Investment Q&A

Q: There is lots of good information in the answers to questions on ECN and it appears 5I knows the company well ..... My question is on management goals ..... They grew the company and then sold off a third of it ..... They didn't keep that money to re-invest they returned it to shareholders ..... And recently they sold off another chunk for $200 million but they kept that money in the coffers ...... How does 5I view their strategy ? It looks to me like growth is not a goal with them ..... It looks like once a business reaches a certain level sell it ...... Does management have a stated strategy ? Are they planning on buying more businesses or concentrating on organic growth ? ....... I just can't get my head around what their aims are .......

Q: Hi there!

If one does not currently own BAM.A, what is best:

1. Buy it before December 9 when the new Corp will start so you get some shares of the new Corp too
2. Wait until after 9 December and just buy shares of the new Corp? Is it expected that the BAM.A and/or new shares will see strong performance after this date?

Thank you!

Q: Hello Peter,
I own all three. After the spinoff, I will have Brookfield Corp (that will own parts of all three, BEP, BIP, and BAM) and BAM (the asset manager). In this scenario, will BAM be direct competitor to Blackstone? Also, how is the spinoff different from the Trisura one? Lastly, the performance of BEP has not been that great so should i move on or just stick with all four for long term hold? Thanks very much

Q: Hello Peter,

The stock has dropped close to 10% since the explosion and death of 2 persons at their facility 2 weeks ago. Do you think the liability from the accident has a material impact on their eps for the near future?
Regards
Rajiv

Q: Why did this go up so much today? Any news on the company?

Q: What would be your top five income and growth investments for an rrsp

Q: Hello 5i,
May we have your take on ATD’s earnings?

Many thanks,

Q: How would you guys rate the above tech companies going out 3 years, I want to do some rebalancing by selling some shares of the weakest and putting the proceeds into the strongest. Thank you

Q: Appreciate the updated report on this stock I've held for a long time on your recommendations.

I was struck at how different the gross profit and net profit margins were (62.25% : -0.46%) as stated in your latest report.

Has KXS addressed how they intend to improve their net profit margin?

Thx,

Cam

Q: Could you speculate what led to the strategic review CTS announced this evening, and what some of the more likely outcomes are? Thanks.

Q: Hello 5i Team
I would like to know if the IWO etf in the Growth Portfolio is in US currency or Canadian currency.If not in Canadian currency then what is the equivalent in Canadian currency.
Thanks

Q: I may be incorrectly expecting downward pressure on oil prices given the likelihood of reduced demand from recessionary conditions. As a result I plan on exiting my position in Suncor and moving the funds elsewhere in hopes of capital appreciation. I follow the Balanced Portfolio with a few holdings of some other names you like. Wondering if you could provide a couple of Canadian companies you feel are undervalued right now regardless of sector. Don’t need the cash again for 10 years.

Q: In the end of quarter conference call, the CEO referred to some exposure to Crypto as one of several economic factors which impact their business. He offered it had some impact but did not disclose details and none of the analysts asked for specifics. I am inclined to believe that Crypto has something to do with the new lows in the stock. Many macro uncertainties in Europe especially and exposure to a rising US$ are also important potential negatives. What do you think about the Crypto impact? I am inclined to think there is too much uncertainty to buy in - even given the stock is at an all time low. What do you think?

Q: Will I get the dividend if I buy on Nov 21 with shareholders of record on Nov 23.
I know that the processing date will be Nov 21, but the settlement date is about 4 days later, which would be after the shareholders of record date. I would appreciate if you would explain (again)
Thank You!
Albert

Q: Good Morning,
Of these two, which would be your top choice today for a 3-5 year hold?
Thank You

Q: Would you consider SYZ a growth stock now that it has virtually cut its dividend. Would you buy once the dust settles? If not, what growth stock would you replace it with?

Thanks for your service!

Q: Any concerns with the CEO selling $70M in shares? When I first saw the announcement, I thought this was the company selling shares, but I believe this is the CEO selling a portion of his personal stake. How normal is this?

Q: What do you think about GoEasy diluting shares?

Q: What is the date of when the new Brookfield symbols will trade? If not known, guesstimate? I remember when BIPC was split out, the share price cratered as some people received shares they didn’t want to hold. Do you think the same will happen with either BN or BAM after the split?

Q: I see in a news item that Brian Hill, founder and Exec Chair of ATZ, is selling $70M in shares for estate planning purposes. No price identified. The stock did sell off a bit but isn’t this insignificant? There is no dilution of returns among shareholders as no new shares are issued by the company.