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Q: Hello ,I became familiar with various US ETF in different styles ,they represent now 70% of my RRSP US portfolio .I know that the risk is "supposingly" higher with stocks .I own 7 high quality US large Cies stocks that perform well.I wish to invest in some more US individual dividend stocks that you would consider at low risk , enough to hopefully avoid considering selling them in the future.Could you name and rank,if possible 7 US stocks that would meet those criterias..thanks to your excellent team J-Y
- Progressive Corporation (The) (PGR)
- Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
- Intact Financial Corporation (IFC)
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Q: In January, you compared FFH to BN/BAM, saying, "If rates fall it may be able to make more deals, AND, its assets owned already may increase in value further." Do you still hold to this glass-half-full outlook, or should we be concerned that the (dominant) insurance side of FFH's business will be penalized for a lowered outlook?
- Progressive Corporation (The) (PGR)
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- Trisura Group Ltd. (TSU)
- Arch Capital Group Ltd. (ACGL)
Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?
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