Investment Q&A

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?

Q: Hello. Would you add to an existing position in SLF after today’s move lower?

Q: With the news of Barrick spinning out it’s North American business and selecting NY for its primary listing. I’m curious to get your general opinion on this. I saw TMX’s comments on they don’t view one as being primary and the other secondary. Just curious.

Q: I understand that AJG as well as the other insurance brokers have been disrupted by AI. Are there value added parts of AJG's business which AI cannot replace? If so, can you help explain.

Q: The Analytics tells me that I need to reduce the Financial sector by 8%. Currently own BNS (3.5%), BN (1%), X (2.%), TD (4%), and VBAL (17%). Thinking about selling BNS and X or trimming the VBAL. I would appreciate your comments on which approach is better. Thank you

Q: Do you see PRL as a buy today after it's latest earnings report?

Q: Good morning,

Yesterday GameStop made an unsolicited, non-binding offer to acquire eBay for $125/share in cash and stock, valuing the company at roughly $55.5 billion. GameStop’s market capitalization is a little less than $12 billion.

The proposal is a steep premium to recent trading levels, but also raises questions about financing. Apparently TD has committed ~ $20bn to the financing of this proposed transaction.

Shares of GameStop fell about 10% Monday following the announcement, reflecting investor skepticism around the feasibility of the deal and the potential strain on the company’s balance sheet.

I have read that the more likely outcome at the proposed valuation would push leverage to roughly 7.7x debt to earnings before interest, taxes, depreciation and amortization — a level bordering on distressed.

As a TD shareholder, should I be worried?

Thanks as always.

Q: I currently hold Sunlife. At what price would you add to a position?
Dan

Q: Your views on PRL's earnings, please.

Q: Thoughts on latest quarter for mcan mkp

Q: Looks like amazing q1 results to me? How does it compare to expectations? Is it still a buy?

Q: In the last few weeks,the big 6 ex BNS generally hit new H after new H.Their CEOs are bankers ex BNS. BNS has been a laggard for 7 years,so the opportunity costs is huge while waiting for it to revert to the mean. So is it worth holding on longer? Chris White on Market Call like the big 6 with his top picks being RY & CM. Txs for u usual great services & opinions

Q: I hold GLXY in my TFSA. Now that it is no longer on the TSX it is a US listing in US currency. I’m down 6% and have not been too impressed with my foray into the crypto world (I also hold HOOD down 50% in a non-registered account). With growth the sole concern, and high tolerance for risk and volatility, what would you do with GLXY? The main reason for asking is now I have paid the currency conversion I could sell GLXY at a small loss and buy either GOOG, AMZN, NBIS or NVDA inside my TFSA. With a 5 year time horizon, could you please rank these 5 if purchased today.
Thanks so much for your expertise!

Q: Can I get your current view on this company.

Thanks

Q: Hello, if one assumes that the BOC and FOMC keep the rates steady, which one(s) of these would give me the sleep at night safety and best return, if that's possible.
Thanks
Carlo

Q: Hi 5i,

How is the report, does the new CEO passed the exam? What do you think his grade?
Many thanks.

Q: What is your opinion of the potential for a turnaround for various of these Private Credit firms? I have already put a small percentage of my portfolio in ARCC but:
a) is this firm the solid alternative it seems or
b) would I be better off with a position in BXSL,
c) the others, or
d) None at all?
Thanks
Best regards,

David

Q: Your thoughts on Bill Ackman's Ipos and what the current NAV is?

Q: Any thoughts on Bill Ackman's Pershing Square USA (PSUS) and Pershing Square Inc (PS) IPO as potential investment ideas?

Q: What's your opinion on taking a capital loss on Hood (non-reg account), with an eye to perhaps rebuying (or not) in one month? Back around its Feb-March lows, coming off a badly-received quarter, does it seem likely it will reverse its negative momentum in the short term? Thanks.