Q: I would like some specifics on Partners Value Fund.My understanding is that it is basically a levered play on Brookfield Asset Management.Can you provide a breakdown by percentage of holdings.?Also can you provide the approximate percentage leverage they are utilizing?Thanks Kim
Q: I recently saw an article that indicated PVF.UN trades at a 27% discount to its NAV. Most of its assets appear to be shares in BAM.A May I have your thoughts about PVF.UN
Q: Looking to buy BYD.UN for my TFSA account - should I wait for the conversion to take place or can I go ahead and buy now. I understand that there could be a capital gain hit upon their conversion but not sure if this will have an effect if I buy it for my TFSA.
Thanks
Q: Hi,
My current portfolio is invested in 8% communication services, 2% energy, 27% financials, 4% industrials, 3% technology, 1% materials 3% international funds, and 22% utilities. I rely on the portfolio for income so I am looking for some dividend/growth stocks. I have another 120K to invest and was wondering if you could provide me a couple CAN and US stocks to invest in.
Thanks,
Q: Hi 5i, your opinion on Russel Metals most recent quarter. How is the dividend payout ratio and debt levels compared to historical levels.
Thanks Rob
Q: If you could pick the best 6 Canadian stocks right now for long term growth, stability and in 6 different sectors what would they be? What would they be ignoring sector restrictions?
Q: Thanks for adding the MER calculation. I find that number very useful.
I was wondering what a reasonable MER percentage should be on a larger portfolio of approximately $1.0 million. Should the range between .05 and 1.0 percent or should it always be less than .05 percent? It seems like paying $10,000 per year on a $1 million dollar portfolio is a fairly significant number.
Thanks for your great service!
Q: For the moment, I'm satisfied with each of the CDN and US holdings in my portfolio. But I have nothing that is non-North American. So I'm planning to invest about $50,000 which would be 10% of my current portfolio. I haven't tracked international equities very much and am looking for recommendations. What do you think about purchasing individual stocks ... intending LT (5+ year) hold? Could you suggest 4 or 5 stocks I might look at? Asia? Europe? etc. Finally, if you're not keen on investing in individual stocks, can you recommend a few international ETFs for me to research? Thanks very much. (5i is an awesome resource for me).
Q: I took a flyer on roxg. Not working out too well so far. Didn’t do enough research. My big error was locatio, location, location.
Financial report released last night, looks reasonably good, but maybe not good enough to garner interest given its location. Trying to decide whether to sell into the news or hold for a while longer. I know you don’t have a chyristal ball, but would appreciate your opinion. Resubscibe ok.
Q: Can you comment on their recent quarter please. I’ve been following this stock for a very long time. Are things potentially turning here? On a likely completely unrelated note. I just saw home capital group (another darling Real-estate finance company from 5+ years ago break out). Obviously TII is a micro cap. But do your think these results are sustainable near term?
Q: What does 5i think about Avante's big deal today and just as important FairFax Holdings major investment into the Company? Seems very positive and adds scale to the Company.