Investment Q&A

Q: Hi!

In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.

Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.

Mr. Holland is CI’s former chief executive officer.

The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."


What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?

Thank you as always!

Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!

Q: Your opinion of ING please. How will the current sanctions play out?

Q: Hi, What s your opinion on Marqeta?

Q: What are your thoughts on FN, after its last disappointing report.

Q: What is your view on this company? Is it worth holding?

Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?

Q: Hi, What s your opinion on Affirm?

Q: LWRK continues to decline. I have read recent postings and note your comments. Just wondering whether you thought this company may have some attraction for a potential buyer such as BBU perhaps at these levels?
Thank you

Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.

Q: Stock really getting hammered here would you consider this a buying opportunity for a 2% position and a 1-2 year hold and are they expected to grow earnings this year

Q: Any idea why Lifeworks is down today (11% at the time of this question).

Q: Good morning,

As some of my rate reset preferreds are being recalled, I have been looking for replacements with more term. One that looks attractive is MFC.PR.Q. It pays a dividend of 4.7% until June 2023. The price has dropped from $25 to under $24 in the last 5 days increasing the yield to almost 5%. I have noticed that preferreds have been volatile lately. Is there anything wrong with this one?

Q: For income going forward , what are your thoughts on this product at these levels.

Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek

Q: Hi!
I am wondering what your thoughts are on BNS right now and whether there is more risk to this bank with operations in Latin America. I remember it was once your favorite bank and am wondering how you would rank the big five banks based on current geopolitical situation.
Thank you for your expertise!

Q: Hi Ryan, this question for you, give Peter his 15 minutes union break :)

Need to free up some cash to deploy into different sector. Overweight Financials and of the three mentioned which one would you sell?
I've been knocking my head on a wall trying to decide.

Thank you.

Q: What is your current opinion of FSK, its resistance to inflation and the reliability of its out-sized dividend?

Q: Of the 2 mentioned above , would you own both or prefer one over the other? (please explain why)
Thank you.

Q: Peter and His Wonder Team
I am cleaning up the portfolio and have decided to sell one of these stocks. Which of these 2 financial institutions, in your opinion would be a better keep in terms of security and upside. I know these are outside of your scope but I do appreciate your thoughts. Thanks!