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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: Could you please elaborate on your response to Tim today where you stated “ the odds of a recession we think are actually diminishing now.”
I have concerns on China’s messy economic future as a headwind. Thanks for your thoughts.
Read Answer Asked by Warren on August 25, 2023
Q: I'm looking to park some cash and let it earn some interest. My bank doesn't offer any meaningful savings interest rate and I'm not interested in a GIC. Can you please recommend a couple of money market funds or ETFs I could buy through my non-registered iTrade account.
Read Answer Asked by David on August 25, 2023
Q: I have owned this fund for a number of years for the dividend - now over 13% paid monthly. But I am down over 40% on it. Not good math! It is in a registered account so no benefit of tax loss selling. Do you have a sense of whether it will recover as interest rates stabilize? Is there a risk of a dividend cut? I am not familiar with the companies in it. Now regret buying something I don't understand but it was a recommend on BNN.
Read Answer Asked by Marcia on August 25, 2023
Q: Hi 5i, how would you rank these preferred shares for safety and would you consider them all buyable?
Read Answer Asked by Mark on August 25, 2023
Q: This came across my desk today:

"According to research compiled by UNITE HERE, at least $5.8 billion of Brookfield affiliates' office and retail loans are either in default, have been surrendered to lenders, or are at risk of default according to analysts and industry press.

The financial health of Brookfield's commercial real estate holdings may be of particular interest to current or potential policyholders of American National Insurance Group, the Texas-based insurer acquired by Brookfield in 2022. UNITE HERE's research has uncovered over $1 billion in debt instruments that appear to be related to Brookfield's real estate holdings on American National's 2022 sworn Annual Statement. These include bonds issued by three entities related to Brookfield Property Partners (formerly BPY), which Brookfield took private in 2021 after BPY suffered over $2 billion in losses in 2020; and bonds issued by Canary Wharf Group Investment Holdings, the London office complex jointly owned by Brookfield and Qatar's sovereign wealth fund and which had its bond rating downgraded to junk in June 2023 by Moody's. "

Wondered what your thoughts are as it relates to BN.
American National Insurance Group, the Texas-based insurer acquired by Brookfield in 2022. The majority of these investments are listed on American National's sworn annual statement as "unaffiliated," despite being classified in other filings as affiliated investments. The investments were classified as "unaffiliated" after the Texas Department of Insurance (TDI) approved, with certain conditions, a Disclaimer of Affiliation filed by Brookfield Asset Management (NYSE: BAM

Carl
Read Answer Asked by Carl on August 25, 2023
Q: When you quote long term PE ranges where do you acquire this information?
Read Answer Asked by Michael on August 25, 2023
Q: BIPC.TO is down again today and down about 16% in the last month. This drop far exceeds the drop in the other interest senstive stocks. Is there is a reason for such a large drop. Is it a buy or a sell
Read Answer Asked by Lakis on August 25, 2023
Q: Earnings not good for TD but fine for RY. Can you explain issues with TD and what you see going forward. It seems RY is cutting costs and this seems to be reflected in results. Is this something TD should be doing also. Would you add to TD at this point?
Read Answer Asked on August 25, 2023
Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.
Read Answer Asked by Francisco on August 25, 2023
Q: Based on your previous views “ US regional banks as more of a gamble than an investment at this time” I was looking into the space and of the top ten holdings if each etf and was perplexed that there was no overlap of their selections? Needless to say if you had to create your own etf in this space what would be your top holding and why? Thank you.
Read Answer Asked by James on August 25, 2023
Q: Hi,
I was wondering if my interpretation of the timing of PSA's monthly payment is correct. My Investor's Edge account says for last month: "PURPOSE HIGH INTEREST SAVINGS FUND UNITS SAVINGS FUND UNITS DIST ON XXX SHS REC 07/28/23 PAY 08/08/23."
I take this to mean, if I hold the shares on 07/28 I will receive the dividend on 08/08. For this month, if I were to sell my PSA shares after 08/28/23, I would still receive the dividend in September. Do you think I have that correct?

Thank you. Michael
Read Answer Asked by Michael on August 25, 2023
Q: A rookie question but I’ll leave it public just in case anyone else has the same question. I don’t understand how to calculate what I need to sell or by to reduce or increase my allocation. If your recommendation is to reduce a sector from 10% of portfolio weight to 5%, do I sell 5% of my holdings in that sector or 5% of the entire portfolio value from that sector?
Read Answer Asked by Robert on August 24, 2023
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