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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: Given the age of Prem Watsa, does Fairfax have a detailed succession plan? Is anyone being groomed? What do you feel the impact on the company would be if something happened to Prem? The P/E seems quite low at 7.83. Is this a relatively safe entry point? What do you see as the biggest concerns with this company?

Thanks
Read Answer Asked by Brad on February 13, 2026
Q: SLF & IFC: I have held both forever and by far - not even close, IFC has out performed SLF in terms of capital appreciation and dividend growth. Yes, the yield is less with IFC at $1.33 per Q vs SLF at $0.92 per Q with a yield of 4.21 vs 2 for IFC; but, I will take both dividend growth as share price appreciation any day. I know, not a question; but, when you report yield comparisons about companies should you not include the whole picture? I bought IFC at $44 and SLF at $30 for example.
Read Answer Asked by James on February 12, 2026
Q: Brookfield Corporation just released earnings. Your thoughts on the results. Also, does anyone in the investment business write a clearer and better Letter to Shareholders than Mr Flatt?
Thanks
Robert
Read Answer Asked by Robert on February 12, 2026
Q: Hello,

In terms of valuation, which is the better choice, and also, is BAM much less risky than BN for a fairly conservative investor? It's been graphically much weaker than BN for some time.

thanks
Read Answer Asked by Charles on February 12, 2026
Q: I hold all four of these financials.
The Bank stocks are performing well while GSY and PRL are not,
All are in the lending business. I would appreciate your explanation
of this difference other than the type of borrower they serve given economic concerns.
Thank you
John
Read Answer Asked by John on February 12, 2026
Q: I am considering an investment in private investment company OWL which has been hit hard by recent sentiment. It pays a dividend of over 7%. I would sell a current holding of BINC which pays a dividend of around 5.7%. I understand OWL has much greater risk and appreciate BINC being managed by Rick Reider. Would you endorse this change not to squeeze an extra 1% of dividend but rather because you agree that over a period of 3 to 5 years sentiment is likely to change regarding private investment firms such that a substantial capital upside is achievable along with the generous dividend. What opinion do you have specifically regarding OWL. At current price levels do you see substantial risk. Thank you.
Read Answer Asked by Ken on February 11, 2026
Q: Have an RRSP currently holding 2 bank positions (BMO and NA) that represent 11% of the portfolio Also hold XIU and XIC that total 15 percent of the portfolio and CDZ that is roughly 10 % of the portfolio.
Thinking of adding BNS or selling the two banks and buying ZEB. Which is better option given the other ETF’s ?What percentage holding in the banks would be appropriate?
Also should portfolio hold both XIU and XIC or should they be combined into one of the two. And if so how does this affect the direct holding in the banks? Perhaps not needed at all? Would appreciate your comments.Thanks.
Read Answer Asked by John on February 11, 2026
Q: - what are your projections on GSY? I am currently down over 30% on it and it makes up 4.2% of my portfolio. I am considering buying because it is undervalued at the moment and analysts seem to generally rate it as a moderate to strong buy. However, I am concerned about having it overweighted in my portfolio. What are your thoughts? I have a 20-25 year investment outlook and generally consider myself to be a moderate risk investor
Read Answer Asked by Robert on February 11, 2026
Q: I owned these brokers for what I thought was a defensive play in my RRSP. They've both been hit this week on AI disruption. I'm not one to sell while under water, however it seems the barriers to entry are somewhat eroded quickly in the broker business if AI companies can offer direct to consumer insurance quotes and pass on commission savings to the customer etc.... I know it's very early innings and that this is hard to predict with any certainty, however do you see much more downside with these two stocks? Not sure I want to experience another 20-30% leg down here.
Read Answer Asked by Mike on February 11, 2026
Q: Both of these stocks seem to have performed in a fairly stable manner and have yields at current prices in the range of 11-12.5%. Can you recommend either or both as at least 3-5 year holds?

Thanks again
Read Answer Asked by Donald on February 11, 2026
Q: I am considering adding an insurance company. Do you think the insurance sector will do well in the next 5 years and which would be your favourite company? A short explanation of your choice would be appreciated.
Read Answer Asked by jacques on February 10, 2026
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