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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: Good day, 5i. I was given a small # of shares of BIPC by their spinoff; also have shares of BIP.UN. If I consolidate these shares in a Canadian RIF, which way should I go - all BIPC or all BIP.UN? Are their any advantages either way?
Read Answer Asked by Donna on April 16, 2020
Q: Good day,
Torstar has about 75 million in cash and no debt after a recent sale of a building in Hamilton. It has huge losses to carry forward, it owns 50% of Vertical scope which it paid about 200 million a few years and other small assets. I believe it is also getting some help from the government and the family trust must not be happy with no monthly dividends. At 26 million market cap it appears like its grossly undervalued and a possible takeover target by Fairfax Financial which owns about 40 % of the Class B be shares. What is your view of this scenario and the stock today?
Thanks,
George
Read Answer Asked by George on April 16, 2020
Q: Peter and His Wonder Team
KOSS has spiked over 150% today and I do not know why.
Is there anything on the wire? Your thoughts please!
Thank you!
Read Answer Asked by Ernest on April 16, 2020
Q: Which 4 of the 6 Reits would you buy at current levels? Please rank your choices.
Thanks
Read Answer Asked by Karim on April 16, 2020
Q: Hello 5i Team

My wife and I are looking at our investments, and although we rode the market right down with the majority of people, we are not looking to spend anything/withdraw any time soon. We are young professionals in our mid thirties with two young kids, so lots of time for our RRSPs/TFSAs to bounce back.

Do you think this is a good time to leverage to get further into the market? I'm thinking that we can borrow $50k on a HELOC and get some solid stocks at a steal. Earn some dividends and get some quick capital appreciation, with the expectation of selling off and recovering the cash by the end of the year.

Looking at perhaps going 1/3 each to things like CAE, RUS, and RBC. I'm new to making my own decisions on investments. Is this an absurd idea? Let me know if I'm crazy. I see all my friends jumping in at the moment and the temptation is high.
Read Answer Asked by Steve on April 15, 2020
Q: With oil Storage at a premium , and contango in the futures market
is relatively strong. the value of these oil tanker companies is fairly cheap and they have been able to increase their oil storage price.
This seems to me setting up for some very profitable earnings .
If you agree which companies would you prefer in this situation ?
Thanks
Cal
Read Answer Asked by cal on April 15, 2020
Q: Hi there,

There are some high quality names that have not been beat down in the downturn (ie: KXS, DSG, CSU etc) which have not participated as much in the rebound, which makes sense - but if someone was looking for high quality names that have been beat down that would present a good entry point and a great opportunity at recovering and outperforming in a rebound, what would you recommend looking at?

Thanks!
Read Answer Asked by Michael on April 15, 2020
Q: To Peter's question regarding exchanging Brookfield Infrastructure Partners Exchange LP units to BIP.UN:

I got info from BIP investors relations late last year:

1. LP units are exchangeable to BIP.UN 1:1 for 7 years,
2. The exchange is deemed disposition, i.e. taxable on gain
3. The exchange is no fee, can be done by brokerages

I emailed BIP investor's relations couple of times in the past, they are quite responsive and detail in their replies.

Hope this helps.
Read Answer Asked by Steve on April 15, 2020
Q: Could you comment please on the increased short position on BAM.A.
Thanks
Bob Rose
Read Answer Asked by Robert on April 15, 2020
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