Q: Thoughts on Mara as a long term investment? Insider buys?
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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: THOUGHTS ON NEWS TODAY
Q: When looking for stripped bond offerings on my broker's screen, I can see an entry named Sagen Mi Canada that offer's a good yield with a credit rating of AH/BBB+. I know nothing of this company. Would you have any insight on the matter, or should i just keep passing on it?
Thank you
Thank you
Q: Hello 5i team,
Would you recommend this stock in one of the portfolios in the future?
Andrew
Would you recommend this stock in one of the portfolios in the future?
Andrew
Q: Hi!
I got into CIX a few months ago at around $20. I am happy to hold and wait to break even at least. Would you be able to suggest how long that will wait will be? Also, are the fundamentals still in place for CIX for the market to pay $20 for CIX.
Not to worry...it wasn't a massively concentrated position or anything! : )
I got into CIX a few months ago at around $20. I am happy to hold and wait to break even at least. Would you be able to suggest how long that will wait will be? Also, are the fundamentals still in place for CIX for the market to pay $20 for CIX.
Not to worry...it wasn't a massively concentrated position or anything! : )
Q: I live in a city where every other car seems to be a Tesla. I noticed on teslas loan page that they only deal with the three banks mentioned above when it comes to financing.
Will this materially move the needle for any of these institutions in the long run?
Thanks
Will this materially move the needle for any of these institutions in the long run?
Thanks
Q: We owned Onex since 2006, we are from $20 to$ 64. Not that great given the meagre dividend. It is about 1% of total portfolio. we have some newly realized cash and wonder if we should augment the position to 3% given the low valuation now.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
could you suggest other well priced private equity or conglomerate, (Claivest?) We are looking at the long term.
Thank you.
Q: Can you please compare GSY from the Growth Portfolio and BNS from the Income Portfolio. I believe that 5i continues to be very positive about GSY, but in this present economy, BNS looks like a much safer bet to me. GSY seems have about $1.7B in debt, whereas BNS has about 198B in cash or $348 per share. BNS has a forward dividend of about 5.4% and GSY is 3.7%. If you could only invest in either BNS or GSY today, what would you choose for a 5 year hold?
Thanks!!
Thanks!!
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
Q: Hello, CDN Banks are trading at or near their 52 week lows. BNS and CM have a dividend yield of over 5% now. Do you believe, their valuations have reached close to or near their bottom and it makes sense to add, for income and growth, with a time horizon of 5-10 years. If so, what will be your preferred order for these names ? Thanks
Q: Hi Guys
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
With everyone saying they don't understand their financial statements isn't this a red flag?.Also when everyone loves a stock,this to can be a cause for pause...remember Nortel Networks..
Assets are like 9.5x the total shareholders value of this company, isn't this a recipe for disaster in a rising interest rate world?
Thanks Gord
Q: As a follow up to your answer to Shane, when you say 'turn off investors' do you mean that many people consider its general business practices unethical? Or is it something else?
Thank-you.
Thank-you.
Q: Hi Team,
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Have you had a chance to look into GSY's deal with Canada Drives? It seems like a good move to me by the company. How successful is "Canada drives" with sales? I have never heard of them until now but apparantly they are Canadas largest online car sales platform.The stock didn't seem to get any big love from the announcement. On another note...GSY continues to amaze me how this company is not worth so much more. P/e shows 10.6 on my platform, growth has been solid and proven for many years now and the loan book growth is now going parabolic the last year or 2 as it reaches scale it seems. Dividend growth has been stellar. Yet...I rarely hear it talked about by analysts on bnn or elsewhere. Do you feel it is still relatively "unknown?" Or is the company just being given a cold shoulder by many that view it as a predatory lender? To me the company checks all the boxes a person should be looking for, especially in the inflation environment when it comes to valuation and dividend growth, earnings growth. People can say what they want about recession scares with this name, but they have been there and done that have they not? 2020 they proved their business is resiliant. Your comments on all this would be appreciated. Thanks!
Shane.
Q: Would you be a buyer of US Banks now or would you wait for potentially lower prices? I have a small position in RUBY which I'd like to increase but it is down 26% from my original purchase price but I am not sure how US Banks are expected to perform in this market and facing a possible recession.
Q: Can you speak to GSY financial stability and how a struggling economy could effect them / how much of a concern is defaults.
Q: Are Fiera's dividends sustainable? I just read an article which said it had a 160% earnings payout as dividends to shareholders and a 55% cash payout ratio last year. Can you explain which metric you consider more important? Thanks!
Q: Hi 5i,
Regarding Rajeevs question on canadian banks "should we worry?" .
It was not clear to me from your answer ...
Also Is it possible to elaborate a bit on the reasoning/rational/strategy for selling off banks at this time..
Who would you guess are the large sellers?
Would you consider this a buying opportunity?
thx
jim
Regarding Rajeevs question on canadian banks "should we worry?" .
It was not clear to me from your answer ...
Also Is it possible to elaborate a bit on the reasoning/rational/strategy for selling off banks at this time..
Who would you guess are the large sellers?
Would you consider this a buying opportunity?
thx
jim
Q: Can I please have your thoughts, opinion on this company and would you consider it a buy for a long term hold? Thank You.
- Toronto-Dominion Bank (The) (TD)
- Canadian Imperial Bank Of Commerce (CM)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
Q: In my non registered account for financials I own BNS, TD, and GSY. With them all down would you top them up or buy CM instead as an additional holding? The focus of the accounts is high quality dividends as I plan to only use the dividends in retirement. I have growth stocks in my TFSA.
Q: Can I get your take on canadian insurance companies in this market. Which one would you prefer and why? Would you start buying now or wait a bit till after the next rate hike? Thanks
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Nova Scotia (The) (BNS)
- Canadian Imperial Bank Of Commerce (CM)
Q: Why were CDN banks down 3%, today, Stress Test results for US banks also came strong. One damper, as I learned was Deutsche Bank down 11% in Europe Trading. Is there a contagion effect ? CDN Banks are now down 20% YTD. Should we worry ? Thanks