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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 am considering adding an Insurance company to my portfolio. Do you prefer Fairfax Fin. or Intact Fin. for a long term hold? And the reason why?
Thank you very much.
Read Answer Asked by John on August 09, 2024
Q: ECN capital got back to positive EPS in the last quarter (3 cents). The share price is breaking out today. Management is still guiding for 10 to 16 cents of EPS for the year. In the background is the chance to their partner in the manufactured home financing (triad) could do a take over of ecN (not a sufficient reason the buy on its own but another positive possibliity). And combining a good chance for lower interest rates which I believe would help ecN makes me want to add to my small position in ecN. What is you read on the earnings and do you concur that it is time to add to a ecN position?
Read Answer Asked by Paul on August 08, 2024
Q: I have been a shareholder of Brookfield for 14 years and have gotten into the habit of reading CEO (Bruce Flatt) message to shareholders each quarter. I found the sections on in this quarter's letter interesting Share Repurchases and The AI Revolution is Increasingly a Renewable Story that your members may find worth wild reading. He also states that the share price is about 50% of the value of the company. Over the short term I could almost careless about the stock price of the company as the value of the company grows by 20% or so per year. Does this seem out of sorts the way I look at Brookfield.
Read Answer Asked by Jerome on August 08, 2024
Q: May I have your comments on earnings please. I see from your site that Infrastructure raised its distribution
Read Answer Asked by Margot on August 08, 2024
Q: Thanks for a recent suggestion for U.S. exposure in an open CAD account - HXS.

In my RRSP I was going to add BRK.B and was surprised by its low PE ratio of about 9. Is this correct? Maybe there is a better metric to use to evaluate this equity(?)

AVNV seems to be the perfect non-U.S. compliment in my RRSP (except for that bit of exposure it has to Canada…which is fine). I like the fact that it is an international Value ETF - a mixture of large, small and Emerging Market. I doubt there a better comparable option, but figured I’d ask if you are aware of one.
Read Answer Asked by James on August 08, 2024
Q: Both BN and BAM are down sharply over the last 5 days - much more than the market. Why do you think this is - presume it’s a nice buying opportunity?
Read Answer Asked by Gary on August 08, 2024
Q: Hi Peter, what are your thoughts on the BRK earnings, big sales of APPl, and the $271B horde ? Warren loves Insurance and has been buying Chubb shares; could he take a run at it with its ~$100B Valuation ? Any other thoughts appreciated as its our biggest position. Thank you.
Read Answer Asked by Paul on August 08, 2024
Q: Hello 5i team,

Can you please comment on the recent quarterly results of both those insurers and a possible reason for the precipitous drop (over $120 i.e 8.5%) in FFH over the previous 2 days?

Thank you for your insights as usual,
Read Answer Asked by Adel on August 07, 2024
Q: Good Morning all.

I currently have a portfolio weighting of 18.1% financials versus the recommended 15%. Individual stocks at 1/2 to full positions include the 4 banks, SLF, ING, MA, TSU, ONEX, BN and BAM. (I do need to consolidate I think).

All have been doing more or less what I would expect; except ONEX. It has been a frustrating stock to own, with a downtrend for the years, in my view, a management enrichment program.

The question - would it make more sense to shed this stock and perhaps one of the banks, then roll the funds into a BN or BAM.

Thanks as always!

Dave
Read Answer Asked by Dave on August 07, 2024
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