skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I hold the above within a RRIF. In total they are now worth $49K cost was $64K, current income approx $2K.

What do you think about selling them all and reinvesting in AAPL, MSFT, BRK and AMZN. Any alternatives you can suggest. I don't mind forgoing the income.
Read Answer Asked by Nigel on December 20, 2022
Q: I believe the combined new entities of the old Bam.a have lost 15% in the last three trading days.This combined with our previous ytd loss of approximately 22%.means Brookfield is down about 37% so far this year?Is this correct?What are they thinking?!
Read Answer Asked by Kim on December 16, 2022
Q: Hi Group is it true that Blackrock has put restrictions on withdrawal of funds (cash) from investments. For a company of this size and magnitude to restrict withdrawals is extremely worrisome. Can you please comment assuming this info is correct (I heard it on BNN last week) Hopefully if true we will not start to see a run on banks and other financial intuitions. When people start withdrawing cash and putting under their pillows causing panic i would be more that a little concerned? Your thought are much appreciated
Read Answer Asked by Terence on December 12, 2022
Q: Hi Peter,

I will soon be receiving my pension funds from my ex-employer to put in my LIRA.
Can you suggest a few stocks with a decent upside....time frame 10-15 years.
Read Answer Asked by HARRY on November 11, 2022
Q: could you suggest a few canadian and us equities you would recommend today for a balanced approach, and a brief supporting comment...thank you
Read Answer Asked by Steven on November 10, 2022
Q: Good Morning,

As the market gets beaten down yields on some very good companies are becoming difficult to ignore.

With a recession in sight yields could possibly get even better.

I am retired and an income investor sitting on substantial cash.

What would be your preferred course of action at this time?

What companies would be most attractive to you?

Thanks
Read Answer Asked by Dave on September 26, 2022
Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much
Read Answer Asked by umedali on September 01, 2022
Q: We owned Onex since 2006, we are from $20 to$ 64. Not that great given the meagre dividend. It is about 1% of total portfolio. we have some newly realized cash and wonder if we should augment the position to 3% given the low valuation now.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
Read Answer Asked by francois on July 06, 2022
Q: As a follow-up to Harry's question of June 2/22, can I ask why you rank the three companies as BAM, BX, BLK in that order? I own BLK and wonder what makes it the least attractive of the three. Thank you,
Read Answer Asked by Doris on June 06, 2022
Q: Looking at one of these conglomerates in my US Spousal Rsp. All seem similar in their business mix however, BX offers higher dividend and has the largest market cap. BLK seems to offer an outsized dividend and trades accordingly.
Question, for a long term Rsp hold, which of the three is most compelling
Read Answer Asked by Harry on June 02, 2022
Q: Decision time...all because WIR.UN is being acquired. When WIR.UN was bought in Cdn loonies, I flipped it to the US dollar side of the account. Now will have US dollars to top up one or more of 44 US positions. But which ones? Like BLK, a very large asset manager with exposure to index ETF that has held up well. Or a specialty retailer, DG. Or TDOC that looks to have a bright future but is down at the moment market price wise. Or finally, XYL with it's water machinery and it has market momentum at this time. Me, looking for your take....like which one or some of these at this time or any others US ones you are excited about. Many thanks for your insights, aka guidance to me.........Tom
Read Answer Asked by Tom on August 10, 2021
Q: Hello Team,

I have held BLK and MCO for about 1 1/2 years and my total returns as of now, are 83% and 77%, respectively. I have a feeling that the easy money has already been made on these 2 stocks and therefore should put my money on something else.
May I please have your comments on these companies going forward and your thoughts on what I plan on doing, would be appreciated.
Cheers,
H
Read Answer Asked by Harry on June 29, 2021
Q: BLK took a sudden drop Jan 12 a few days after they announced good figures/Divi. At the same time they announced to be forced to sell China Telecom. Was that the reason for the big drop and it never recovered till now.. do you recommend I add USD to my BLK holding now at 3%.
Art
Read Answer Asked by Arthur on January 28, 2021
Q: The above positions are held by my daughter's trade account and I would like to transfer a few into her TFSA. Of these, what order would you do it in, aka rank?.......(For information purposes, she currently holds these US positions in her TFSA...PLTR, ROKU, TTD and VEEV in addition to a diverse group of Cdn positions.)......Please deduct extra credits!!!
........Many thanks for the wonderful advice...Tom
Read Answer Asked by Tom on December 07, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!