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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: Hi 5i
A month ago you suggested waiting a few weeks for the turmoil in regional banks to settle down. Are we there yet? I am tempted to buy IAT (35.28) or KRE (42.65), both about 35% off their highs. thoughts?
Greg
Read Answer Asked by Greg on April 18, 2023
Q: What percentage of Brookfield and Blackstone are in office real estate ? Retail real estate?
Read Answer Asked by Mark on April 18, 2023
Q: Hello. With regard to banking regulations in Canada versus regulations in the US, what would be the greatest concerns regarding stability?

Thank You.
Read Answer Asked by Mary Jean on April 18, 2023
Q: I am an income investor and hold equal weighting in all 5 big banks. I’m looking at the quite larger than normal yield spread between RY and BMO and TD and am thinking of either halving or even fully selling my RY position to add to BMO and TD. Someday when the spreads go back to being much closer, I would likely repurchase RY. Do you see anything wrong with this logic? Would you prefer one of TD or BMO for such a move? Half or full position? I’ve held RY for a long time, thus my little bit of doubt!
Read Answer Asked by Mark on April 17, 2023
Q: You recently mentioned that BN owns 75% of BAM. Do you have the numbers for BSO, BIP, BEP, BBU.

Greatly appreciate.
Read Answer Asked by Valter on April 13, 2023
Q: I was wondering if you would indicate which US banks have been acquired by the above mentioned banks and how risky these acquisitions might be considering the differences in the banking regulations between the two countries.
Thank you very much. Any information you provide will be greatly appreciated.
Read Answer Asked by Mary Jean on April 13, 2023
Q: What is your opinion of AJG compared to AON. Both have performed well but AJG has a much higher PE. Would recommend either or is there another company in the sector that you would prefer. Thanks so much for your expertise.
Read Answer Asked by Ian on April 12, 2023
Q: Big bank earnings approaching. What do we anticipate and how will the sector respond. Some regional banks look attractive. Do you agree? If so, which names look nicely on sale.
Read Answer Asked by Chris on April 12, 2023
Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?
Read Answer Asked by Anthony on April 10, 2023
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Read Answer Asked by Daniel on April 10, 2023
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