Investment Q&A

Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.

What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek

Q: What are your top 6-7 growth stocks for Canadian and US markets and what makes each one worthy of making the list (moat, momentum, management etc)?

Q: Where would you reasonably expect these shares to be in two years. What do the analysts say about the company

Q: Please rank these stock for risk relative to US Tariffs from High to Low.....yes, wonder how defensive these CDN stocks are......Many thanks.....Tom

Q: Hi - you have often commented that you see BN as a better growth stock than BAM, and yet BN doesn't seem to be yielding a lot more growth.... How long do you think until it truly overshadows BAM?

Q: Do you have data on their current sector allocations? I have tried text searching and reviewing the Q&As for the past many months but cannot find anything. I also have positions in BEP, BIP and BIPC but I believe they are more narrowly focused on their sectors from what I read.

Q: If Mark Carney becomes the next PM of Canada, would you expect a bump in share price for BN or BAM (similar to how TSLA rose after Trump's election win)?

Q: So Bill Ackman has a chunk of Brookfield Corp. shares. What percentage does he own ? What do you think he is up to ? I imagine the “ founding fathers “ would circle the wagons to prevent too much mischief from occurring. Any scenarios as to what could happen. I own some shares and am doing well , thanks to your recommendation. Derek

Q: Am I reading this right, so BN no longer owns the 76% of BAM's asset mgmt business? How much does BN still own of BAM the company?

Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”

Q: Please rate the following stocks to purchase today for a long term hold.

Q: Comments on BN earnings release please. Seemed pretty good. What should it all mean for stock performance? Anything particularly noteworthy, good or bad, in the earnings?

Q: I am just starting my TFSA and am starting young, I am wondering what are some good long term investments in the current environment? The companies listed are what I have recently bought shares in.

Q: Good morning 5i,

Thank you for being that "rock." I own BN and KKR. Following earnings and some downward pressure would you consider adding at this time? What would be your top 2 in this sector?

Please provide your comfortable weighting for both and preferred at this time. A good value for adding would be fabulous.

I am a little underweight in this area.
Thank you so much and please deduct accordingly.

Q: Hi Peter and Team,

Across all accounts, our holdings in the Financial Sector include BN, FFH, GSY, MFC, SLF, and the CEW ETF. I feel that this is a fairly good representation but realize that the Canadian banking sector is quite low, and the US banking sector is non-existent in our portfolio. Portfolio Analytics indicates that we need more exposure in this sector.

Several questions; please deduct question credits accordingly.

1. TipRanks shows that BN has a P/E ratio of 125.13. Can this be true?

2. A recent question from a 5i member asked about Sagicor SFC, which prompted me to investigate it further. I realize that it’s a small-cap stock, but noticed that for the 3 month, 6 month, and year-to-date periods, it has excellent momentum (which I know you like) and has a really low P/E ratio of 1.51, which I assume to be correct.

3. Because I feel that Trump tariffs are more of a possibility than not, I’m in the process of adjusting some sectors but not all, in case the tariffs don’t happen.

4. Would you endorse a small holding in SFC, (say a half-position) using proceeds from the sale of more tariff-vulnerable stocks?

5. Finally, could you suggest some Canadian-domiciled ETFs that would give us needed exposure to both the Canadian and US banking sector?

As always, thanks for your assistance that helps us to make informed decisions.

Q: looking for one Canadian Blue chip company to invest $2,000 yearly into a Resp for a 6 old.
Which would you choose of the above or could you suggest something better?

Q: What do you expect from Brookfield on Feb 11?

Q: Hi, how do you see Brookfield's valuation right now? Is it still fairly priced? What would be a good entry price given the very reasons and likely upcoming volatility? Thank you

Q: Can you provide what% of business for BN is ex-Canada.?Also a viewpoint on how the company will fare in this potential tariff situation?

Q: If you could only buy 5 stocks today in North America what are they and why?

Q: One of my children (early 20's) has funds in a TFSA they are looking to put in a high risk/high return stock. I'd asked them to do some homework on their own and they've (with some back and forth) come up with 3 names; 2 of which do not register when symbols entered.

Already owned are ASCU (1/2 position), Full positions of BN, LMN, RY, TCS, 1.5x positions of TVE, GOOG and 3x position of NVDA.

Biotech or tech seem to be the preferred themes but are not "must own" if there is something better,

The top 3 names so far are Coveo, Cardiol and Oncolytics Biotech. I would appreciate your thoughts on these 3 options, perhaps place them in order of preference and add 2 you would recommend as a high risk/high reward test.

Great work all....thank you.