Q: So Bill Ackman has a chunk of Brookfield Corp. shares. What percentage does he own ? What do you think he is up to ? I imagine the “ founding fathers “ would circle the wagons to prevent too much mischief from occurring. Any scenarios as to what could happen. I own some shares and am doing well , thanks to your recommendation. Derek
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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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Brookfield Corporation Class A Limited Voting Shares (BN $86.38)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.82)
Q: Am I reading this right, so BN no longer owns the 76% of BAM's asset mgmt business? How much does BN still own of BAM the company?
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
Q: Hi there
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Thoughts on TSU earnings report yesterday and are you feeling more positive than a few weeks ago when you called it a pass?
Ok thanks!
Q: Could you please comment on Fairfax Financial Quarterly/FY earnings released today.
We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }
Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.
How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?
Would you be comfortable to start a new position or add at current levels ?
Thank You
We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }
Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.
How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?
Would you be comfortable to start a new position or add at current levels ?
Thank You
Q: At 62, I purchased MFC as a fairly stable income stock with some growth. Its growth over the past year has surprised me and I have substantial unrealized gains in an unregistered account. Which is all to the good, but the stock has been trending fairly steadily down the last three months. Did it get too expensive or is this sector-related? I note SLF has also done nothing good the last three months. Do you see further downward momentum (especially if inflation worries come back) or a return to stability for MFC? If the former, would you advise a trade to a more stable company/sector and if so which?
Q: Can you please post a short update on Bam following their results, dividend increase and business involvement. Involvement? Maybe a purchase as I read quickly. Thank you. Jim
Q: Hello,
Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Is there a material total returns benefit over one year of switching from Sunlife to Intact Financial, if there are no tax considerations?
Regards
Rajiv
Q: For a buy today, which one, or both and why?
Thanks Again
Thanks Again
Q: How were GSY's results vs expectations?
Q: In your response to a recent question you included a remark to the effect that there’s a lot of concern about Canadian banks right now. Would you please expand on this comment in regard to the nature and source of the concern you mentioned.
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Royal Bank of Canada (RY $180.37)
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Toronto-Dominion Bank (The) (TD $100.69)
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Bank of Nova Scotia (The) (BNS $74.67)
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Bank of Montreal (BMO $155.66)
Q: Worst case scenerio how much downside do you think the banks have in the next four years. RY,BNS and TD are all oversized positions. Thinking of lightening up in non taxable accounts or should I just sit on my hands ? Crystal ball gazing I know !
Q: Comments on BN earnings release please. Seemed pretty good. What should it all mean for stock performance? Anything particularly noteworthy, good or bad, in the earnings?
Q: HOOD
A great Quarter , A lot of new clients, Looks good. Should continue to Grow,
Will they move outside of USA EU or China/
Blacks in USA are moving into Stock Market Young Americans are becoming Investors in droves Future of Bitcoin looks good and Trump likes Bitcoin, Everything looks Good
Q What could go wrong ? RAK
A great Quarter , A lot of new clients, Looks good. Should continue to Grow,
Will they move outside of USA EU or China/
Blacks in USA are moving into Stock Market Young Americans are becoming Investors in droves Future of Bitcoin looks good and Trump likes Bitcoin, Everything looks Good
Q What could go wrong ? RAK
Q: Good Morning,
Please comment on Robinhood's latest earnings.
Thank you.
Please comment on Robinhood's latest earnings.
Thank you.
Q: Your thoughts please on the Fourth Quarter and Full Year 2024 Result... and perhaps on the outlook for 2025. Thanks!
Q: Does the recent 10% dividend increase signal a strong earnings report is ahead? Some brokers have a $52 price target. good time to add?
Q: After today's earnings call, I'm still down 28% overall on these guys. I don't need the $, happy to let it sit for the long run. My question is, am I better off investing that money somewhere else or do you foresee a future where I stand to benefit by sticking with them. If you do suggest moving on, provide a suggestion pls.
Q: Could you please comment on Intact Financial earnings ? Were there any details about their liability estimates for L.A. wildfires ?
How is the current valuation and would you be comfortable to add some shares at current levels, for 3-5 years hold ?
Thank You
How is the current valuation and would you be comfortable to add some shares at current levels, for 3-5 years hold ?
Thank You
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3iQ Ether Staking ETF (ETHQ $16.18)
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Fidelity Advantage Ether ETF (FETH $55.04)
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ISHARES ETHEREUM T (ETHA $22.80)
Q: Ethereum has dropped from a high of $4100 to below $2600, could you please explain why, also when Bitcoin has generally stayed in the $100k range? Is this a buying opportunity? If it is, is there a Canadian ETF to put money into? Thanks in advance. Also, many thanks for your answer on my previous question on BTC, it was extremely detailed and well thought out.