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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: My KXS shares have recently doubled and haVE exceeded my arbitrary 5% holdings threshold . I have a long term view of my tech holdings but wondered if you think selling off some KXS for Topicus or LSPD (or both) is worthwhile for some added growth for the next 5 years?
I am not adverse to holding onto to KXS if you think it could revisit its historical high in the next 12 months.
Some shares are in a TFSA and some in a registered account.

Thank you for your continued support.

Kevin
Read Answer Asked by Kevin on July 07, 2021
Q: Hi 5i. From BAM.A's website, they show Managed assets of over $6ooB.

Of this they show:
Real Estate : $210B, Infrastructure : $95B, Renewables : $59B, Oaktree Inv.: $159B, Priv. Equity : $73B.

Instead of allocating our entire holdings in BAM.A to the Financial Sector,
Would it be reasonable for us to allocate :

Real Estate : 35%, Industrial (Infrastructure) : 16%, Energy : 10%, Financial : 39% ?

Thanks for your advice. T.
Read Answer Asked by Terrance on July 06, 2021
Q: Wow, that was some news about EIF's acquisitions. Good for EIF...and thanks for your previous comment to me about not seeing any reason to change (May 17, 2021).......Now with a weighting of 2.3% but with a risk rating that I would say is 3, moving up to 4 out of 5, I'm pondering increasing my EIF weighting....Me, like the 5.67% dividend, too.......What say you, aka your take please!!!......Tom
Read Answer Asked by Tom on July 06, 2021
Q: In one of the answers on BAMR it was said that BAMR is economically equivalent to BAM.A. I'm a little confused on this. My understanding is BAMR is exchangeable for 1 share of BAM.A but it is a separate company that will have it's own earnings/cash flow and so on that is different than BAM.A. So BAMR probably will never trade for less than BAM.A but if BAMR does really well economically then in theory it could go a lot higher than BAM.A based on it's own economic numbers. If this is right than owning BAMR is better because you only need one of two companies to do well for BAMR stock to do well. Please confirm on my understanding. Thank you.
Read Answer Asked by Mike on July 02, 2021