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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: Dear 5i,

BAM, BIP and BPY possess many of the characteristics that appeal to me. However, I found a couple of Seeking Alpha analyses that raised doubts for me. Inter alia, the analyses say that:

- BAM has an amazingly complex and constantly changing capital structure that makes the company unanalyzable and maybe vulnerable to manipulation
- an undisclosed SEC probe was found
- prior criminal exposure remains unresolved.
- BAM has a pyramidal control structure which US regulators have long frowned upon. This type of structure lets a small group of mostly hidden owners exercise control disproportionate to their investment.
- the business model involves heavy reliance on related party transactions with subsidiaries
- net income comes mostly from accounting entries rather than business activity
- the SEC has publically questioned how BAM uses investment terms and its valuation methodology

Would you invest your money in BAM, BIP or BPY? If so, in your opinion, what is the level of risk in an investment in one of these companies?
Read Answer Asked by Cam on December 02, 2015
Q: Gold is quite beaten up. I have no position in Gold in my portfolio. Many have suggested a 5% position as an insurance.Is it a good time to enter a position? Would you suggest GLD or CEF (Central fund of Canada)?or Coins/Bullions?
Read Answer Asked by Ford on December 02, 2015
Q: Hello team,

What's your current view of Arsenal Energy's survivability given the debt level and the sector environment. Would you consider it an add, sell or hold?

Thank you,

BK
Read Answer Asked by Bekaye on December 02, 2015
Q: the last question on this stock was in 2013 what do you think of it today
Read Answer Asked by Pierre on December 02, 2015
Q: Hi, PPL, ALA, IPL, KEY, which one would you pick? Please comment. Thank you.
Read Answer Asked by Esther on December 02, 2015
Q: hi peter

so i waited for the cos announcement and in it they offer nothing new but promises as usual, and mediocrity. I hope ryan kubik loses his job for the way he has handled this. I'm tendering my shares before the deadline which in reality is tomorrow. Has your view changed at all? Thanks
Read Answer Asked by mark on December 02, 2015
Q: Hi Peter In watching dh selloff with the record volumes what is 5I missing in their analyses. This stock is in a nose dive over a million dumped today and there are few comments from 5I
Stan Zuke
Read Answer Asked by Stan on December 01, 2015
Q: Goodmorning I have owned plc now for over a year and up slightly would you continue to hold or move on? I was expecting a little more growth
Thks
Marcel
Read Answer Asked by Marcel on December 01, 2015
Q: I am looking to both reduce both my exposure in the energy infrastructure portion of my portfolio and also materialize the capital loses. Holdings consist of ENB PPL and IPL with a total sector weight of 7.8%. Current thinking is to sell PPL and IPL purchasing either TRP of KEY with half of the proceeds. Assuming my thinging is sound would you concur with keeping ENB and which of TRP of KEY would you purchase.
Read Answer Asked by Lynda on December 01, 2015
Q: Hi team, I am looking at telcos. I currently hold Rogers and was thinking of switching out to Telus or BCE. I am curious for your input on the metrics. On Globe Investor, Rogers metrics are less favourable than both Telus and BCE on Forward PE, Price to Book and Debt to Equity. On top of that BCE and Telus have a higher dividend yield and a better 5 year record of raising the dividend. All that being said, RCI has performed well lately, what am I missing? Why would the market pay up for RCI, why would one buy Rogers instead of BCE or Telus? rob
Read Answer Asked by Robert on December 01, 2015
Q: Great service Peter & Team...
I've noticed a change in MND's trading pattern on TSX lately where Anonymous is buying from Instinet (lots of trades). Can you shed light on what this means. Thxs.
Read Answer Asked by Ralph on December 01, 2015
Q: I just sold a US stock from my TFSA and I want to redeploy the US cash in either US or Cdn funds. I'm thinking Amaya or Concordia in US dollar's. I have a half position in AYA in Cdn funds in my RRSP, I'm underweight health care and I'm looking for long term growth. Thoughts on these 2 options or would you have a 3rd option that you like better. I'm diversified and won't need access to cash for 20+ yrs
Read Answer Asked by Rob on December 01, 2015
Q: I notice that there have been a few small brokerage outfits closing up this year, Octagon being the most recent. Edgecrest Capital packed it in in September. Some of these smaller outfits had positions in micocaps. I know Edgecrest had a large position in Questor. Can some of the sell-off of micro-caps like questor be attributed to the liquidation that inevitably ocurs when people move accounts?
Read Answer Asked by Murray on December 01, 2015
Q: Hello 5i, I don't currently have any exposure to the lumber sector. I'm thinking of adding CFX, ADN or WEF. They all seem to be moving again. I do like dividends but don't need them for income at this time. Do you have a favorite in this sector.
Thanks again
Read Answer Asked by Luca on December 01, 2015
Q: Any thing to be concerned with about todays numbers? I am looking to add to my position.

Thx
Read Answer Asked by blake on December 01, 2015
Q: Any particular problem with Leon's this morning? Quite a drop on no apparent news.
Read Answer Asked by Paul W on December 01, 2015
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