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???
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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: 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 of Nova Scotia (The) (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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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
Q: Can you comment on hut.ca? I am considering buying at the present price for a 1% holding longer term vrs a trade to sell after sometimes after bear market has turned.
Q: I hold BRE and ECN in my portfolio. I would appreciate your opinion on these companies. What is the short term and medium term outlook for ECN and BRE. Also, what would your current recommendation be: hold? sell?
Thank you
Thank you
Q: I was wondering what the difference is between these two companies. I own a small amount of SLF and am thinking of buying more or adding MFC.
I value your opinion.
Thank you.
I value your opinion.
Thank you.
Q: Good Morning.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.
I presently have UPST in a TFSA account. It is down significantly without tax loss sale possible. I have read that the new Apple payment system is disruptive to Block (Square) and to Affirm. What is your opinion on this and would UPST be significantly affected? Is it wise to continue to hold UPST or should I consider moving some funds into AAPL? Thank you.
Q: Are you able to provide your assessment of Curo. The company seems to be very comparable to GOEASY. Would you consider them the same(other than Curo having a stronger presence in the U.S., though they are growing in Canada)?