Investment Q&A

Q: Your take on VB's results this morning... will it maintain a place in 5i's growth portfolio?

Q: In July 2018 you had a b+ rating, hoping for growth in AUM, and possible acquisitions, can you provide current scorecard on these points please? Opinion on sale of Mutual Fund business to Canoe and how that will effect previous points? Your report was accurate forecasting slow and steady and enjoy the dividend, suppose I'm bored and looking for a reason to not bail and look for more capital appreciation when markets are flying.

Q: Good morning,

Regarding BNS earnings, can you share your thoughts? It has lagged and the drop yesterday wasnt massive but certainly contrasted BMO. What caused the earnings decline? Finally, would you be buying now or moving onto one of the banks with better momentum and performance?

Q: In the bank section, BNS has been a favourite of yours along with TD. Over the past couple of years, TD has been a star while BNS languishes. Their latest earnings this morning disappointed. Are you still keen on BNS? Do you still recommend it? If so, on what basis? I know you say banks tend to revert to the mean performance over time but BNS appears to be proving that wrong.

Q: May I have your thoughts on the CXI quarterly results? The market doesn't appear to be impressed.
With appreciation.
Ed

Q: BNS missed estimates while BMO beat,thanks to US earnings.Your comments please.

Q: Hi,
Can I have your opinion on Metlife. I have held it for a while but it hasn't moved. However, it pays a nice dividend. Worth holding on?

Thanks

Q: I would like your opinion on Enova International (ENVA). I have had good success with GoEasy and this seems to be a similar type company with operations in the US, UK and Brazil. Any comments/ thoughts would be appreciated. Thanks in advance.

Q: Could I please have your analysis on the last quarter results of MKP. Buy, sell or hold?

Q: Hello
May I have your comments on earnings please? Is this a hold, or should I just cuts my losses which are grim?
Thank you

Q: Hi Peter...my question was on KEY:US not KEYERA.
Thanks,
Jim

Q: I’ve been watching GARS for a couple of years now. It seems to be an attractive value right now. Would you consider it thus, or is it too risky? The yield is extremely high but it has been historically and always maintained as far as I can tell.

Q: Hello, Would you be investing in the financial sector at this time? Would it be in banks or insurance companies? Would your go US, cdn or international? Finally if you have a few names that you would suggest to research.
Thanks

Q: Can you please give your opinion on AI.
Thank you
Rick

Q: Can you explain who pwc and/or 340268 ontario limited are with regards to versabank, and decipher who are the major shareholders of vb now? thanks

Q: Is Versa Bank a good bank stock to buyas a new bank?
Smaller company but excellent track record for growth and return?
Online and just opened a deposit box for crypto currencies?

Q: Hi team,

This is my first non-tech question in quite a while. I try to balance my tech stocks with some names in other sectors. CF came to my attention today from a TD report. It is on one of my watch lists but I haven’t followed it closely in a couple of years. TD gives it a Buy, Higher Risk rating with a target of $9.50 although I don’t find target prices very meaningful. Part of their rationale is CF’s recent purchase of U.S.-based advisory firm Petsky Prunier, who focus on mid-market segments and have a growing presence in the cannabis space for IPOs and mergers in the U.S. CF itself seems to have a strong presence in cannabis deals in Canada and potentially internationally. The cannabis segment is here to stay, regardless of the high valuations. I am not a weed guy as such, but if CF can continue to grab a good chuck of these deals, it may bode well for it.

What are the pros and cons of an investment in CF at this time? I notice you gave it a B- in your Company report last August, which is not a strong grade, but perhaps things have changed.

Thanks again.
Dave

Q: What's your take on the Fairfax earnings ? Thanks.

Q: I'd appreciate your thoughts on X. I am recently retired and considering a full position, but am mindful of the high beta. Recent earnings appear strong and I like the dividend, but don't want to take on too much risk at this stage. Thank you.

Q: Hi,
Manulife and Sunlife both reported strong earnings today. They appear to me to be undervalued and worth buying. What is your opinion?

Thanks