From a fundamental view which looks the most attractive ? Which would you purchase next? Thanks. Derek

Q: Hi 5i team - What amount of cash holdings does Shopify have. Also what is the level of profitability and what are the expectations for its growth in this area. Also has there been any significant insider trading recently and what is the overall insider ownership. Thanks.

Q: Me, pondering a move or two and would like your take. In a LIRA that is diversified and balanced for stability and with say 20 years to go, I hold BAMR with a weighting of 2.66%. And I'm pondering selling it and replacing with with more GOOG, current weighting of 2.67% as GOOG, for me, has a risk factor of 9 out of 10 and is highly profitable......and that would take the position weighting up to say 4.5%.And then with the remaining cash, buy a starter position in MED, with my risk factor of 6 out of 10 and with both high growth and profitability and seems to be undervalued relative to its food product peers.Or rather than MED, take a starting position in Accenture PLC, with a risk rating of 9 out of 10 and with high profitability and low risk relative to its business support service service peersNow pondering what to do....Go with an add to GOOG and take a start position with MED or ACN......or take equal starter position in both of MED and ACN???....or another option that you might suggest I consider. ........Thanks for the assistance.........Tom

Q: IVOR ... your opinion on buying at this point

Q: Hi Peter
Will the city of Montreal opt-in decision significantly affect TCL ? If the stock drops further on this news, is it worth buying at this level?

Q: Any news that would account for the sell-off in Copperleaf over the past couple days ?

Q: What has RHT signed since last Oct.? With the cash flow starting to kick in this month what do you think of the stock moving forward.?
Would appreciate your view. Thanks in advance.

Q: How much value does this $113.5M contract add to XBC's value.
Also in what amount of time will that contract be delivered in?

Their revenue for all of 2021 was $126M so isn't this huge?
Thanks

Q: If the fear of higher interest rates was causing the share prices of tech companies to fall, why would share prices rise today (April 13) with the announcement of a 0.5% rate increase?
Puzzled...Steve

Q: Anything on the radar to account for the recent strength?

Thx

Q: Hi 5i Team - Could you provide an estimate on when Shopify, Google and Amazon might do their stock splits. Also do you know of any other quality companies planning a share split. Thanks.

Q: Hello 5i,

I would appreciate your thoughts on TFII vs ODFL?
If you like these which one would you prefer for a long term hold?
Can you please provide your high level reasons?
Can you please give a good valuation buy price?
Is the current weakness due to inflation and high fuel prices?

thanks for your thoughts