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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: 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
Q: Retired investor looking to reduce bank holdings. Currently have ~1/2 positions in TD and BAC and full positions in NA and RY. I would appreciate your input. Could you rank, giving rationale, ATS, CLS, ABT, HST, LEN, for upside potential? Would you recommend starting 1/2 positions (or easing into) any of them at this time? Please take credits as you see fit. Thanks.
Read Answer Asked by Harvey on August 28, 2023
Q: i got some BNRE:TSE share from my holding in BAM.A. Its an exchangeable share into BN:TSE share and get the same distribution as BN:TSE per share. Is it a good move to sell all shares of BNRE:TSE and buy the same about of BN:TSE though the price is $1 less as per today's closing price? (BNRE:TSE $45.18 and BN:TSE 44.17) It does not make sense because though the business of BNRE is insurance but paid our is based on BN:TSE which has some different mix of business. Need your general answer not based on individual based.
Thanks
Piyush
Read Answer Asked by Piyush on August 28, 2023
Q: I just saw a notice of AGM and Special Meeting in mail and there is one resolution:
to Authorize the company to issue up to a maximum of 101,899,808 exchangeable shares where by holders of BN:TSE class A shares could be exchangeable to BNRE:TSE in the ratio of one for one. Is this a kind of financial engineering? Is there any chances that CRA or related GOVT. authority can come after the company and shareholders pay the price when the stock price fall in future? Your views.
Thanks
Piyush
Read Answer Asked by Piyush on August 28, 2023
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