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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: Dear 5I:
The CEO of IGM believes they have done enough acquisitions, and wants to do a pivot and concentrate more on organic growth. The dividend is good, and secure, B/S good, Price at a wide discount to NAV, The big drawback that I see is that it is much lower in price than it was 10 years ago. Ugh!!! Any "chance in your mind"that his dream could turn to reality.
Thanks, BEN.
Read Answer Asked by BEN on January 09, 2024
Q: Since noting the increase in the holding of IFC in the 5i BEPORT I have compared it to my holding in DFY to see if I should switch, but what I see is that IFC trades for a much higher PE and that performance since Nov 2021 has been only 27% vs 73% for DFY.

I understand that IFC is the industry leader, much bigger market cap, higher dividend etc but what is the real attraction here or is it that DFY is too small for the BEPORT?
Read Answer Asked by Jeff on January 08, 2024
Q: With the potential Bit Coin Spot ETF ruling on January 10th from the SEC being a positive one for BlackRock, Vanguard, Fidelity, Ark and other Investment Companies, does it make sense (and dollars) to take a nibble on HIVE or MARA (knowing there would be a 30% currency hit in the case of Mara)? I realize things will be very volatile so just a small position to start. Thanks, Lesley
Read Answer Asked by Lesley on January 08, 2024
Q: If FFH still attractive given its recent appreciation? On Nov 11, you said, "If rates stay where they are for longer, FFH could perform well from here" - agreed, but won't there be a point at which the market starts baking-in the implications of their decline - that is, at which it expects FFH to become less profitable? Or is this more of a Brookfield situation, in which we should expect FFH to capitalize on its interest-rate-driven windfall by, say, pivoting to growth opportunities?
Read Answer Asked by John on January 08, 2024
Q: This preferred share just auto sold close to half of what I own? Your help is appreciated!
Read Answer Asked by Mark on January 06, 2024
Q: BNS has been a big disappointment for many years. With every year that passes, I say to myself to be patient and give it more time. The new CEO needs time, the acquisitions need time, the valuation is attractive, reversion to the mean is a powerful force, 5i really likes it etc etc. Yet each year, there is no improvement.

I just looked at TD's EPS Consensus Expectations for 2024, and they are less than 2023! Earnings for 2023 were poor, and considerable lower than 2022 and 2021.

Please tell me why I should continue holding on.

Thanks
Read Answer Asked by Greg on January 05, 2024
Q: All the Best for 2024 Peter and Team and thanks for another year of great service! For some smaller cap financial diversification pls give your thoughts on the above selections and take as many credits as needed; While COIN is the largest component of ARKF it has a unique picks and shovel position if/as Crypto Mania picks up again; ARKF also has a healthy position in SHOP held seperately; KRE & BR will both benefit if/as rates come down and BR appears to have a moat in its services and the chart looks good.
Read Answer Asked by Paul on January 03, 2024
Q: I hold TD in my portfolio. I've read a couple articles recently highlighting that RY has performed much better than TD in recent years, pointing to RY's higher ROI investments (i.e. focusing on Canadian operations and US Wealth Management) relative to TD (i.e. focusing on US Retail banking, and their recent failed acquisition).

What are your general views on this comparison from an investing perspective and would you replace TD for another Canadian bank such as RY? Which of the Canadian banks would you select as a long-term "set it and forget it" investment based on sound management and, of course, expected stock returns.

Read Answer Asked by Al on January 02, 2024
Q: I have partial psitions in these Financial stocks. Would you add to the Financial sector at this stage? I have full positions in large Canadian banks. Which from my list or any others that you like would you be comfortable adding to full positions. Please rank those that you would be comfortable adding to full positiond today and target buy prices for any others that you still like.
Happy New Year and thanks.
.
Read Answer Asked by sam on January 01, 2024
Q: It seems like everyone is positive on TD's future prospects. Yet no one mentions the potential monetary fines that could be levied against TD associated with money laundering. Why is that? Everyone appears to be very complacent about the probe over anti-money laundering. If the fines were substantial, could TD shares not take a hit? Your comments would be appreciated.
Read Answer Asked by John on December 28, 2023
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