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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: Could you please comment on Fairfax Financial Quarterly/FY earnings released today.

We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }

Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.

How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?

Would you be comfortable to start a new position or add at current levels ?

Thank You
Read Answer Asked by rajeev on February 18, 2025
Q: Hi Group looking for some direction on following stocks. Looking for growth along with some dividend return. \plse give me a couple (5) of your suggestions that fit the guidelines lastly please rate them all 10 being best
Read Answer Asked by Terence on February 18, 2025
Q: Could u rank these co. from most prefer (10) - in terms of dividend + growth - to least prefer (1) in the next 12-24 months ? Would an ETF in this sector do just as good?
Read Answer Asked by DAVID on February 18, 2025
Q: At 62, I purchased MFC as a fairly stable income stock with some growth. Its growth over the past year has surprised me and I have substantial unrealized gains in an unregistered account. Which is all to the good, but the stock has been trending fairly steadily down the last three months. Did it get too expensive or is this sector-related? I note SLF has also done nothing good the last three months. Do you see further downward momentum (especially if inflation worries come back) or a return to stability for MFC? If the former, would you advise a trade to a more stable company/sector and if so which?
Read Answer Asked by John on February 18, 2025
Q: Very large drops in CPX, but very little drop in H. Why the big difference between the two? I own both, should i continue to do so? If you could invest in only one today, which one would you choose and why?
Read Answer Asked by Ric on February 14, 2025
Q: I'm looking to add a dividend growth stock to my portfolio and considering DOL, TRI, STN, GSY, WCN. What are your views on these stocks and please rank given current market conditions and price. I hold others such as BN, TFII, CSU, and ATD. Others to consider?
Read Answer Asked by Gerry on February 12, 2025
Q: What CAD oil companies produce mostly light vs heavy oil.
Read Answer Asked by Tim on February 12, 2025
Q: ENB-T has outperformed PPL-T in past 12 months. ENB has P/E of 21.81 and dividend yield of 5.94% where as PPL-T has P/E of 16.00 and dividend yield of 5.27%. Is it a good idea to switch at this price based on Sell high and Buy low? Beside these two metrics, is future earning growth of ENB-T makes it outperforming other pipeline stocks listed on TSX? Your views please.
Thanks
Read Answer Asked by Piyush on February 11, 2025
Q: Currently I have positions in the above Brookfield companies. I plan on keeping the position in BN. Would you please rank the others from best to least preferred along with a brief rational for your decision. THANK YOU!

Docsinc
Read Answer Asked by Tom on February 10, 2025
Q: Hello 5i,
I couldn't find an answer for this question, so I hope it isn't a repetitive one. If so, my apologies.
Given that BCE will cut the dividend (even if just for argument's sake), what will be the impact on the share price? In your experience, does the size of the dividend cut generally equate to a similar sized rebound in price, or a fraction thereof? If a 50% dividend cut, what might be the potential rebound compared to a complete elimination of the dividend?
And, finally, any sense of when the board would want to have that decision made?
Many thanks for your insights - much appreciated, as always!!
Cheers,
Mike
Read Answer Asked by Mike on February 10, 2025
Q: Back in August 2024 it was mentioned that if the SSSG trends for PZA flatten out for the later part of 2024 it may be worth considering. Did they flatten out and is it worth considering now.

“Same-store-sales declined again in Q2 paired with royalty pool sales and adjusted earnings declining. We want to monitor the declining SSSG trends, and if they can flatten out over the second half of the year, we would then be comfortable stepping in.”
Read Answer Asked by David on February 10, 2025
Q: Is now a good time to get into CDN REIT's. If so can you please select your top 3.
Thanks in advance.
Read Answer Asked by John on February 10, 2025
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