Investment Q&A

Q: In response to a question on Oct 10 regarding your top 10 Cdn stocks you did not include BN. Has your enthusiasm on BN faded?

Q: Greetings 5i team,
I hold these seven companies in my TFSA in roughly equal amounts. I would like to add WELL to my TFSA. Would it be wise to shave a bit from all of the companies listed in order to do so?
Or, do you see a better solution to achieve this (ie. SELL one / two of the other positions in favour of WELL)?
Thank you as always.
SP

Q: I own both as well as stocks like Bip, Bepc, …. I want to own more of BMA and/or BN.
should I own 1 or both? And if 1 why? And if 2 why as well.

Part of my objective here is buy stocks whose size and diversity adds a degree of safety both short term and longer term. Hopefully that is doable here.

Thanks for your help.,

Q: I’m considering setting up a TFSA for a spouse who is not interested in selecting stocks/managing investments.
Should I stick to ETFs or mix ETFs with a few conservative stocks?

Q: Regardless of sector, please suggest 5 or so each Cdn and US holdings that would expect to average an 8%+ return per year including dividend and capital appreciation (can be company or ETF, but for ETF should consider fee) for 10 year hold. Thank-you!

Q: I own both KKR and BN. KKR stock price is appreciating significantly more than BN and all other stocks in the private equity realm, that I am aware of. Can a case be made to concentrate on KKR if one is not concerned about including BN to have Canadian exposure? Further, do you see any other financial stock with more pure growth potential relative to KKR?

Q: If YOU were a growth-focused investor building your portfolio, what would be the MAX weight (%) YOU would give to the following Canadian names without losing sleep at night? As always, the portfolio is for long term buy and hold with a 5-10 year time frame.
CSU
BN
ATD
X
CNR

Q: Following these recent QA regarding BN.

Sep30 “ As per the latest annual financials, BN holds a 25.0% interest in Brookfield Asset Management (BAM), a 54.6% interest in Brookfield Renewable Partners (BEP.UN), a 73.9% interest in Brookfield Infrastructure Partners (BIP), and a 34.5% interest in Brookfield Business Partners (BBU)”

Oct01: “Owning the three noted will provide higher income and somewhat similar exposure. But BN will prove the 'private equity' component of its businesses that the others have less of.”

I own BN since BAM-reorg and it did very well this year. If we look at it’s underlying assets : in the last year BAM/BBU did OK but not as much, but both BEP and BIP did poorly. May be a stupid question, why did BN do so well? Market speaking? “private equity” or other assets heavier than we think? Thanks ++

Q: Which one of Bn,MFC do you think would provide the best return over the next 3 to 5 years?

Q: Good day guys :
Which five Canadian growth stocks would be names to just put away and forget for the next decade .
Thank u
Mark

Q: My Granddaughter(7) has become interested in saving her money,and would like to invest in something-like her PaPa does-lol.
If you were to pick one conservative growth stock to purchase and forget about for 10-12 years-What would it be? Thankyou

Q: what percent of an all equity portfolio would you be comfortable allocating to an ETF like SPY or an Asset Manager like BN or Berkshire?

Currently my BN/BAM allocation is about 15%, i'm contemplating bringing it up to 20%

Q: Hi, is buying BN necessary if I'm already invested in Brookfield's BEP, BIP, and BAM? Appreciate your insight. Thank you.

Q: What companies are held in BN and at what percentage for each stock/company (I know Brookfield partners is no longer listed), ie. BEP, BIP, BAM etc.
I know this question has been asked many times but I could not find the answer.
Thanks!

Q: Hello, and thank you for an informative service. In theory, what are your views on adding to a so-called expensive/highly valued stock when your original cost basis is quite low? For example, I keep reading how Dollarama is at a high premium right now. I have a lot of it, and my original cost basis is about $97. Even adding a couple thousand dollars would keep it at something like $97.50. as a general rule or idea, is it worth building on positions like this? Also, I don't know if this would be considered a second question, but if you could rank the five stocks in order to purchase today keeping in mind my original question, that would be much appreciated. Thank you again.

Q: Hello,

You run a very interesting service! Thank you!
Please recommend which positions you would add to, at today prices, in descending order (most preferred to least preferred) (thank you Ahn for the question format).

Q: could you please explain1. the concept of compounding your 2 favourite Canadian companies (excludingCSU). . your 2 favourite US companies thanks Richard

Q: I originally submitted this question back on Sept 17 but never received a response so I'll try again. I was wondering if you could provide some investment ideas/suggestions for ongoing contributions to a FHSA, as contribution room becomes available each year. Looking for "reasonable" growth without "excessive" risk over the 15 years of the plan. I am thinking of investing 50% of the yearly $8000 allowable contribution to a CAD-denominated S&P500 ETF and wondered which one you would suggest? Or, would you recommend something else? What is your opinion of XQLT - the iShares MSCI USA Quality Factor Index ETF as compared to an S&P500 ETF? For the other 50% of the yearly contributions I was wondering which two TSX stocks and which two CDR's you would suggest for annual contributions until the $40k plan maximum is achieved in 5 years? Thanks.

Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.

Q: Magna MG I am slowly getting tired of its performance. What do you suggest to replace it with? US and CA. Thanks and Greetings, Peter.