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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: RESP with 5 years until first withdrawal. Currently only holding is VEQT and approx 30% cash. Looking for some stable compounder companies to sweeten the total return. Please suggest 8 ideas. Thank you
Read Answer Asked by Richard on June 26, 2023
Q: Hello,

TD believes the following on BN

After subtracting the market value of BN's stakes in BAM/BEP/BIP, the stock is ascribing negative value to the stake in BBU (~$1.75/share), real-estate (~$20.00/share), insurance (~$2.50/share), and carried interest (~$3.60/share). BN's ~$4bln of annual FCF provides considerable firepower to address the discount, although share buybacks must be weighed against the prospect of growing the franchise. We believe that BN's conviction in the intrinsic value of its stock price is evidenced by ~$750mm of TTM share repurchases and ~ $100mm of share purchases in the open market by the senior executive team.

Couple questions
1. This is the first time I have seen the value of BN being just reflected as just BIP,BEP, and BAM. Would you agree with this.

2. If you agree, isn’t it extremely compelling to get BBU, Reinsurance, oaktree, and property for free?

3. Would you agree with the $61 USD target or 90% upside?

Thank you!
Read Answer Asked by James on June 22, 2023
Q: Hi, these are my two stocks that are down the most . I think I will keep GSY through this downturn as I have more confidence in it during rough times? Could you talk about TVE and reasons why I should keep it , sell to half position or just sell for tax loss. We seem to be swimming against the current with government and environmentalists with oil and gas companies. Is it worth keeping at least into the new year when these companies seem to do better?
Thanks
Read Answer Asked by Brad on June 22, 2023
Q: income vs growth stocks
can you please give me a list of your top favourite 10 can GROWTH stocks at the moment
thank you
Read Answer Asked by Michael on June 21, 2023
Q: With the rush to electrify economies, and reduce reliance on fossil fuels, many Co.'s will experience strong growth over the next several years. Can you provide a list of 6-8 Co.'s with strong fundamentals, that trade in Canada, from various affected sectors that you feel stand to benefit by this coming move to electrification. Please rank them from best growth prospects to least. Thank you and please take as many credits as required. ...Will
Read Answer Asked by Will on June 21, 2023
Q: Hello,

TD believes that BN is only pricing in BIP, BEP and BAM and ascribing no value to BBU, oaktree, insurance and the real estate.

Do you agree? If so, this must be a deal of a century?

TD- After subtracting the market value of BN's stakes in BAM/BEP/BIP, the stock is ascribing negative value to the stake in BBU (~$1.75/share), real-estate (~$20.00/share), insurance (~$2.50/share), and carried interest (~$3.60/share). BN's ~$4bln of annual FCF provides considerable firepower to address the discount, although share buybacks must be weighed against the prospect of growing the franchise. We believe that BN's conviction in the intrinsic value of its stock price is evidenced by ~$750mm of TTM share repurchases and ~ $100mm of share purchases in the open market by the senior executive team.
Read Answer Asked by James on June 21, 2023
Q: Hi Peter,

As a subscriber of the service since 2017 (despite being urged to join at least 2 to 3 years earlier) I am very grateful for the information and education that 5i has provided to me. I have used the balanced portfolio for my road map and couldn't be happier. I was wondering if you would't mind humoring me, and sharing what you view to be the three best selections you have made in that portfolio, the three worst, and the three you wish you had made, dating back to the inception in 2013. A small explantion why would be appreciated. This being Friday, that should give you the weekend to reminisce. Take care and have a great weekend to all of the staff at 5i.
Read Answer Asked by Kelly on June 20, 2023
Q: Trying to decide between Topicus and Lumine for a long-term growth portfolio here.
I am digging into both, and finding that Lumine gets around a third of revenue from an acquisition they made called Wideorbit. Wideorbit gets almost all of its revenue from ad selling into radio stations, local TV and National TV networks.
I guess I am worried about how this business model can work long term (my teenagers never watch traditional TV or listen to radio, and cord cutting is quite prevalent apparently). Does this high percentage of revenue worry you in terms of Lumine going forward? Thanks
Read Answer Asked by Michael on June 20, 2023
Q: What are your views on Peller's most recent earnings? To me, they look horrible, and I'm wondering if I should just salvage my tax loss and move on. That said, the price is probably at the lowest of the low. How much patience should one extend to the turnaround possibilities?
Read Answer Asked by Randy on June 19, 2023
Q: Hey 5i: Currently down 21% with Magna in my Tfsa. Considering that the loss cannot be used for tax purposes can you advise on any names with better prospects to recoup my capital with no concern for sector? Or would you suggest a hold.Thanks Larry
Read Answer Asked by Larry on June 19, 2023
Q: Good afternoon - I’m overweight in big tech in my TFSA and am planning to do some rebalancing. I’m looking for some non-tech suggestions please. Either US or Canada are fine.

Thanks!
Janet
Read Answer Asked by Janet on June 16, 2023
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