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.
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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: 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
Thanks again
Q: Hello 5i Team
RFA Financial (the former Artis REIT)
Any thoughts on the merged entity?
The 3:1 share consolidation has muddied the waters a little.
Do you know what the proposed dividend will be?
Has the earnings date been released yet?
Thanks
RFA Financial (the former Artis REIT)
Any thoughts on the merged entity?
The 3:1 share consolidation has muddied the waters a little.
Do you know what the proposed dividend will be?
Has the earnings date been released yet?
Thanks
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Great-West Lifeco Inc. (GWO $60.23)
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Sun Life Financial Inc. (SLF $88.76)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Intact Financial Corporation (IFC $263.55)
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.
Q: Would you buy now, just before the results?
Q: Could you please give us your opinion of AB’s latest results? Is it a buy/hold/sell for income investors?
Q: Would you suggest that Galaxy Digital Inc. is a sell or hold?
Thanks in advance,
Steve
Thanks in advance,
Steve
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,346.03)
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Markel Group Inc. (MKL $2,103.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
Q: Do you consider all of these companies to be core holdings? Of the ones you consider to be core holdings, please rank them (highest first) and give some explanation for your choices. Much appreciated. ram
Q: I have read an opinion that Bitcoin may have run its course and I assume this would apply to other crypto currencies as well. Could you comment on how widespread this feeling is. Do you feel that there is a case to be made for the sector or might it be best just to exit and move on to something else.
Also how many crypto currencies are there - my knowledge in this area is weak.
My only holding in this sector is Galaxy (as far as I know). Does it have other components to its business that might carry it through if the crypto sector continued to falter or even collapse.
Thanks.
Also how many crypto currencies are there - my knowledge in this area is weak.
My only holding in this sector is Galaxy (as far as I know). Does it have other components to its business that might carry it through if the crypto sector continued to falter or even collapse.
Thanks.
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Robinhood Markets Inc. (HOOD $85.60)
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Reddit Inc. Class A (RDDT $149.98)
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Robinhood CDR (CAD Hedged) (HOOD $14.24)
Q: Hi gang, would like to buy between RDDT OR HOOD. What would you suggest for 2-3 years hold. And at what price would you recommend and why,
Thanks. Alnoor
Thanks. Alnoor
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CI Galaxy Ethereum ETF (ETHX.B $9.69)
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Fidelity Advantage Bitcoin ETF (FBTC $30.71)
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Fidelity Advantage Ether ETF (FETH $36.39)
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Ishares Bitcoin ETF (IBIT)
Q: What are your favourite Canadian listed Bitcoin and Ethereum ETFs ? Is there a good Canadian listed ETF that covers crypto companies (underlying companies can of course be U.S.) ? I do not want to buy on U.S. exchanges.
Q: Thoughts on AI's effect on these stocks. Are they getting lumped into selling software, and if so, how? Do you still recommend holding these? Thank you!
Q: May I have your comments on earnings please. Is it buy here?
Q: Why did dfn drop so much today? Seems like a buy at this price. Banks and pipelines holding up. Cheers
Q: Would you add to a 1/4 position in HOOD today or wait for the smoke to clear?
Q: I'm reading conflicting reports about the dividend payout ratio of this stock. Is the current dividend sustainable?
Q: Hi 5i,
What would be the reason for POW downturn in the last few days? Thanks.
What would be the reason for POW downturn in the last few days? Thanks.
Q: I saw an interview with TomLee who said the cash position of the company makes it profitable no matter how much Bitcoin drops. Does this make sense?
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Canadian National Railway Company (CNR $143.77)
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Constellation Software Inc. (CSU $2,440.00)
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Canadian Apartment Properties Real Estate Investment Trust (CAR.UN $38.57)
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Descartes Systems Group Inc. (The) (DSG $94.09)
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TMX Group Limited (X $46.14)
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Thomson Reuters Corporation (TRI $123.17)
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goeasy Ltd. (GSY $128.32)
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KKR & Co. Inc. (KKR $107.21)
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Novo Nordisk A/S (NVO $49.12)
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Canadian General Investments Limited (CGI $48.60)
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Apollo Global Management Inc. (APO $132.43)
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Brookfield Renewable Partners L.P. Limited Partnership Units (BEP $30.89)
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Topicus.com Inc. (TOI $90.41)
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Cellebrite DI Ltd. (CLBT $14.94)
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Propel Holdings Inc. (PRL $25.87)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.71)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $71.72)
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Lumine Group Inc. (LMN $20.28)
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Intuitive Surgical CDR (CAD Hedged) (ISRG)
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Blackstone CDR (CAD Hedged) (BX $16.92)
Q: Hi, Sorry there are lot of companies listed but in summary this is three part question:
1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks
1. I have BAM2%,BN9%,BEP5%. I was thinking of putting new money to KKR or BX or APO. Should i add new money to existing positions or to new positions. Which one and approx. price please.
2. All the listed are in red in various taxable and registered accounts. Which one is good candidate for new money , which one would be sell and hold.
3. ISRG is at 1.5%. Should i go to 5% in one shot or go slowly or just hold on . This is in taxable account.
Thanks
Q: Your response to Denise’s inquiry on crypto was very unsettling to me,
I quote a snippet of your answer: ‘if crypto recovers’
Can you please expand on this? What is your outlooks on bitcoin and ether? Do you estimate there is a market probability that we are entering a long winter, or do you see this as portending something worse; a total value destruction?
Please be as sobering as you feel it necessary.
Thank you.
I quote a snippet of your answer: ‘if crypto recovers’
Can you please expand on this? What is your outlooks on bitcoin and ether? Do you estimate there is a market probability that we are entering a long winter, or do you see this as portending something worse; a total value destruction?
Please be as sobering as you feel it necessary.
Thank you.