Q: I've owned CXI for awhile and has done nothing. I am slightly down...should I move on or be patient?
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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: I would appreciate your assessment of these two holdings. For CYB, would you be able to get some information on the global investment portfolio, in addition to your comments? The fund has done well over time, except recently.
Thanks, as always!
Thanks, as always!
Q: I bought Fiera some time ago and am at a loss, but, do appreciate the dividend being paid. I am a senior, very conservative investor and a "buy and hold" investor to a serious fault. Please advise if the dividend is sustainable. Should this be sold or can I buy more to bring my cost down? I know you are not a fan of averaging down. Please suggest other stocks that provide a good dividend and have a favourable outlook.
Thank you for your great service.
Thank you for your great service.
Q: I have noticed a lot of press about fund managers shorting Canadian banks. I have TD, Royal and BNS. Is this a time to unload them?
Q: Good afternoon 5i,
On Dec 5 Terry asked this question:
Which company would you recommend for a proxy to SLF tax loss selling? IAG or GWO? I dont like MFC because they cut their dividend in 2008.
Thanks
I don't mind mfc that much and besides, I will only be holding it for a month. Can I get your updated view on what would be a good placeholder for Slf, no conditions of any kind applied?
thanks
On Dec 5 Terry asked this question:
Which company would you recommend for a proxy to SLF tax loss selling? IAG or GWO? I dont like MFC because they cut their dividend in 2008.
Thanks
I don't mind mfc that much and besides, I will only be holding it for a month. Can I get your updated view on what would be a good placeholder for Slf, no conditions of any kind applied?
thanks
Q: Can you comment on the prospects and yield for this new listing
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Royal Bank of Canada (RY $232.37)
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Bank of Nova Scotia (The) (BNS $102.10)
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Canadian Imperial Bank Of Commerce (CM $129.80)
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Sun Life Financial Inc. (SLF $89.62)
Q: 2:10 PM 1/29/2019
Hi: I am concerned about deteriorating trade relations between Canada and China. Could you please indicate which of the big 6 Canadian banks and big 3 Insurance have business in China and what percent of their entire business is located there.
Thank you.......... Paul K
Hi: I am concerned about deteriorating trade relations between Canada and China. Could you please indicate which of the big 6 Canadian banks and big 3 Insurance have business in China and what percent of their entire business is located there.
Thank you.......... Paul K
Q: Chesswood has done me well since the Dec correction. Are you aware of any reasons for this.
Thanks
John
Thanks
John
Q: Hi Peter, Ryan, and team,
In a recent post in Stock Chase, Barry Schwartz was commenting on MFC and gave it a "Don't Buy" rating, for reasons similar to 5i's. He then goes on to say that "he avoids this sector".
Is there a compelling reason to own SLF (or any other insurer) in the Financial Sector?
Our sector holdings across all accounts are BNS at 2%, GSY at 3.8%, SLF at 2%, TD at 6%, and TRI at 0.9%.
Should we 'stay the course' and keep things as they are, or should changes be made?
As always, I really value your advice.
In a recent post in Stock Chase, Barry Schwartz was commenting on MFC and gave it a "Don't Buy" rating, for reasons similar to 5i's. He then goes on to say that "he avoids this sector".
Is there a compelling reason to own SLF (or any other insurer) in the Financial Sector?
Our sector holdings across all accounts are BNS at 2%, GSY at 3.8%, SLF at 2%, TD at 6%, and TRI at 0.9%.
Should we 'stay the course' and keep things as they are, or should changes be made?
As always, I really value your advice.
Q: Hi 5i
I would like your opinion on BAM.A
Risk level? scale from 1 to 10 with 10 being the best.
What sector would you class this stock under?
Is this a stock I can buy and forget?
Is this stock at a good buy point today?
Thanks
I would like your opinion on BAM.A
Risk level? scale from 1 to 10 with 10 being the best.
What sector would you class this stock under?
Is this a stock I can buy and forget?
Is this stock at a good buy point today?
Thanks
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Royal Bank of Canada (RY $232.37)
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Toronto-Dominion Bank (The) (TD $130.37)
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Bank of Nova Scotia (The) (BNS $102.10)
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Canadian Imperial Bank Of Commerce (CM $129.80)
Q: Can you please rate these four banks in terms of growth and least affected by a downturn.
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Q: Hi 5i team,
Following the release of their most recent quarterly results, and their share price drop (a couple of bucks), is CXI still a long term “kind of boring” buy?
Eps growth seems to take longer to happen then expected at first. Following yesterday’s conference call, do you find management’s narrative still credible regarding expenses control, being finished increasing fixed costs (hiring and systems), several sources of growth strategy (catalysts)?
Aside from liquidity, which does not bother me since my time horizon is fairly long (sell at the time management will sell the company), do you have any additional concerns (consumers going electronic/plastic faster than expected?)?
Thank you for your collaboration,
Eric
Following the release of their most recent quarterly results, and their share price drop (a couple of bucks), is CXI still a long term “kind of boring” buy?
Eps growth seems to take longer to happen then expected at first. Following yesterday’s conference call, do you find management’s narrative still credible regarding expenses control, being finished increasing fixed costs (hiring and systems), several sources of growth strategy (catalysts)?
Aside from liquidity, which does not bother me since my time horizon is fairly long (sell at the time management will sell the company), do you have any additional concerns (consumers going electronic/plastic faster than expected?)?
Thank you for your collaboration,
Eric
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,299.53)
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ONEX Corporation Subordinate Voting Shares (ONEX $106.05)
Q: Greetings 5i Team,
What is your opinion of these two companies, which would your rather own and is this a good time to invest?
Steve
What is your opinion of these two companies, which would your rather own and is this a good time to invest?
Steve
Q: Good morning. I recently read a report that showed that, over the past 30 years, the Canadian banks ( as a group) have outperformed the TSX ( 10.5% vs. 5%). The report then went on to say the Canadian banks have been/are slow to respond to both new technologies and new market entrants/competitors so the past thirty years is not indicative of continued out performance. Rather, the banks will suffer. In your general view consistent with this? I have always been a fan of our banks but am wondering if my faith needs review.Thanks.
Q: Hi my question is on Visa/MasterCard. Some consensus says you can tuck away theses stocks for 10 years without too much worry. On the other side, I understand in China and some Asian markets Alibaba uses a different payment system. With emerging blockchain capabilities is there some disruption to Visa's growth. Comments? I am thinking of a new purchase with 3 year time horizon. Do you have a recent report.
Q: Could you please compare numbers on AFlac and Chubb in terms of EPS growth, Dividend growth, and debt levels. Do you have a preference? Also, can you please confirm that US common share dividends received in an RRSP are not subject to withholding tax.
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CME Group Inc. (CME $294.62)
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Nasdaq Inc. (NDAQ $88.49)
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Intercontinental Exchange Inc. (ICE $164.85)
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TMX Group Limited (X $47.01)
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Cboe Global Markets Inc. (CBOE $271.20)
Q: What is the equivalent public company(s) to TMX in the USA?
Q: I have a question about ECN.
I have been patiently holding for over a year now after buying around 4.30. I am quite frustrated with price action and am wondering what it will take to see ECN over 4.30 (if ever) and how realistic it is to believe that there will be a catalyst that moves this stock to above $4 and perhaps closer to $5.
Thank you,
Sam
I have been patiently holding for over a year now after buying around 4.30. I am quite frustrated with price action and am wondering what it will take to see ECN over 4.30 (if ever) and how realistic it is to believe that there will be a catalyst that moves this stock to above $4 and perhaps closer to $5.
Thank you,
Sam
Q: Based on what I see from GlobeInvestor GS appears to have cut their dividend from last year to this: $1.35 per share versus $1.00 per share. Is that true and why did they cut? Also, with the current high yield would you recommend a buy now for income? I am also thinking that at the current stock price the company may attract a buyer.
Q: If things get worse between China and Canada do you think it will hurt SLF and MFC thanks for your input Barry