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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: Any preference from a value perspective on any of the Brookfield family of companies? Any you think have a more favorable outlook and price?
Read Answer Asked by John on October 29, 2018
Q: Hello Peter and 5i team,
What is your view of the wine industry in general and Andrew Peller in particular? A news article says that wine prices are set to rise as bad weather brings the worst harvest in 50 years to the industry leaders in France, Spain, and Italy. California was hit by wild fires and climate change is hurting other countries. Is this a positive or a negative for the Canadian wine industry?

I hold ADW.A in myTFSA and it has risen to an 18 % weighting. If I trim some ADW.A, which of the following would be your top pick for growth: BBU.UN, ENB, SYZ, Or GUD

Thank you very much for your opinion
Read Answer Asked by john on April 30, 2018
Q: Don't know if you think this material enough to print but on the purchase of Westinghouse, the Wall Street Journal, quoting insiders, says BBU is not interested in building nuclear power plants (which was what got Westinghouse in trouble). However, Westinghouse has a steady, ongoing and very profitable business in maintenance and parts supplies to nuclear power plant owners. And that does sound much more the sort of thing a Brookfield entity would be interested in. https://www.wsj.com/articles/brookfield-business-partners-to-acquire-westinghouse-for-4-6-billion-1515075664
Read Answer Asked by John on January 05, 2018
Q: i already have full positions (4%) in bip and bep. i have been looking at bbu but after going through some documents on the bbu website it appears that bbu is engaged in some similar businesses as the other 2. what would you recommend as another option besides bbu?
Read Answer Asked by Richard on December 26, 2017
Q: I have acquired shares in several new companies over time, as a result of spin-offs. Sometimes these are terrific, such as BIP.UN. I'd like to either add to some of these 'stub' positions or sell them to keep my number of stocks manageable. Can you please divide these four companies between (in your opinion) 'worth keeping and adding to', or 'sell to redeploy the proceeds elsewhere'. The four are Trisura (TSU), Brookfield Business Partners (BBU.UN), Express Scripts (ESRX) and Brighthouse (BHF), recently spun off from MetLife. Thank you!
Read Answer Asked by James on September 29, 2017
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