Investment Q&A

• Dividend 15 Split Corp. Class A Shares (DFN)
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• Financial 15 Split Corp. Class A Shares (FTN)
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• Canadian Life Companies Split Corp. Class A Shares (LFE)
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• North American Financial 15 Split Corp. Class A Shares (FFN)
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• US Financial 15 Split Corp. Class A Shares (FTU)
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• Prime Dividend Corp. Class A Shares (PDV)
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Q: With the recent drop in prices, are any of the above attractive for dividends and price appreciation?

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Read Answer Asked by Vineet on March 07, 2022

Q: Will the millions invested into Russia's main 3 oil and gas companies by Manulife,Power Corp,Cibc,BMO,Rbc,Sunlife impact future earnings or maybe some can come back to Canada.

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Read Answer Asked by terrance on March 07, 2022

• Intact Financial Corporation (IFC)
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Q: Hi,
I am puzzled by Intact's jump in price today, it isn't earnings related, but seems rather significant. Also, given that they have just issued preferred's at 5.25%, would you rate these as a good addition to a diversified portfolio looking to add a lower volatility holding for income? Thanks for your valued thoughts.
Dawn

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Read Answer Asked by Dawn on March 07, 2022

Q: Re: Cryptocurrency in general; Luna in particular
My colleague informed me a bit about the Terra "algorithmic stablecoin platform" with Luna as its default currency, which is pegged to the USD.
Notwithstanding the complexities around crypto, and the thousands of "coins" out there, what do you think about the case for investing in cryptocurrency in general, and Luna in particular, as a small part (no more than 5%) of a long term, buy and hold portfolio.

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Read Answer Asked by Alfred on March 04, 2022

• LifeWorks Inc. (LWRK)
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Q: Long time holding which has gone down steadily since mid July 2021. Any thoughts on the reasons for the decline? Time to take profits and look for something with a better return? Any suggestions as to replacement? (not necessarily in the same sector).
Many thanks.

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Read Answer Asked by Carlos on March 03, 2022

• S&P Global Inc. (SPGI)
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Q: Hello Team,
Could you give me your analysis on this security and is it a buy in your opinion.
Thank You,
Barry

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Read Answer Asked by Barry on March 03, 2022

• Canadian Imperial Bank Of Commerce (CM)
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Q: Is it better to buy CM before the split or try to wait for a dip and buy it afterwards?

Thanks!

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Read Answer Asked by Terri on March 03, 2022

• iShares Canadian Financial Monthly Income ETF (FIE)
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Q: Is this diversified enough for a 10-20% position ?

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Read Answer Asked by Cacey on March 03, 2022

• Toronto-Dominion Bank (The) (TD)
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• Bank of Nova Scotia (The) (BNS)
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• Manulife Financial Corporation (MFC)
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• Sun Life Financial Inc. (SLF)
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• Trisura Group Ltd. (TSU)
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Q: Hello Peter and team,
I was expecting with higher rates that insurance and banks will do well. Trisura is behaving like a tech stock and the banks and insurance are not doing well despite good numbers. Is this due to uncertainty geo-politically? Thanks very much.

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Read Answer Asked by umedali on March 03, 2022

• Toronto-Dominion Bank (The) (TD)
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Q: Your thoughts on td acquisition of another US bank please. They paid what looks like a sizeable premium

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Read Answer Asked by Greg on March 02, 2022

• Bank of Nova Scotia (The) (BNS)
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• BCE Inc. (BCE)
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• Sun Life Financial Inc. (SLF)
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• Fortis Inc. (FTS)
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• Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
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Q: What are your five favourite dividend stocks with growth possibilities at the moment? Please include one in the utility sector (perhaps a renewable). Thank you as always, Pete in Calgary.

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Read Answer Asked by Peter on March 02, 2022

• LendingClub Corporation (LC)
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Q: What are your thoughts on LC . The last comment was a long time ago
Thanks

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Read Answer Asked by Leon on March 02, 2022

• Aegon Ltd. New York Registry Shares (AEG)
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Q: Considering the turmoil in Europe, would you sell Aegon N.V. (AEG)? What would you replace it with? Is there an ETF that could spread out the risk instead?

Thank you

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Read Answer Asked by Frank on March 02, 2022

• Morgan Stanley (MS)
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• Wells Fargo & Company (WFC)
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Q: Given the recent developments in Ukrain and financial sactions on Russia there has been a decline in US financials such as Morgan Stanley and Wells Fargo. Given uncertertainty around current eents do you think its good to continue to hold, divest and/or purchase more of one or both of these two financial institutions?

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Read Answer Asked by Gerry on March 02, 2022

• Apollo Global Management Inc. (APO)
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Q: Greetings 5i,

I own both of these and have done well. I consider them long term holds. Bruce Flat has stated last quarter he sees 20% growth per year over several years. Apollo has merged with Athene (insurance /annuities etc). My question is, in an inflationary and subsequent rising interest rate environment, will these two companies face significant headwinds? Have we seen the “top” in the asset management class short to medium term? Please explain why or why not. Deduct as needed.

Cheers!

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Read Answer Asked by Duane on March 02, 2022

• Trisura Group Ltd. (TSU)
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Q: For a possible tax loss sale what would you suggest as a proxy either Canada or USA?

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Read Answer Asked by William Ross on March 02, 2022

• Sun Life Financial Inc. (SLF)
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Q: Hi Peter
Sun life has fallen from $73 on Feb 9th to $64.80 today. I understand some of it may be attributed the quarterly results. Is there anything else pulling the stock price down? Does Russia - Ukraine crisis impacting Sun life stock?
Would you be a buyer of SLF at this price?

Thanks

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Read Answer Asked by Greyhair on March 02, 2022

Q: What Canadian Banks are exposed to the decline in the Russian Ruble in order of worst to to least

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Read Answer Asked by Barrie on March 01, 2022

• Bank of Nova Scotia (The) (BNS)
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Q: thoughts on the quarterplease?

Thx

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Read Answer Asked by blake on March 01, 2022

• Lazard Inc. (LAZ)
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Q: May you provide an update on LAZ ? Has been brutally punished as of late. Would you be a buyer, and how compelling, if at all, do you find it ?

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Read Answer Asked by Karim on March 01, 2022