Investment Q&A

Q: I am a bit confused with BMNR. I was under impression that this is a leveraged Etherium play, and expected the stock amplify the changes in Etherium price. However, when I look at the price changes for the past 2 months, as of today Nov 3, the ETHA is down 13% while BMNR is up 7% since September 1. Can you explain this anomaly please? Do I misunderstand the business model of BMNR?

Q: what is the best way to invest in stable coins ? does the genius act(USA) and the proposed similar legislation by carney 's liberals have any positive material effect on companies in Canada and the USA and if so what companies do you like? thanks Richard

Q: Which of these two has the greatest growth potential over the next 5 years?
Thanks

Q: Held this stock for quite a while in my wife's TFSA. It has done nothing. I am thinking of selling and buying something else? Comments please.

Q: Do you have any info about this companys financial health, and dividend security on a go forward basis?
Currently at 6.44 with an indicated yield of 10%

Q: With these companies being in the Financial Exchanges and Data would TMX Group be considered a reasonable peer and favourable Canadian alternative with regard to growth prospects and valuation or do you have a few preferred alternatives? Thanks

Q: Conspiracy Theory???
For decades I have heard and read that JPM, as a bullion bank, has an enormous inventory of silver bullion actually owned by the firm. This is in addition to the bullion they store for other parties making a nice fee. Further, it is suggested that JPM backstops other institutions that may require an infusion of bullion to meet an emergent demand. ie. The London Metal Exchange. Fortunately, this rumour was what motivated me to choose JPM as my US bank stock a 2+ decades aqo.
I have searched JPM's 2004 Annual Report (330+ pages) in vain looking for some record of massive silver holding which would show up as a major asset on the Balace Sheet. As the price of silver has appreciated I would expect that this growing value would be reflected in the financial statements.
Can you explode the myth or confirm any of the above?
With appreciation,
Ed

Q: Hi, I’m considering adding these to my portfolio. What’s your opinion on them, how would you rate them, and what would be a good entry price?

Q: Peter; Dfy’s chart is the opposite of the markets chart. I know it reports Nov. 03 . What’s expected and can you comment on its steady decline - any insider sales? Thanks.
Rod

Q: I have held a large Position in BIP.UN in my RRSP for many years. The equity has done OK but in looking back wonder why my Financial Advisor didn't suggest i rotate this into BN or BAM to gain max returns.

I don't need the income and it seems alot of BIP.UN's return comes in the form of the dividend which is not treated favorably within a Registered Account so BIP.UN seems not best for RRSP.

How would you suggest i better allocate these funds within a Registered Account between Brookfield companies to gain max benefit and at what price(s) would you suggest the switch?

Just on a side note i previously also held BEP.UN and my advisor suggested it was rated a Sell by Veritas so i let him sell at a very inopportune moment ($33). He claimed Veritas had a Sell on all Brookfield companies. Is Veritas a reputable rating Agency because they seem to just dislike any and all Brookfield entities?

Q: I would like to just buy one of either BNS or TD. Considering both the size of the dividend and potential for stock growth - which would you choose today?

Q: BRO was such a good compounder for years. But since its last big acquisition its hitting 52 week lows, on top of the insurance sector struggling. Is this becoming a great buying opportunity or likely more issues and compounding story is behind them? Thx

Q: I received notice from my brokerage that contained a US news release for Upbound Group that announced a new cfo- one coming from GSY. Can you confirm that this is another mgmt change at GSY, not previously reported. If so any worries on the executive turnover, I know GSY has a deep bench but so many senior level changes are troubling to me.

Q: For growth in my TFSA, would you prefer TMX Group over GSY and why? Thanks

Q: These companies are classified as 100% financials and 100% Canada. Doesn't holding ownership of BIF and others make them diversified across sectors and countries? Thanks

Q: Four seems to be struggling. Any particular reason why?

Q: Hello 5i,

We are perplexed on which payment stocks to purchase. FOUR seems to be somewhat of a disappointment so far, though many have fallen from grace this year and a path to digital payments through crypto looks promising though we are not sure how this will shake out.

Can you comment on the best way to capitalize on stocks in this sector and rank the top 3 payment stocks (in order please) to hold for 5 years or longer.

Thank you

D&J

Q: Hi. What are your thoughts on Tradeweb Markets (TW) as an investment at this time? What are the consensus forecast earnings and EPS for this year and next? Do you see any redflags on it?

Q: No question; just a thank you. In September in a question you suggested sitting this one out into year end. The stock is down 45% today so I dodged a bullet with your assistance.

Q: Last week there was an article in the G&M discussing a new private equity fund that was being introduced by a Brookfield subsidiary. Would you endorse this product for an appropriate investor?

Thanks again for all of the great work that your team does!

https://www.brookfieldoaktree.com/fund/bpe-canada