Q: What are your thoughts on private credit lending? I am considering opening an accountant at wealth simple and the advisor said it's better returns (they shoot for 9%) with less risk. Being as it's interest income I would have this in a TFSA or RRSP likely. Is this a good addition to an otherwise balanced portfolio?
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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: Your opinion please
Q: I'm trying to understand how safe the preferred shares of Brookfield Office Properties (BPO) are as they are selling at a big discount to par. I understand that obligations of BPO preferred shares are guaranteed by all of the companies within the umbrella of the Brookfield Property Partner L.P. (BPP) group but am not clear whether the obligations of BPP are guaranteed by its parent .
Any information and views you have on this issue would be welcome.
Any information and views you have on this issue would be welcome.
Q: I am considering selling TD, BNS. 9% of my Rif and SLF, MFC. 3% of my Rif .
I would buy HMAX for 12% of this portfolio, for yield and a little upside.
I would your thoughts on this move. Thanks, James
I would buy HMAX for 12% of this portfolio, for yield and a little upside.
I would your thoughts on this move. Thanks, James
- BMO Covered Call Canadian Banks ETF (ZWB)
- Hamilton Canadian Financials YIELD MAXIMIZER TM ETF (HMAX)
Q: Hi team,
How would you rate and which do you prefer.HMAX and ZWB?
Thanks so much.
How would you rate and which do you prefer.HMAX and ZWB?
Thanks so much.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
- EQB Inc. (EQB)
Q: Hi 5i,
I've just started following EQB with an eye to getting in.
In the past week all 5 major banks are nicely up (even CM!) as is NA.
Conversely, EQB has had a sharp drop followed by a bit of a bounce, but is down overall.
I realize a week is not long and typically not a period of time from which to draw conclusions. However, the opposite direction of WQB's trajectory to other banks has me confused.
Can you explain why its trajectory over the past week would be so markedly different from other, bigger, names in the sector. Is it a sign of some fundamental weakness that isn't well publicized, is it just one of those short term things that defy explanation, is it due to a difference in its business model that is seen as a weakness, is it size related and is it typical for it to go in the opposite direction than most other names in the sector?
I'd sure like to have better insight into EQB, given its behaviour over the past brief while.
Thanks 5i,
Peter
I've just started following EQB with an eye to getting in.
In the past week all 5 major banks are nicely up (even CM!) as is NA.
Conversely, EQB has had a sharp drop followed by a bit of a bounce, but is down overall.
I realize a week is not long and typically not a period of time from which to draw conclusions. However, the opposite direction of WQB's trajectory to other banks has me confused.
Can you explain why its trajectory over the past week would be so markedly different from other, bigger, names in the sector. Is it a sign of some fundamental weakness that isn't well publicized, is it just one of those short term things that defy explanation, is it due to a difference in its business model that is seen as a weakness, is it size related and is it typical for it to go in the opposite direction than most other names in the sector?
I'd sure like to have better insight into EQB, given its behaviour over the past brief while.
Thanks 5i,
Peter
Q: Are you concerned about Goeasy at all. The stock has dropped meaningfully in the past month.Is there anything specific ?
Q: I was told that the gov't moratorium on student loans restricted sofi's growth for the past few years. Can you see what % of business is tied to student loans? I was also told that the Supreme Court ruled against government on the moratorium and that interest charges would be payable from Sept. 1. How big of a catalyst do you see this being for sofi?
Thank a lot.
Thank a lot.
Q: your thoughts please on the latest quarter?
- Brookfield Renewable Partners L.P. (BEP.UN)
- Brookfield Infrastructure Partners L.P. (BIP.UN)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I currently own full positions in BEP.UN and BIP.UN in a diversified dividend income portfolio. I have considered buying BN as well, but am not sure that increasing my Brookfield concentration is warranted. What are your views?
Thanks.
Thanks.
Q: Good Morning all,
Have had this bank in my TFSA for awhile and was waiting for some movement. However now it is looking desastrous. Do I bite the bullet now or wait for it to settle up? Some are saying the stock has an intrinsic value of close to $50 and therefore should head back toward that value. In your valued opinion, is this stock a hold or a sell?
Thank you.
Have had this bank in my TFSA for awhile and was waiting for some movement. However now it is looking desastrous. Do I bite the bullet now or wait for it to settle up? Some are saying the stock has an intrinsic value of close to $50 and therefore should head back toward that value. In your valued opinion, is this stock a hold or a sell?
Thank you.
Q: is it a buy at this price
Q: Can you comment on Visa’s announcement about removing restrictions on its class B shares? I really have no idea what this means and how it impacts the class A shares owned by the public. Thanks.
Q: I dip my toe on this sort of fairly diversified financial,my reasons is the divi,9+,the payout ratio at 60% fairly big at 5g.,they did increase the DIV since 2019,and this is my only doubt 4 years history ? Bought some on my TSFA strictly as income, i'm 80.
Your opinion ?
Thanks again
Dan
Your opinion ?
Thanks again
Dan
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: I am not sure if you or anyone at 5i had watched this but would you add anything more? The outlook seems very steady. https://www.youtube.com/watch?v=ip7E0xYxNUo
Q: Just wondered if you might any thoughts on Brookfield's investor day presentation yesterday & would you agree with the management outlook going forward.
Best regards Tom
Best regards Tom
Q: I sent in a comment about this yesterday. You likely know already but now Mike Holmes is telling a live CBC, George Strombolopolus audience about the same investment opportunity and how he has made a lot of money. It appears a lot of people are jumping on this.
Q: What is your current view of Canadian Banks in general...seems like a decent time to add, or are you still overly concerned about rising rates and the threat of recession?
Q: Hello 5i Team,
Historically, FN has been a solid choice for income with modest growth.
However, I'm uncertain about the effect (i.e. headwind? tailwind?) of the current and near-future situation where people will have to renew their mortgages at higher rates, potentially leading to an increased number of defaults.
Is it a Buy, Hold or Sell?
Or is a Canadian bank stock (e.g. RY or TD) a better choice at this time for overall return?
Thanks in advance for your always helpful advice.
Historically, FN has been a solid choice for income with modest growth.
However, I'm uncertain about the effect (i.e. headwind? tailwind?) of the current and near-future situation where people will have to renew their mortgages at higher rates, potentially leading to an increased number of defaults.
Is it a Buy, Hold or Sell?
Or is a Canadian bank stock (e.g. RY or TD) a better choice at this time for overall return?
Thanks in advance for your always helpful advice.
Q: Do you have any strong opinions about this ETF from Horizon for a long term hold? It tracks 6 Canadian bank stocks with 25% leverage. Is the cost of the leverage cheaper for them than it would be for a retail investor to borrow to invest?