Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
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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.
Q: Kinsdale earnings just released…stock I’d getting hit hard.I thought earnings were very good…Any idea what’s with the reaction?
Q: Hi Team,
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Q: Can I get your thoughts on this company, especially in regards to the sustainability of the dividend which is quite high.
Q: Hi Peter,
Would you kindly comment on the sale announcement by Desjardins. I am down 25% and holding in a registered account. Would you recommend hold or sell.
Mike
Would you kindly comment on the sale announcement by Desjardins. I am down 25% and holding in a registered account. Would you recommend hold or sell.
Mike
Q: When mentioning which banks to invest in, CWB is never mentioned. As a bank operating out
West and gradually moving outside of the West, why is this bank never mentioned as an investable bank?
West and gradually moving outside of the West, why is this bank never mentioned as an investable bank?
Q: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
Q: Would you continue to hold or sell. If holding at what price would you sell at? I bought at $152
Q: The 3 BN, BLK and BRK.B are the largest financial holdings in my portfolio. I would like to consolidate 3 holdings into 2 only. Which 2 do you recommend? I have 20+ years horizon and have high risk tolerance. Priority is growth, no need for div for 20+ years.
Q: Hello 5i.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
I am currently way overweight in all 6 Canadian banks and I would like to trim to 2 or at most 3. Capital gain is more important than income. How would you rank the banks for a 5 year time horizon? What would you suggest as a total portfolio weight for Canadian banks, not including other financials?
Many thanks for your great service.
Q: Is LCS currently paying a dividend? Why is share price down?
John
John
Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?
Q: DFN traded over 600 thousand shares today and up 35 cents. It is not paying the 10 cents on the class a shares this month. Why would the stock go up and trade high volume?
Q: SURG Can you please provide your investment analysis on this company? ThanksSURG
Q: How does CIBC make money by offering CRS on NEO exchange ?
Q: You discussed micro-lending by saying
"Micro lending is fine for those that want to provide some capital for a social impact. But we would be very cautious seeing it as an 'investment' altnerative."
I could not agree more and I have found a lot of satisfaction lending through KIVA at https://www.kiva.org/
"Micro lending is fine for those that want to provide some capital for a social impact. But we would be very cautious seeing it as an 'investment' altnerative."
I could not agree more and I have found a lot of satisfaction lending through KIVA at https://www.kiva.org/
Q: Hi, What is your current opinion on EQB ? Stock had a strong run, but if I remember correctly, their most recent results were not and encouraging and stock took a hit. Do you think, the issues with the last quarter were only temporary and EQB is buyable today for a new position at current levels ? EQB was recommended by at least a couple of brokerages, recently ( Including CIBC), as the Best Growth story among Canadian banks. Do you agree ?
Thank You
Thank You
- Brookfield Infrastructure Corporation Class A Exchangeable Subordinate Voting Shares (BIPC)
- Brookfield Renewable Corporation Class A Exchangeable Subordinate Voting Shares (BEPC)
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Please explain the difference of the business aspect between BN & BAM. As well, how do BEPC and BIPC related to either BN or BAM.
If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.
Thank you,
If I wanted to trim the number of Brookfield investments by owing one or two, which one would you recommend and reasons please.
Thank you,
Q: Hi, We want to start a position in Propel. Bust stock seems to be volatile and we are not sure what would be a decent entry point. Could you remind us at what price 5i initiated the 1.5% position. Thank You