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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: Can you comment on the effect of rising interest rates on BAM? My understanding is that higher interest rates will lower the valuations of the hard assets that Brookfield owns.

In light of expectations of higher interest rates in the future, would you be more inclined to allocate more capital to financials (banks, insurance), over Brookfield?
Read Answer Asked by Alex on April 21, 2021
Q: Retired, dividend-income investor. I am normally a buy-and-hold investor for the very long term (RBC = blue chip, hold forever; while in a higher risk and associated lower weighting category, I hold Alaris forever). I currently hold SLF but have been reviewing/comparing its performance with BMO. The 10 year, 5 year and 3 year charts favor Sunlife, but the 1 year and shorter duration charts favor BMO. There appears to be a significant inflection point starting in November 2020.

Can you explain what occurred around that time? Is it simply the reflation of the economy favoring BMO relative to SLF? Do you see this continuing for the next period of time or do you see SLF playing catch-up?

Thanks for your help...Steve
Read Answer Asked by Stephen on April 20, 2021
Q: Have you got an opinion on IG Group (IGGHY)? They are into leveraged trading, CFDs and derivatives. Their stock has been on a roller coaster ride due to tighter regulation on spread betting but they have bounced back each time.
Read Answer Asked by Andrew on April 19, 2021
Q: Hi team,
Which are your favorites Cdn and U.S financials for growth at this time ?

What are your views on Cowen, in particular ?

Have a good day,

Jacques IDS
Read Answer Asked by Jacques on April 16, 2021
Q: I currently have Manulife in my RRSP account, I am thinking of replacing it with Sylogist for a little more growth. I have no Tech stocks in my account but do have TD and BNS. Can I have your opinion on whether the switch makes sense. I appreciate your advice.
Thanks
Read Answer Asked by JOHN on April 15, 2021
Q: Hi Everyone at 5i! Coinbase is apparently launching its IPO on the Nasdaq. Any thoughts on it? Would it be available to the retail investor? Cheers, Tamara
Read Answer Asked by Tamara on April 13, 2021