Q: MKL has been described as a "mini" Berkshire Hathaway. Looking at specialty insurance sub-sector for value component of our portfolio - some growth with a margin of safety for long-term holding. Would you advise MKL or another with similar attributes for an initial position?
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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: Could you comment, please on MIC's recent earnings report.
Thanks
Bob Rose
Thanks
Bob Rose
Q: I've had a good ride with MSI over the last couple of years, but in the last month I've noticed a steady decline in share price. Can you comment on what's causing the decline and whether it is likely to continue? Thank you.
Q: Your comments on this quarter's results for MSI would be appreciated.
Dave
Dave
Q: Good Morning: I have done quite well on Trisura and expect to take some money off the table. May I have your thoughts on its safety and growth potential from this point?
Thank you
Thank you
Q: Hi, What s your opinion on Rkt?
Thank you
Thank you
Q: With the move towards online banking, since going into a branch is the pits even before the pandemic, I was interest in putting a little money into a virtual bank's stock. What are your thoughts about VersaBank or is there some other avenue that you might suggest?
Q: Can you please comment on the TMX group recently announced earnings. Would you recommend buying at today's price? Thank You.
Q: Please you compare these two and recomendation going forward... THANKS
Q: good day to you all
What s your opinion on PAYS and is it a
buy hold or sell
Thanks a lot for your services
What s your opinion on PAYS and is it a
buy hold or sell
Thanks a lot for your services
Q: Hi excellent people. Could you compare the recent earnings of these two . ie: which one came out ahead. Good day to everyone
Q: Four months ago you said..........
"PNNT insiders have been large net buyers of stock over the past six months. The stock is 5X earnings, but quite small at $182M market cap. Indicated yield is 26.4%, with the last dividend paid April 1. The dividend was cut in late 2016. PNNT is a finance company, providing loans to US middle market companies. Investors are concerned about defaults in a corona world, and the stock is down 58% this year, pushing yield higher. The company has 135 investments; some are doing well (groceries) and some are shuttered. The company recently gave a shareholder update, and it is good to see insiders backing their generally positive remarks. Still, we would put this one in the extreme risk category, on size alone, as well as a possible dividend cut or elimination."
what is your current analysis and opinion of PNNT
"PNNT insiders have been large net buyers of stock over the past six months. The stock is 5X earnings, but quite small at $182M market cap. Indicated yield is 26.4%, with the last dividend paid April 1. The dividend was cut in late 2016. PNNT is a finance company, providing loans to US middle market companies. Investors are concerned about defaults in a corona world, and the stock is down 58% this year, pushing yield higher. The company has 135 investments; some are doing well (groceries) and some are shuttered. The company recently gave a shareholder update, and it is good to see insiders backing their generally positive remarks. Still, we would put this one in the extreme risk category, on size alone, as well as a possible dividend cut or elimination."
what is your current analysis and opinion of PNNT
Q: If you had extra money to add to 1 of these stocks which would you choose and why?
Thx for great service.
Thx for great service.
Q: Hello 5i Research
Thank you for all the questions and answers that you post every day. I start everyday reading all the post to keep me informed.
I currently own visa and MasterCard in my RRSP , do you recommend switching to SQ or/and PayPal at this time?
Thank you for your great service.
Claudio
Thank you for all the questions and answers that you post every day. I start everyday reading all the post to keep me informed.
I currently own visa and MasterCard in my RRSP , do you recommend switching to SQ or/and PayPal at this time?
Thank you for your great service.
Claudio
Q: Has your view on EQB changed since May? Seems like a decent time to get in???
Q: I have some cash to deploy in RRSP and wonder if now would be a good time to go a little overweight on these banks. The prices look good to me but are they really being undervalued or is the real impact of the pandemic on banks going to be bad.
Q: is this the 'greenlight' that legitimzies Bitcoin?
It seems the days of independent crypto currency brokerages are limited if the banks get in on the action for themselves and clients.
- could the US governement see the writing on the wall and figure best to legitimize crypto to get a lead on other large economies that are trying to marginalize it?
https://www.americanbanker.com/news/occ-allows-banks-to-hold-cryptocurrency-assets-for-safekeeping
OCC allows banks to hold cryptocurrency assets for safekeeping
By Brendan Pedersen
July 22, 2020, 3:44 p.m. EDT
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WASHINGTON — The U.S. regulator of national banks issued an interpretative letter giving banks the all-clear to hold cryptocurrency assets on behalf of their customers.
The letter, dated Wednesday, clarifies the stance by the Office of the Comptroller of
the Currency that bank custody services, which have long been understood to include holding digital assets, can extend to cryptographic keys and other crypto-related assets.
It seems the days of independent crypto currency brokerages are limited if the banks get in on the action for themselves and clients.
- could the US governement see the writing on the wall and figure best to legitimize crypto to get a lead on other large economies that are trying to marginalize it?
https://www.americanbanker.com/news/occ-allows-banks-to-hold-cryptocurrency-assets-for-safekeeping
OCC allows banks to hold cryptocurrency assets for safekeeping
By Brendan Pedersen
July 22, 2020, 3:44 p.m. EDT
Show more sharing options
WASHINGTON — The U.S. regulator of national banks issued an interpretative letter giving banks the all-clear to hold cryptocurrency assets on behalf of their customers.
The letter, dated Wednesday, clarifies the stance by the Office of the Comptroller of
the Currency that bank custody services, which have long been understood to include holding digital assets, can extend to cryptographic keys and other crypto-related assets.
Q: BNS is the only large canadian bank in the 5i income and balance portfolio, if you need to buy a bank now (long term holding) , would still buy BNS ? or would prefer another canadian bank at this point in time. If so why ?.
Q: Hi, I have owned ONEX for about a year and down 18%. I would like to own a private equity co. ONEX's purchase of Westjet was bad timing and the airlines will continue to struggle going forward for some time I think. In a recent question about ONEX, you said ONEX has lost money and revenues have not changed for the last 8 years, so just curious, what drove its stock up from $35 to $100 between 2013-2018?? Would you continue to hold? I'm thinking of selling ONEX and switching into KKR or BX?? Or possibly buy more BAM? In this low rate environment, PE should benefit right? Looking for long term growth in my LIRA. Thanks!
Q: In a straight-up comparison of BMO (Bank of Montreal) versus RY (Royal Bank), for a long-term position (non-registered account), which one would you buy, and why? (I've owned BMO for >25 years, never owned Royal, but because of ongoing portfolio adjustments, I'm in a position where I want to own one of these two banks, for the long-term. Note: I already have long-standing positions in TD Bank and National Bank, in my Canadian portfolio, so another aspect to my question is which one better complements my existing Canadian bank holdings. In my situation, there are no particular tax implications for buying BMO vs RY.)