Investment Q&A

Q: Hello Peter and 5i,

Have you been able to peg an entry price for XBC? It bounced off $2.76. Is shipping and delivery the biggest risk to becoming profitable in the next 1-2 years as systems are manufactured in China? If so is it your belief that the next quarter may be severely impacted and we should wait?


Cheers,
Debbie and Jerry

Q: A bit of a blast to the past....I have held on to Covalon following its dramatic decline. from a long time ago. It has been bumping up in the last while and is now over $2.00. Do you have any insight into why it has been increasing? Any thought about its prospects going forward? Would you want to add to a very small current position? Many thanks for your excellent service.

Q: Given the extremely explosive runup for this name to date, are you fully expecting a period of "consolidation" heading into the end of the year or do you feel the momentum could continue in the short term?

Q: I am confused and frustrated about the stock price movement as between BIPC and BIP.UN. Today BIPC is down approximately 1.67% while BIP.UN is up 0.60%.

BIPC recently hit a high of $100 and is now down approximately 23% from such high. Meanwhile BIP.UN is almost at its 52-week high.

I want to buy BIPC because I want to avoid the hassels preparing by tax return that BIP.UN and limited partnership brings along with it (mainly the delay of receiving the tax form from Brookfield).

My question: How do I know I am buying BIPC today at a market equivalent price to BIP.UN ? I want to avoid buying BIPC just to have it further correct while BIP.UN remains the same or increases.

The "efficiency" of the stock market is clearly lacking here and also with all the Brookfield limited partnerships vs. corporation stock variations.

Thanks,
Thomas

Q: Peter,

Bank profits are massively up. Normally they suffer when the interest rate differential between the deposits and loans is as squeezed as much as it is now. What is the big reason for the huge profit jump? Is it simply the loan revenue from mortgage lending, the reversal of prior loss reserves , the wealth management areas or something else?

Thank you

Paul

Q: Hello,

Can you please comment on Affirm?

Thanks!

Q: Hi Peter and Staff
Been drifting lower -yesterday bottom fell out -any idea what happened and does it change your thesis?

Thanks for all you do
Dennis

Q: I would like to take a position in this company but its had a huge run up. Would u wait for a pullback or take a position at this time? Txs Clare.

Q: I currently own these stocks that are underperforming in my portfolio and would like to sell and invest elsewhere.

What stocks do you recommend I sell?

Q: Is there any fundamental difference (other than the structure) between the two? BIP.UN is almost at all time highs while BIPC drooped 22% in a few weeks.

Thanks

Q: Just wondering if Brookfield still has a lot of room to grow?

Q: Hi Peter and Team
I have followed 5i and my well diversified RRIF now has >20% Tech due to the growth of the 4 companies held. Until recently, only KXS was in the Red but now all 4 look great. Would you consider any for trimming back to keep sector less than 15% and where else should one go for any buy and hold at this record levels ?
Thanks for all the expert guidance!
Peter

Q: Hi 5i Team

When investing monies into a diversified ETF, such as SPY or QQQ, which investment approach provides the best risk-return profile? More specifically, how would you rank the following investment approaches: lump-sum, dollar cost averaging, (DCA) and augmented DCA?

Augmented DCA is a modified version of DCA where the investment strategy is more aggressive if the economy is expanding and more conservative if the economy is contracting. Macroeconomic factors are employed to determine if the economy is expanding or contracting (e.g., market volatility, unemployment rate, and capacity utilization).

If an investor chooses DCA or augmented DCA, over what investment period would be reasonable? Is it 6 months? 9 months? 12 months? 15 months?

Thanks

George

Q: can you compare them for income stability

Q: Hi there, in a recent question you mentioned that 'owning insurance companies provides a bit more protection from higher interest rates.'

Please suggest a couple of US insurance companies that you'd consider for this purpose and which one you'd choose and why.

thanks a bunch, M

Q: Is there any China stocks you like
Thank you for your great service Lorraine

Q: Could I have your opinion on this company. Thx

Q: BNN has adopted a new policy of only having money managers on Market Call which seems a bit much given 5i’s excellent record. I’ve created a New Topic in Forums suggesting we send BNN objections to this. Rod

Q: Am thinking of swapping either SQ or WELL for NVEI for more growth. What are your thoughts?
Peter

Q: Good Morning,
Why BIPC is going down so much in the last few days? Thank you!