Investment Q&A

Q: I have been a shareholder of Brookfield for 14 years and have gotten into the habit of reading CEO (Bruce Flatt) message to shareholders each quarter. I found the sections on in this quarter's letter interesting Share Repurchases and The AI Revolution is Increasingly a Renewable Story that your members may find worth wild reading. He also states that the share price is about 50% of the value of the company. Over the short term I could almost careless about the stock price of the company as the value of the company grows by 20% or so per year. Does this seem out of sorts the way I look at Brookfield.

Q: Good Morning,


It seems like the market has recently decided that the AI investing theme has peaked, and somewhat earlier than expected. Would you agree, and is it perhaps time to consider selling some winners?

It’s unlikely that SMCI will return to its highs from earlier in the year, and it’s a very different company, but is the current market sentiment likely to continue pulling down other AI-related winners like Vertiv and even Nvidia?

Thanks for your thoughts on this.

Brad

Q: I have a sizeable amount of my Retirement savings invested in Mawer Global Balanced fund and have been a big fan of Mawer over past years. YTD this fund as well as many other Mawer funds have underperformed their benchmarks. A 3rd Party Advisor suggested over the Long run I would do better to avoid the fees and utilize either VBAL or XGRO on a Passive basis thus avoiding Management fees and the eventual underperformance of Fund Picking vs Passive investing.

What do you think of Mawers underperformance recently and which strategy would best serve the needs of a moderate knowledge investor to maximize Performance?

Q: Your thoughts on recent results for Polaris infrastructure. I hold a small position. If you don't see more than a stable future, I'm going to sell, take some loss and redirect the funds. Thank you as always for the excellent service.

Q: Comments on earnings, please. Stock is taking a beating. Is this a buying opportunity or a sign that one may want to use money elsewhere, and if so what would be some suggestions.

Q: Good morning,

POW has had a tough few days, down more than 8% over the last week.

Any obvious catalyst for the move that I may be missing?

Thanks

Q: What do you think of payfare’s results? Cash flows seem to be growing quickly now.

Q: Your thoughts on their most recent quarter? I thought it looked pretty good. Why the big drop

Q: May I have your comments on earnings please. I see from your site that Infrastructure raised its distribution

Q: I cant believe this is at 3.84 after two green days and the quarterly report. It was at this price when it had 190 million more debt and 40 million more shares. What would be a theoretical price based off company metrics.

Q: What are the predicted numbers for Q2?

Q: Latest Kxs results seem, as you said yesterday, "decent." But hardly stellar for a growth company and stock has been flat for about 4 years. Ksx versus Dsg: what would your recommend short and long term?

Jack

Q: Hi, Could you please comment on Lumine Earnings release. Thank You

Q: I bought LLY on your advice a few weeks ago and it has been declining ever since. I am now down 14.6%, marking the steepest decline over this same period of any stock I own. All things being equal, my general rule of thumb is to cut the chord when stocks decline by 15% to minimize future losses. In LLY's case, I hold it in a non-registered account and can thus claim a tax loss. I confess to being disappointed by the stock's recent performance as part of my purchasing decision was driven by your very strong endorsement immediately prior to my purchase. (You had rated the company as a 9/10 for safety and 9/10 for growth.) If you were me, would you wait for LLY to eventually turn around (as I'm sure it will at some point) or are there greener pastures out there?

Q: Hello,

Can I please get your take going forward on Dominion Energy (D). Thanks

Dave

Q: Thanks for a recent suggestion for U.S. exposure in an open CAD account - HXS.

In my RRSP I was going to add BRK.B and was surprised by its low PE ratio of about 9. Is this correct? Maybe there is a better metric to use to evaluate this equity(?)

AVNV seems to be the perfect non-U.S. compliment in my RRSP (except for that bit of exposure it has to Canada…which is fine). I like the fact that it is an international Value ETF - a mixture of large, small and Emerging Market. I doubt there a better comparable option, but figured I’d ask if you are aware of one.

Q: Hello 5i team, given events of this week, a lot of valuations have changed. I have a lot of CLS and am hoping it's a solid stock that got tossed into the penalty box due to a perception of it just being an AI stock.
If you had $10,000 today, and were looking to invest in high-growth over the next 5 years, how would you allocate it please? Or if that's too specific, please order the stocks from most to least favourable if bought today.
Thank you!

Q: Both BN and BAM are down sharply over the last 5 days - much more than the market. Why do you think this is - presume it’s a nice buying opportunity?

Q: Hi Peter, what are your thoughts on the BRK earnings, big sales of APPl, and the $271B horde ? Warren loves Insurance and has been buying Chubb shares; could he take a run at it with its ~$100B Valuation ? Any other thoughts appreciated as its our biggest position. Thank you.

Q: Hi 5i
Thoughts on TEAM? Would you put it on watch...It's not one of my finest and with a tech heavy weight could provide funds for another name.
Thanks