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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: 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.
Read Answer Asked by James on June 23, 2022
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?
Read Answer Asked by John on June 22, 2022
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???
Read Answer Asked by Gary on June 21, 2022
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?
Read Answer Asked by Helen on June 21, 2022
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.
Read Answer Asked by Christopher on June 20, 2022
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.
Read Answer Asked by William on June 16, 2022
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?
Read Answer Asked by Harpinder on June 15, 2022
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
Read Answer Asked by Jason on June 14, 2022
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