Investment Q&A

Q: What will be the implications to the stock price of Power Corporation with wealth simple going public? I would think this will finally move power corporation after many years of just collecting the dividend.

Q: Is Deutsche’s current positive earnings status indicative of a probable (or just possible) return to dividend-paying respectability?

Q: Can I have your thoughts on ethereum as an investment. I've been reading about how the blockchain technology behind it has the potential to revolutionize the world with respect to finance, the exchange of goods and services and other purposes that are only now being dreamed up, much like the early days of the net. Take uber for instance, it seems that the need for a "middle man" like Uber may be a thing of the past if blockchain technology (and associated smart contracts) can connect drivers with passengers, etc. directly, facilitating both the contract and payment. I may have my lingo off here. I realize that it is a risky space. It just seems to me that ether has even more potential for useful applications than bitcoin which trades much higher. Thank you.

Jason

Q: Could you please provide your current view of Alliance Bernstein’s growth prospects and the potential for the continuity of its dividend? Thanks!

Q: Hamilton ETF's, who have a focus on the Financial Sector, have an Australian Bank ETF. Do you think one needs additional exposure to this area, assuming one already has some exposure to CDN and US banks?

Thanks,

Q: Have held this thru BFT since last november and didnt get the expected pop when it went public,what do you think of this company in regards to management ,growth and fundamentals would it be a B S or HOLD Thanks

Q: Hi 5i
Any thoughts on Genworth Financial?
Thx
Gerry

Q: In March 2020 I did a lot of tax-loss selling (and proxy re-buying - thank you, I wish I had known to do that in 2008). I sold two Canadian banks and bought two others, BMO and CM. I did not sell them after I got my money back but let them recover. Consequently I have BMO up almost double and CM up 70%. Is there any reason to sell them to re-buy the original banks which will trigger a capital gain? I have no capital losses in that account.

Q: Why no love for EBIX?

Thanks for everything you do.

Q: What you consider this a suitable investment as a US income play?

Q: I am a retiree with 14% financial sector exposure in banks (TD,BNS,RY) and insurance companies (MFC, SLF, BRK.B). I have been a long term holder (10+) of MFC and currently have a half position. Been happy with the dividend but very disappointed with share appreciation (still underwater). Would it make sense to sell MFC and purchase GSY for share appreciation and dividend growth?

Q: Greetings 5i,

What to do about FFN. I love the div and I’m +77% since the Covid bounce back. I guess my biggest concern is I don’t understand how the div is so large. I wonder if the div it pays gradually erodes the NAV and so inevitably will result in a lower and lower share price and zero dividend. Or will the share price move up with the assets it owns? Can 5i shed some light on this?

Thanks!

Q: Am I correct in concluding from my calculations that investors place a lower value on GS shares than they do on firms like MS and JPM? If yes, is GS’ share price discounted because GS carries a higher risk than its peers ? For GS my calculations have ROE at 16%, and PEG at 1.25. I cannot work out ROCI— I come up with a bizarre number. What are your ratios for all these please?

Other than a high debt level, would you have concerns about GS that amateurs would not see? Is GS a reasonably good investment based on both its own projections, its actual history, and projections by the more insightful “Mike Mayo type” analysts? (I don't have access to Mayo’s research) .

I am fully allocated to financials, but that seems to be one of the few sectors that possibly has some value. Correct? I find worrying about “diversification” and “allocations” rather tiresome. Do you find time spent on “proper” allocation worth while on your own PERSONAL accounts ? Really?

Q: This looks like an interesting company with potential. Can you please provide your assessment.

Q: Thoughts on the new Ether etfs.

Thanks
Mark

Q: Can you comment on the effect of rising interest rates on BAM? My understanding is that higher interest rates will lower the valuations of the hard assets that Brookfield owns.

In light of expectations of higher interest rates in the future, would you be more inclined to allocate more capital to financials (banks, insurance), over Brookfield?

Q: Retired, dividend-income investor. I am normally a buy-and-hold investor for the very long term (RBC = blue chip, hold forever; while in a higher risk and associated lower weighting category, I hold Alaris forever). I currently hold SLF but have been reviewing/comparing its performance with BMO. The 10 year, 5 year and 3 year charts favor Sunlife, but the 1 year and shorter duration charts favor BMO. There appears to be a significant inflection point starting in November 2020.

Can you explain what occurred around that time? Is it simply the reflation of the economy favoring BMO relative to SLF? Do you see this continuing for the next period of time or do you see SLF playing catch-up?

Thanks for your help...Steve

Q: Can you give me your current view on chesswood after the run up. Would u continue to hold? Ty Clare
If this is a duplicate question please ignore

Q: Based on today's Valuation would you choose $V or $MA for a 1 to 3 year hold.


Thanks Valter

Q: Have you got an opinion on IG Group (IGGHY)? They are into leveraged trading, CFDs and derivatives. Their stock has been on a roller coaster ride due to tighter regulation on spread betting but they have bounced back each time.