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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: Further to previous questions on BAMR

BAMR has an outline of the characteristics of BAMR which after review makes BAMR different that the previous Brookfield spinouts (i.e. BEPC and BIPC)

https://bamr.brookfield.com/stock-and-distributions/tax-information

BAMR is a Bermuda Corporation, not a Canadian Corporation
BAMR is considered a foreign holding requiring reporting under T-1135
BAMR dividends are NOT Canadian Eligible Dividends

This information was not well presented during the initial spin out and came as a bit of surprise to me after review.

Thanks
Read Answer Asked by Stephen on August 19, 2021
Q: HI, 5i team,
What are a few of your best Cloud Companies.

Ken
Read Answer Asked by kenneth on August 19, 2021
Q: Both Sierra and Aura have excellent financials but seem evenly matched on their current “race to the bottom” vis-a-vis their stock price. Would your recommendation be to:
A) sit back and take Aura’s occasional dividend payout
B) sell
C) buy more should the decline finally hit bottom?
Thanks for your perspective.
Read Answer Asked by David on August 19, 2021
Q: I have read your recent report on this company and reviewing with the possibility of taking a position.
My concern is that in the history of questions you were not particularly in favor of this company for various reasons.
Can you review and be more specific to your apparent change to your view.
Thanks John
Read Answer Asked by John on August 19, 2021
Q: Good morning,

It looks like NVDIA posted excellent results - would like your take on the results and also your advice for someone who wants to start a position. Do you think it is wise to invest now or wait a little, and what would be a good entry price? The markets seem a little jittery as of late.

Thank you!
Read Answer Asked by Loretta on August 19, 2021
Q: I'm looking at a 2-4 year hold,which one was of these Lithium companies would buy for growth and could you rank them from 1-10 10 being the best and resons why ....thank you
Read Answer Asked by Greg on August 19, 2021
Q: Hi 5i,
do you think AQN, BEP.UN, BEPC, BLX and NPI might experience some tax loss selling pressure for the remainder of 2021?
Can you rate them in order of purchase preference with #1 being the most favoured for an income portfolio.

thanks
Read Answer Asked by Ian on August 19, 2021
Q: I had 2506 shares of BPY.UN before the merger.
Now I have 228 shares of BAM.A and 164 shares of BPYP.PR.A. The value of these two spinoffs is about $40,000 less then the 2506 shares of BPY.UN. Why is this?

Also should I sell those latter two as they only comprise 0.55% and 0.18% of the portfolio or combine the two and add to BAM.A.
Does this also mean I am reduced in real estate as a result of the merger?
Thanks Please deduct as many credits as needed.
Jeff
Read Answer Asked by JEFF on August 19, 2021
Q: Big bounce today on no news! (?) I've owned this since joining 5i. It has gone in and out of market favour but I've always enjoyed the dividend. I've been picking up dividend stocks for the last year and done well but I am not expecting a lot of growth from them from here. SYZ should get some decent growth and the yield is healthy. I like the SaaS field and this being tied to government work - which seems a way to get some beta away from the market business cycle. Does it really fit this bill? Yield makes me patient how do you see it over all?

TIA
Read Answer Asked by Gerald on August 19, 2021
Q: I recently submitted a question about possibly under-levered reits, and was surprised to receive an answer about "cheap" reits. To my mind these are quite different concepts.
Read Answer Asked by Peter on August 19, 2021
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