Q: Hello, it would seem that AXP has experienced a pullback and looks undervalued compared to its peers. Would you consider AXP a buy over MA and/or V ?
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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: What would be a good entry point for CM and when will mortgages rollover and how might that affect the price point?
Q: Just as a follow up then would you sell shares that game from the spin off and put into BN
Q: As a curiosity I thought it would be interesting to compare these two, noting they seem to be competitors in many ways. Frankly bit looks like Blackstone trounces Brookfield on stock performance over almost every time length. Do you have any thoughts on comparing the two and Blackstone’s value as a financial alternative asset holder?
Q: BN is currently classified as being in the "Finance" sector. Should it be in Finance or in Real Estate?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.
Thoughts?
I keep track of my securities using a spreadsheet and hold BN. When I look at my sector allocations, it always appears as though my "Finance" weighting is overweight and my "Real Estate" weighting is underweight, but I'm wondering if I should just change how I'm classifying them.
Thoughts?
Q: Why is BN doing so poorly?
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Hi there, where would you prefer to have your money and do you still have high conviction in this company. Thanks
Q: Any comments in general on RLI Corp (insurance) ?
Q: Thoughts on ECN?
Q: Please comment on Olympic Financial Group’s recent earnings. Nice dividend increase!
Q: Peter; Could you update your thoughts on DFY after their blowout quarter- do those earnings make it an even more appealing takeover candidate ? Thanks.
Rod
Rod
Q: This is a general comment in response to D's question asked on August 14, regarding BNS. I would agree with 5i that it's the valuation; yield and growth + the price we pay for a stock creates future value.
For example, owners of quality individual shares obtain stock splits every decade or so. 200 shares of BNS bought in 1990 for $4,800, for instance, with splits, are now 800 shares. When you multiply 800 shares by the price of $80 it's $64,000. And, dividends now provide more than half the purchase price ($3.10 times 800 = $2,500) Stocks get safer as time goes by. BNS now has a $60,000 buffer before we lose capital; however you have to wait a couple of decades to get it.
D should be a holder of BNS and quality companies that pay a dividend. Yield + Growth + the price paid for a stock, will create value.
For example, owners of quality individual shares obtain stock splits every decade or so. 200 shares of BNS bought in 1990 for $4,800, for instance, with splits, are now 800 shares. When you multiply 800 shares by the price of $80 it's $64,000. And, dividends now provide more than half the purchase price ($3.10 times 800 = $2,500) Stocks get safer as time goes by. BNS now has a $60,000 buffer before we lose capital; however you have to wait a couple of decades to get it.
D should be a holder of BNS and quality companies that pay a dividend. Yield + Growth + the price paid for a stock, will create value.
Q: Your thoughts on the deal announced today - seems like a bad time to be raising equity with the price down - what is their debt situation?
Q: After the markets closed today an offer of $185,000,000 was made for 33,550,000 shares of ECN and 27,450,000 pref. shares of ECN.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.
How do you view this ? Is it beneficial to ECN shareholders?
Thanks for your insight.
Q: I’ve been a holder of ECN for years. Can you please explain the conclusion of their strategic review, and what your view of the company going forward is. What would you do if you held shares? Thank you
Q: Comments on BNRE earnings please
Q: Do you consider this ETF suitable for a dividend-oriented portfolio? Thanks.
Q: What are your thoughts on their earnings. Is it buy, sell or hold
Thanks for the great service
Thanks for the great service
Q: Ecn is reporting soon. What are expectations? I am holding with a small loss which I fear is going to turn into a big loss when financials are released and results of review are revealed. The stock is acting very much like CTS leading up to the completion of their strategic review. Thoughts ?
Q: Hello 5i, what do you think of the latest Trisura's financial results? Thank you