Investment Q&A

Q: Could you please comment on their results and outlook?

Thanks,

Milan

Q: For many years I have had full positions in each of BEP.UN, BIP.UN, and BAM.A, and have done very well with them. For purposes of portfolio weighting, I have always treated them each as separate entities in their respective sectors ie. Utiilities, Infrastructure, and Financial Services. I am getting ready to retire and have started looking at the relative safety of my portfolio more critically. Given that these 3 are all actually part of the same parent company (BAM.A), should I be worried about being invested too heavily in one company, or is it fair to keep treating them as separate moving parts? I would greatly appreciate your thoughts.

Q: Hello TEam,

I my opinion TSU reported great earnings but it is on ha large declined. Did they announce bad news, am I missing something? What do you think of this name here and now?

Thank you

Q: I am considering selling Square and replacing with Visa - what do you think? Thanks!

Q: 5iteam: Currently down about 9.5% . Would you consider GSY a decent replacement .If considering I do not currently need the better dividend and .it is looking like a tax loss would help this year , do you feel GSY at today 's price would give me more upside potential or would you suggest a better name to add to portfolio rather than add to GSY to lower my book value?Tks Larry

Q: What did you think about GSY’s latest earnings release ?

Q: Could you provide comments on earnings and future prospects for this company. Is this company hold, sell or buy more?
Thank you

Q: Please comment on uwmc earnings. Is it still hold, sell or buy more to reduce average cost.
Thanks

Q: What is your overall opinion on ICE Intercontinental Exchange. What do you think of their acquisition of Black Knight. Do you think there will be a higher demand to trade commodities and won't this benefit ICE? Do you have a rough percentage breakdown of where they they make the most of their revenues from? Thanks

Q: This company has been moving up lately due to the shift to value. I hold an overweight position in several accounts and after several years of flat to negative price momentum i am considering selling my positions as its earnings are very lumpy and has not proven to be the best investment. Would you sell now or wait for the momentum to hopefully take the stock higher?

Q: Can you please comment on earnings for UPST, the 50% down day, and whether you still view it as a Risky but potent buy notwithstanding market backdrop.

Q: Would you please compare Manulife and Sun life. I have some Manulife shares. Would you recommend buying more Manulife shares or buy some Sun Life shares instead and therefore have some of both?

Q: Can you comment on quarterly earnings for HCG please?

Q: Your comment on the earnings please?

Thanks

Q: What are your thoughts on US bank prices. Specifictly Citigroup it seems very cheap at . .6 times book value. If it wasn't for the war at what price would you see the US banks today. lower, higher or much higher than todays prices. My average price is 55 dollars. Sell hold or buy today.
Thanks for the great advise
Hubert

Q: Hi,
I'm currently holding all of these at a loss, mostly in RSP's - so the loss, if taken, won't be helpful tax wise. I'm aware you are still recommending GSY, but assume that is because at this point it is a reasonably buy. It has been a particular disappointment for me, as I purchased near the recent highs, so I wonder if the remaining capital I have might be better in the energy sector, as I do hold other financials. SNAP and SBUX are looking a bit more like they will take a very long time to show positive momentum - would you agree? Or do you feel it is worth holding onto all of these? I don't need the cash, I'm just wondering if it would be more prudent to stop the day by day reduction in principal, in particular when there are options such as ENB that pay a sizeable dividend in a more positive sector.
Many thanks for your thoughts, as they are always appreciated.
Dawn

Q: Thoughts on the quarter for TRI. Also, is this an expensive stock? I see a PE of 8.67 on my online brokerage and the 5i PE shows 8.9 but in a recent question you indicated a forward PE of 44.

Q: Gentlemen, wondering how much of the current weakness is related to the tapering of quantitative easing?
Seems that most of their recent weakness is related to margins and volumes on high quality US bonds.

Thanks for all you do

Leo

Q: What do feel are the best bargains currently in this market ? Top 10 please, and a management ranking, 10 being the best. Long time time horizon. Thanks

Also, please provide your favourite Cnd stock/ETF for an RESP. Long time horizon

Thanks

Nick

Q: Two related questions. I purchased SLF several months ago as a hedge against inflation. Since then, the stock has done nothing but decline and I am now down 12%. Please explain why it is performing so poorly now and provide thoughts on how it could potentially be impacted by a recession. Still with finance, would GSY (despite its smaller size) have generally the same economic drivers as the Big Five banks? Thank you.