Investment Q&A

Q: Greetings 5i,

Can you list your 5 best managed US and 5 best managed Canadian publicly traded companies. Also please briefly explain why they make your list.

Cheers!

Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.

Q: I have a TFSA account, and would like to add more for investment. I am very happy the current performance and would like to look for those well sleep Canadian’s stock. Any suggestion?

Q: Hi, Further to my comment on BBU/CDK, the media still mention BBU as the owner of CDK. But with the BAM split in 2022, hard to know who owns what.
BN stock has not really moved in the last 5 days compared to BBUC. Might explain why Gordon was not happy on Tuesday.

https://www.bloomberg.com/news/articles/2024-06-20/brookfield-business-partners-slips-as-hack-hits-car-dealers

Q: Using total return over the medium term (3-5 yrs) as your goal what would be your top 3 picks in the Publicly Traded Private Equity sector excluding BN and BX?
Secondly, where would BN and BX rank among your picks?
Thirdly, what %age of a portfolio would you allocate to this sector?
Thank you, Hugh

Q: Maybe a little out of the box but I have come into 800K and was thinking about venturing into private equity with 10%. Can you provide any suggestions?
Thanks James

Q: Thank you for your excellent answer to a very pertinent question by Brian this morning (25-06-2024) on Private equity.

You didn't include your all time favorite company BN :) How come? Also, sometime ago when I asked about non correlated assets, you had mentioned about the US companies like KKR,BX,BLK etc., They didn't get a mention in your answer to Brian either.

In your answer to Brian you had suggested ETFs both in the US and one in Canada. Do you have any particular preference?

Last but not the least, from your answers to various questions, I get the impression that you are not too concerned about the impending crash! You still seem optimistic. In that case increasing the allotment to Private equity is bit premature, no?

Take as many credits as it is warranted.

Many thanks.

Q: Good Morning,
Any idea why there is such a gap in the price of BN on the Canadian exchange compared to the US exchange? A 2% plus gap between the two.
Thank You

Q: Hi 5i, I have the following stocks (NVDA CSU LMN HPS.A BN XDIV RY CNQ JPM BRK.B VDY ENB) equally distributed in my rrsp, these stocks are generating 75% of my dividend-income goal. What changes would you suggest to get the last 25% , I do not mind selling my gold-stocks (the first 3) , but I would prefer to keep them. Hope it makes sense. Thank you 5i.

Q: Everyone. If you were 30 years old today, what ten stocks (Canada or US) would you buy? Clayton

Q: Did the recent acquisition of a CDN Western Bank cause the sudden drop in BN stock price, and if yes, why?

Q: Would you still be a buyer of BN after the big run up this year or would you wait for a pull back?

Q: Hi team. I'm ok with some risk and am 100% equities with an average 13% return per year over 10 years thanks to your team!!

Now my question. We sold an investment property with the plan to use the money to fund a new investment property which will be built in 3 years...so this is my time frame. The money will be split between a TFSA & a taxable account, with the taxable account having about 75%.

What do you think if these for the TFSA - CSU, BN, SHOP and DOL?

These for the taxable - WSP, ENB, TFII, DSG, BNS, SU, ATD, BEPC, H, and a little more DOL?

Would you reorganize these between the 2 accounts? Alternatively, would you choose something else due to the timeframe?

Thanks a lot!

Q: Hi 5I. My largest holding is TD and I am going to reduce it by a third. Reasons are mainly concerns of future US growth because of the money-laundering stain. The potential fine is not as concerning as being shunned by investors resulting in stunted growth in the US. With the proceeds I was thinking of adding to my RY holding and taking a position in IFC. Or should I be looking at another big 6 such as NA or ...? Thanks in advance.

Carl

Q: a sunlife life insurance policy was purchased for grandchildren as an investment for them on the advice of a financial planner- I am embarrassed to say so far $9000 in annual premiums has been paid, with 11 more remaining before the policy is paid in full. If I cancel this policy it will be a loss. However; the dollars which would have gone to sunlife could be used for a better investment. Your suggestions would be welcomed. Thank you- (P.S.- I submitted this ? a moment ago-but my screen went black so I don't no if the ? was sent the first time)

Q: The stock market keeps on climbing ahead. At what point should we be careful due to valuation?
That being said, what are the top 5 Canadian and US stocks under current valuations?
Thanks

Q: 3i Group PLC: ticker TGOPY ADR, pink sheets.
Not sure if you wish to provide any high level comments on this foreign company.
Long term price performance looks very good and it seem like a good valuation to me. Do you seen any red flags? Any comments would be appreciated because it seems like a good 2% position to have in a TFSA. Thanks

Q: What 5-10 core stocks would you buy today in a new portfolio, in both CAD and USD.

Q: Given the current direction of the Canadian economy, my goal is to focus the majority of my investments in the US. According to Portfolio Analytics, currently 53% of my portfolio is US, 46% Canadian (the remainder being international). I believe my US holdings are significantly under-rated given the Canadian stocks I hold. I would appreciate ballpark figures regarding the US/international component of the following TSX listed stocks: WSP, TFII, BIPC, BEPC, BAM, BN, and HPS.A. This will enable me to get a better handle on what my actual US/international holdings are. Thank you.

Q: Hello Peter and team

To complement my all ETFs portfolio : VEQT 40%, QQQ 10%, VGT 10%, MOAT 10%, I intend to add 6 of the above 7 stocks for 5% each.
Does it make sense, please feel free to substitute and suggest other stocks and explain why.
This is for a 10 years hold with minimum or no trading in this account.
Thank you
Raouf