Investment Q&A

Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.

Q: Hello
Could you comment on Affirm Holdings most recent quarter?

Are chances of company making it to the next business cycle are getting better or am I to optimist and the gains are just short sellers leaving the trade?

Thank you very much.

Q: Hi

Is KKR like a mini BRK.B?

We presently own BRK.B at about 5,5% of our holdings.

Would you suggest adding to BRK.B or start a small position in KKR.

I understand you can not mention position sizes, but also respect your suggestions.

Thank you

Mike
.

Q: Which of these two banks has the most uplift? Is the dividend safe with both? What are good entry points for both?

Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?

Thank you,
Brent

Q: What do you think of Fidus’ results? Thanks.

Q: time to shine your crystal ball. Do you think canadian banks will raise dividends in a few weeks when they report 4th quarter results for the start of next year and if yes what percentage do you think each bank will raise?

Q: Could you please discuss the significance of the following:
American Express announces it has selected Nuvei Corporation as its first acquirer authorised to promote and sell PwBt's Open Banking-enabled payment method.
I realize this is only for the UK but could you please explain what this might mean going forward for other geographic areas the 2 companies operate in. In other words, is this the start of a partnership that might provide strong tailwinds for Nuvei.

Q: May I please have your comments on earnings

Q: You’ve picked and stuck with some real winners in the past. You were upbeat on nividia well before it jumped in price as an example! Do you think BN will be a longer term winner? You likely address this in a prior question (in which case please feel free to direct me to your answer), but I am wondering if can briefly give me your top reasons why one may want to buy and hold BN. Thanks.

Q: Hi,

Total return, long term investor with a diversified portfolio. I have a tiny position in BAM that I either want to add to or sell. If I sell, I could put the proceeds into BN.

Does it make sense to consolidate into BN or to build a bigger position in BAM? Which is likely to have the best total return over the next few years?

Thank you, Michael

Q: Any recent thoughts on OLY?

Q: Considering the important number of mortgage renewals ( including many "variable rate" mortgages.. ) that are projected during the next 1-3 years,what is your point of vue about the safety of canadian banks and insurance Cies stocks during this period ? a word on US financials shall be also appreciated, .

Q: Which ETF would have the best potential under the current market outlook?

Q: Retired now.
Is today a good day to buy BNS in a TFSA.
I see its on the move up and has a 7.3% dividend.
Thx a lot for your reply

Q: "Green" energy comprises only small part of total energy needs. It stands & falls with government (taxpayer's) subsidies, which are here today and (possibly) gone tomorrow.
Infrastructure needs, on the other hand, will only grow. I'd appreciate your take on this.
Also, would you say that one is "better" than the other on fundamentals?
thanks jerry

Q: Dear 5i
I currently own TD and RY for my financial positions . I was considering buying SLF as an alternative to banks but still considered within the financial sector . Is it worth the diversification or should i just add to my existing bank stocks that i own ?
Also i've recently added HISA and PSA to my portfolio which would probably not be for a long term hold but until interest rates decline considerably from where they are today . My question is, is it possible to have too much cash parked in these type of accounts that should interest rates decline noticeably and quickly , that there would be a liquidity problem ie getting my cash out , should a lot of investors decide at the same time to liquidate their holdings in these type of accounts ?
Thanks
Bill C

Q: US banks have not well lately.
Looking to take a position in Morgan Stanley. Can you give me your short and long price range for this stock
Thanks Al

Q: Hello Peter
Any idea why Nu Bank holdings is surging as compared to NVEI, LSPD, PYPL etc. Is it because Warren Buffet owns shares in the company? Is it worth starting a position?

Q: Hi 5i
Any thoughts on CFG would be appreciated.

Thx
Gerry