Investment Q&A

Q: I have been very disappointed in BN, despite the ongoing critical acclaim for this stock. I am thinking it and reinvesting the proceeds in CPG and GSY which are doing much better. Please share your thoughts. Thanks!

Q: It just occurred to me, and I thought your members might be interested, that BNRE is a better choice than BN for those of us subject to clawback of benefits such as OAS. BNRE pays the same distribution as BN but it is a return of capital instead of a dividend. So there is no tax to pay in the year received and there is no gross-up of the distribution. In addition, BNRE is convertible at anytime into BN shares. Seems to me that many people should be switching to BNRE instead of BN.

Q: Do You prefer BN or BAM at this time?

Q: Good Morning,

Retired income investor. Large position in BN with very low yield but growth potential.. Wondering if you thought it would be a good move to sell BN and buy BIPC, BEPC and BAM or any other suggestions. Have some of each already. Don’t need the money but this would improve cash flow which could be used to purchase more equities.

Q: I want to buy both of these stocks. Should they go in my Registered or Non Registered accoun and why.

Thank you. Ian

Q: What would your top handful of stocks be in a TFSA with a 5-10 year time horizon.
Assuming nobody likes capital losses, especially in a TSFA.
Thank You

Q: Can you please recommend a few companies for a TFSA that have good growth potential with limited downside risk.
Thanks
John

Q: I currently own Brookfield Corp Preferred Share, BN.PF.A.
And I'm wondering whether I should hold on to it. It has a dividend yield of 6.31%, but I'm interested in knowing where you see the share price going. Or perhaps you can recommend something with better prospects at this point in the cycle.

John.

Q: Looking for a few stocks that have been beaten up that are good opportunities for rebound over the next 6 months...perhaps 3 canadian and 3 US...thanks.

Q: What's the best way to invest in Brookfield's Real Estate business?
Thanks

Q: Can you list out a 5 securities (US or Canada) which you feel are mispriced (ie. where the price is substantially lower than its true value)? I know folks that 5i are generally growth investors, but also know that Warren Buffet's approach is also widely respected.

Q: YOU HAVE BEEN VERY SUPPORTIVE OF BN. SHOULD I SELL BAM AND CONSOLIDATE BN.

Q: Best table pounding buy today for a registered account any sector?

Q: Regardless of sector or size, what would be your top 3 stock picks in Canada for a long term hold? Thanks

Q: Good morning 5i
In an answer to an earlier question on bn you mentioned that 5i holds less than 4 per cent of this stock in the balanced portfolio. I found this a bit surprising, given your generally favourable attitude towards BN. I know there are numerous variables involved in choosing a stock for a portfolio. But I was just curious as to your reasoning

Second question has to do with LMN, which you are also favourable towards. I know that you cannot make individual portfolio decisions but i would appreciate your general opinion. I have received less than one percent of this stock from the split off and have been thinking about selling it or adding to it. The question comes down to whether it is an appropriate stock for a retired person, albeit one who can afford to and does take moderate risk, to hold. Although it is small and new, i am encouraged by its association with csu.
Thanks for your great service

Q: I like the current valuation of BN at a p/e of about 17. It really seems to be similar to an ETF with such diverse holdings. Would you be comfortable with a 10% holding or higher of BN at this time?
Thanks!

Q: Hi group I just sold NVDA @ $425. The plan was to wait for a pullback so i could repurchase. Looking like that will not work out. So should I buy AMD or ADBE Or? ...or just wait for a market adjustment broad based

2nd question i presently own the follow stocks and would like to add to some to them. In What order and price would you buy or should i be patient and just wait?
CSU AAPL AMAZ GOOG BN BAM KXS ATZ LLY NVEL TFII GSY BYD MSFT GSY TSLA QQQ TOI ATZ GM QSR L

Thanks for your help with these decisions deduct credits as required

Q: Hello 5i team,

Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?

Q: Could you give some suggestions for Canadian companies with a growth profile that pay a div you would hold in a TSFA.

Thanks

Q: Dear amazing 5i employee,

I trust that you are well!

An analyst at 5i noted (in answer to one of questions) that there are dozens of trading opportunities available in the market right now. Would you be able to list some of those opportunities? By trading opportunities I mean simple trades (buy low, sell high).



Yours kindly,
David