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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 have see. Reports from TD and elsewhere about how extremely discounted BN is. For example “ BN's 75% stake in BAM alone represents ~80% of BN's market cap. The market value of BN's stakes in BEP and BIP (~$17bln combined) more than offsets corporate leverage of ~$16bln, which implies that the market is assigning less than zero value to: 1) BN's stake in BBU (~$2bln); 2) the real-estate portfolio; 3) the insurance business; and/or 4) carried interest.”

How is this company not a “table pounding buy” at these levels given management’s record and current price.
Read Answer Asked by James on May 15, 2023
Q: Hello 5I. If you had to flag potential screaming buys in the market today what would 5 of them be for a 1 year period and 5 year thanks.
Read Answer Asked by Tyler on May 15, 2023
Q: NFI has announced a package of initiatives which I assume are intended to address their burgeoning order book. There are a bunch of questions which arise as a result of their action including but not limited to adequacy and effectiveness, dilution, balance sheet improvement, residual problems etc. Could you please appraise their initiative and offer your comments?
Read Answer Asked by Mike on May 15, 2023
Q: Hi 5i,
CTS closed at $3.35 yesterday a couple of days after its quarterly results came out.
WELL meanwhile closed at $5.30 yesterday, the day before this morning's release of its latest quarterly results.
I own both and I'm down substantially on CTS and down somewhat on WELL. I'm feeling optimistic about the latter, not so much about the former.
I wonder if you could do a quick side-by-side QUANTITATVE comparison of the two and, based on that, advise if you think the present price discrepancy between them is justified by the underlying numbers, or if it it's based on sentiment. If the latter, what are your thoughts on a turn around in the perception of CTS, and where might it be price wise if it wasn't in the doghouse? (I wonder if yesterday's 23% gain for CTS could be meaningful ...?)
Thanks!
Peter
Read Answer Asked by Peter on May 15, 2023
Q: Which would you pick between KXS and CTS today? Are there other preferred picks in their league that could be considered?
Read Answer Asked by Andrew on May 15, 2023
Q: Good evening
Can you please comment on this REIT ? Dividend was not cut since 2013 and according to my broker's record there was considerable insider buying during the last year. Lately it is dropping. Would you consider it a sell, buy or hold ? I will appreciate it if you can also comment on the dividend sustainability
Thanks
Read Answer Asked by Terry on May 15, 2023
Q: First Republic Bank was taken over by JP Morgan Chase. Now my watchlist shows some shares listed as FRCB and these shares have been slowly climbing from .30's to a current price of .4679 US. Please explain what these FRCB shares are.
Thank you. Gordo
Read Answer Asked by gord on May 15, 2023
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