skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: I have essentially equal holdings in these mega caps and other US and Canadian techs listed. For a new additional tech investment, any thoughts on the best addition? Would you recommend more to an index?
I'm trying not too add too many new names.

Thanks in advance.

Thanks,
Read Answer Asked by Peter on September 28, 2020
Q: The Brookfield suite over the years has been a comfortable place to grow but it has a way of taking over ( combined 4 holdings has grown to 17% ) .

BIP.UN is my 3rd biggest holding , BEP.UN is my 13th biggest holding .
BIPC is my 23rd and BEPC is my 30th weight position . I own 50 stocks .
My RIF begins next year so I will have to cull somewhere and draw income.

1. You seem to prefer BIP over BEP :
2: You prefer the “C” stocks in non-registered accounts (To benefit from CDN dividend )
3. You prefer “.UN” stocks in the registered accounts to avoid US withholding taxes.

To restructure things involves declaring substantial capital gains ... Does it make sense to switch things around ?

I thank you for causing me wealth management problems like this.
Read Answer Asked by Thomas on September 25, 2020
Q: Can you please tell me how BAM.A has “nearly doubled since the March low”? I’ve seen this comment from 5i a couple times already but don’t can’t see anything close to that in the charts or looking at the 52 week lows/highs. Are we talking about the same stock?
Read Answer Asked by Mike on September 25, 2020
Q: Today I believe is Bam.a investor day .Have we learned anymore about why this name should be owned .The stock has been very disappointing .
Read Answer Asked by Kim on September 25, 2020
Q: What would you conjecture would be the market's response if the following were to occur: 1. Biden wins so decisively that Trump leaves with very little resistance 2. The Republicans win the Senate and 3. Shortly thereafter, we come up with a successful vaccine ? Thanks.
Read Answer Asked by Norman on September 25, 2020
Q: What do you think about competition Roku will face from Amazon in particular given especially Amazon's new firestick reveal today? I've done well in Roku (thanks to 5i) and would like to hold it but am worried about the company getting it's lunch eaten by Amazon. I'm interested in hearing your views on this point - the competition from Amazon. Thank you,

Jason
Read Answer Asked by Jason on September 25, 2020
Q: hi folks:

this might be a big ask, yet do you know what percentage of this asset (BAM) is exposed to 'big city' real estate ie. new york, toronto etc

been watching both BPY and BAM underperform and i wonder if it is partly/solely due to the underlying exposure to big city real estate

current prices of those assets (BAM, BPY) may not be fully reflected in the share price (ie. down)

thanks as always


Read Answer Asked by Robert on September 25, 2020
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!