Investment Q&A

Q: I have read the questions and answers regarding the spin off by Brookfield Asset Management, of the reinsurance business but I remain confused. Their press release calls the new shares "exchangeable". What will they be exchangeable into? Also; the press release says that these new shares "are intended to provide investors with the equivalent economic exposure to Brookfield but through an alternative security through which to hold their interests in Brookfield's business". Why would anyone want such an "alternative security" and how can these shares be economically equivalent? The reinsurance business company will own completely different assets from Brookfield Asset Management.
Thanks for your help.
Ian

Q: Hi, I was looking to buy NVEI and LSPD, would this be a good move or is there too much correlation between the two, thanks?

Q: I'm thinking about selling my Morguard, over concerns about the paradigm shift away from office space.
Do you agree ?
Thanks

Q: I hate to sound ungrateful to Mr. or Mrs. Google, as I have done very well with my purchase of their GOOGL (the Class A) shares about 6 years ago. HOWEVER, I paid a premium of a few dollars to acquire the voting shares (GOOGL) instead of the non-voting GOOG. Now, perversely, the GOOGL are trading over $100 LESS THAN the GOOG - even though they represent the same economic interest PLUS have voting rights (which are often worth 'something' or 'a fair bit' but never, to my knowledge, NEGATIVE value). This discount is a 20% hit on my original investment. Can you explain this bizarre situation? Would you expect this anomaly to right itself at some point? And if you have an address for me to complain to Mrs. Google, please let me know!

Q: I currently hold the following in my TFSA: ENB, EGLX, LSPD, PLTR, SUGR, TIXT, TOI.
I propose to reduce LSPD from eight to six percent, use the proceeds to increase TOI from one to three percent
of my total portfolio and recapture my principal investment in LSPD. From a risk/reward and diversification move does this proposal appear, on the face of it, to be a reasonable change to make

Thank you for considering my question

Q: Hi Guys - looking at adding to my financials position. I currently hold ~2.5% in each of TD and BNS. With the forecast estimates of improved earnings, increased dividends/buybacks, etc... which of the "Big 5+EQB+LB" would you find the most attractive, both in terms of capital growth and dividend increases (i.e., total growth). Thank you!

Q: Hi Peter, Ryan, and Team,

Portfolio Analytics indicates that we're overexposed to the Consumer Cyclical Sector. Please rank the above three stocks from "sell some shares first" to "sell some shares last" so that we can free up some cash to put in the Materials sector, which is presently underrepresented. What are your favourites in the Materials sector? (Either stocks or ETFs in Canada or the US.) Thanks as always.

Q: There has been a lot of banter and discussion about this CMC and its potential on other websites and forums. I think the concept and technology is interesting and would present a great opportunity to utilize waste materials. They are pre revenue and debt is a concern, but wondering your thoughts on its long term prospect.

Q: Hi guys,

I'll be starting a new account for my family member and will be following your Balance portfolio. Should I purchase a full position or a half now and half later this summer.
Thanks again,
Jim

Q: Can you tell me what are the factors I should evaluate before purchasing a company stock. Thank you

Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal

Q: I'm seeking an ETF to help with disruptive technologies.

I have mostly banks, REIT's, and other dividend paying stocks. Less in
technology, health care though I have a few ETF's covering the space.

What I don't have are ETF's that would protect against a possible
decline in my positions: such as disruptive financial stocks (such as
ARKF) and emerging internet, cybersecurity for example. I have very
little knowledge ion these areas but they could well be important
going forward, as a minority position (maybe 5 - 10% of my portfolio).

Thoughts?

Q: What are your current thoughts about which United States companies you would recommend in a growth oriented portfolio. Some risk OK. Could you list and rank five of your favourites (apart from the FAANGs) and give an indication of risk.

Q: Thoughts on CRCT?

Q: As a 20 year-old, can you suggest 6 high risk/high reward Canadian or US stocks for part of my investments (I would look to buy on dips)? Would you recommend a portion invested in cryptocurrencies or is this just really gambling with the high volatility? I have a 5-year time line.
Thank you!!

Q: Hello,

What are your thoughts on AMH. I'm wondering with the recent down turn in home builder stocks I'm not sure if I should sell CCS and purchase AMH instead.

Thanks,
Raj

Q: I need to sell a small part of my holdings in either SIS:CA or BYD;CA. My intention is to remain invested in both these companies for at least 5 years. Which of the 2 would you suggest I trim?

Q: With all this record heat, I am wondering if there are any good public companies that are involved in selling air conditioning systems. Thanks

Q: This company has announced two significant relationships in the past few weeks and Martinrea owns over 22% of the shares. Have there been any recent upgrades to price targets by analysts? Thanks.

Q: Do you agree this should be north of 25 dollars right now and institutional investing is hyper sensitive to the protests and won't touch it. They're waiting for guidance by the company before they make a move.

Cheers Steve