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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: Currently own BAM.A and BIP.UN (From Enercare aquisition), I am quite comfortable with the two Brookfield companies combined percentage within portfolio.

After reviewing the sectors allocation, I am high on financial (BAM.A) and low on Energy, I plan to reduce BAM.A position (take profit) and move the proceed to BEP.UN in a registered account?

Goal is to maintain the same percentage of Brookfield companies in portfolio and balance the sectors better especially want to long renewable energy.

Do you agree with this move or have comment, concern, other suggestion ?

Thanks.
Read Answer Asked by Steve on January 28, 2022
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Read Answer Asked by adam on January 28, 2022
Q: Do you prefer BEP or NPI in the renewable space, are they at good entry points. What is your view on NFI and SunRun, again are they at good entry points?
Read Answer Asked by Timothy on January 27, 2022
Q: Hello Peter,
On yahoo, i get a pe of 32 for shopify. Does this make sense ? What are the metrics one should use to evaluate good value for shopify? Given that there is competition for shopify, do you think the company deserve a full weighting of 5 percent? I am just concerned about what happened with black berry (RIM in early days) when apple and samsung came along.. can this happen to shopify as well as there is competition building.. Much appreciated
Read Answer Asked by umedali on January 27, 2022
Q: Please shed light on what has been happening to Boyd. Its price has been in a fairly steady decline from over $250 in October to around $175 today. Some decline is to be expected in this current period of economic uncertainty, but 30%, steadily, over 3 months? New and used cars are in short supply these days due to the chip shortage and transportation bottlenecks, so why aren't people spending as much or even more on repairs to their older cars? Is Boyd suffering from internal problems of some kind? I am puzzled by what's been happening, over a period of many weeks, to a company with such a solid longer term record. What does the market know that I don't?
Read Answer Asked by Philip on January 27, 2022
Q: I own LSPD in a registered account and am just breaking even. Considering swapping it out for SHOP, which I suspect may be lower risk and a sounder investment going forward. Given the wild ride both companies have had recently, which do you believe will perform better in the long term (3-5 years)? Thanks.
Read Answer Asked by Maureen on January 27, 2022
Q: We recently initiated a TFSA for a family member (long-term buy & hold); the 10 securities purchased (in approximately equal amounts) were: Aritzia (ATZ), Unilever (UL), GoEasy (GSY), SunLife Financial (SLF), BAM (BAMa), WSP (WSP), Algonquin Power (AQN), Telus Int'l (TIXT), and an ETF called XUSR. Still have ~15% capital (~$12,000) to invest. Which 3 or 4 of these would you have greatest conviction to add to? And/or is there another security which would complement the above?

Ted
Read Answer Asked by Ted on January 27, 2022
Q: Good day guys:
Can u provide a few names that are in oversold territory during this painful time in the markets .. I own well , lightspeed , and converge and I feel they are oversold and I am holding on .. I would appreciate your professional opinion please
Thx
Mark
Read Answer Asked by Mark on January 26, 2022
Q: Hello 5i Research team, not a question, more as a follow-up to your response to Sheldon's question earlier today about Park Lawn: I would like to mention that I believe a major factor that has allowed funeral homes to perform well in 2020 and 2021 is the COVID surcharge ($500+) imposed at each funeral in many jurisdictions for the additional sanitation measures required due to the pandemic. The profit margin on this surcharge seems to be quite generous in my opinion... Publish if you think this information can be useful. Thank you for your collaboration, Eric
Read Answer Asked by Eric on January 26, 2022
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