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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 newbie to wealthsimple. Just trying it out. I see they do private equity and private credit.

Is this something worth looking at as a portfolio grows for added diversification?

Do you know much about their capital partner and it's history. Looking for some quality direction here from the pros.

Thank you.
Read Answer Asked by Jemma on September 10, 2024
Q: If you owned BEP and BN, do you think it's worth selling BEP to buy BN as a replacement? I understand is that BEP pays BN a lot in fees, and that would be the smarter play in the longer run. What would you think of that? What are people saying about the cagr growth over the next few years? For example, if BEP is expected to grow up to 12%, but BN is expected to grow at 18%, BN would probably be the better choice. Is that logical thinking at all? Thank you!
Read Answer Asked by Lyle on September 09, 2024
Q: Now turning to Canada - Will TRI make the list???....Can you please provide your top 10 Canadian Stocks (In order ideally) growth focussed for the next 5-10 years. Please provide a management rating for each, and an entry point for each.....Thanks much-lee.....Tom
Read Answer Asked by Tom on August 30, 2024
Q: Hi, I know these 4 companies are quite different, but would be curious to learn your views on the pros and cons if each while looking at overall capital gains over the next 3+ years. Thanks for your service.
Read Answer Asked by Vince on August 26, 2024
Q: I did appreciate your answer for an equivalent question for US Cies lately...It seems difficult though to find canadian Cies that have long term potential, and financial strength as large US cies..Could you name 5 canadian Cies considered as a " must have" for long term and an entry point ? Regards
Read Answer Asked by Jean-Yves on August 26, 2024
Q: Hello Team,

Looking at updating/rejigging my TFSA account, are you able to rank the above stocks from 1 - 12, looking at a 3 year hold. These are a mix of some I hold and some I want to purchase. Not worried about size, risk and or industry. Thanks.
Read Answer Asked by Kevin on August 21, 2024
Q: Good morning 5i
You recently published an excellent report on which companies to buy in view of upcoming interest rate cuts. Most of them were companies with dividends and struggling with debt.

If you were to buy a no dividend or low divident Canadian company today, what would it be? Or, perhaps three, ordered from first choice to last?
Thanks
Read Answer Asked by joseph on August 20, 2024
Q: How would you rank the following stocks for long term growth based on their current evaluations?
Read Answer Asked by Schoombee on August 20, 2024
Q: What are the best 5 Canadian and US growth stocks at current valuations to hold forever…and you can still sleep at night?
Thanks
Read Answer Asked by Ben on August 19, 2024
Q: Hi Team,
Two part question. Firstly, like a fool I sold out of crwd at the worst possible time during the selloff in anticipation of more bad news and to raise cash in the overall sell off. Ever since it seems to be on a steady rise back up. Is it time to buy back the shares or should I wait until after earnings?
Second; do you see any compelling buys out there today to put new cash to work? If so what are some of your favourite names to purchase today Canadian and US. I was looking at adding to propel possibly …it boggles me it had such strong results and a muted share price ; not sure why but it seems undervalued. Same with go easy but I am already over weight in that one.

Thanks ,
Shane
Read Answer Asked by Shane on August 16, 2024
Q: Hi group ...Can you explain the difference between private equity and private credit. Also how to patriciate in this sector and what is your top 3 picks to start positions?...Thanks for your help
Read Answer Asked by Terence on August 13, 2024
Q: I have been a shareholder of Brookfield for 14 years and have gotten into the habit of reading CEO (Bruce Flatt) message to shareholders each quarter. I found the sections on in this quarter's letter interesting Share Repurchases and The AI Revolution is Increasingly a Renewable Story that your members may find worth wild reading. He also states that the share price is about 50% of the value of the company. Over the short term I could almost careless about the stock price of the company as the value of the company grows by 20% or so per year. Does this seem out of sorts the way I look at Brookfield.
Read Answer Asked by Jerome on August 08, 2024
Q: If I had a little cash today to buy in my RRSP, which has a ten year horizon and generally follows your balanced portfolio, what would you think would be a good name to purchase based on todays activity?
Read Answer Asked by PAUL on August 06, 2024
Q: Hello 5i's!

In your opinion, what strong Cdn or US companies look like excellent entry points or adds after yesterdays market drop and todays losses?

Thanks as always.
Read Answer Asked by David C. on August 02, 2024
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