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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: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.

Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx

As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?

Thanks as a for your helpfulness.

Read Answer Asked by Donald on May 24, 2022

Q: Hello 5i,
I am looking for income and found these two. I am up with BAC and PRMW and would sell these and buy ICHR and IEP. I know there is no comparison but would be fine with the change for income. I am 76 with a good pension and a balanced portfolio value investor in all sectors. I also have covered call ETF's ZWC, ZWE, ZWH, ZWT, HDIV AND HYLD. The other forty-two stocks are blue chip equities in all 11 sectors with ten ETF's doing well with ZAG to balance it all. I am not using the principal and reinvesting excess dividends and using some for travel. Is there a downside to selling BAC and PRMW and buying ICHR and IEP or is that too excessive with the covered call ETF's now in play? Please take as many credits as needed.

Read Answer Asked by STANLEY on May 11, 2022

Q: Hello Peter,
IEP looks like a holding company operating various businesses. It has a peak of over $100 in 2004 and 2014, and now it is half of that value. The dividend is high at 16 percent. Is that something to worry about? Also, if i am to invest in this stock, is it better in an RRSP as outside RRSP or TFSA I may have to deal with tax forms as it is an LP in the US? Thanks very much.

Read Answer Asked by umedali on December 23, 2021

Q: Which companies are competitors of OTEX ?

Read Answer Asked by Robert on October 26, 2020

Q: Private Equity is an area of investment that has been getting a lot more attention recently. Which listed asset managers specializing in Private Equity are worth looking at? Would the multiple-recent-name-change firm SuRo Cap Corp. be worth inclusion in this group?

Read Answer Asked by David on June 24, 2020

Q: Hi 5i,
I understand that many high net worth and institutions have alternative assets in their portfolios. Can you please help suggest some stocks which may be available for purchase on a Canadian stock exchange for an individual investor representative of the asset class.
1. Private Equity: BBU.UN, ONEX?, stock?, ETF?
2. Hedge Funds: stock?, ETF?

Read Answer Asked by Ian on August 17, 2018

Q: In its most recent SEC filing, billionaire Carl Icahn’s Icahn Enterprises LP (NASDAQ: IEP) disclosed a 149 percent net short position in U.S. stocks. IEP has been declining since this position was taken yet in the last few days the market and the circumstances surrounding the market have been negative. I would anticipate that IEP should rise against this situation based on its rather substantial net short position but this doesn't seem to be the case. Do you see any reason why the shares of IEP are reacting in this manner?

Read Answer Asked by Patrick on June 15, 2016