Q: If I understand correctly, BNRE shares are exchangeable 1:1 for BN shares. Is there an advantage to do so? Now or at future date and under what circumstances?
As always, thank you for the valuable information you provide.
Q: Sorry, further to my question re: FR and FVI, would PAAS be the best or what would you recommend for a silver position, overall safety, growth, value etc...
Q: Hi,
The company is downgraded by many firms. Has the future business plan is below investment grade compared to other Brookfield companies? Last year they acquired Westinghouse. The company has lowered dividend for past two year (2020 US$ 0.434 * 4), (2021 US$ 030375 * 4) and (2022 US$0.32 * 4). This is the weakest company among the Brookfield Group. My question is whether Westinghouse acquisition is not a profitable one or too early to say? Is it advisable to invest some amount in BRE.un just to take advantage of weakness in stock price at this time or better put money in BBU.un? I hold all the Brookfield Group companies that issues through spinoffs.
Thanks
Piyush
Is it possible to rank my list of utility companies sorting via most financially vulnerable therefore most likely to underperform because of the increased cost of financing. i.e worst to best please.
Is that a blunt but reasonable filter?
Could it be that the "worst" companies have been so badly beaten up that they may be worth adding to for the long haul?
Q: CCI dropped 8% after hours on friday. The only news that I can find is a rather large downgrade by Truist Securities but there was a similar downgrade of AMT without the same reaction. Do you know if this downgrade was the reason for the move in CCI and, if so, the reason for the downgrades. Otherwise, why the move in CCI and would you see this as a buying opportunity?
Thanks for your insight.
Ian
Q: I have some cash that I was thinking of putting into PSA or CASH for the shorter term. But I am wondering if the unit price of those may drop suddenly when the market turns bullish, and investors move back into stocks. So, well I may earn a nice yield, I could lose some capital. Is that something I should worry about? Thanks.
Q: Peter; Is this basically a income stock now ? Very narrow trading range recently . I hold it in my TFSA and am thinking of selling and buying a higher beta one. Thanks
Rod
Q: Is it too early to take a starter position in the Nasdaq 100? What would be the best way to do so, avoiding currency issues and tax implications. Many thanks.
Q: Recently you answered my question for US dollars in my US RRIF account.Would it be better to transfer US funds into my Canadian RRIF to buy those stocks you suggested. Tks 5i
I am pleased that you answered my last question, thank you. I would like to clarify something related to this question. According to the logic that a full position is 5%, an investment of this type, with 20 stocks at 5% weighting for each, cannot exceed 100 thousand dollars. 250 thousand dollars for example would make a weighting of 12.5% for each stock, which would be very high. Am I wrong? Is a basket of solid international companies like this one an exception.
Q: Hi 5i. Are there any companies that you think are at risk of falling off the U.S. Dividend Aristocrats list this year, because they do not increase their dividend?
Q: I noted EFX has gone from the low 8s to the mid-9s over the past two weeks, I have not been able to find any company-specific news to account for the quick pop. As always appreciate your services.