Q: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.
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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.
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Royal Bank of Canada (RY $233.96)
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Toronto-Dominion Bank (The) (TD $130.23)
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Bank of Nova Scotia (The) (BNS $101.04)
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Bank of Montreal (BMO $183.14)
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Canadian Imperial Bank Of Commerce (CM $127.17)
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National Bank of Canada (NA $172.42)
Q: Portfolio Analytics has suggested I reduce my financials component. Over my several accounts, I own these 6 banks in Canada. What order would you sell them in (ignoring capital gains impact) ?
Q: If BAM headquarters moves to New York, does it get dropped from 5i coverage and model portfolios?
Q: Hi Peter
Can I get your view on Pinetree. Can you comment on their recent quarter. Also the stock is trading above book value and has had a great run in 2024. Can you comment of the premium to book. thx
Can I get your view on Pinetree. Can you comment on their recent quarter. Also the stock is trading above book value and has had a great run in 2024. Can you comment of the premium to book. thx
Q: Why is Visa trading a discount to its peers?
Mastercard commands much higher multiples, with similar metrics.
Mastercard commands much higher multiples, with similar metrics.
Q: I have been a happy holder of BN/BAM but have always found it hard to measure and take the approach that they are a smart group of ppl who also own a good chunk of the company. What financial metrics do you recommend for evaluating BN ? Regular metrics like PE and ROE don't seem to work...
Q: Hi to everyone at 5i. I am interested in HSBC Holdings plc (US). Is this stock a buy, sell, hold or avoid like the plague? I am interested in your opinion. Thanks.
Q: Would you start a position after the steep drop today?
Q: Hello Team,
I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,
I wonder if you can comment on the steep fall of GSY yesterday followed by a much steeper one today followed by the announcement of 'preliminary Third Quarter Data'. Was it really that bad?
Thanks you,
Q: Think this is on its way back? Thx, James
Q: Looking to add one PE/Alt manager - can you compare BN to BX and who gets the nod?
Q: Hi Team,
What's going on with GSY today dropping 5%? Is the tender offering viewed as negative somehow? Looks to me all they are doing is paying off other debt with the new debt. I would assume the company knows what they are doing here, not sure why the negativity around this.
thanks,
Shane.
What's going on with GSY today dropping 5%? Is the tender offering viewed as negative somehow? Looks to me all they are doing is paying off other debt with the new debt. I would assume the company knows what they are doing here, not sure why the negativity around this.
thanks,
Shane.
Q: BMO is getting back up to its 52 week high. However, it has been in this range twice before in this year and then they announce their quarterly results and the stock drops 10%. They will be announcing their results in about 4 weeks. Is it time to reduce my exposure to see what happens with the results?
Q: I like BN and have owned for a while mostly on the idea that they are smarter than me and doing things with money I could never do. But, how do you evaluate a company like BN? What objective metrics would I use? Regular financial like PE and ROE don't seem to fit per se...so when do I know I could sell for instance or buy some more as it's a 'bargain'?
Q: Which one of Td or Bns do you think willl provide the best return over the next 3 to 5 years?
Q: I owned CWB:T, now acquired by NA:T. I want to replace it with small bank such as EQB or LB. Do you think EQB:T has good long term business model and do well or your analysis prefer to stay with large banks? I do own TD, RY. It's just a replacement of CWB:T.
Thanks
Piyush
Thanks
Piyush
Q: I have a small position in Upstart at a loss. Given the recent recovery in Upstart, would you sell and move on?
Thanks
Tim
Thanks
Tim
Q: Cash flow this time last year was 52 million and is now 162 million according to 5i. Dividends account for 90 million. What position size would you be comfortable with ?
Thx
Thx
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Toronto-Dominion Bank (The) (TD $130.23)
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Bank of Nova Scotia (The) (BNS $101.04)
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Alaris Equity Partners Income Trust (AD.UN $20.55)
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Arch Capital Group Ltd. (ACGL $90.69)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.54)
Q: Portfolio Analytics has suggested I reduce of my exposure in the Financial Services sector. My holdings consist of ACGL and BN at a full position plus AD.UN, BNS, and TD at a 1/2 position each.
My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold
Is a full position of ACGL too high?
Is there a suggested balance amongst the subsectors?
Any other comments would be appreciated.
Thank you
My thought is to reduce BN to a half postion and sell AD.UN (after the current uptrend). I would keep ACGL for its International exposure and diversification. The banks, I just consider a long term hold
Is a full position of ACGL too high?
Is there a suggested balance amongst the subsectors?
Any other comments would be appreciated.
Thank you
Q: Hello,
It has been some time since you remarked on CVG - could you provide current comments.
Thank you
It has been some time since you remarked on CVG - could you provide current comments.
Thank you