Q: Good day, looking at Street, could this be a take over target for a bigger player (lender or major mortgage brokerage) given share price and market cap. KWh comes to mind as a recent comparable takeout
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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: Hi, What's your take on People Corps' results, released this morning ? Thanks
Q: Hi 5i team, I am doing some due diligence on PEO. PEO will become a take out candidate (for a AON, Mercer, WTS, Morneau-Sheppell): at what conditions or what size? As the company ever discussed about a Toronto listing? What are your expectations about it? Would you agree that these two main lines (broker and TPA) of business are pretty much recession resistant? The CEO mentioned that he expects to make several acquisition of “non-controling interest” in the next few years: It should be a good move since it is less risky (less integration risks)?
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric
What do know about their main (similar size competitors) in Canada, Hub and AJ Gallagher? Can you comment about the risks on the emergence of private health market exchanges such as AON Choices (partnering with six large insurers in Canada)? Can you comment results published Monday morning.
Thank you for your collaboration,
Eric
Q: What is your 5 year projection for bank of ,America, Thanks in advance Regards Cliff
Q: Have small positions in these 2. I am up on gmp and even on fsz. What are your thoughts and analysis of them over the next year.
Thanks Gary
Thanks Gary
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- iShares Core MSCI Emerging Markets IMI Index ETF (XEC)
- Vanguard FTSE Emerging Markets All Cap Index ETF (VEE)
- iShares Core MSCI Emerging Markets ETF (IEMG)
Q: Knowing Sapiens of 5i - 2 questions - do you think that over the next year some increase in exposure to emerging markets is appropriate and would you use VEE or XEC if so and IEMG for US dollar exposure or another US ETF - second might a reduction of exposure to Cdn banks seem reasonable over the next year (ie sell some TD and maybe some BNS) and buy some SLF or another financial Cdn equity for some greater torque - in other words do you suspect the banks may stagnate a bit over the next year and become income only to some extent - best guess please - appreciate your instincts - Ken of Yonge and Eg
Q: Own this one and am up nicely so far, have traded it before and made money.
Where do you see it going in the next 1 year time frame? Should I sell or hold ?
Thanks Gary
Where do you see it going in the next 1 year time frame? Should I sell or hold ?
Thanks Gary
Q: Any particular reason / news for the recent run up in this stock ?
Q: One of my largest holdings in my RRSP is Blackstone L.P. Today they announced they are converting to a Corporate structure as at 7.1.19. It appears the market likes it. What effect will this have on the dividends (ie: yield & taxes), the SP now and going forward in your estimation? Should I buy more (to a reasonable % of course), sell or hold?
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Relatively balanced portfolio....Analytics shows heavy Canadian financial and need to add US communication and Industrials. Have
BAM 6.25% AD 2.82% FSZ 2.2% GSY 1.9% BNS 1.5% SLF 1.4% ZBK 1.4% ECN .87%
VB .8%. Which would you trim/eliminate and which US communication and industrial would you add. 5 years to retirement.
Thanks
BAM 6.25% AD 2.82% FSZ 2.2% GSY 1.9% BNS 1.5% SLF 1.4% ZBK 1.4% ECN .87%
VB .8%. Which would you trim/eliminate and which US communication and industrial would you add. 5 years to retirement.
Thanks
Q: What are your thoughts on Mogo’s announcement this morning?
Thanks
Thanks
Q: The one-year returns of Canadian life insurance companies over the last 52 weeks have been rather unexciting, but over the last quarter they have suddenly blossomed. What has caused this revival, and can we safely invest in them for the next two to three years? Thank you. Walter
Q: Hello , could you give me your opinion on AIG?
I have owned the stock for a couple years now but it has disappointed qtr-over-qtr, year-over- year.
In your view is the future brighter?
Thank you
Stephane
I have owned the stock for a couple years now but it has disappointed qtr-over-qtr, year-over- year.
In your view is the future brighter?
Thank you
Stephane
Q: According to Portfolio analytics, I own about 7% of my portfolio in 3 Canadian banks and another 7% in 3 US banks. I also own another 25% of my portfolio in BAM, Visa, SLF, BRK.B and GSY which are in the "Financial" sector but are very different from each other as well as different from banks. How concerned should I be with this aspect of my portfolio. I don't need the money for 25 years.
- JPMorgan Chase & Co. (JPM)
- Toronto-Dominion Bank (The) (TD)
- Sun Life Financial Inc. (SLF)
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Hi 5i and team
Thanks for your sound advice during this last market correction. It made me finally understand why it's important to concentrate on limiting losses rather than going strictly for gains. I need to eliminate two Financials from portfolio. It is in a RRSP account. I do prefer a combination of income and Growth. Thanks for your help.
Gilles
Thanks for your sound advice during this last market correction. It made me finally understand why it's important to concentrate on limiting losses rather than going strictly for gains. I need to eliminate two Financials from portfolio. It is in a RRSP account. I do prefer a combination of income and Growth. Thanks for your help.
Gilles
Q: Good morning,
Wondering if you could please comment as to Steve Eisman's thesis on Canadian banks ( shorting specifically CM, RY and LB) and the deleterious effects of a shift to positive loan loss provisions for the stage 1 loan book( those loans that are current), where such a shift would, in his words, "crush" earnings( growth?).
Thank you for your insights,
Wondering if you could please comment as to Steve Eisman's thesis on Canadian banks ( shorting specifically CM, RY and LB) and the deleterious effects of a shift to positive loan loss provisions for the stage 1 loan book( those loans that are current), where such a shift would, in his words, "crush" earnings( growth?).
Thank you for your insights,
Q: PWF is making an offer to purchase common shares(Dutch Auction) . They state you may tender your shares between $29 and $34 in $0.10 increments. If a shareholder does not participate in this offer how would one expect this event to affect the shares of PWF.
Thanks, Mike
Thanks, Mike
Q: Hi guys , I saw a recent report that Chw was in the the top ten shorted Cdn stocks with 795000 shares short. This is apparently 8.9 % of the public float. I guess the high percentage is due to insider and other significant holders? What may be the thesis behind the dreaded short sellers position? Is Canada just a target in general? Thanks man
- Power Financial Corporation (PWF)
- Alaris Equity Partners Income Trust (AD.UN)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
Q: Which one of these 3 companies would you choose to buy and hold? Are there any other ones in this industry that you would prefer over them? Thanks!
Q: How does the Interest rates NOT increasing anymore according to U.S. and Bank of Canada affect the utility and financial sectors. How much volatility should I expect in these sectors over the remainder of 2019.
Ernie
Ernie