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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: Clean Harbors was recently put forward on BNN as a business that quietly makes money working with bigger, better known businesses. The chart looks good over many years. But seems to have a lot of debt. What do you think of this business for new money? Too expensive?

Thanks for all your help,

Mike
Read Answer Asked by Michael on October 07, 2024
Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!
Read Answer Asked by ALBERT on October 07, 2024
Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months. Would appreciate suggestions - ETF or individual security. Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources. Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice. Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.
Read Answer Asked by Bill on October 07, 2024
Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR
Read Answer Asked by Anh on October 07, 2024
Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Read Answer Asked by Catherine on October 07, 2024
Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++
Read Answer Asked by Denise on October 07, 2024
Q: Hi 5i, Could I have a fresh look at PMET as a lithium small cap? I know of 3 analysts with target price over $10, does Bloomberg has a similar average? I’m not convinced this is the right time to buy lithium stocks, but would you prefer LAC? I already own ALB. Thanks as usual.
Read Answer Asked by Denise on October 07, 2024
Q: Can you please rank in order which of the stocks from best to worst you would Recommend today, and are there any that you would Not Recommend at this time (no ranking required)?


TMDX, PLTR, CECO, ASPN, AVAL, LAZR, BIDU, TSLA, VRT, ELMD, NXT, DRX.

Thank you
D&J
Read Answer Asked by Jerry on October 07, 2024
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