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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: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward
Read Answer Asked by Edward on October 27, 2020
Q: What stocks do you like for a growth oriented RRSP with 15 to grow? Maybe 5 CAD and 5 US.

Thank you,
Duncan
Read Answer Asked by DUNCAN on October 27, 2020
Q: Can you explain the difference between Unilever NV (UN) and Unilever PLC (UL). Which stock would be better to purchase? Although they are based in the Netherlands and the UK respectively, if I purchase the stock in my TFSA will the dividend be subject to a withholding tax because I purchased it on a US exchange? What is your opinion of the company and if I was interested in it would you be OK jumping into a full position today or would you start with a smaller purchase?
Read Answer Asked by Steven on October 27, 2020
Q: Hi,
I’ve held V shares since the IPO and have done really well. With all the talk about the shift to digital currencies/payments becoming a more dominant place in the global financial system, do you think also diversifying into BABA (stake in Ant Group) and PYPL (creating a larger transactional payment landscape for the future through bitcoin) would be a good move? Do you see further secular growth in this area? Thanks!
Read Answer Asked by Keith on October 27, 2020
Q: this is preparing for 2021 in my TFSA...I recall early in 2020, you provided guidance about 5iR positions that would be good, my term, to hold in a TFSA......as I'm in my 70's, my TFSA is a mix of Balance (48%), Income (22%) plus "Yield" (5%), and Growth (25%) positions from the 3 5iR portfolios.....looking ahead to 2021, what are the 10 or so 5iR positions that you suggest I consider hold in my TFSA for appreciation and income?.........much thanks for the assistance......Tom

.ps...I know this early to be asking about 2021 but I'm "staying put", aka got plenty of time on my hands....hahaha
Read Answer Asked by Tom on October 27, 2020
Q: ARK Invest recently produced a Bad Ideas Report for 2020.
The one that particularly caught my attention was on railroads. Their thesis is that the trend in place since early 2000's in which rail had been taking share from trucking will reverse with the commercialization of autonomous electric trucks.
They believe that during the next five years autonomous electric trucks will provide faster and more convenient door to door service , increase productivity , lower costs dramatically and take share from rail.
While their projections may be aggressive , they have a pretty good record at identifying disruptive trends. And , as someone who has owned CNR for over a decade and always considered it a forever hold , this caught my attention.
Would appreciate your thoughts .
Thank-you.
Read Answer Asked by William on October 27, 2020
Q: If you could see into the future and knew COVID, people's fear of COVID, the economic effects of COVID were all gone ( basically a complete return to normal scenario was 100% for sure in 2021/2022) what basket of Canadian stocks would you purchase now for longer term hold (5-8 years).
Read Answer Asked by Ryan on October 27, 2020
Q: Hi, these are the companies that have not performed well since I bought them. Which of these do you think it is worth to keep in my portfolio considering that I aim to make >= 10% a year (including dividends) and it is for the long term (+20y) ? I think to replace HD by COST, INTC by NVDA or AMD, is it a good move in your opinion ? Thank you !
Read Answer Asked by Clayton on October 27, 2020
Q: Just wondering if you can comment on the authenticity of the information that is reported on the Financial Statements, most i have looked at on Morningstar, state they are unaudited, which to me means that it can only be taken with a grain of salt, considering corporate fraud is rampant.
Harry Markopolos, has the view that General Electrics accounting is fraudulent, and is warning shareholders about it, he was the whistle blower in the Bernie Madoff case years ago, which i'm sure everyone knows about.
Thanks!
Read Answer Asked by Gordon on October 27, 2020
Q: Peter and His Wonder Team
AJX has been developing numerous automated devises for agriculture equipment for years now and always predicting good progress but with little growth and profits. They just settled a law suite against Kubota for royalties with a business contact as a supplier. Do you think this new development is significant and could signal a more prosperous future for AJX. Your thoughts on this company please. Thank you as always!
Read Answer Asked by Ernest on October 27, 2020
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