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Investment Q&A

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

Q: Commodity prices are not in fear of inflation Normally they would plunge as they have in the past.
When rates are high,there's a tendency to refuse to lend interbank ,which is one factor which tends to lead to a recession. But refinancing mortgage s or corporate debt at higher rates is normal. Commodity prices and interest rates are not the issue this time around, so would labour costs and corporate profit margins be more to blame for our inflation problem?.if so, how do you control these issues?
Read Answer Asked by adam on December 15, 2022
Q: Good morning. When Brookfield announced they would create Brookfield Corp, I doubled my BAM.A holdings to get a larger base in the new entity. Looking at the market activity after the fact would you sell the added BAM.A and buy the new entity for an even larger position or allocate the funds elsewhere?
Sorry just thought of this I've modeled a dividend portfolio for my son to enhance his retirement. I've included XBB for a bond position. My question am I being to cautious? Would you ignore them entirely or do a 70/ 30 conventional split? Any other bond funds you would consider? Merry Christmas
David
Read Answer Asked by David on December 15, 2022
Q: In Investment (non-registered) accounts these 5 stocks are all 'under-water'. I am considering selling for 'tax loss' purposes and would appreciate your thoughts. Is this a useful approach? Are there any that merit re-purchase following 30 days 'waiting period'?
Read Answer Asked by Richard on December 15, 2022
Q: Dear 5i,
I currently hold BIPC and BEPC in my NonReg, TFSA and Pension accounts.
In your opinion, which new split entiity; BN or BAM offers the least overlap with my current two holdings? Which entity gets the fees from BIPC and BEPC? These new entities are very confusing and it would be great if you published a special article about them and how we might use them.
thanks
Read Answer Asked by Ian on December 15, 2022
Q: Will the 10% US withholding tax on dispositions and distributions of PTPs, levied against non-US persons effective January 1, 2023 apply to the old BAM.A or the new BN (or both)? And how is BAMR impacted?

Brookfield website says "section 1446(f) will not apply) to BAM.A but gives no detail, unlike their website on BIP (which details that section 1446(f) does not apply due to being Bermuda based and that the 10% exception rule applies)

I have a significant holding in BAM.A and want to know if I should take action prior to Jan 1, 2023
Read Answer Asked by Maureen on December 15, 2022
Q: Hello 5i
Could have your assessment of ACM Research please ?
Thank you
Dave
Read Answer Asked by Dave on December 15, 2022
Q: What is the last day to sell a stock and have it count in 2022?
Read Answer Asked by Brenda on December 15, 2022
Q: Was happy to see DOCU's small rebound and the relatively positive report you gave them in your answer to a previous question.

My question is whether they really have a moat with their product or whether it can be reproduced by a bigger player like Microsoft.

Your answer will help to decide whether it's better to sell during this rebound or hope for a return to the heights it once enjoyed.

Read Answer Asked by Kevin on December 15, 2022
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