Q: Good morning - I sold an interest in BEPC to generate losses over thirty days ago. My intention was to buy back in as I do like the whole Brookfield family. I still have BEPC plus positions in BIPC and BN. I do like dividends but I have a ten year horizon and am wondering which Brookfield to purchase. Your guidance would be appreciated. Thanks Al
Q: Peter; I’m sure you’ll have multi questions on this so - looks like they did very well - anything stand out - and were they just negotiating a deal ? Looks like they were showing how good their hand is- and looking for a raise. Thanks
Rod
Q: Why would CTS announce 4th Q and year end 2022 preliminary results today (no time specified) and then release 4th Q results on March 16th before market opens?
Q: Hi 5i, first thx for the earlier answer to a Q on MGs quarter. My question is on your view of the financial health and dividend sustainability?
Also, my feeling is that there is much pent up demand in the auto sector that didn't get fulfilled due shortages, supply issues. What would you see/forecast for 3 to 5 year hold in this company?
Q: Aritzia is having a brutal share price performance to start the year.Given it is one of your top growth ideas …are we seeing anything to account for this.?Are US store openings still on the same timeline?Has there been any meaningful sales blowouts to reduce inventory..Or do we just have a sceptical market sentiment?
Q: is the sell off in cts today rational because they increased credit facility by 100 mill, or is it just retail investors panicking because they think no deal will come.
in your opinion whats the stock worth with no deal-most analysts say 8-9. dave
Q: Hello 5i,
Please provide comments on magna’s earnings.
1) has it written off it’s stranded assets in Russia?
2) is it backing the wrong EV horse by supplying Fisker its equipment?
3) in the industrial space I hold: Cnr,ata,and tfii. In consumer cyclical: mg,shop,amzn. Is it time to throw in the towel on mg? Doo and atz seem like better bets as magna looks as though it’s going to give back any gains over last 5 years and headed back to October 22 lows (apart from the 2.7% dividend.) risk reward not looking so good today for that sub-sector.
Tia,
Q: Peter; CTS just exercised an option to increase their amount of funding from$500M to $600M- does this indicate they might not have reached an agreement re a takeover? Thanks
Rod