Investment Q&A

Q: From the point of growth in the 2-3 years to come can you tel me the best investment among the three entreprises and why?

Thank you very much in advance

Q: Hi 5i, and always appreciate getting independent opinion.

My understanding is BN is a large 135B market cap company with about 100B revenue. I also understand they have about 100B line of credit to use on acquisitions/funding of large scale infrastructure - (which they have a history of doing well).

I like to buy cheap and wait. Its always easier to destroy than create/build, and considering Ukraine and Middle East infrastructure devastation not to mention new technology builds related directly and indirectly to AI, I can't help but believe the future is very bright for BN business long term.

I want to take advantage of the current weakness, but Brookfield is already 8% overall. Mostly BN, but some BIPC, and BAM. I'm looking for overall return long term.

My question - if it were you, would you consider allowing BN to represent a higher % of your portfolio because of its size and diversification of business? or would you have a hard stop on size of any single equity regardless of its apparent merits.

Thanks a ton!

Glenn

Q: Hi 5i, looking to diversify a small portion of my portfolio into copper. Can you please provide your favourite companies or ETF’s and do you think this makes sense?
Thanks

Q: Good afternoon..
Do you think the Government defence related investment
900 million will effect FLT.V in a positive way.
Thanks

Q: IFC: bought in 2016 - 1000 shares at $84.50. It is down a fair bit over the last year. WHY?
Hold? Add to?

Q: Hi Peter
going to be listed in the US market , but pulled back
like to add to a pre-existing position
looking for an entry price to add
please give me a reasonable price to think about it
thanks
Michael

Q: You once wrote "The insurance industry tends to perform well in bear markets or stagnant markets (risk-off environments), as they have durable business models with predictable earnings. We like having exposure to the industry as a form of 'insurance' for those unpredictable times when the broader markets soften." My question is around why MMC is performing so poorly, and is this a buying opportunity?

Q: If the situation in Middle East worsens and the stock market tanks……
In that situation, can you suggest 5-10 stocks to buy and hold for the long term.

Thanks

Q: Looking for steady growth and a dividend. What order would you add today. Other ideas would also be appreciated.

Q: I seem to recall a question quite a while ago (years?) about the maximum % of your portfolio should be by fund company. If I remember correctly, your suggestion was to cap each fund company exposure to 15%. Am I correct and do you still feel the same?

My BMO ETFs are just over 16%.
My iShares ETFs are just over 15%.
I have smaller exposures to the fund companies holding HMAX, HHL, NNRG (around 5% each).

Please remind me again what the dangers are of exceeding your suggested threshold? For the larger fund companies, is the threshold higher?

Thanks for your help....much appreciated....Steve

Q: Hi 5i,

Could you please rank these 5 stocks in terms of which you would purchase now for a 3 to 5 year hold, with growth being the main (but not total) focus?
And if you could give a bit of background for your reasoning that would be much appreciated.
Thanks!

Q: I am becoming bored with PNP and perhaps a bit nervous related to its performance recently. I realize it is a completely different sector but could it make sense to sell PNP and purchase LunR. I’m down considerably on PNP but can’t claim a capitol loss as it is in a registered account. It is a very small position in my portfolio.

Thanks for your guiding hand,

Doug

Q: Hello
with the war in Iran
and the situation re: oil tankers unable to get through the narrow Strait of H
how does it affect the price of gold and silver, if you think gold and silver will continue to go up with if inflation under or out of control and a weak US dollar
how does it affect Uranium stocks like CCO as a long term energy alternative
thanks
Michael

Q: When I buy bonds for my fixed income allocation I always hold until maturity so that I know that I will get my money back plus yield to maturity interest. In the past I could not buy bond mutual funds or ETFs because the bonds were never held to maturity and therefore no guarantee of money back would result.

With the target maturity bond ETFs issued by most banks each ETF holds the bonds until maturity allowing me to ladder a bond portfolio just as if I was buying actual bonds.

What do you think of these securities?

Many thanks.

Q: Today you recommended selling LUG in a model portfolio. You mentioned the softening momentum in the gold trade as one reason for this recommendation. In your opinion,
1) would you also recommend selling or taking a bit off of other gold stocks such as GLDM?
2) does the softening momentum also apply to gold miners such as AEM?
Thanks

Q: May I please have your comments on Vecima?

Q: I presume a 331 Million dollar charge-off seriously threatens the prospects for growth : I believe the company is only worth $550 Million. `
Still, 5i gives it a C+ . dunno why .
Although I have previously lost 100% in an investment before (GTAT) , this is the worst hit dollar wise that I have ever incurred .
By the chart, I presume some investors had an advance hint of this and 50% of my holdings were in my TFSA .

I expect GSY's price to be plunging down again tomorrow ... Is it advisable to sell one's entire position ?

Q: Is this still worth holding? Contemplating on selling it and I investing the money on something a little more exciting like PNG.

Q: As a long term investor of Goeasy I am not very impressed with the trouble that Goeasy has got themselves in, but am glad to see they appear to be setting the record straight now.
I guess I'm fortunate to still be up about 300% but having been up 1200% at times it still hurts. (fortunately I did take money of the table at times).
My question is what due diligents does 5I do when "Reporting" on a company beyond what the Company reports?
Thank You
john

Q: What is the intrinsic value of Gsy when you consider the recent crises? Based on a conservative estimate considering the write offs etc. what would you estimate the appropriate price of this stock. Assuming lendcare is less than or equal to zero. Thanks.