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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: Clean Harbors was recently put forward on BNN as a business that quietly makes money working with bigger, better known businesses. The chart looks good over many years. But seems to have a lot of debt. What do you think of this business for new money? Too expensive?

Thanks for all your help,

Mike
Read Answer Asked by Michael on October 07, 2024
Q: I would appreciate your comments on above US equities. Which one is your favorite?
Are there any Canadian equivalents?
Thank you!
Read Answer Asked by ALBERT on October 07, 2024
Q: Have about $18.0 K U.S. that I would like to put to work for 30 to 40 months. Would appreciate suggestions - ETF or individual security. Sector not too relevant although, like most Cdn, investors, I am overweight financlals and resources. Keeping the funds in U.S., a mix of capital appreciation and reinvested dividends would be nice. Thanks for all the 5i Team do and a shout out to all the members whose thoughtful questions have helped me in recent years.
Read Answer Asked by Bill on October 07, 2024
Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR
Read Answer Asked by Anh on October 07, 2024
Q: Knowing that you do not cover China, would you consider investment in any Chinese securities at this time ? If so, please indicate stocks of interest.
Thank you.
Read Answer Asked by Catherine Ann on October 07, 2024
Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++
Read Answer Asked by Denise on October 07, 2024
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