Investment Q&A

Q: When looking at portfolio weightings and the Brookfield companies - do you consider each incarnation of the brookfield empire as a different company or do you consider them the same? Trying to figure out if I should trim or not, given their connections.

Q: Hi 5i Team,

Would 5i Research consider publishing a full company report and rating for Brookfield Corporation (BN)? I currently hold BN, but I find it challenging to fully understand its multi-layered business model and strategic direction. A comprehensive 5i-style report would be invaluable to investors like me, helping us make more informed decisions about this important Canadian company.

I have the same request for AEM.

Best regards,
Matt

Q: for a 5 year hold what are your favorite 5 stocks to purchase at the current price level

Q: With the stock splitting 3 for 2 is now a good time to add to the stock.

Q: In response to Terry's question this morning is it BAM or BN that's splitting 3/2 this October?

Thanks David

Q: Is Bam being split 3 for 2, if so what is the record date for the split.

Q: Hi 5i,

There seems to be some good pull backs occurring in Lumine, Topicus, CSU and BN. At what point would you add to existing positions and would you have a recommendation on good entry points?

Thank you!

Q: Hello
If you had a choice between brookfield corp and constellation software, which one would be best for buy and forget type of stock? Thanks for your service.

Q: I'm going through some portfolio trimming. If restricted to 10 growth stocks today, what would be your choices?

Q: What is your highest conviction growth stock for 1) Canada & 2) US. Also, what is your highest conviction ETF? Thank you!!

Q: Thoughts on the quarter? Where does this name sit in ranking of your top Canadian conviction names for a 10 year hold?

Q: Are both companies splitting shares? If so when and why?

Q: Would U buy/add today the above 3 stocks.Good Entry prices for each. Txs for U usual great services & views.

Q: What are your top highest conviction stocks right now for compound growth over next five years?

Q: Wanting to diversify my bank stocks heavy cash account into more growth opportunities over the last couple of years , I have added BN, LMN, GSY ( and have done well , thanks ).
I have followed FSV and TFI for years , never buying. Basically , both were too expensive in my eyes. However I now see FSV as an asset light company with blowout earnings and TFI a company with strong management caught in a cyclical downturn. Which would be your next purchase and why ? Thanks. Derek

Q: Hi 5i, If you have to pick one for the next 3-5 years, BN or FFH ?

Q: Good afternoon,

My question relates to the above three stocks that are currently held in my US$ Non Registered Account but that could easily be held in my CDN$ Non Registered Account.

Q1. What are you thoughts on the direction of the US$ value vis a vis the CDN$ value in the short and medium term given the current Tariff situation and president Trump's strong and consistent pressure on the Chairman of the Federal Reserve to immediately lower interest rates by a substantial rate?

Q2. If our view is that the CDN$ may well increase in value when compared to the US$, does it make sense to journal these three stocks from a US$ Non Registered account to a CDN$ Non Registered account?

Thank you and I'll await your sage advice.

Q: Looking to add 2 names to this group. Please provide top 5 mid caps that make sense for a 15 year hold. Thanks as always.

Q: Given a 3 to 5 year holding period, what order would you buy the above stocks?

Very much appreciate your service.

Howard.

Q: I have about a 6-7% position in each of bep.un, bip.un and BN. I am thinking of adding a bit of BAM (eg.3%) But i am wondering if adding bam would duplicate too much of the components of the other three. Would Bam add much to my portfolio is there too much duplication?