Investment Q&A

Q: Hi 5i,
I want to add an insurer to my RRIF for long term capital appreciation and income and have done something of a side-by-side comparing of MFC and SLF.
My findings (any one of which could be incorrect or overstated) are:
- Estimates of future growth and earnings favour MFC;
- Current dividend yield favours SLF by 0.30%;
- Past 1 yr, 3 yr and 5 yr shareholder return (whether dividends included or not)
significantly higher at MFC;
- MFC slightly less expensive based on P/E and more so based on P/B;
- SLF management is more experienced and pays itself less than does MFC
management.
Based on the foregoing MFC looks like the best choice over the long haul for the goals I've stated but I think historically you've favoured SLF, which leads me to ask: If you were to invest in one or the other for a RRIF at this time, which would you choose and why? Or would you go in 50/50 on each or in some other proportion?
Thanks 5i,
Peter

Q: I see there is a merger proposed. I have quite a big position in Brookfield. Should I just take my profit or take more BN shares?

Q: Hi guys,

Please provide your thoughts on this company Vine Hill, VCIC.

Thanks,

Jim

Q: Hi 5I team. Any thought on the 4 something % drop today .Is the business still in operation. Could it go bankrupt? Sitting on a over 70% loss.now .Can you imagine how long for possible recovery? Thanks Larry

Q: hi,
can you comment on earnings, price action, and recommendations re BUY or SELL?
cheers, Chris

Q: Good morning,

BN earnings look pretty decent to me. What are your thoughts on the quarter?

Thanks as always.

Q: Hi 5i team,

I’m considering swapping HOOD for SEZL. SEZL has beaten revenue and earnings estimates for four consecutive quarters and is evolving into more of a subscription service with a BNPL model.

HOOD just broke its streak of EPS beats in Q1, and the recent crypto downturn shows its continued reliance on the crypto cycle despite diversification efforts.

My question is, would you prefer SEZL over HOOD for a 3-5 year hold? Also, how significant is the Pomerantz investigation in this context?

Thanks!
Matt

Q: Your thoughts on their earnings, thank you

Q: Are any of the big six Canadian banks expected to hike their dividends this quarter.

Q: Thoughts on the quarter?

Q: Since this company's IPO the share price has continuously decreased. It's company had already fulfilled it's stock buying program and announced another $200M USD program.

It's growth prospects seem strong, it's branding and connection with younger customers seems in tact and it is targeting a segment of the market with actual banking solutions that are missing in the market. On top of this, the fastest growing segments seem to be middle income consumers which will boast the credit profile and reducing some risks.

Anything to like or dislike about this company aside from the profitability profile which is weak but improving?

Q: Hello
Could you comment on latest AFRM holdings earnings?

Thank you
Stephane

Q: My question is abit more general on the big 6 banks but I own RY primarily.
What is the historical PE multiple range for the banks and RY specifically. I feel like they are getting a bit expensive compared to historical ranges and the yield is now below 3%. If I had more confidence in the Canadian economy I wouldn’t feel so complex to take some profits off the table and maybe rotate into a few non-bank financials. What do you think? Thanks

Q: Need to add financial stock within my portfolio in the next week or two. For a TFSA, not needed for at least 5 years. Based on exchanges in this platform, I am considering HOOD and BN. I am very much a crypto skeptics. Assuming that I put a value near 0 to HOOD's business, would this still be a buy? Would you recommend another stock instead of these two? Which ones?

Q: Thoughts on their quarter and long term outlook?

Q: I have a small position in Paypal, very small, but im down about 40%. Would it be worth waiting it out or is it just a sell at this point?

Q: Thoughts on their quarter and long term outlook?

Q: Hi, Would you please comment on recent earnings from EFN. I noticed some downgrades following the Q1 results. Do you have any concerns? Thanks.

Q: the q1 results looks fine for me, yet the market acts differently. what i have missed ? is it still a good stock to invest ?

Q: Can you contrast the business models of INtact financial and Fairfax financial holdings and discuss valuation and which uoid prefer thanks? Why such a large PE discount for fair fax? Why have both somewhat underperformed of late but done well longterm?