Investment Q&A

Q: The company continues to put it steady results and recently completed a private placement at 56 cents.
They have announced a 1 for 8 consolidation along with the initiation of a dividend.
The last reported NAV was 53 cents.
Management is very strong and experienced.
What is your view of the investment merits at current levels?

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Read Answer Asked by Charles on November 21, 2019

• AMTD IDEA Group American Depositary Shares each representing six (6) Class A (AMTD $1.31)
  • $1.31 P/E (TTM): 1.74X Cap: $113M
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Q: Would this be an opportune time to sell a position in a registered account or should I hold on in hopes of another bidder? I am ok with owning Schwab shares, but it looks like fair value for the bid is $48 and AMTD is trading higher in pre-market. Thanks.

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Read Answer Asked by Marco on November 21, 2019

• JPMorgan Chase & Co. (JPM $311.93)
  • $311.93 P/E (TTM): 15.84X Cap: $850.19B
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• Toronto-Dominion Bank (The) (TD $107.89)
  • $107.89 P/E (TTM): 9.03X Cap: $182.80B
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Q: Which bank has more potential for capital appreciation and dividend growth?

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Read Answer Asked by Albert on November 21, 2019

• Morneau Shepell Inc. (MSI)
  • P/E (TTM): 82.4X Cap: $2.21B
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Q: Hi, I sent a question, a day or two ago about MSI, if it got lost in transit. I had sought your opinion to start a 2% position at current levels, as we wish to own a company in the sector ( do not own PEO). MSI has made some some recent good US acquisitions and appears to have a solid growth trajectory, besides paying a decent dividend. It peeked our interest when we noticed it among your favourites for 5i portfolio, in one of recent posts. Thank You

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Read Answer Asked by rajeev on November 20, 2019

• Currency Exchange International Corp. (CXI $22.00)
  • $22.00 P/E (TTM): 14.78X Cap: $136M
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Q: I see CXI has fallen by 5% on 300 traded shares today. I managed to sell some way back to get it to a less interesting level. Not disinterested enough it turns out but I am willing to hold into next year. In value (as a trap or otherwise) WR to earnings (and growth) do you see a productive future for the company? I believe you liked management at one point. I have plenty of growth type stocks.

Thanks so much!

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Read Answer Asked by Gerald on November 20, 2019

• Bank of Nova Scotia (The) (BNS $89.07)
  • $89.07 P/E (TTM): 16.95X Cap: $110.66B
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Q: Why is BNS reporting its Q4 results on Nov 26 so far ahead of the other big 5 banks on Dec 3,4 & 5? What are your expectations of BNS? Thanks for u usual great services & views

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Read Answer Asked by Peter on November 19, 2019

• Manulife Financial Corporation (MFC $42.89)
  • $42.89 P/E (TTM): 14.07X Cap: $73.51B
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• iA Financial Corporation Inc. (IAG $153.90)
  • $153.90 P/E (TTM): 13.89X Cap: $14.22B
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Q: I see you cover Sun Life (SLF-T) Do you have an opinion on Manulife (MFC-T) vs iA Financial (IAG-T)?

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Read Answer Asked by PAUL on November 18, 2019

• The Westaim Corporation (WED $29.06)
  • $29.06 Cap: $999M
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Q: Could I please have your thoughts on Westaim (WED)

John

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Read Answer Asked by John on November 18, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: What is the payout ratio for Chesswood

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Read Answer Asked by Bill on November 15, 2019

• Terra Firma Capital Corporation (TII $7.25)
  • $7.25 P/E (TTM): 29.82X Cap: $40M
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Q: Can you comment on their recent quarter please. I’ve been following this stock for a very long time. Are things potentially turning here? On a likely completely unrelated note. I just saw home capital group (another darling Real-estate finance company from 5+ years ago break out). Obviously TII is a micro cap. But do your think these results are sustainable near term?

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Read Answer Asked by Scott on November 15, 2019

• Centerra Gold Inc. (CG $12.69)
  • $12.69 P/E (TTM): 28.75X Cap: $2.54B
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Q: Can you comment on the investment merits of CArlyle group?

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Read Answer Asked by Kim on November 14, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: just reorted buy sell or hold thanks bill

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Read Answer Asked by William on November 14, 2019

• Live Oak Bancshares Inc. (LOB $36.39)
  • $36.39 P/E (TTM): 30.09X Cap: $1.65B
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• Kinsale Capital Group Inc. (KNSL $430.56)
  • $430.56 P/E (TTM): 22.14X Cap: $9.97B
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Q: Hi, your thoughts on KNSL and LOB?

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Read Answer Asked by Colin I on November 14, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Hmm. Why did the shares tank today. The financials didn’t seem to look that bad.
Mike

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Read Answer Asked by Mike on November 13, 2019

• Home Capital Group Inc. (HCG $44.26)
  • $44.26 P/E (TTM): 9.39X Cap: $1.69B
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Q: i have owned home capital since 20.00, their earnings were excellent, but up 5.00 seems excessive, i had a position, sold a little. whats do you think. dave

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Read Answer Asked by david on November 13, 2019

• Aegon Ltd. New York Registry Shares (AEG $7.71)
  • $7.71 Cap: $15.42B
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• ING Group N.V. (ING $25.35)
  • $25.35 P/E (TTM): 13.3X Cap: $80.03B
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Q: Hi,may a have your thoughts on those banks? I own both besides can financial and .want to sell one of them.

thanks

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Read Answer Asked by margit on November 13, 2019

• Toronto-Dominion Bank (The) (TD $107.89)
  • $107.89 P/E (TTM): 9.03X Cap: $182.80B
  • View TD Profile
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• Bank of Nova Scotia (The) (BNS $89.07)
  • $89.07 P/E (TTM): 16.95X Cap: $110.66B
  • View BNS Profile
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  • View Reports on BNS

Q: Which Canadian Banks do you recommend buying stocks in?

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Read Answer Asked by Stan on November 12, 2019

• Manulife Financial Corporation (MFC $42.89)
  • $42.89 P/E (TTM): 14.07X Cap: $73.51B
  • View MFC Profile
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Q: What do you think for the current quarter results? Still prefer SLF over MFC?

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Read Answer Asked by Sal on November 12, 2019

• ECN Capital Corp. (ECN $3.06)
  • $3.06 Cap: $855M
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Q: Hi,

What management need to do to bring the price higher! ECN as under perform compare to EFN. I am long since 2017 with an acb of 3.66%.

Thanks

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Read Answer Asked by Stephane on November 12, 2019

• Power Corporation of Canada Subordinate Voting Shares (POW $57.65)
  • $57.65 P/E (TTM): 13.88X Cap: $36.78B
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Q: Hello 5i,
I just sold POW to take a small profit as it always seemed that as soon as it stuck its head out of the sand it burped and slid back down. Now it appears that POW is on an increase due to sector advance. Is this sector advance strong enough to jump back in to POW now or wait until POW crawls back into the sand? The funds are sitting in Oaken savings at 2.3%.
Thank you for the great service,
Stanley

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Read Answer Asked by STANLEY on November 12, 2019