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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: BK has dropped 18% this week. Can you explain why such a sharp drop compared to the underlying investments.
Read Answer Asked by Paul on September 08, 2023
Q: Eqb has done very well since U recommendation,but recently dropped off. In general the big 6 Can Banks had put aside lots of Provision for Credit Loss(PCL).How much did Eqb allocate pcl?In my humble opinion it is likely higher than the big 6 as it is basically a secondary mortgage lender.Add,Hold or Sell.Please comment. Txs for U usual great services & views
Read Answer Asked by Peter on September 08, 2023
Q: Hi
Wondering about your latest addition to the growth portfolio. Curious as to this selection as the fundamentals are awful, with negative cash and operating flow and negative EPS. I assume this is a mock portfolio but do any of the contributors of 5i have any skin in the game especially in a high risk name such as GLXY?
I assume a 1.5% holding would be $1500 in a $100,000 portfolio.
Thanks
Jeff
Read Answer Asked by JEFF on September 06, 2023
Q: Help me understand what the 2or3 key reasons are, to continue holding ECN, in addition to economic recovery and lower interest rates. Is economic recovery and lower interest rates the dominant reason to continue holding ECN? In your experience looking at a companies whose business was similar to ECN, how long will it be to see a share price response, to these reasons, if properly executed?
Read Answer Asked by Greg on September 05, 2023
Q: hypothetical question on loss provisions: should these provisions that are set aside (or at least a portion of them) ultimately not be necessary in the future, does that mean there is a potential for them to be reflected as revenue on future earnings and thus, result in a seemingly excellent quarter, year, or whenever this situation could happen? How is viewed from an accounting perspective?
Read Answer Asked by Brett on August 29, 2023
Q: Given the poor performance of this Brookfield subsidiary since the spinoff do you see the possibility of BN taking it private as they did with Brookfield Properties? I believe BN felt that Brookfield Properties was not valued correctly by the market and saw an opportunity to take it back in house. Could the same scenario play out with BBUC? Thanks for the great service that you provide.
Read Answer Asked by Anthony on August 29, 2023
Q: These are my wife's holdings in her non-registered account. Held these for very long time. EMP.A I bought for her maybe 5 years ago when down a lot. Sitting on a fair bit of cash. Thinking of adding to banks at some point (recession?) or adding BCE and EIF? T is small holding at 2000 shs. Comments/suggestions please. Oh, own ETF ZUE for quite a while also. RRSP has other banks +++
Read Answer Asked by James on August 29, 2023
Q: 5i team: a 10 years comparative chart of these 4 banks reveal a strong tendency of BNS to lag the rest and NA to grow faster. Is BNS having challenges in its management , or is Latin America investments pulling them down ? , Will they ever recover ? , would you recommend instead NA for a better growth ?, what is the downside of owning NA ?, thanks !!
Read Answer Asked by Alejandro (Alex) on August 28, 2023
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