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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: Hello,

Could you comment on now that Ontario has partnered with Elon, how does the provincial subsidization of fixed costs for installation of internet, etc. bode for BCE, Telus and other "hardwire" "maybe "fiber optic" providers?

I frequently drive along Hwy 7 and see trees fallen down on the Bell lines - so maintaining this lower margin asset is not a top priority.

How much of a moat is fibre optic vs Starlink?

Elon's satellites have a lot of operating leverage vs copper or fibre optic installation.


Thank you


Read Answer Asked by Delbert on November 19, 2024
Q: Hello
Brookfield Corp stock has been drifting lower after making a high of $85, despite strong results. We started a position just before and after results were announced with an average price of $81.50, for a long term hold.

Do you consider $78 to be a decent level to add some shares or wait for a further pull back ? Not sure if following was a reason for the downward pressure, today.

It was reported by a news website EI confidential that Brookfield intends to offer EUR 7 Billion, to buy Spanish Drug maker Grifols with an offer of EUR 10.50, below the price its trading now.

Thank you
Read Answer Asked by rajeev on November 19, 2024
Q: In what order would you buy these stocks today, for capital appreciation?
Read Answer Asked by Peter on November 19, 2024
Q: Investors like me are getting peppered with multiple articles on the web with analysts' recommendations.

I could name the sites but there are 5 or 6 that obviously pay to be at the top of my age and investor profile. Similar to many 5i investors, I am sure.

How can one check if these articles are paid promotions by the listed companies or in fact objective analysis?

Thank you.
Read Answer Asked by William on November 19, 2024
Q: Hi 5i
You mention that you lost confidence in smci. Does that mean it's in the penalty box forever or put another way, what would it take for you to consider ever investing in it again?
I'm interested in your thought process as a fund manager.
Is it just a matter of time passing with no cockroach sightings or would management have to change etc..
I no longer hold it but may reconsider one day.
Thanks
Read Answer Asked by mike on November 19, 2024
Q: Hello Team,

I have been with the above stocks and seen their highs in my portfolio. The punishment for not selling however is to see them crash and burn. Some I still have some money left in and some I have lost 98% of the original investment (APPS).

So, should I just sell them all or is there an argument that one (thinking MGNI) may be worth keeping.

Thanks for all the help! :)
Read Answer Asked by Saeed on November 19, 2024
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