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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: I owned BIP.UN for several years with the spin off I was also owned some BIPC. The units have done well in the past until this year, it was flat. Meanwhile the shares have virtually doubled since their issue. I'm a primarily growth investor and sees yields as a "fringe benefits", would you consider switching the units entirely over to shares?

Certainly the deciding factor would be whether the shares' combined return (growth and yield) would outpace those of the units? Kindly share you insight on this issue. Thanks.

Read Answer Asked by Victor on December 29, 2020
Q: sorry to bother you and an answer next week ( still 2019 trading) would be fine. What do you think of AMRC? Less of a risk? Still for the risk tolerant?

Merry Christmas to all of you at 5i. I noticed a subscriber coming to your defense this morning and concur with his comments. There will always be detractors, as you know, but like the great Taylor Swift would advise, "shake it off". Our financial situation has greatly improved thanks largely to your advice. Have a great holiday.
Read Answer Asked by alex on December 29, 2020
Q: In a TFSA is one allowed to withdraw C$ from the account and instantly replace the amount in US$ equivalent? (For various “technical” reasons – excuses—given by broker I am unable simply to redeem C$ and replace with US$ at beginning of year in just a couple of days!)
Read Answer Asked by Adam on December 29, 2020
Q: Three or four years ago I bought Blackstone as my vehicle for diversification into the area of private equity. I mainly chose it over the others in this area because of the yield it offered.
When we descended into Covid hell last spring I viewed it as a time of opportunity for companies like Blackstone, picking off struggling companies or providing funding. Others might include BAM and Berkshire Hathaway.
Since then I've noticed Blackstone making multiple news announcements of purchases they've made.
What's your opinion here? Am I being biased by my own opinion or do you also think the company is setting up a bright future?
Read Answer Asked by Larry on December 29, 2020
Q: what is your best guess as to when topics will commence trading on the TSEventure? thanks Richard
Read Answer Asked by richard on December 29, 2020
Q: I keep hearing about SPACs and although I am mostly weary as; tbh, I’ve had enough success with the companies that I’ve been introduced from 5i that I don’t really see a point in taking much risk outside of your suggestions. That said, I was wondering if there are any that you find interesting and what you think of SPACs. Thank you
Read Answer Asked by Meghan on December 29, 2020
Q: Happy New Year and thanks for everything you do. This year has been by far my best year in the markets thanks to the patience i have learned through the daily Questions and Answers. Just a general question re the markets. I get asked by alot of people who can't get their head around that so many people have been out of work and the gov't continuously dishing out money, but the markets keep on chugging along like everything is good or going to be good in the near future in the world. In other words there seems to be alot of disconnect, thanks?
Read Answer Asked by Pat on December 29, 2020
Q: May I add a small contribution to the momentum discussion..
AS MY OWN OPNIION may not be very relevant, i would like to list below the famous 10 rules of Bob Farrell that have been core how I believe the market (trading or investing) should be regarded

Markets tend to return to the mean over time.
Excesses in one direction will lead to an opposite excess in the other direction.
There are no new eras — excesses are never permanent.
Exponential rising and falling markets usually go further than you think.
The public buys the most at the top and the least at the bottom.
Fear and greed are stronger than long-term resolve.
Markets are strongest when they are broad and weakest when they narrow.
Bear markets have three stages: (1) sharp down, (2) reflexive rebound and (3) a drawn-out fundamental downtrend
When all the experts and forecasts agree, something else is going to happen (this is my favorite).
Bull markets are more fun than bear markets.
And to finish, I also would like to quote one of Charlie Munger best quote:
"It is remarkable how much long term advantage poeple like us (he is probably thinking of Warren Buffet)have gotten by trying to be consistently nt stupid instead of trying to be very intelligent"
All the best to you , your families and also All your members that asked so many interesting questions over the years, they are to be, no doubt, counted as part of the success of your letter
CDJ
Read Answer Asked by claude on December 29, 2020
Q: Hello team,

No need to answer this question quickly at all please!

I am surprised no one has asked, but is SolarWinds setting up for a nice trade or is this still too expensive? (And too risky based on their fundamentals?)

Given that its products is sticky and its many customers' (government) natural reluctance to use other companies, do you think it is a good bet?
If yes, at what price will you get in? Who is the competition anyway?

Hope you are all enjoying your Christmas holidays at 5i, and may peace, love, and prosperity follow you and your loved ones in 2021.

Thank you!


Read Answer Asked by Saeed on December 29, 2020
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