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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: How does 5i feel about the North America large financials for the balance of this year? Buy, sell, or hold?
Thanks for all the good insights.
Ken
Read Answer Asked by Ken on February 20, 2025
Q: Am I reading this right, so BN no longer owns the 76% of BAM's asset mgmt business? How much does BN still own of BAM the company?

Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Finally, last week we closed the previously announced transaction between BAM and Brookfield Corporation, and as a result, BAM, with 1.6 billion shares now outstanding, owns the entire asset management business at an equity market capitalization approaching $100 billion.”
Read Answer Asked by Adam on February 19, 2025
Q: Could you please comment on Fairfax Financial Quarterly/FY earnings released today.

We own Intact Financial, but are looking to add another P&C Insurance Co. ( which also is in asset management business - we already have Brookfield Corp. }

Fairfax seems to be executing very well and stock performance supports this thesis.
Company is also buying back its stock, aggressively.

How do you assess and rate this Co. , on valuation, debt, risk and consistency of Growth over long period of time ?

Would you be comfortable to start a new position or add at current levels ?

Thank You
Read Answer Asked by rajeev on February 18, 2025
Q: At 62, I purchased MFC as a fairly stable income stock with some growth. Its growth over the past year has surprised me and I have substantial unrealized gains in an unregistered account. Which is all to the good, but the stock has been trending fairly steadily down the last three months. Did it get too expensive or is this sector-related? I note SLF has also done nothing good the last three months. Do you see further downward momentum (especially if inflation worries come back) or a return to stability for MFC? If the former, would you advise a trade to a more stable company/sector and if so which?
Read Answer Asked by John on February 18, 2025
Q: In your response to a recent question you included a remark to the effect that there’s a lot of concern about Canadian banks right now. Would you please expand on this comment in regard to the nature and source of the concern you mentioned.
Read Answer Asked by Donald on February 14, 2025
Q: Worst case scenerio how much downside do you think the banks have in the next four years. RY,BNS and TD are all oversized positions. Thinking of lightening up in non taxable accounts or should I just sit on my hands ? Crystal ball gazing I know !
Read Answer Asked by STEVE on February 14, 2025
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