Investment Q&A

Q: Any guesses as to which Canadian banks may soon do a stock split?

Q: i currently hold ba and td . i alike them both esp td as my dtr works there!
assuming financials will do well over next few years i like to add another. i gather JPM is good (how diff are they from BA? ) Or an insurance like Manu for their asian exposure.
i am open to other suggestiins

Q: Is a strong market the only thing keeping this stock up ? They just had a $74 million write down on a failed multi-year internal IT project. Their business model supporting sky high adviser fees is broken. What do you think ?

Q: I bought 1/2 a position in this and it is now down 5%. Should I bump it up to a full position or is this a stock one should only hold 1/2 a position in?
Also, what percentage of a portfolio do you suggest one have in financials?

Q: Gentlemen,
On Financial sector, I have already BNS, TD, GSY, GS, PWF.
I want to swap PFW for FSZ for more growth & long term.
Please give me your advise
Thanks
Best regards

Q: Dear 5i
I`ve read a few times that you`ve mentioned EBIX as one of your favourite US stocks . I`ve looked at it in some detail and agree that it looks impressive . My only concern is its debt level and a relatively high short position. Do these metrics concern you at all ?
I`m considering FLIR and GRMN as well and was wondering if you could rate these three stocks best to worst .
Thanks
Bill C.

Q: Can I get your thoughts on chesswoods recent results and the sustainability of its dividend.

Geoff

Q: Hello,
Could you please comment on HCG's earning, outlook and its valuation. Is it cheap compaire to EQB? Is HCG worth hold if it is already owned.

Thanks

Q: Hello 5i, I have to many energy company's and would like to diversify and am looking at Fiera or Gluskin Shelf as I am closing in on retirement I would like
to be conservative could you compare these 2 companies and in your opinion which one would be better and if you have a better company to recommend could you include this name. Thanks

Q: What is the payout ratio for this company? Sustainable? Thanks.

Q: What do you think of Mogo finance? Nice pop today after paypal executive joining the company.

Q: Just wondered what you thought about senvest for growth thanks Kim

Q: Can you provide your insite into this deal? Should I sell my shares OR are there more possibilities in your opinion. I realize that it is US but your opinion is appreciated! Thanks, James

Q: My allocation to US financials is higher than I had planned at approximately 26 to 28%. I do not HAVE to sell, not having strong ideas where to redeploy. However, subject to your input, I thought it might be prudent to sell or trim. (Selling or trimming would also provide cash reserve in case markets faint-- although 'gathering' dry powder is often counter productive). I ask your input, with reasons, on which of the following financials you would trim or let go entirely:
- WFC ; KIE (US insurance ETF) ; Lloyds Bank London (the ADR listed as LYG)
- KKR; BX (Blackstone)

I read various reports and did research. I didn’t find THAT much that I didn't like in the above. I am hoping you can tell me which ones are likely to show least total return, and why. I’d be grateful for your suggestions supported by your reasoning and any other thoughts you have. Many thanks

Q: Please comment on earnings please

Q: David Baskin's negative comments of GS -
participation fee + fee, decline of wealthy clients, lawsuit by founders of GS, etc.
Brian, please explain. Thank you

Q: Morning 5i,

Did management make any comments, or discuss any of the back ground issues surrounding the company ( lawsuit, privatization) during the quarterly results? If so, what was your take?

Thanks again!

Q: Hi 5i. Can you comment on the recent results for ONEX and your thought on the stock for future growth. Thank

Q: What is your opinion of the earnings. Would you consider it a buy, hold or sell? Does the loan pipeline look promising?

Q: Good afternoon. What are the possibilities that this stock splits in the near future?