Q: Please give me your opinion on Opy
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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.
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.04)
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Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
Q: Hello, is the business profile of NVEI and LSPD the same? If you had to invest in just one of these two names, what would be your choice today? Thank you
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Purpose Bitcoin ETF (BTCC $16.08)
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CI Galaxy Bitcoin ETF (BTCX.B $18.06)
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3iQ Bitcoin ETF (BTCQ $19.32)
Q: I am becoming interested in bitcoin. I have not invested because I don’t really understand it. But I see a number of trust-worthy people getting very interested. It seems to be seen as an alternative and often a better alternative than holding gold. In your view what is the risk level of holding bitcoin at this point in its evolution? And can you suggest any educational material on the subject? Finally, what would you suggest for buying if someone is interested?
Thanks for the great service as always
Thanks for the great service as always
Q: Good Day to 5I team: With banks trending down I am down about 7% but still with a 4% dividend.With VRIF my core retirement income holding also in a downward trend am down about 5% with a 4% dividend. Would you consider one or the other a sell for tax loss and. Investing proceeds in a 1 year gic at 2.45% to take shelter from what may or may not transpire into a resession and redeploy funds when markets look better? Which do you feel has a better chance of revovery?
Q: I have owned MFC for a number of years and over this period the shares have done absolutely nothing other than the dividend despite general markets that have been quite positive over this period. If that is how the shares performed in good markets what might happen if or when markets weaken. I suspect shares could tank as they’re does not to be a lot of ‘love’ for the company shares. Would appreciate your analysis. Should shares be sold or continue to be held? Could you pleases provide rationale for your position. Thanks.
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CI Financial Corp. (CIX $31.99)
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IGM Financial Inc. (IGM $57.96)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $5.96)
Q: In an answer earlier this year, you mentioned IGM as having "turned itself around"; did you mean (for example) changes in its business practices, or its break-out from its pre-pandemic trading range? In another answer, you spoke of CIX's "high leverage to capital markets"; how do CIX, FSZ, and IGM compare in this respect? You've characterized the sector as "fairly cheap, with not a whole lot of organic growth and lots of pressure on margins"; given this backdrop (and assuming the sector is even investable), is IGM's relative market cap (3X CIX, 10X FSZ) a material reason to prefer it over the other two? Or is CIX's depressed share price (and implied growth-potential) more decisive?
Q: Read this article in the G&M yesterday https://www.theglobeandmail.com/business/article-insurers-face-double-hit-from-new-accounting-rules-and-new-taxes/
Could we get your comments please? And would this change effect your ranking of Canadian insurance companies?
Thank You,
Tim
Could we get your comments please? And would this change effect your ranking of Canadian insurance companies?
Thank You,
Tim
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Trisura Group Ltd. (TSU $39.75)
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Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: You mention in your company report that TSU initially had a relationship with BAM. Do they still have some sort of relationship , for instance marketing channels or shareholding’s ? Is there any chance of TSU and BAMR doing something together ?
Thanks. Derek
Thanks. Derek
Q: Do you see Canadian banks going much lower?
Q: Hi
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?
Thanks,
Robert
Q: BNS and other banks has been declining , what is the cause ?
Q: Been a while since you had any questions on this one .... thoughts on current share price and outlook. What price would you consider this to be a screaming buy ??
Q: Your thoughts on Bread Financial ? Seems like they made money every quarter last year and at a PE of 3.4 times it seems compelling. Very little info around on this one ....
Q: Hi
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy
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Manulife Financial Corporation (MFC $48.83)
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Great-West Lifeco Inc. (GWO $63.35)
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Power Corporation of Canada Subordinate Voting Shares (POW $70.51)
Q: I am thinking of adding an insurance name in my margin account. Both dividend yield and safety are my criteria. How would you rank these three companies?
Q: Any new thinking on Definity…?Seems to be acting very well.Kim
Q: Worth buying or not?
Thank you.
Thank you.
Q: I see the EPS for Colliers is -$10.96 .
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?
Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken
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Costco Wholesale Corporation (COST $894.68)
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Bank of America Corporation (BAC $53.95)
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JPMorgan Chase & Co. (JPM $315.04)
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Royal Bank of Canada (RY $224.72)
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Toronto-Dominion Bank (The) (TD $122.20)
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Bank of Nova Scotia (The) (BNS $99.26)
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Bank of Montreal (BMO $178.24)
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Manulife Financial Corporation (MFC $48.83)
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Canadian Imperial Bank Of Commerce (CM $126.15)
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Dollarama Inc. (DOL $201.11)
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Algonquin Power & Utilities Corp. (AQN $8.12)
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Alimentation Couche-Tard Inc. (ATD $74.17)
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Fortis Inc. (FTS $51.10)
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Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC $54.93)
Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks
thanks