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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: I'm keen to exchange the shares of BAMR for BAM.A, especially before the spinout on one of the "divisions" of BAM.A. Recently in a Q&A, you mentioned now might not be the time to do it. Me, wondering what would be the ideal or right time look like to do this exchange. Thanks for such a narrative.......Tom
Read Answer Asked by Tom on September 09, 2022
Q: It seems like the NAV and distribution on this are extremely well protected, if I understand it correctly.
Would any drop in the price of the underlying banks be deducted from the NAV of BR before affecting the NAV of BR.PR? (would NAV of BR have to go to zero before affecting the NAV of BK.PR?)
And in the unlikely case that several of the banks cut their divs, would some of that cut be accommodated by cuts to the distribution of BR before affecting BK.PR's distribution?
Last, if the price of BK.PR falls due to sentiment - as opposed to drop in NAV - the product can be at some point sold back to the issuer at the then current NAV?
Is there a risk I am not considering?
Thanks,
Read Answer Asked by Peter on September 02, 2022
Q: When looking at historical Canadian bank returns, BNS has lagged significantly. I didn't isolate too many periods, but the longer term you go, the more consistent the underperforming becomes. I understand the past isn't an indication of the future, but perhaps their approach to international exposure just isn't the way to go? There appears to be a lot of conviction for BNS relative to others, does it's poor stock growth relatively not concern 5i? What keeps you the most confident on BNS? If you jumped ship on BNS, which would be the next on that would be in your model portfolios?
Read Answer Asked by Jordan on September 02, 2022
Q: Hello Peter,
Can you please comment on good natured results? Is it fair to say Blackstone is more for income oriented investors given its dividend and Blackrock is more for growth oriented investors. Also, would be better to diversify into both instead of picking one as i already own fair amount of BAM? Is Manulife worth a hold for long term given its decent dividend? thanks very much
Read Answer Asked by umedali on September 01, 2022
Q: Is it worthwhile to own both Etherum and Bitcoin? Are they really different or one of them is enough to be exposed to the crypto sector? Etherum seems to fare a bit better. Thanks again.
Read Answer Asked by Denise on September 01, 2022
Q: I believe part of Lorraine’s Aug 24 question was about the NEO exchange itself, and whether it is investible as a company in its own right (apart from the question about buying MSFT on NEO)
NEO was acquired by CBOE Global Markets recently. CBOE does trade publicly but on the BATS exchange. Hope it is Ok to mention this.
I would love for 5i to do a review of the various N.A. exchanges sometime and rank them as investments.
I owned Archipelgo back in the day, and have held X for a long time. Exchanges seem to be good long term investments. Which U.S. exchange would 5i favour at this point, if it were to choose only one?
Read Answer Asked by john on August 29, 2022
Q: I have a stake in one of these companies. Is it prudent to ad at this time and to what one and why. Also, I am starting to think that market timing is everything. You must time your investments and get out at times and maybe get back in at certain times. I think that not just buy and hold until you get Killed any more. I would appreciate tour thoughts and opinions. Thanks James
Read Answer Asked by JAMES on August 29, 2022
Q: Which of these is the better buy at current levels? Cash flows seem wildly different between the two, can you help me understand the difference? I like the MFC buybacks and higher dividend. Will increasing interest rates benefit both of these companies equally? How long do you expect it to take for higher rates to filter through to the bottom line? Please deduct as many credits as necessary. Thank you.
Read Answer Asked by Marco on August 26, 2022
Q: Mr. Market didn't like ECN during their last spin off and I ended up getting the rest of the company for $2.50 a share { after the special dividend } .... Mr. Market doesn't seem to care for this spin off either ..... I tend to have more faith in ECN management than I do in Mr. Market and am looking at increasing my position toward the larger end of my small cap comfort level ..... What is 5I's opinion on Mr. Market versus ECN management ?
Read Answer Asked by Garth on August 26, 2022
Q: I have held MA stock for 18 months now, it's barely gone up at all and it looks like growth is stalled. Is this worth holding over QQQ or VOO?
Read Answer Asked by Brucey on August 26, 2022
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