Investment Q&A

Q: I have owned this fund for a number of years for the dividend - now over 13% paid monthly. But I am down over 40% on it. Not good math! It is in a registered account so no benefit of tax loss selling. Do you have a sense of whether it will recover as interest rates stabilize? Is there a risk of a dividend cut? I am not familiar with the companies in it. Now regret buying something I don't understand but it was a recommend on BNN.

Q: Hi 5i, how would you rank these preferred shares for safety and would you consider them all buyable?

Q: This came across my desk today:

"According to research compiled by UNITE HERE, at least $5.8 billion of Brookfield affiliates' office and retail loans are either in default, have been surrendered to lenders, or are at risk of default according to analysts and industry press.

The financial health of Brookfield's commercial real estate holdings may be of particular interest to current or potential policyholders of American National Insurance Group, the Texas-based insurer acquired by Brookfield in 2022. UNITE HERE's research has uncovered over $1 billion in debt instruments that appear to be related to Brookfield's real estate holdings on American National's 2022 sworn Annual Statement. These include bonds issued by three entities related to Brookfield Property Partners (formerly BPY), which Brookfield took private in 2021 after BPY suffered over $2 billion in losses in 2020; and bonds issued by Canary Wharf Group Investment Holdings, the London office complex jointly owned by Brookfield and Qatar's sovereign wealth fund and which had its bond rating downgraded to junk in June 2023 by Moody's. "

Wondered what your thoughts are as it relates to BN.
American National Insurance Group, the Texas-based insurer acquired by Brookfield in 2022. The majority of these investments are listed on American National's sworn annual statement as "unaffiliated," despite being classified in other filings as affiliated investments. The investments were classified as "unaffiliated" after the Texas Department of Insurance (TDI) approved, with certain conditions, a Disclaimer of Affiliation filed by Brookfield Asset Management (NYSE: BAM

Carl

Q: When you quote long term PE ranges where do you acquire this information?

Q: BIPC.TO is down again today and down about 16% in the last month. This drop far exceeds the drop in the other interest senstive stocks. Is there is a reason for such a large drop. Is it a buy or a sell

Q: Earnings not good for TD but fine for RY. Can you explain issues with TD and what you see going forward. It seems RY is cutting costs and this seems to be reflected in results. Is this something TD should be doing also. Would you add to TD at this point?

Q: Pondering selling my position in NGT and replaced it with AEM. NGT's performance in the last 12 moths seems to be below par, relative to their peers and the future does not seem to be very promising. Can you give me a read what has driven the weak performance and if you agree with the switch. Does a small position in gold producers make sense at this stage?
Much appreciated.

Q: Are there signs that this company is turning it around? Any good points that you like? Do you like the area that they are mining in and what they are mining for? Thanks

Q: Is having a nice year. How cheap or expensive is it compared to historical #s

Thx

Q: Based on your previous views “ US regional banks as more of a gamble than an investment at this time” I was looking into the space and of the top ten holdings if each etf and was perplexed that there was no overlap of their selections? Needless to say if you had to create your own etf in this space what would be your top holding and why? Thank you.

Q: Which company do you like more for next 5 years, BKNG or ABNB?

Q: Hi,
I was wondering if my interpretation of the timing of PSA's monthly payment is correct. My Investor's Edge account says for last month: "PURPOSE HIGH INTEREST SAVINGS FUND UNITS SAVINGS FUND UNITS DIST ON XXX SHS REC 07/28/23 PAY 08/08/23."
I take this to mean, if I hold the shares on 07/28 I will receive the dividend on 08/08. For this month, if I were to sell my PSA shares after 08/28/23, I would still receive the dividend in September. Do you think I have that correct?

Thank you. Michael

Q: A rookie question but I’ll leave it public just in case anyone else has the same question. I don’t understand how to calculate what I need to sell or by to reduce or increase my allocation. If your recommendation is to reduce a sector from 10% of portfolio weight to 5%, do I sell 5% of my holdings in that sector or 5% of the entire portfolio value from that sector?

Q: Good morning, would it be too late to get on the Nvidia bandwagon for a 2 to 3 year hold, thanks?

Q: Hello 5i Team

Northview Fund (old ticker NHF.UN) is now trading as the new entity (Northview Residential REIT new ticker NRR.UN) on a post consolidated basis (1.75 NHF.UN = 1.0 NRR.UN).

1 - How does NRR.UN compare against the other Canadian residential reits?

2- Is it buyable or should I wait and see how the market likes it.

3 - Is there financial results available for the consolidated units or do I need to wait for Q3 quarterly results (available late October / early November).

Thanks

Q: A number of the companies in your growth Portfolio have seen significant recent pullbacks. Specifically, DND, NVEI, TSU, TVE, TIXT and CTS. Would you consider these companies as Buy/Hold/Sell at current pricing?

Thanks
Tim

Q: Hi 5iTeam,

LFUS's price has done much over the last 1 1/2 years. May I can have your comments on the company's business and is it a buy, hold or sell?

Regards,
H

Q: Hi Peter can you let me know what you think of the Qtrly results.
Thanks

Q: I read with interest your recent response about high risk stocks for conservative investors. Me, becoming more a conservative investor (as I enter my 80's but still like growth....hahahaha). With that in mind would you consider the following stocks high risk - LSPD, MX, JWEL, and in the US, MITK, PINS, PYPL, SQ, DLTR, DOCU....Thanks for your take.........Tom

Q: Good morning,

I currently own all four companies in the energy portion of my family portfolio.
That being said, I'm in the red and very disappointed with FRU.CA's performance of late and looking at selling FRU.CA and with the proceeds, adding to my existing positions of MEG.CA, CVE.CA or TVE.CA.

Q1. What are your thoughts on FRU.CA

Q2. Which of these three stocks (MEG.CA, CVE.CA or TVE.CA offers the best risk/reward at this particular time,

Q3. Is there another energy stock that you prefer and would wholeheartedly recommend.

Thank you and I'll await your response.