Q: I'm down >50% on LMND in my TFSA account, and while the loss itself doesn't alarm me, I'm doubting the future potential of their business model - especially with rising rates. I'm considering selling this position and re-investing into another company that I'm also down significantly on (RDFN) but that I have higher conviction in. Would love to hear your thoughts? Thank you.
Q: I know that you have been generally positive on IFC. Would you be comfortable at this point initiating a position for steady growth and income. A brief explanation would be helpful.
Q: What is your opinion of these equities, in general and in the current environment? Are there any which you would consider for a long-term hold for income/growth? Or sell?
How would you rank the following five Brookfield companies (BIP.UN, BIPC, BAM.A., BEP.UN, and BBU.UN) over a long-term hold with respect to risk-return? Which of the five securities has the highest risk and which one do you perceive has the lowest risk?
Q: I believe that life insurance companies benefit from higher interest rates . When I was much younger a-lot of people and families seemed to carry life insurance policies . But from what I can tell ,young people today could not care less about life insurance . Could I get your out look for these insurance companies in Canada and what could have the best upside , if any due to interest rates continuing to rise. . Thanks.
Q: Hi Peter
The IPO for WISE (previously TRANSFERWISE) was July 2021 and the share price has dropped from a high of GBP 11.4 to now about GBP 3.4. I realize you don't cover European or English stocks but I'd be grateful if you could provide some basic data, such as amount of debt, free cash flow, P/E etc. Is this a stock which you would hold over the long term? As there is a lot of competition in the fintec sector, is there any news of duress experienced by WISE, or a likelihood of the firm going bankrupt?
Thanks a lot.
Q: CWB had a weak quarter with lower net interest margins than expected and weaker guidance as well. EPS of $0.84 missed estimates of $0.90.It appears loan and deposit growth came in lower than expected but the company expects higher rates to act as a bit of a tailwind over the year. On proximity to the oil sector, this type of activity can have a lagged impact but also financing activity might be more muted as energy companies are more focused on shareholder returns compared to capital investment
I asked the question show above you did not answer my question as to why CWB results were so bad please answer the question on CWB
Q: Hi Team
Would you take a position in VCLT ? I believe it is yielding around 4.8%
Or is there a high default risk on the Corporate Bonds.
I noticed a lot of the bonds were rated BBB
Thanks Gord