Investment Q&A

• Manulife Financial Corporation (MFC $41.49)
  • $41.49 Fwd P/E: 15.76X Cap: $71.92B
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• Power Corporation of Canada Subordinate Voting Shares (POW $53.49)
  • $53.49 Fwd P/E: 12.84X Cap: $34.29B
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Q: Hi 5i
I bought POW at $24 about a year ago so have made over 70% with divs. I am tempted to sell it near all time high to buy MFC about 15% off 52 week high. Yields are the same, MFC has lower PE (9 vs 11) and lower PEGY. (Also own SLF which I will continue to hold long term). Thoughts?
Greg

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Read Answer Asked by Greg on July 19, 2021

• Amazon.com Inc. (AMZN $226.35)
  • $226.35 Fwd P/E: 36.76X Cap: $2.39T
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• eBay Inc. (EBAY $77.22)
  • $77.22 Fwd P/E: 18.71X Cap: $35.78B
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• MercadoLibre Inc. (MELI $2,390.00)
  • $2,390.00 Fwd P/E: 58.55X Cap: $120.67B
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• StoneCo Ltd. (STNE $14.87)
  • $14.87 Cap: $4.11B
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• PagSeguro Digital Ltd. Class A (PAGS $8.59)
  • $8.59 Cap: $3.08B
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• DLocal Limited (DLO $10.98)
  • $10.98 Cap: $3.14B
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Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!

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Read Answer Asked by David on July 15, 2021

• Wells Fargo & Company (WFC $78.86)
  • $78.86 Fwd P/E: 15.01X Cap: $271.49B
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Q: Hi, can I please have your opinion on the news of Wells Fargo shutting down all personal lines of credit accounts? The media is referring to this as a "restructuring". However, this seems very unusual and uncommon.

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Read Answer Asked by Brady on July 15, 2021

• SelectQuote Inc. (SLQT $2.23)
  • $2.23 Cap: $409M
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Q: Why no love for this stock? Looks inexpensive for the growth.

Thanks for all you do

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Read Answer Asked by Leo on July 14, 2021

• First National Financial Corporation (FN $42.39)
  • $42.39 Fwd P/E: 14.66X Cap: $2.54B
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• Atrium Mortgage Investment Corporation (AI $11.57)
  • $11.57 Fwd P/E: 11.19X Cap: $548M
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Q: Are there any companies you like in the MIC space right now?

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Read Answer Asked by Carla on July 14, 2021

• Brookfield Infrastructure Partners L.P. (BIP.UN $44.26)
  • $44.26 Fwd P/E: 540.51X Cap: $29.08B
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Q: HI Team

I hold a small position in Brookfield Infrastructure Partners (BIP.un) and I would like your opinion on two questions.

What is your take on the long-term prospects of BIP.un if the Inter Pipleline takeover goes through? Will it be a negative or positive long-term impact if such a large deal happens?

Also, was BIP.un ethical in using total return swaps to avoid the minimum 10% holding disclosure rule? This seems like an underhanded way to gain control of Inter Pipeline.

Thanks

George

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Read Answer Asked by George on July 13, 2021

• Pollard Banknote Limited (PBL $22.00)
  • $22.00 Fwd P/E: 15.42X Cap: $606M
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Q: Long time watcher of PBL. It's pulled back a little from its high. Does it's current valuation make it a little more attractive in your opinion or is it still expensive compared to its own historical levels? Do you like it as part of a long-term hold in a growth portfolio?

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Read Answer Asked by Jeff on July 13, 2021

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.83)
  • $6.83 Fwd P/E: 21.0X Cap: $726M
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Q: Do you still like FSZ? How risky is it?

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Read Answer Asked by Carla on July 13, 2021

• Amazon.com Inc. (AMZN $226.35)
  • $226.35 Fwd P/E: 36.76X Cap: $2.39T
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• AbbVie Inc. (ABBV $186.39)
  • $186.39 Fwd P/E: 81.85X Cap: $335.40B
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• Citigroup Inc. (C $90.72)
  • $90.72 Fwd P/E: 13.84X Cap: $163.42B
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• Johnson & Johnson (JNJ $155.17)
  • $155.17 Fwd P/E: 17.44X Cap: $377.32B
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• MBN Corporation Equity Shares (MBN $10.47)
  • $10.47 Fwd P/E: 2.89X Cap: $41M
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Q: MBN What does this company do. Is it profitable. What is the outlook going forwards? Thanks.

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Read Answer Asked by Francis on July 13, 2021

• PayPal Holdings Inc. (PYPL $72.96)
  • $72.96 Fwd P/E: 16.6X Cap: $71.86B
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• Block Inc. Class A (SQ)
  • Fwd P/E: 59.56X Cap: $53.89B
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Q: Which of these two stocks would you buy today for a long term hold (if you could only own one)?

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Read Answer Asked by Timothy on July 13, 2021

• EQB Inc. (EQB $101.07)
  • $101.07 Fwd P/E: 10.38X Cap: $3.87B
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• Bank of Nova Scotia (The) (BNS $54.50)
  • $54.50 Fwd P/E: 15.68X Cap: $67.98B
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Q: Hi 5i,

I own RY; TD; BNS.

Would you sell BNS to buy EQB for diversification for a 5 year hold?

Capital gains not a problem. Any thoughts on EQB would be helpful.

Thanks
John

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Read Answer Asked by John on July 12, 2021

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • Fwd P/E: 3.7X Cap: $2.09B
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Q: Like a number of other members I own a full position in BAM. Wondering if you could share your thought on BAMR.
1. What type of insurance company is it
2. Is it worth adding more money to
Does it have the same potential as TSU

Appreciate your opinion Thanks. Chris

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Read Answer Asked by christopher on July 12, 2021

• Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
  • Fwd P/E: 3.7X Cap: $2.09B
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Q: what can you tell me about this spin off- growth outlook, valuation, balance sheet.
My experience is you want to buy these BAM spins once the clean up trades are done.
thoughts?

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Read Answer Asked by Scott on July 12, 2021

• VersaBank (VBNK $15.62)
  • $15.62 Fwd P/E: 12.24X Cap: $505M
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Q: What are your thoughts on VB with the launch of VCAD? The crypto currencies seem very risky as you have noted before. Should this stock be sold or does the VCAD have legs and buy more?
Thanks for your service!

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Read Answer Asked by Ozzie on July 09, 2021

• Fairfax India Holdings Corporation Subordinate Voting Shares (FIH.U $19.70)
  • $19.70 Fwd P/E: 67.03X Cap: $2.62B
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Q: Hello,
I would like to understand the performance bonus to Hamblin Watsa of 20% over 5 %.. is it operating like the Buffet partnership with the 0/6/25%? Is FIH.U operating like a mutual fund? What are your thoughts on a long term position? What sort of returns should one expect from this? Thank you for your sage advice. Shyam

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Read Answer Asked by Shyam on July 09, 2021

• Aegon Ltd. New York Registry Shares (AEG $6.97)
  • $6.97 Cap: $14.24B
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• Nutrien Ltd. (NTR $59.88)
  • $59.88 Fwd P/E: 56.97X Cap: $29.69B
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Q: I am under water on AEG. Any good reason not to sell even though in a RIF? I am thinking of adding the proceeds to NTR holding. I know, totally different businesses but NTR has recently declined. Any thoughts?

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Read Answer Asked by angus on July 09, 2021

• Oscar Health Inc. Class A (OSCR $14.92)
  • $14.92 Cap: $3.84B
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Q: What are your thoughts on Oscar Health?

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Read Answer Asked by Dave on July 09, 2021

• BMO Covered Call Canadian Banks ETF (ZWB $20.92)
  • $20.92 Fwd P/E: 12.51X
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• iShares Canadian Financial Monthly Income ETF (FIE $8.76)
  • $8.76 Fwd P/E: 19.14X Cap: $1.22B
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Q: Good morning,

I am assuming with the pandemic easing and hopes some sense of normal is coming that banks will be allowed to raise dividends more regularly.

Would you see a need to switch from ZWB to FIE ?

Thanks
Jimmy

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Read Answer Asked by Jimmy on July 09, 2021

• SoFi Technologies Inc. (SOFI $20.96)
  • $20.96 Fwd P/E: 49.49X Cap: $23.57B
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Q: Please comments on the outlook of this company. I have high-risk tolerance and always look for long-term potential. Thank you for your great service.

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Read Answer Asked by David on July 08, 2021

• Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD $16.25)
  • $16.25 Cap: $2.19B
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• Nuvei Corporation Subordinate Voting Shares (NVEI $47.61)
  • $47.61 Cap: $6.75B
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Q: Would you consider either of these stocks Fintech's?

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Read Answer Asked by Bonnie on July 08, 2021