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: hi folks..hold Digital Turbine..any/much significance to n/r today announcing ..."Flexion and Digital Turbine Announce Strategic Partnership to Unlock Alternative App Distribution and Superior Monetization"....stock bouncing off recent lows but need the experts opinion on news haha...Buy/Hold/Sell...thanks as always, jb Piedmont QC
Read Answer Asked by John on March 20, 2023
Q: My portfolio is getting quite a bit overweighted in certain areas, yet if I rebalance I will be setting myself up for capital gains, would you consider it prudent to accept cg in order to rebalance a portfolio ?
Read Answer Asked by Peter on March 20, 2023
Q: What are the best stocks/ETFs/funds for gold and silver in Canada and USA.
Read Answer Asked by Mirjana on March 20, 2023
Q: Hello 5i Could you comment on your opinion as the the takeover of Yamana. The take over is expected to take place by the end of March /23. There are 2 options 1 is to sell into the market or 2 take the cash and shares in the 2 takeover companies. The price of gold seems to be on the rise. Therefore if a person chose the shares they may rise in value from the takeover date.
Read Answer Asked by Michael on March 20, 2023
Q: Hi team,
I can’t get over why BN is selling off so much. I have listened to their conference calls, scrolled through their investor presentations and letters to investors. The quality hard assets they are owning seem rock solid with steady predictable cash flow. They seem to own the quality hard assets that keep the world going . I like that they are also very in tune as to where the new money is being allocated on a global scale (such as new global investments in green energy ). They really seem like top quality operators and remind me of Berkshire. I don’t see where they are tied to risk with this latest bank crisis that would tie them up to the selloff . They advertise 175 billion of available investment capital. Yet their market cap only shows 61 billion according to my brokerage. It amazes me like a risk asset like bitcoin is being bought up today even thought it’s mostly the crypto banks that are having issues and are most tied to this failure of Svb and such . You would think stocks like Bn and Berkshire should be flocked to as a safe haven but it don’t seem that way. Anyways ; rant over. What am I missing something ? In my eyes for a long term investor this seems like a great time to buy BN shares being almost cut in half from its high? Do you agree?

Shane
Read Answer Asked by Shane on March 20, 2023
Q: Generic question: according to one money manager, a number of stocks are now being priced at “zero” …. clearly not zero , but well below traditional metrics for evaluating stocks.( FRC the most obvious example)

AND also arguing that this has not happened since 2008.

As always I am interested in the 5i perspective, please and thank you.

And can you think of stocks that fall into that category?

Read Answer Asked by Donald on March 20, 2023
Q: Thinking that gold may offer some upside in these uncertain times. Can you provide some EFT suggestions as well as a couple gold companies which you might consider investable.
Read Answer Asked by Colleen on March 20, 2023
Q: As you know, both of these companies are currently undergoing "strategic reviews" which presumably are related to potential buyouts from companies expressing interest. I agree with your assessment that successful buyouts would entail prices at least $2 per share above existing price levels. I am surprised that buyers are not loading up at these prices given the significant possibility of such a price surge withing a 2-3 month timeframe. What am I missing?
Read Answer Asked by Rick on March 20, 2023
Q: Hi 5i,

More Brookfield questions. This is about Brookfield Properties Corporation and specifically the preferred shares BPO.PR.P.

Why do you think these shares are trading so low (currently $12.30 with a 9.22% dividend yield not counting capital gains)? BPO.PR.P (P3L) trades even lower than the CF.PR.A (7.2%) which is not currently rated (rated P4 when rated).

Which Brookfield company ultimately guarantees these shares? Are its financial statements available to the public? Any information about security would be appreciated.

What is your opinion about the safety of income and capital for these preferred shares? Are they a buy/hold/sell in your opinion?

Thanks for your opinions and information.

John
Read Answer Asked by John on March 20, 2023
Q: WHAT ARE THE DIFFERENCES IN ASSETS AND INCOME S0URES (RECEIVING) BETWEEN BAM AND BIP.UN.? WHAT ARE THE ASSETS OF BAM AND WHERE IS THE INCOME COMING FROM? WHAT ARE THE ASSETS OF BIP.UN AND WHERE IS THE INCOME COMING FROM? DO YOU HOLD BOTH OR NOT?
Read Answer Asked by Herbert on March 20, 2023
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!