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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: I own way too much of BIP.UN { 22.4% } and will be trimming when I get my free shares. And have a position in BEP.UN which has risen to a 6.3% position which I am okay with size wise. Even though these are two huge winners for me I always look at it as " Would I buy them now ? " .... Not sure that I would. Mr Market seems to be in love with the name Brookfield right now and the forward PE on BEP.UN is 298 { Source Yahoo Finance } which seems astronomical for a utility. And though I cannot find one for BIP.UN the trailing PE is 377. { If you have a forward PE I'd like to know what it is ? } ...I realize there is more to evaluating a company than the PE but I am thinking these two are expensive......Plus I kind of view them in the blue chip category not the wild growth spectrum.......What is your opinion on the fair valuation of these two companies versus " Investors have gone gaga for the name Brookfield right now " ?
Read Answer Asked by Garth on February 04, 2020
Q: My husband has some old capital losses that I think we should start to be using now in the event of any possible future rule changes. He has a 10 position unregistered account in which there are 3 equities with substantial gains from 125% to 1350%, i.e.: WSP, ENGH and CJT.
There are 2 equities with 50% and 70% gain, i.e. SYZ and WPM and 1 equity with 35% gain, i.e. KXS. The remaining 4 have small profit or loss, i.e. CAE, MCR, CCL.B, PBH.
Looking at selling WSP, ENGH, CJT, SYZ ,WPM and perhaps KXS to apply some of the old losses. What would you recommend to buy for replacement (a 1st and 2nd choice if you could) and would you move back into the original equity after 30 days or would you just stick with the replacement ? A dividend would be nice but not mandatory. Also, any thoughts on timing considerations or other issues ? We have diversified RIFs and TFSAs in addition to the above.
Many thanks.
Read Answer Asked by Alexandra on February 04, 2020
Q: Stocks will sometimes issue more shares to raise capital. Does this ever happen with ETF’s ?
When an ETF is born I presume the promoter will take a percentage and institutional investors the rest , is this so ?
I ask because I notice some ETF’s are very small, does this mean they will remain illiquid ?
Read Answer Asked by Luc on February 04, 2020
Q: I'm interested in investing in any North American companies that would benefit from the 5G network infrastructure that is being put in place in the world. I'm thinking of companies that would build 5G networks but it could also be companies that would benefit from 5G. Can you please list your top 3 choices? Thanks.
Read Answer Asked by John on February 04, 2020
Q: Hello Peter,

Being a relatively long term member, I have greatly benefited from having my portfolio mimic the 5i Balanced portfolio and a selection from the 5i Growth Stocks. I have not yet sold out of WCP and switched to SU. Before I do, I was wondering you thoughts on taking the WCP proceeds and adding to MX instead? I am growing impatient waiting for an Energy turnaround and MX seems to trade like one anyway, but I like the fundamentals more. I already have a full position in ENB. Some commentators on CNBC (i.e. Cramer) is of the opinion that millennial fund manager hate fossil fuels, so oil stocks may be in the doldrums for a long time, or worse broken stocks forever. Of course, this could very well be a bottom when everyone "hates" this group.

As always, thanks for the continued great service!
Angelo
Read Answer Asked by Angelo on February 04, 2020
Q: Seems like the renewable energy area has a future. Could get your top 6 stocks that you would purchase for growth and dividend? Which would be most affected if interest rates were to gradually rise? Thanks for the great service. Would like to stay in the cdn market, but a top us one or two would be appreciated.
Read Answer Asked by kenneth on February 04, 2020
Q: What's with the "second wind" of TRI?

Last year I bought TRI around $88 and sold it in 11/2019 for a loss after it seemed to have lost its momentum. It's now up 20% since (up $18). What's with this "second wind"?. TRI was a sleepy blue chip for years and woke up in 2019 for its "first wind". Is this stock still worth chasing for momentum investors like myself?

Love to have your take.
Read Answer Asked by Victor on February 04, 2020
Q: Hello 5i team,
MX paid US$414 million in 2018 to buy back just over 6 million shares. What is 5i's view of management doing this near the highest the shares have traded over a multi-year period? Does 5i feel that MX's large Venture Capital shareholder exerted undue influence to make this happen?
Finally, what is 5i's view of taking a partial position in MX at this time?
Thank you. Edward
Read Answer Asked by Edward on February 03, 2020
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