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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: Last week we sold BN and BIPC (U.S. $) for tax loss. Since almost everything will be in decline over the next few weeks, do you suggest we leave the money in cash or buy another stock or stock which we could sell at a (probable) further loss to rebuy the original two? Could you suggest a couple of U.S. candidates please?
Thank you
Read Answer Asked by J on October 30, 2023
Q: Hello 5i Team,

Given the recent drop in dividend stocks, I'm planning to set up a long-term income portfolio in a non-registered commission-free account. I realize your income portfolio would be a good place to start. However, I'm wondering if you could suggest 20 Canadian stocks, with a minimum yield of 3.5%, that you would purchase NOW. This list could include ETFs.

While the primary goal is income, I'm also looking for some long-term growth or, at the very least, to maintain my principal investment.

Also, I do realize the Canadian stock market does not allow for full sector diversification.

Please subtract as many credits as you see fit.

Thanks in advance for your always helpful advice!
Read Answer Asked by Keith on October 30, 2023
Q: The IV on this stock is unreal. Its possible to do a short $70 put and $165 call for a profit of $15 if the price remains within those 2 strikes by November 24.

Obviously there are some major risks happening with the company. Do they have any clinical results or anything similar to that happening in the next 3-4 weeks that would cause such a high IV, to your knowlege?

Sheldon
Read Answer Asked by Sheldon on October 30, 2023
Q: Please rank these companies, or suggest alternatives, as investment opportunities in the build out of the electric grid to accommodate changes in energy delivery - based on their current stock valuations.
Read Answer Asked by John on October 30, 2023
Q: Savaria has had a precipitous fall and only seems to be accelerating to the downside. I am still in the black having held it a long time but am questioning if something has fundamentally changed with the company, flagging it as a "sell"? It just dropped significantly after announcing the upcoming date for its quarterly results and I can't count the number of times I have seen this happen where when the results come out it appears to confirm that there was "leak" of inside information, we will see. (On that note, I figure if 5i was a listed company, it would be classed as having a "wide moat", because it seems like wherever you look there is a dearth of people, organizations and institutions with integrity these days).
Read Answer Asked by Stephen R. on October 30, 2023
Q: When looking at the results since inception for both Growth and Balanced Portfolios I find that ultimately the BPORT generates a lot more return than the Growth .
BPORT generated 263% since inception against the S&P 229% during the same period. The GROWTH is not even close to that of the S&P and the growth part of my portfolio suffer from that . Do you have a comprehensive explanation?

I love the service but I can't wait to hear from you on this topic.

Yves
Read Answer Asked by Yves on October 30, 2023
Q: IBM pays a nice dividend that has shown good growth over the past 5 years (the last 3 years, not so much). How would you rank it for both income and equity growth going forward? It seems that at one time is was the leader in AI and now it does not seem to get mentioned in that vein.

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on October 30, 2023
Q: WHAT ARE THE DIFFERENCES BETWEEN CANADIAN TFSA AND US TFSA TAXES AND ETC.? AND REASONS FOR PICKING ONE OVER THE OTHER?
Read Answer Asked by Herbert on October 30, 2023
Q: Happy Sunday 5i researchers,

I am holding "BN" shares in my various accounts. Now received the following notice from TD waterhouse: what is the major difference between them? could you please elaborate the offer to help me understand? Thanks.

Brookfield Reinsurance Ltd. (“Brookfield Reinsurance”, “company”, “we”, “our” or “us”) hereby offers (the
“Offer”) to exchange, upon the terms and subject to the conditions described herein, up to 40,000,000 Class A
Limited Voting Shares of Brookfield Corporation (“Brookfield Class A Shares”, and each, a “Brookfield Class A
Share”), including the Brookfield Class A Shares that may become issued and outstanding after the date of the Offer
and prior to the Expiration Time upon the exercise of options or any other rights to acquire the Brookfield Class A
Shares (such options or rights, the “Other Securities”) for newly-issued class A-1 exchangeable non-voting shares of
Brookfield Reinsurance (“class A-1 exchangeable shares”, and each, a “class A-1 exchangeable share”). Under U.S.
securities laws, Brookfield Corporation may also be deemed an offeror with respect to the Offer.
You may tender your holdings for this Offer under the following option:
Option 1: Exchange - Under the Offer, each holder of Brookfield Class A Shares (each, a “Brookfield
Shareholder”, and collectively, “Brookfield Shareholders”) who has properly tendered Brookfield Class A
Shares, and who has not properly withdrawn such Brookfield Class A Shares, will receive one class A-1
exchangeable share for each Brookfield Class A Share tendered, on the terms and subject to the conditions of
the Offer, including the provisions relating to pro-ration described in the Offer to Exchange. (Subject to
proration.)
HOLDERS WHO DO NOT WISH TO TENDER NEED NOT SUBMIT INSTRUCTIONS.
Read Answer Asked by Lin on October 30, 2023
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