Investment Q&A

Q: What is your view on Air Canada ? when is it going to take off ?

Q: Peter; So it’s ex-div today and it’s down about$1,25- would this be a rough value for BN? On regular ex-div dates for shares they usually decline by the value of the “dividend “. Thanks
Rod

Q: Good morning. I watched your interview with Kornel Szejber from Build Wealth Canada. On it you discussed immunization which was most helpful. You also mentioned that you thought of CNR and CP as set it and forget it stocks. With that train of thought in mind which other canadian dividend stocks would you put in this same category? If I was to purchase 10 dividend stocks to take advantage of the dividend tax credit in my non registered acct which would be my main source of income which stocks should I consider.
Thanks
Victoria

Q: Greetings 5i,

Some confusion regarding when I could sell my Bam.a and still get the spin-off. Some sources are saying different things. Can you clarify things for me.

Cheers!

Q: These 4 stocks, held in my TFSA, in roughly equal proportions, total approximately 5 % of my registered and cash portfolios. All are down except for EIF. My TFSA is where I put my riskier growth stocks ( EIF slipping in there somehow). Each has their own theme and while I am in no hurry to sell, I am looking for your opinion on them while I conduct my semi annual review. Your comment on their strengths/weaknesses, growth potential, ,management , buy hold sell ,would be appreciated. Derek

Q: Market reaction to earnings can be odd, as you well know. DOO blew the doors off on revenues, earnings and outlook. The bump from the good news didn’t last as long as it took me to go get a coffee. I guess the answer is all the good news was baked in, in the runner-up the past week or so, or it’s just that kind of market. Nothing pleases it.

Q: I sold APPS, AT and EGLX for a tax loss and am now in a position to rebuy. Would you see these three as buys at this time, or are there better choices in online advertising?

Q: Could you please do a deeper dive into this particular paragragh from the 9 months results. "
Net income decreased by $84.7 million to $500.3 million for the nine-month period ended October 31, 2022, compared to $585.0 million for the nine-month period ended October 31, 2021. The decrease in net income was primarily due to the unfavourable impact of the foreign exchange rate variation on the U.S. denominated long-term debt, partially offset by a higher operating income and lower net financing costs."

Q: Thinking about buying BAM.A today before the record date for the spin off. Can you explain to me that how BN and BAM can continue to grow after the spin off? Would one be more growth orientated and the other be more dividend focused? Any advice or insight you could provide would be greatly appreciated to inform my decision.

Q: Your full comments on earnings and outlook please

Sheldon

Q: Good afternoon my 5i friends. I had a long career in commercial real estate. I'm looking at the core office vacancies and sublets in the CBDs of many big cities, including Toronto and Montreal. The vacancies will drag on with downward pressure on rents and I'm wondering about the fine gang at Brookfield. Do they have inordinate exposure to office space and are they susceptible to rent compression. I am less concerned about retail and I know Brookfield has plenty but the worst is behind us, surely. So, your thoughts on the Brookfield office holdings, please.

kindest regards

al

Q: Has Brookfield announced the dividend rate of the new asset management entity post-spin off? Thanks.

Q: Hi Peter,

Do you see any "Generational opportunity", or "Once in a decade opportunity" for a Long time Invester in today's market.

Q: I'm down 40% on AQN, and thinking of selling what would be a good replacement in the same sector and dividend yield.

Q: Thoughts on the quarter please?

Thx

Q: What normally happens, or what options are available, to a company that has a substantial issuer bid but isn't able to attract enough attention from shareholders to redeem the full amount of the bid?

Q: I'm a Loyal Holder of Savaria. Like the Company. Past month stock has risen 17%. Has there been any news of late? And what do you forecast for the Future. Thanks so much. Barry from Montréal

Q: Hi 5i, it looks like Brookfield has set thier spin-off date, does that mean one has to buy BAM.A shares before and/or the record date of December 2nd to receive the BAM shares.
Thx.

Q: Is it likely EGLX will go back up over a dollar with the January bounce.

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 .......