Investment Q&A

Q: HI 5i,
I would like to initiate a position in Brookfield Infrastructure. I know the difference between BIPun and BIPC on how they are taxed. I would choose to buy BIP.un in a registered account, or BIPC in a regular account. BUT, the price difference is ridiculous ($40 vs $47). And the data I see on YahooFinance do not match, even if these two are more or less equivalent. Eg:
BIP.un: Eps=0.19 P/E=212
BIPC Eps=1.15 P/E=40
Could you clarify where is the truth in these numbers?

Q: Please give me your analysis of this company: Roivant (ROIV) and compare it with its peers.

Thank you as always

Q: Please give me opinion on Emerson Electric. It reportly is one of the largest share buy back purchasers in the S&P 500, has a low PE and a large player in a number of growth industries. Thanks for your analysis

Q: Hi team,
What is your take on LMN’s aquisition news today from Casa systems? I see limited info from the press release and no numbers. Do you know the history of why casa went bankrupt and is it concerning for LMN at all being in the same industry? I can only assume LMN knows what they are doing in seeing value in these assets.

Thanks ,
Shane

Q: What is the difference between these two companies? I own LMGIF:US but thought I was investing in Lumine - the CSU spinoff. What is usually being discussed in these questions seems to be LMN:CA. Can you clear this up for me?

Q: Post your earlier comments on UlTA….do you see this as buy,sell,hold?

Q: hello 5i:
we are (satisfied) holders of DIVO. Would like your take on IDVO and see its not listed in your data base yet. Is there another International ETF you'd recommend? We currently hold both VIGI and EFAV in the international space.
thanks
Paul L

Q: You were last asked to opine on Draft Kings on Sept.11th. How do you feel about it now? I know it took a hit recently on news that college basketball is considering a ban on “prop betting.” But that may have little overall impact on revenue. I assume sports betting is here to stay and this seems to be a leader hence my interest. Thanks.

Jason

Q: Good day guys ,
Finally pulled the trigger here with this name at 34 and change .. is this a good entry point ? That said Having this name in my tfsa for a long term hold , would u be comfortable dollar cost averaging here when funds are available and let this name ride for many years ..
thx
Mark

Q: looking for your favorite small to midcap silver producers.
thank you

Q: I believe BCE cut their dividend by 50% in 2008 during the financial crisis and restored it in 2009 the following year. In your opinion, is the company in the same financial condition as it was during the financial crisis of 2008 which may warrant a reduction in dividend? It looks like Telus also reduced their dividend during this crisis. Can you comment on why the management teams may have acted differently with their investor dividends. I would appreciate your thoughts.

Q: Hi Peter and 5i,
What is happening with ULTA today? Down 11.5% as I write this.
Thanks so much for the update.

Q: does ET still have shares of HAI?
do you still think a take over might happen here?
Also what is your take of firefox gold?

Q: I owned this yeas ago as an income source. Sold yrs ago
I have not look at the price in ages and am shocked it has fallen so much
It seems to be on the way to bankruptcy, maybe not.
I do like turn arounds and could see myself buying 10-20k shares .
It or bitcoin , what do you suggest

Q: Hi,

I know you likely have commented on this (or similar) before, but I can't find the references in the Q&A.

Recognizing you can't personalize your opinions, in general what maximum percentage of an equity portfolio do you think the average investor could hold in the Brookfield family of stocks (specifically BN, BAM, BEP and BIP) and the Constellation Software family (specifically CSU, LMN and TOI)?

For context this is for long-term total return and in an otherwise well-diversified portfolio of CDN, US and international stocks.

Many thanks for your insights.

Michael

Q: G&M reported that Pride Trucking company has filed for creditor protection. The main reason is a “freight recession,” which means that the volume of goods getting shipped has plummeted. Are all trucking companies, including TFII, getting affected by the 'freight recession'?

Q: Hi 5i team, Gold is at an all time high and most gold stocks are reaching new yearly highs. But ABX is 20% below last May 4,2023 high and 43% below its high on Aug 2020 when gold was 2050 for a brief moment. What is your view on ABX and what is the reason for the underperformance vrs other gold stocks.
Thanks,
George

Q: Can you please rank the above material stocks for purchasing right now? Thank you

Q: Hi guys.
For a grocery anchored REIT looking at total return 5 years out which company, FCR.UN or SRU.UN, do you favor?

Much thanks

Stuart

Q: Hi Team,
Is the party over in the markets this year? Should we be cashing out for conservative dividend payers at this point? Funny ; just when I hear more and more talk of people buying small cap agressive names the market seems to have “peaked” and now rolling over. It’s hard to believe the economy is so “hot” in the US when I hear so much about people being hundreds of dollars away from paying their bills , and with mortgages renewing people that were on the verge will be slammed. Tech companies have laid off thousands over the last year. Some I talk to believe the numbers that the government put out are “false” and politically driven to make the current president look good: especially heading on election year. Sometimes a person really has to wonder if there’s a crisis in the making with the high inflation , interest rates etc. Not that I am a conspiracy theorist but over the years it certainly looks like books can be cooked, so to speak. Just looking for your take . Thanks