Investment Q&A

Q: I read your response to whether US withholding tax applies to the Brookfield partnerships. In your answer you also used the word “accounts.” What do you mean by this word?

Q: can you give me an analysis on coinbase and your thoughts on cryptocurrency

Q: Interested in AMD and NDA . Do you think it likely that the October lows will hold for these and which would you prefer now? Thanks Jim

Q: This fund was mentioned to me as alternative to bond etf , and i hold a position which is now down approx 8% but the dividends adjusted at 3.35 % have offset that somewhat.
I see previous questions on this etf resulted in your answers being negative due to no diversification and being a very small total dollars fund.
Should i take the loss and purchase something with better recovery potential such as a broader etf, or actual bank stocks as they provide reasonable valuation with better dividends?
Thanks!

Q: Looks attractive at these prices. Is it considered cheap with good upside in the future?

Q: Hi,
O&G sector is taking a beating!
Is this downtrend going to be sustained or short lived?
What is your prediction going forward for the O&G sector in general? For the medium term, say one year.
Add to one's position or shed some or stay the course?
The perma oil bulls like Eric Nuttal are saying stay positive! Others especially Technical Analysts seem to be ringing warning bells.
Curious to know where you stand.
Many thanks.

Q: Greetings: On a few occasions, I can remember in an answer to a question it was stated that it is best if possible to avoid trading when the market first opens and 30 minutes before closing. Recently, it was stated that a lot of institutional and algorithmic trading is done in these time frames. Wouldn't that provide me with more liquidity, and in turn possible better purchase and sale prices? I cannot find the specific questions and answers, so if I am quoting you incorrectly, please excuse me. Please enlighten me on this subject. Also, could I get a link to Eric Nuttall's appearance on the money show on Dec 1. Thank you. BEN.

Q: I have an overweight in these 3 insurers, and think it might be wise to fix an underweight in CAD banks, by selling one of these and then adding to my banking exposure. Which one would you sell here (and why) and which Bank(s) would you add? I hold RY, CM, and BNS and was thinking of simply adding to my positions, but can be talked into something else here. Thanks

Q: Why is this company down almost 5% today? Any news?
Thanks

Q: Just a follow up to Dennis's question regarding yield on AQN. Is it possible that the current yield on some of it has reached the level he mentions based on the market price of the debt instrument? If so would that indicate that the debt market expects trouble here?

Thanks

Q: Hi 5i,
with the recent split I can't seem to find the canadian ticker;
BAM:CA in your database.

thanks

Q: I have a non-registered account that mainly consists of Canadian dividend-paying blue chip stocks. I'm retired. I'm looking at including XRE for diversification. I am fairly flexible on whether or not to put it into this particular account or an RRSP. From a tax point of view, would you have any recommendation ?

Q: is there any hope after latest drop.The company has been quiet

Q: I hold the above stocks in my RRSP. I understand that as of January 1, 2023, the IRS will require a 10% withholding tax when Canadian residents sell a limited partnership. Does this only apply to US based partnerships? Would it apply to BIP.un or BEP.un? Does it apply to partnerships held in an RRSP? It appears this could apply even if you sold at a loss. Thanks for your advice.

Q: What would be your preferences in semi-conductor companies?
Thanks Lorraine

Q: Dear 5i,
ENGH and OTEX look pretty beat up.
I am considering purchasing a 1 to 2% TFSA position in one or both.
Do you think these are bargain prices? Do you have a preference
if one should purchase today? Can you please provide your reasons
for your preference. I expect to hold for at least 3 years but ideally
forever. thanks

Q: Would you mind providing your opinion and assessment on Royal Bank in particular in light of their purchase of HSBC and the potential of positive results going forward or the converse. Thank you

Q: Hi Guys
Just a follow up to my last question on total Debt. Why such a discrepancy in the numbers at Koyfin ?
You had stated in a prior Question on TIXT that total Debt was 986 Million, which happens to be the same as what Morningstar shows, However Koyfin shows 1,361.8
Thanks Gord

Q: Lots of stuff on this in questions but not crystal clear. In simple form, what happens to bam.a shares? New symbols? What do you suggest doing, if anything?

Q: I'm trying to understand the new Brookfield Asset Management Ltd spinout. I have two questions:
(i) It seems to act like a royalty on the asset management business. Am I correct that it does not have to add any additional capital to the business as time goes on?
(ii) On its web-site it claims a 90% payout ratio. However, from the recent Investor Day presentation (page 62), it states that there is 4.9B of distributable earnings for the original company for 2022, which would mean about 1.2B for the new spinout. As I calculate it there are around 450M shares, which means a projected dividend of over $2/annum. However, in the announcement of Dec 6, it stated that the starting dividend is about .28/quarter, or 1.12/annum. What am I missing?