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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: Please comment on the planned increase in dividends and stock buy-backs for the U.S, banks.
What is your outlook for these Canadian banks?
At this time, would you prefer U.S. or Canadian banks.
Would you prefer another financial entity over both?
Read Answer Asked by ed on June 29, 2021
Q: HI

Thinking of selling my LSPD in my RRSP (358 Shares) and buying NVDA.

I also own XIT (1,000) shares in my RRSP.

This way I get more US stocks.

Your comments please.

Thank you

Mike



Read Answer Asked by Mike on June 28, 2021
Q: I am looking for an etf or stock that might run with Biden’s infrastructure deal. I found PAVE but it seems to have already run up a lot. Do you think it has more room to run? Any other suggestions for ETFs or stocks - maybe BIP.un?
Thanks for your great service
Read Answer Asked by Mary on June 28, 2021
Q: Hi, in your April report for XBC, the shares were trading at $4.29 and that represented 4.5x sales and 145x EBITDA. ANRG just went public at $14.00 (now around $13.50), and the IPO price represented about 1x sales and 7x EBITDA. Both companies are essentially in the same business, so I am wondering about the valuation discrepancy. Your thought would be appreciated.
Read Answer Asked by blaine on June 28, 2021
Q: My question relates to the 10 yr less 2 yr government bond spread as an indicator of a recession. Has it ever happen that Canada has had a recession without one in the US, or vice versa. The reason I am asking is because is it better to worry about the US 10-2yr spread or the Canadian 10-2yr as an indicator of a recession. Tnx

Read Answer Asked by Jacques on June 28, 2021
Q: Hi !

Would you be able to suggest some worthy companies in the sports betting area?
Are valuations reasonable right now? Is 5i interested in any of them?
Cheers,
David
Read Answer Asked by D on June 28, 2021
Q: I bought all 3 of these banks a couple of years ago: Royal Bank, Bank of Nova Scotia and TD. At that time all 3 of purchase prices were much lower than today's stock prices. I would like to add to my holdings of each. Would you wait until the prices come down a little, or is it more probable at this point that prices will continue to go up? Thank you.
Read Answer Asked by Cathy on June 28, 2021
Q: I have stayed away from energy, except for ENB and TC, which are pipelines.
Do you think there is more upside in the O & G stocks. If so what would you suggest?
Also the same goes for basic materials. I am not interested in gold. What would be your picks for basic materials.
Thanks for your service, I would be lost without it.
Shirley
Read Answer Asked by Shirley on June 28, 2021
Q: I've listed three of my "shall meet"-type requirements for my investment portfolio. I was wondering, what else would 5i add into these requirements to make a strong general portfolio.

1. 20-25 equities
2. 60% CAD, 40% USD
3. 60% growth, 40% value
4. Sector weighting limits??
Read Answer Asked by Michael on June 28, 2021
Q: BAM is scheduled to distribute shares of BAMR to existing shareholders via a dividend in the coming days. They indicated that it will have the same economic value as owing shares in BAM. By same economic value do they mean div yield will be same for both?

If BAMR is in the reinsurance business wont the yield/performance dictated by its performance on a standalone basis?

I do own BAM shares in my RRSP , I find their spinoffs, re-orgs always confusing. I would like to add shares of BAMR only if it a standalone business and hopefully achieves similar success as previous spinoffs ( including Trisura).

Thank you
Read Answer Asked by Mario on June 28, 2021
Q: This is not a Question but I see USA has moved eviction date from June 30th to July 31st.

They must be concerned RAK
Read Answer Asked by bob on June 28, 2021
Q: I have read the questions and answers regarding the spin off by Brookfield Asset Management, of the reinsurance business but I remain confused. Their press release calls the new shares "exchangeable". What will they be exchangeable into? Also; the press release says that these new shares "are intended to provide investors with the equivalent economic exposure to Brookfield but through an alternative security through which to hold their interests in Brookfield's business". Why would anyone want such an "alternative security" and how can these shares be economically equivalent? The reinsurance business company will own completely different assets from Brookfield Asset Management.
Thanks for your help.
Ian
Read Answer Asked by Ian on June 28, 2021
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