Investment Q&A

Q: Good day,
I have built my daughter's RRSP with your wise direction. She is up 15 to 25% on BAM;EMA;FTS;L;OTEX;RY; BEP and RBF 1030.(My choice) Wonderful. Thank you. We are down in descending order on ENB;CSH;BCE and MFC.

Overweight in Utilities and Financials but okay with that.

Would you add to the latter group? Add any new ones.

Looking forward to Peter on BBN Tuesday.

Long term 25 years+. Many thanks!

Q: Good day,
I hold BEP.UN;BEPC;BBU;CCL.B;ENB;EMA;H;FTS;CTC; and BAM in a non registered account and thanks to you I have done very well following your Q & A and portfolios. I am down 43% in SU; down 23% in CPD; down 16% in IPL and 6% in POW. Would you add to the winners? Add to the temporary losers or ADD new ones. After today, am tempted to add to SU for sure. Have RRIF and TFSA with pretty balanced sectors. Overall, Overweight in Utilities, Financials and okay with that. Many thanks, Paul

Q: All three are smaller weightings in my TFSA (1.5 - 2%). Which two would you add new money to today? Thanks.

Q: I am trying to build a TFSA asset mix and have looked at the top companies in a number of ETFs. I already have investments in Oil & Gas. I would appreciate any suggestions for companies that I can add that would be stable and not high risk as I am 70. I have been mostly looking at dividends and growth companies of Canadian companies due to the tax implications of a TFSA. Thank you.

Q: Hi,
I'd like long term hold of five years, preferably without too much volatility. Which 2 or 3 stocks would be your best bet and why?

Q: Hello. I have about $75,000 to invest in my tfsa. Please give me your top 10 recommendations Canadian or US.

Thanks, Mike

Q: are you at all suspicious of the complex interconnectedness of the Brookfield group of companies? All seems well but like the predecessor Hees-Edper group of companies, would a slowdown cause a tumbling of dominoes?

Forgive me for thinking 'thrice bitten - always shy' but it seems many are on the Brookfield boat.
Thanks

Q: What effect on BAM would the taxation of carried interest at normal tax rates be?
Thanks
Bob Rose

Q: 3 questions
- is MX a good opportunity at this point in its cycle? (give me some thought on the cyclical nature of this company
- What other Brookfield stock should be purchased to go with Bam or should I just stick to the parent company Thanks for your help on this
- Good entry point for BYD or wait a bit so far I have 140 shares @$200 (give me some thoughts on the price appreciation going fwd

Q: Hello,

My partner and I heard about 5i from a friend whose been using you for many years. You came with the highest recommendation.

I feel like I should be copying one of your portfolios, especially due to my lack of knowledge, but it is very important for me that my investments to follow my ethics.

I would like to know which companies on your balanced and growth portfolios would be highest on positive environmental, social and corporate governance, which are low and should be switched and for which companies. I'm happy to do research, but I'm struggling to navigate the important statistics and feeling incompetent in finding good resources. I have seen your ESG scores (https://www.5iresearch.ca/blog/ESG-tsx-companies) and would be keen to know where to find information on how they are created. I would also appreciate other resources that you think would assist in building a portfolio, or simply which companies you would put on it.

Thank-you,
Ellen Perkins
Ucluelet BC

Q: Hi 5i -- my son (age 26) has recently started working in a well-paying job in the US. He's saving a good portion of his salary and has asked me what he should be investing in. No debt. He's looking to invest for long-term growth for retirement in 40 years or so. About 1/3 of his holdings right now are in Brookfield Asset Management, 1/2 are split between VIG and USMV, and the rest is Berkshire Hathaway and CN for his non-registered accounts. Right now non-registered savings are $75k.
His 401k is separate in Vanguard SP500 index fund. He is a believer in pay yourself first and has been able to save and invest 5,000/month US!

He's looking for good growth stocks or funds that will increase steadily over the long term. He's earning enough now that he doesn't need dividends in the short term but he's not opposed theoretically if everything fits together. Any thoughts on what he should be investing in? Thanks.

Q: What are your thoughts on BAM's move to help retail with a 5B investment. I'd imagine its only helping companies that are its tenants so that it may prevent some large vacancies. Are they taking equity in these retailers for lending them money? Didn't BAM do this in 2016 with Rouse and 2018 with GGP and both were bad moves? Struggling to see how this is a good move, retail is a nightmare and for good reason.

Q: Hi 5i,

Thanks for the quality work. Buy and hold forever. 1-3 and why? Insight appreciated. Maybe one thats better or missing?

Thanks again!

Q: I have some cash to deploy (2.5%) and I am considering these companies. Ignoring sectors could you give me your thoughts on these companies, short term (2 or 3 years) and long term 5+ years.

Q: My sense of Bookfield family is a very savy investors . today in BNN Loren Steinberg was very negative on both Bam and Bip.
I know both are down from their highs.
Do you consider them as on a negative trend

Q: I plan to retire in 3 years and want to set up a portfolio of dividend paying stocks for my retirement in a non- registered account. Can you please give me your thoughts if I buy the following in 20% amounts at each S&P drop of 3-5% over the next 1-3 months. CM RY, NA, CWB, BCE, T, H, BIP, BEP, BAM.
Are there any others you would recommend today?

Q: Given the current environment, which do you foresee having a good recovery from today's lows. How would you rank these companies listed to purchase today to deploy some cash. Which would you rank this list for risk from high to low. (not considering sector allocation.
Do you have any other recommendations outside of this list that you think might have more potential?

Q: Hi,

I purchased these utility and telecoms largely because of their low beta. In the recent downturn, they fell as much or more than hi growth stocks like SHOP, FB, AMZN or NVDA. AQN was down over 40%?? How do you account for that? Seems to me I'm better off ignoring 'safety' and going for growth?

Q: Good morning,

Can you quickly remind me how low (or declining) interest rates effect these companies? I'm curious if they, generally speaking, are positively or negatively impacted. I feel like they all benefit (money is cheaper for them to borrow for acquisitions - BAM, or loans - GSY), but I'm not too sure, especially with ECN.

Thx,

Q: I have enough cash to buy 3 positions. Would you kindly rate the above stocks in order of growth potential. They will be a long term hold.