Q: Thoughts on the quarter?
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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: 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?
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?
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PayPal Holdings Inc. (PYPL $45.44)
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Affirm Holdings Inc. (AFRM $65.43)
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Klarna Group plc (KLAR $14.13)
Q: Hello
Could you comment on latest AFRM holdings earnings?
Thank you
Stephane
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
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
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Robinhood Markets Inc. (HOOD $78.27)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.97)
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 ?
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,219.84)
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Intact Financial Corporation (IFC $248.65)
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.
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Toronto-Dominion Bank (The) (TD $147.59)
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Bank of Nova Scotia (The) (BNS $105.93)
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TMX Group Limited (X $54.47)
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Vanguard Balanced ETF Portfolio (VBAL $38.66)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.97)
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.
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
Dan
Q: Your views on PRL's earnings, please.
Q: Thoughts on latest quarter for mcan mkp