Investment Q&A

Q: I'd like to assess the following group of ETF's I am considering purchasing from a conservative and safety point of view ...... HYPT has been used as the fixed income part of the portfolio . Please advise if this is appropriate and if not a suitable replacement ? The 5i income portfolio has Canadian preferred, convertible bond, and high yield US bonds for around a 15% weighting as the fixed income section ...... Please give a rating of between one and ten with one being the most " conservative and safe " for the following group of ETF's . I will assign the 5i income portfolio a four just so I can see how my choices rank against it using the criteria I suggested ...... Also everything I have chosen is a Hamilton product. Does 5i consider that problematic ? Thanks for your terrific service .....

FMAX 10%
HMAX 10%
QMAX 20%
HYPT 15%
SMAX 20%
LMAX 10%
HYLD 10%
HDIV 5%

Q: Dear 5i team.

I know these Qs are all asking for opinions, so appreicate your input on the following:

At what price does SPB look attractive for income and limited capital risk?

What % does Brookfield own of SPB and at what point do you think this gets cheap enough for them to take private?

What seems to be the problem with mgmt getting this business to achieve profitable growth, and create shareholder value?

Seems to me propane distribution and use business has many years of runway left in our lifetimes.

Appreciate your insights.

Q: would you buy the stock given the news of capital returned and 2 new stocks being issued?

Q: Hi, what’s your thoughts on this company as a buy? Thx

Q: Ref Gordon question today, BBU recent weakness might be related to CDK Global serious cyber attack, one of their businesses bought in 2022. Cheers.

Q: I see trading on payfare has been halted. Can you give the reason why.

Thanks

Q: This and another preferred are going to be redeemed by CIBC. While I lose a nice dividend (and it was about to reset at a higher rate), I profited from the redemption. My holdings are about half they once were due to redemptions. So I am wondering if I should return to the preferred market (which has been nothing but erratic), or reinvest the funds back into Bonds and Stocks.

Q: Maybe a little out of the box but I have come into 800K and was thinking about venturing into private equity with 10%. Can you provide any suggestions?
Thanks James

Q: Two questions, deduct accordingly. What is the consensus for MU and regarding VLE, with the stock dropping regularly these days, why wouldn't they do a stock buy back at these prices with the cash at hand. Please give your opinion on VLE. Thanks

Q: What is going on with BAM? Why the loss in so much value recently? Thanks.

Q: Hi Folks,
I trimmed some of my NVDA and now
looking to add to CSU, MSFT, AAPL or GOOGL. May I have your opinion as to which two you would recommend I add to today.
Thanks

Q: Which of Broadcom or Salesforce has the most potential for growth over the next two years?

Q: Hi,
Brian asked about private equity on June 25. In your response you mention that private equity is not correlated to other assets. I am looking at the 10 year performance of PSP vs. SPY and their charts move up and down in almost perfect parallel (pre-COVID run ups, COVID crashes, post-COVID run ups, etc.), with PSP returning 93% and SPY 234%. On a 4-5 year time scale, PSP/SPY/NGPE move up and down in parallel as well. I am struggling to find a reason to invest in a private equity ETF based on this. Is it because an ETF, regardless of what it is investing in, is in fact correlated since it is traded like any other equity?
Thank you for all the great information your provide, Michael

Q: What do you think of the FCU takeover? Does the price seem low to you? Do you think FCU will get another offer by a different company ? Thanks

Q: I've held this stock for while now and am wondering , what's up ? It went all the way up to $99 and is presently at $55.86. I'm still up 7% and not sure what to do ? Any news ? Should I sell or hang on ? Thanks.

Q: Does the negative EPS on LMN concern you at all or do you feel that the revenue growth is / will be fast enough to warrant continued confidence?

Rough figures taken from RBC Chart: EPS is approximately -$30 and revenue has grown to $140M.

Thanks!

Q: What is your opinion on this company at this time?

Q: Why the big drop in BRE today while peers are up? Please advise and also comment on the .Txs for u usual great services & views

Q: Hi 5i - looking to please get some insight on CCS. Have held it for a while in a LIRA and make very decent returns. Noticing analysts are split 50-50 on a HOLD and SELL. Do you think it's time to take my winnings and reinvest? If so, do you have recommendations? Thanks as always.

Q: Please compare these 2 and which might you prefer for a 3 to 5 year hold? Thanx.