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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: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward
Read Answer Asked by Edward on October 27, 2020
Q: In the answer you gave a member today about SHOP, you say: "Growth is solid, for sure, and it has done most things right, but many investors will balk at paying 35X sales for a stock.” In the company profile of SHOP, we see a Price to Sales of 66.28 (as of today). Are you referring to the same ratio? If yes, which of 35 or 66 is the correct number? Thanks, Gervais
Read Answer Asked by Gervais on October 26, 2020
Q: Why would SIS have released a "pre" quarterly report when their actual results are scheduled to be issued in a couple of weeks? If memory serves, I think they did this last quarter as well but they are one of the few, if only, companies that seem to do this. Should anything be read into this early disclosure, despite the fact it is good news?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 23, 2020
Q: Greetings,

I would like to transition an account that was being handled by an investment firm to one that would be income based, and self administered. I will start with approx 100K and add to it as funds come available. I am considering the income portfolio as a guideline. If I were to start with 12 names from the portfolio, which would you be most comfortable purchasing today? Or would you recommend all 22 names and adding to each as funds come available? I have a minimum 10 year timeline, if not longer. I currently follow the balanced portfolio and could not be happier. This account is for my bride and she prefers less risk. Thanks in advance, as a PSA, I have been a member since 2017 and haven't slept better since joining. Thanks!
Read Answer Asked by Kelly on October 19, 2020
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