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.
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?
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
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?
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!
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
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?
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.
In the financial sector, would you buy now for strong growth any of the above or Futu Holdings ? Why ? Why not ? If none of them, which other ones would you prefer ?
Q: Read in the Post recently that BMO and NA may be best positioned to increase dividends, while BNS may not. Is that also your consensus, and also possibly the reason for the slow decline in BNS ?
Thanks as always