Q: Is the potential capital gain on ZBK workable with a 3 year hold. How long would you suggest to build a position with dollar cost averaging? Thank you
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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 see some analysts anticipating LB still has 25-40% upside from here. What do you anticipate the outcome of the strategic review to be? Do you see any regulatory hurdles from Quebec or elsewhere in an acquisition.
- Allstate Corporation (The) (ALL)
- Chubb Limited (CB)
- Progressive Corporation (The) (PGR)
- The Travelers Companies Inc. (TRV)
- Berkshire Hathaway Inc. (BRK.B)
- Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited (BNRE)
- Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
Q: Hello 5i Team
I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).
I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.
Questions:
1 – Is BNRE a suitable candidate?
2 – Please list other US listed P&C insurance companies for consideration in order of preference.
Thank you
I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).
I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.
Questions:
1 – Is BNRE a suitable candidate?
2 – Please list other US listed P&C insurance companies for consideration in order of preference.
Thank you
Q: With a potential recession and also interest rate uncertainty, is RY still a good bank to hold if I'm buying for the longer term? Also it's already such a big company, how will the returns be and where would growth actually come from?
Q: Thoughts on FITB quarter. Do you like this stock for income and growth for a 3 year hold? Is it a possible takeover candidate for the bigger banks?
Thanks
Thanks
Q: Hello 5i Team
From previous answers, you have stated portfolio / sector allocations are a personal decision.
Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.
The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:
Asset Management – (BAM / BN)
Banks – (BMO / BMO / CM / RBC / TD)
Insurance (Life) – (GWO / MFC / SLF)
Insurance (P&C) – (DFY / FFH / IFC)
Questions:
1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?
2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?
Thank you
From previous answers, you have stated portfolio / sector allocations are a personal decision.
Currently I have approximately 20 % of my Canadian Equity Dividend (i.e. TSX dividend stocks) portfolio in the financial sector.
The financial sector holdings are divided into the following sub-category (industries) with representative stocks in each sub-category:
Asset Management – (BAM / BN)
Banks – (BMO / BMO / CM / RBC / TD)
Insurance (Life) – (GWO / MFC / SLF)
Insurance (P&C) – (DFY / FFH / IFC)
Questions:
1 – What would be appropriate percentages for each subcategory? An example would be should Banks be 50 % of the financial sector holdings (or 10 % of total equity holdings)?
2 – Is there any other sub-sector of the financial sector that I should be looking at along with associated companies?
Thank you
Q: Given recent bank earnings, have your thoughts on this one changed ? I am a retiree seeking income ... so is the dividend safe-ish ??
Q: BNS is the only big bank that I hold a full position in. I keep watching it underperform all the other big banks and it has also been the laggard over a 3, 5, 10, and 20 year time frame(dividends included) compared to the other big banks. Is it time to move on from this stock. TY
Derek.
Derek.
Q: As a bank, there are some big name investors like Buffett, Munger and Li Lu all holding and/or buying Bank of America. What is so special about Bank of America versus other banks in North America?
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good day,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
Q: ALL hit another 52-wk low 14 July. It has done *miserably* compared to AFL. Yet , ALL remains a long-time member of the AAII Model Dividend portfolio. AFL is long-time favorite in the portfolio of “Crossing Wall St” ( the latter now has an ETF under the symbol CWS). Do you consider ALL oversold ? Is it a good value at around at USD 101 assuming two more Fed rate hikes of 25 basis points each? Or would you instead favor AFL?
If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- TMX Group Limited (X)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?
Q: Hello again your thoughts on Remitly Global
Thanks again.
Thanks again.
Q: I believe shares of BNRE are still exchangeable into shares of BN after their re-org, I know you are positive on the prospects of BN.
BNRE is starting as a smaller player in their industry but looks to aggressively grow.
By buying BNRE , at minimum , would you not get the same potential returns as BN but have potential for higher upside if their insurance business grow successfully.
Thank you
BNRE is starting as a smaller player in their industry but looks to aggressively grow.
By buying BNRE , at minimum , would you not get the same potential returns as BN but have potential for higher upside if their insurance business grow successfully.
Thank you
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: YOU HAVE BEEN VERY SUPPORTIVE OF BN. SHOULD I SELL BAM AND CONSOLIDATE BN.
Q: Best table pounding buy today for a registered account any sector?
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Definity Financial Corporation (DFY)
Q: What is your opinion on the insurance providers currently and future outlook? I had owned MFC a couple of years ago for a number of years where the money was essentially dead money the entire time. I was lucky enough to get out with a small profit back then and now I am looking to re-enter this space.
In the past few years with the lower bond yields I think this played a huge part in the performance of these companies but now with the rapid rise in yields will these have a breakout going forward? Is SLF still your favorite? As always thanks, your opinion is always appreciated
In the past few years with the lower bond yields I think this played a huge part in the performance of these companies but now with the rapid rise in yields will these have a breakout going forward? Is SLF still your favorite? As always thanks, your opinion is always appreciated
Q: Peter; Would it make sense for EFN to fold ECN into it? Thanks
Rod
Rod
Q: Dear Peter et al:
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.