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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 have a recently acquired full position in SHOP in anticipation of a rebound over time. I also have a half position in BAM A and am trying to decide whether to overweight SHOP or be more cautious and bring BAM A to a full position today prior to the split ? Which would be your choice ?
Read Answer Asked by JOHN on November 30, 2022
Q: I sold APPS, AT and EGLX for a tax loss and am now in a position to rebuy. Would you see these three as buys at this time, or are there better choices in online advertising?
Read Answer Asked by Martin on November 30, 2022
Q: Can you please explain the difference between KILO and KILO.B. With the gold price being set internationally, I do not understand how there can be a benefit to dollar hedging? Which of these two ETFs would you recommend?

Thank you for your excellent advice.
Read Answer Asked by Dale on November 30, 2022
Q: Had not appreciated that GRWG was that involved in the pot market and had made the assumption that its prospects lay in the vertical grow scene (etc.) which has been touted as an emerging industry. Can you provide any indication of the breakdown between these two activities i.e. general food and specialized pot, and their respective industry prospects? Thanks
Read Answer Asked by Mike on November 30, 2022
Q: Hello Peter & team,

Please provide your opinion on your choice for a defensive stock or ETF paying a good dividend - one for C$ & U$ please.

thanks for all you do

gm
Read Answer Asked by Gord on November 30, 2022
Q: Could you please do a deeper dive into this particular paragragh from the 9 months results. "
Net income decreased by $84.7 million to $500.3 million for the nine-month period ended October 31, 2022, compared to $585.0 million for the nine-month period ended October 31, 2021. The decrease in net income was primarily due to the unfavourable impact of the foreign exchange rate variation on the U.S. denominated long-term debt, partially offset by a higher operating income and lower net financing costs."
Read Answer Asked by Charles on November 30, 2022
Q: Thinking about buying BAM.A today before the record date for the spin off. Can you explain to me that how BN and BAM can continue to grow after the spin off? Would one be more growth orientated and the other be more dividend focused? Any advice or insight you could provide would be greatly appreciated to inform my decision.
Read Answer Asked by Justin on November 30, 2022
Q: Need to rebuild industrial sector holdings - assume a clean slate. What percentage to invest in each subcategory with top picks [some suggested names-please provide your 2 or 3 top picks] and target buy price would be very helpful. (1) Engineering & Construction- WSP, NVEE, J, KBR, ETN and PWR [for electrification]; (2) Transportation- CNR, CP, TFII, CJT; (3) Goods: LMT, NOC, TDG, BWXT, DE, FLNG, FREY; (4) Services: WCN, GFL, TRI. Thank you.
Read Answer Asked by sam on November 30, 2022
Q: Peter and team, not sure how to word this but I’ll try. When one buys a bond at less than face value [say $92] when it comes it comes due at the $100 face value, correct? On my brokers website it has a yield for semi annual and annual returns. Let’s say that’s 5% and it comes due in 3 years. Does that 5% make up a combination of the eight dollar capital gain plus the interest paid while I own it. If not how is that 5% calculated. Feel free to pick an existing bond being sold at a discount in order to answer my question. Are there any specific bonds or bond sectors that stand out as investable? I assume I’m better off, if I want to buy a discount, to wait until the next BOC announcement regarding rates.
Thanks as always
Bryan
Read Answer Asked by Bryan on November 30, 2022
Q: Good afternoon my 5i friends. I had a long career in commercial real estate. I'm looking at the core office vacancies and sublets in the CBDs of many big cities, including Toronto and Montreal. The vacancies will drag on with downward pressure on rents and I'm wondering about the fine gang at Brookfield. Do they have inordinate exposure to office space and are they susceptible to rent compression. I am less concerned about retail and I know Brookfield has plenty but the worst is behind us, surely. So, your thoughts on the Brookfield office holdings, please.

kindest regards

al
Read Answer Asked by alex on November 30, 2022
Q: Hi, What is your assessment of Suncor after today's highly anticipated investor's day and stock selling off apparently triggered by company's decision to retain Petro Canada gas station, which has 18% market share of Canadian fuel distribution business. One of the reasons, company assigned was the safety net/cushion this business provides during the times of company facing headwinds of lower demand for oil. Looks like, market was expecting a decision otherwise. which would have helped rerating of shares and narrow the discount, stock trades at, relative to its peers. How would company fund its purchase of Fort Hill Oil sands, from Tech Resources, due to close in 2023 ? How does this all play with activist investor and overall impact on stock price ? Thank You
Read Answer Asked by rajeev on November 30, 2022
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