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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: Hi I’ve held BN for some time. I feel it’s an exceptional business with little price action. Are my expectations too high? fundamental concern?

Buy/hold/sell?

If selling is an option, what would you purchase as a replacement? Thanks
Read Answer Asked by Nick on March 05, 2024
Q: Can i have your perspective on the relative merits ( payoff) of private wealth companies like Blackstone, Carlyle Group as opposed to banks in either Canada or the USA such as a BNS or JPM , for example. ie would you expect better performance from the private wealth management or banks.

Thanks


Read Answer Asked by Donald on February 16, 2024
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
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Read Answer Asked by sam on January 01, 2024
Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.
Read Answer Asked by Miroslaw on December 14, 2023
Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.

Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.
Read Answer Asked by Savalai on December 11, 2023
Q: Hi

This was one of Daniel Straus' top picks today (IIMF) on BNN

It is new and speculative.

I am looking for growth.

Would you invest?

Or

Would it be better to invest FCIV or KKR.

Any other suggestions are most welcome.

Thank you

Mike
Read Answer Asked by Mike on December 07, 2023
Q: Hi

Presently own ZDI in our RRSP.

I am thinking of replacing ZDI with KKR & BRK.B.

KKR and BRK.B are bigger and are like an ETF without the fees.

Also in the long run I think KKR and BRK.B it will have better growth than ZDI .

We would be giving up a good dividend with ZDI go.

Thank you.

Mike
Read Answer Asked by Mike on November 21, 2023
Q: Hello 5i Team,

Could you please suggest 20 Canadian and/or U.S. stocks for a "buy and hold" portfolio in an RRSP with average-to-above-average risk and a 5+ year timeframe.

Feel free to subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!

Read Answer Asked by Keith on November 20, 2023
Q: Hi

Is KKR like a mini BRK.B?

We presently own BRK.B at about 5,5% of our holdings.

Would you suggest adding to BRK.B or start a small position in KKR.

I understand you can not mention position sizes, but also respect your suggestions.

Thank you

Mike
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Read Answer Asked by Mike on November 09, 2023
Q: Good day,

Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?

Thank you,
Read Answer Asked by Doris on July 18, 2023
Q: We have BN (full position) and BAM in Canadian $ accounts. 5i appears to consider these very good choices for part of a portfolio foundation. Do you have similar choices to recommend that we could put in our US$ accounts (TFSA, RRIF) ?
Thank you, as always.
Read Answer Asked by Alexandra on February 15, 2023
Q: Hi 5i,
Sorry for all the preferred share questions but I'm having problems finding US based fixed rate perpetual and if possible cumulative preferred shares. The ones above are on my buy list can you name three more preferably in other sectors that have high to highest ratings or are unlikely to default. I still have memories of 2008 with the CDOs fiasco so like diversification if possible. Thanks for your service.
Read Answer Asked by Mark on January 17, 2023
Q: Can you please tell me what the difference is between BN and BAM? What one is better/why did they split it out?
Read Answer Asked by Max on January 10, 2023
Q: I recall once seeing a link to an explainer on all of the different Brookfield offerings. Can you please repost this. Is it up to date with the new BAM / BN thing?

Ideally hoping to see a tabulated summary including:
name of holding
nature of business
yield
ideal account type to hold in for optimal tax efficiency
closest competitor names

Which offering would you recommend for green energy income investment in an unregistered CDN$ account? Any comments on when is a good time to buy given recent structural changes and interest rate changes.

Thanks,

Jim
Read Answer Asked by Jim on December 21, 2022
Q: I am doing some investing planning.
Objectives are to reduce risks and to capture more dividend income.

Part of this process entails looking for companies that are ( almost) too big to fail - recognizing that nothing is totally safe. bam.a, bro.b, bx

As a category or label would you:
1. Agree that the companies above are “ conglomerates “? ( or something else?)
2. Are they “ almost “ too big to fail?
3. Are there others I missed? .. especially something you like better?

Thanks as a for your helpfulness.
Read Answer Asked by Donald on May 24, 2022
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