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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: Regarding BIP.UN and BIPC, you answered to a member back in early November: “These are 'paired' companies and economically equivalent, owning the same assets. They are essentially the same company exactly.” Then, why is BIP.UN down -1.51% and BIPC down -14.50% over the last 3 years? I got those percentages from the Company Profile section, comparing the 2 companies together using the Interactive Chart with Percentage Change. Thank you
Read Answer Asked by Gervais on December 13, 2023
Q: Looking at todays earnings report all seems to be going good here, I've held a small position for a while and have done nicely, loving the momentum and would like to add more, the liquidity is a bit of a concern. In your experience what typically helps improve liquidity and would you expect a slow and steady rise here in that regard and share price?
Read Answer Asked by Charles on December 13, 2023
Q: TMDX is in the business of delivering viable human organs for transplant operations. Their technology markedly improves organ viability compared to the previous methodology of placing organs on ice. Future competitors must demonstrate via clinical trials that their technology is significantly better than that of TMDX. Seems like a decent moat. TMDX took on further debt to by a small airline to facilitate organ delivery which was being hampered by lack of reliable air transport. I would appreciate your expertise in determining if TMDX has a valid business model that warrants investment in their stock at its current price.
Read Answer Asked by John on December 13, 2023
Q: Hi Team,
What’s driving the relentless selling of Well lately? I don’t see why investors are taking a negative view on the name recently. Is this giving us a chance to buy more at basement bottom prices here ? Price targets average over $8 today and the stocks trading down towards the $3 range. Your take on the name is appreciated. Thanks

Shane
Read Answer Asked by Shane on December 13, 2023
Q: Hi, my question is of a general nature concerning banks and the differences between Can. and Amer. mortgage systems.
Firstly, why are there two different systems(term lengths) of issuing mortgages and how can Amer. banks afford to issue long term (30 yr) mortgages at such low interest rates (which until recently were very low), now with higher rates their costs for deposits increases substantially compared to their long term loan rates. how can they survive in this situation? Is this the reason Canadian terms are s much shorter?
Thanks, Chris
Best of the season for all
Read Answer Asked by Christopher on December 13, 2023
Q: I hold HXDM in my unregistered account (MER: 0.22 + max 0.3 swap fee) and am looking for an international ETF for developed countries (ex. Canada & US), that like HXDM does not include small caps, only medium and large cap stocks. I could use HXDM but fees are high and AUM is only 477M, however, there is no withholding tax with HXDM - your comments appreciated.
Thanks!
Read Answer Asked by Grant on December 13, 2023
Q: Hi team,
BIPC is currently still 45% below its 52week high. Bn is now only 4% below its 52week high . Do you see BIPC playing catch up here ? Is it not a more compelling buy at this point than Bn while it’s down here , plus it’s almost 5% div ? I was looking for your thoughts if it would be wise to buy some BIPC at these levels and collect the nice div while waiting or sp recovery ?

Thanks ,

Shane
Read Answer Asked by Shane on December 13, 2023
Q: If you did a US version of the 5i Balanced/Income/Growth portfolio setup, to which of the three portfolios would you assign the above stocks ? At approximately what weighting ? Are there any that you wouldn't consider ? Please ignore sector diversification.
Many thanks, as always.
Read Answer Asked by Alexandra on December 13, 2023
Q: What companies do you think are getting excessively beaten up do to tax loss selling?
Read Answer Asked by Paul on December 13, 2023
Q: Perhaps a long-shot question, but I wonder if you are aware of any company providing amazing services similar to 5i, but focused on the European (in particular, French, German and UK) equity markets?

Many thanks in advance! Aaron
Read Answer Asked by Aaron on December 12, 2023
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