Investment Q&A

Q: I have very little exposure to real estate in my portfolio (app 2%) due to concerns about the effects of covid & now rising interest rates. I am considering selling app 50% of my real estate holdings (Riocan - 3000 shares) and using proceeds to increase holdings in either BCE, Telus or Enbridge.

Please give me your thoughts

Q: Looks like Brookfield has a challenge ahead of it.

RISK ANALYSIS - Simply Walls Street

1. Earnings are forecast to decline by an average of 62.6% per year for the next 3 years

2. Interest payments are not well covered by earnings

3. Dividend of 4.2% is not well covered

4. Large one-off items impacting financial results

Only one firm's opinion.

Q: I have been following the Questions and have been a keen reader of the opaque notices and statements from Brookfield . I own units in all the subsidiaries mentioned above too. So I am trying to keep position size of each in mind when I look at the BN holding corp and allocate it to the various sectors, Months ago, before the split you had answered a question confirming that the BAM.A sectoral breakout was 39% financial, 35% RE, 16% industrial, 10% energy?? Does this breakout still apply to BN and/or BAM or is there a new breakout given the spinout of the new corporation.

Q: Hello Peter,
According to your response, Veritas Research put a sell on BIP.UN; where do you get latest upgrades / downgrades as on the TD app, i have not seen it yet; also, do you agree with this assessment? From what i have read so far, it is solid.. when downgrades are done, is it due to current situation only or does company, Veritas, feel long term outlook is not good for BIP.UN ? Is this something Brookfield would respond to or they would rather focus on the business and let results speak for themselves? Thanks very much

Q: Now the tax loss season is over which would be your favourite 4-6 re-buys for January.
Publish at your discretion.
Thank you
PB

Q: Are there any Canadian ETfs or low mer mutual funds that invest in investment grade corporate bonds with duration of 5 years less.?

Q: gear is now at a buck yielding 12%, generally this is a warning, but they have zero debt and oil is hanging at about 75.
is this a great buying opportunity, or am i missing something. i guess there are lots of companies like this now.dave

Q: At what price could this stock could represent a reasonable" Buy" ?

Q: Is BX partnership or a corporation?
thanks jerry

Q: Retired dividend-income investor. Is this how you spell "capitulation? The VIX is still pretty low...not even at 30 yet, let alone 40.

Thoughts?

Just sittin' here on my hands for the most part...doing a tiny bit of buying.

Q: What is your opinion of Shopify as a worthwhile investment? Quite a drop in price over the last year from $180 to $48. What did they do wrong or is it a tech market pricing issue? Are they well managed - is their future positive? Recently watched Brian Madden of First Avenue on BNN he was very positive on this company.
Thanks
Reg

Q: A short while back there was a 5i comment that you thought there was a good chance that small cap stocks would rally early in the new year. Wondered why you thought that? At the moment there appears to be a great deal of fear and pessimism in the markets . Many good companies are getting pounded. And technical charts are pointing downward. So , within this environment where it is hard to resist not selling everything and moving to the sidelines, what reason is there for small caps to rebound?

Q: What are your thoughts on BIPC as a long term hold? It fits my portfolio and what about adding more? For whatever reason, Brookfield in general is not getting much love. Should we be concerned, in your estimation?

Thanks

Q: Hi 5i,
Well, FRII sure proves that patience is a virtue, if holding on to a stock that lost 90% of its value almost immediately after it was purchased long enough (years, in fact) for it to recover 25% of the value that it lost can be considered virtuous!
Seriously though, I'm very glad to see that FRII is finally being bought as I've hoped it would be for years now (no matter that its being bought very cheap compared to what it was once thought to be worth) and I'm going to get at least some of my long-departed money back. My question is whether there is any possibility that the $2.30 / share it's apparently going for might possibly rise, or is that likely all there is? I ask because I don't really know how these things work and wonder if the public facing statements about the sale might cause another suitor to step forward with a higher offer. Or is there any likelihood that a shareholder with enough clout to object might say no to the money currently on the table and compel a different outcome?
Thanks for your thoughts 5i,
Peter

Q: WSP is down 5% on the 3rd highest volume of the year.

Any sign of whats going on?

Sheldon

Q: I am considering purchasing a high interest savings etf at wealthtrade
1. Is it covered by CDIC?
2. Does it have an ex dividend date like stocks?
3. If I purchase it before this date, will I get the interest?
4. The price always goes up on the 28th. Does it make sense to wait to purchase it?
Thanks

Q: With LHX near its YTD lows and lagging the defense sector group, what do you think of its prospects considering the AJRD acquisition just announced? Thanks.

Q: I note you have liked ZWK in the past. I own some and wondering if you still like it and if you would add to a position (I am currently at about 15% Financials when considering my other holdings).

Q: Sell or hold BAM after the spin off. If Sell just dump back into BN or move to another name?

Bonus question since I have lots to burm.... I assume the spin off value becomes a taxable event? BN has the same share number and book as my original BAM.A shares and the shares of new BAM.CDN granted would be a capital gain for 2022 at their book value?

Q: Please comment on Q3 results announced on Nov 8. Is this a spin off of Brookfield? current 9.88% yield. $16.74 p/p reduced to 1.5% position size. Add, Hold or Sell. Txs for U usual great services & views