Q: Any specific news regarding BMO keeps falling for the past 2 weeks even the market is up today but BMO stocks is down, try to understand why it keeps going down, wondering because BMO invested heavily in oil and gas and crude oil is down. Appreciate your insight.
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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: Seeking Alpha mentioned that the Federal Reserve will release the results of its 2022 bank stress tests today. What do you think of the results?
Q: Since the announcement of accounting changes this year for insurance contracts, it seems to have accelerated the downward movement of this stock's price. I'm trying to understand if this is a short term impact, or ongoing.
Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?
In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.
Will there be a point where the (theoretical) positive impact of rising interest rates put the brakes on the decline?
In the past I've heard the narrative on insurance companies that they can simply keep raising their premiums when business is negatively impacted. Not sure if you agree with that. I am a long term holder and am trying to decide whether or not to bring my weighting of this company back to 5% after its recent decline.
Q: I have held BNS for some time and wonder if it is still worth holding onto. I was considering a switch to National Bank. What would be your rationale supporting this switch? And, on the other hand , why would you not make this move?
Q: This is a follow up to my previous question regarding impact on share prices if BOOK VALUE takes a hit at the end of Q 2.
My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)
Sorry for any confusion.
Thank you.
My intent was to find out if there is any correlation historically between BOOK VALUE dropping and a proportionate drop in market value. (????)
Sorry for any confusion.
Thank you.
Q: In a rising interest rate environment - I always understood that insurance companies would do well since their liabilities would be discounted at a higher rate. However - I see that SLF is down 16% this year and MFC is down over 8%. Huh???
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?
Q: Hi 5i
With reference to Harpinders June 15 questions regarding "buy,sell hold or watch " ..It was not clear to me what 5i's advice was...would you mind clarifying..
Many thanks
jim
With reference to Harpinders June 15 questions regarding "buy,sell hold or watch " ..It was not clear to me what 5i's advice was...would you mind clarifying..
Many thanks
jim
Q: CWB is down 26% year to date. If the oil and gas sector prosper, can I assume that CWB will as well?
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Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK)
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Evolve European Banks Enhanced Yield ETF (EBNK)
Q: What is the risk in owning BANK other than volatility correlation to financials?
Will the distributions be reliable?
What about EBNK?
Will the distributions be reliable?
What about EBNK?
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Costco Wholesale Corporation (COST)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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Bank of America Corporation (BAC)
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JPMorgan Chase & Co. (JPM)
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Royal Bank of Canada (RY)
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Toronto-Dominion Bank (The) (TD)
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Bank of Montreal (BMO)
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Canadian Imperial Bank Of Commerce (CM)
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Constellation Software Inc. (CSU)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Bank Nova Scotia Halifax Pfd 3 (BNS)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
Q: Earlier today you replied to a question with: "We are not big fans of averaging down, but if we were to do it BAM.A would likely be near the top of the list. When 'the market' brings down all stocks we are more comfortable buying more as opposed to when a company in isolation declines. We are not worrried about BAM getting through this market and/or upcoming recession. "
Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.
Thx.
Please list 5 cad and 5 usd stocks that would be in your top list that would meet the above criteria.
Thx.
Q: Can you tell me ECN’s relevant valuation ratios and then comment on if the shares are expensively, fairly or cheaply valued? And how would this company do in a recession?
Q: Bmo stock falls 10% in a week, if recession would it go down to March low 2020? is there any bad news? Is it time to sell to hold cash and buy it back at lower price? Your thoughts please, thanks
Q: I see good value in each of these companies and am planning on taking a position in one of them.
For a 3-5 year hold in my TFSA, which would be your choice and why?
Thanks, Rick
For a 3-5 year hold in my TFSA, which would be your choice and why?
Thanks, Rick
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First American Corporation (New) (FAF)
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FNF Group of Fidelity National Financial Inc. (FNF)
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Stewart Information Services Corporation (STC)
Q: Hi 5i. I'm not sure if anyone has ever posed you a question about any of these companies, all of which have substantial operations in Canada.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Obviously, the expectation of continued interest rate hikes will have a strong negative effect on these companies' business this year. Taking a step back, though, do you see much to separate them as investments? For instance, is any of them materially more indebted than the others? Any thoughts you might have would be welcome.
Q: Morningstar is giving FNF a five star rating at its current valuation with Point & Figure analysis indicating continued declines ahead. What is your perspective on FNF's future growth prospects and its continued ability to pay its healthy dividend?
Q: Hi, Would you consider FSZ buy, sell, or hold at this time or keep it on watch?
Dividend yield is 9.36%. do you consider dividend to be at risk?
in answer to one of the question earlier this year, you mentioned that you "would like to see the company begin to reduce some of its debt levels" Any change there?
Dividend yield is 9.36%. do you consider dividend to be at risk?
in answer to one of the question earlier this year, you mentioned that you "would like to see the company begin to reduce some of its debt levels" Any change there?
Q: Hi Team,
What are the chances of these companies going bankrupt from 1 (highly unlikely) to 10 (highly likely).
Are either likely going to need to issue shares for funding?
Thanks
What are the chances of these companies going bankrupt from 1 (highly unlikely) to 10 (highly likely).
Are either likely going to need to issue shares for funding?
Thanks
Q: Hi! I’m evaluating the Canadian banks and I’m trying to find historical averages for price to book and price to earnings ratios. Can you outline historical ranges where Canadian banks were cheap and why Canadian banks trade higher than u.s. banks on price to book? Is it due to their oligopoly status?
Thanks,
Jason
Thanks,
Jason
Q: Hi Everyone at 5i! I am thinking of selling my BNS shares and buying CIX for better future growth. What are your thoughts on this?? Would this be a good move at these stock prices??
Cheers,
Tamara
Cheers,
Tamara