Investment Q&A

Q: With Go Easy showing a lower PE and better momentum than Propel after earnings, which of these two do you think looks better going forward? If an investor owned only PRL, would it make sense to switch to GSY?

Q: P&C insurance sector has shown signs of weakness, over past several weeks, perhaps due to higher catastrophic losses and pressure on auto premiums. Intact Financial stock has also not been immune and has seen its stock decline over 10% from its recent high of $317. Latest earnings release disclosed weakness in commercial lines, in addition to premiums rates in US.

IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.

Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?

The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?

Thank You

Q: GSY vs PRL since both companies reported same day, could you compare salient numbers from their Q reports?

Q: Hi 5i, pls opine on their earnings, guidance, and is it still a fav? Thx.

Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Q: Any thoughts on BNT.TO. ? Is it a buy for long term.

Q: Current thoughts? Is good earnings growth ahead?

Q: Please Kindly advise the result. Berkshire Hathaway shares dipped after Warren Buffett's conglomerate reported a small decline in operating earnings, while continuing a stock-selling spree and a buyback halt.

Q: Any reason that Berkshire Hathaway don’t buy back due to the stock price still too high?

Q: Hi,

Which of the two do you lean towards in the current environment? Many thanks for your service to the investment community over the years.

GM

Q: Hi guys

Please provide feedback for the following quarterly results, X,

Thanks,

Jim

Q: Is this stock likely to appreciate, in a material way, in the next year. Or is it a sell

Q: Hello Everyone,

If no one has asked already, may I please have your assessment of Robinhood earnings & Coinbase earnings please.

Thank you.

Q: Can I have your take on earnings and longer term outlook? Thank-you.

Q: Good morning 5i team

Altus receives little attention from your subscribers. Its share price has increased after the sale of its property tax business, debt pay down, and share re-purchase.
I am trying to decide if their shares represent a solid opportunity to now buy.

Several questions please.

Does 5i view Altus as having meaningful competitive advantage versus peers in providing CRE intelligence services?

Does 5i view Altus as a 'wide, narrow or no moat' company?

Does 5i feel that Altus has a significant runway to gain market share, grow revenue and profit in the CRE market over the next few years?

And finally, would 5i recommend buying Altus shares now, or perhaps wait for a pullback?

Thank you.

Edward

Q: Thoughts on their purchase of Richardson Wealth? I know it's not a large purchase for them give mkt cap considerations, but do you think the gap they are filling makes sense for their investment division? Does their history in the space give you confidence that they can effectively integrate the purchase?

Q: Good afternoon 5i,

I looked back and the last question on this company was late May. As we come to the close of July, the "noise" on this company seems to be picking up, with a fair number of "experts" in the various media suggesting it is one to hold onto as the purchase of Discover evolves and Capital One starts taking advantage of the synergies. The noise being generated is enough to get me curious.

I would appreciate your opinion on this company as a buy at current prices, with the idea of holding in an RRSP and switching out of one of my Canadian Financials in an effort to diversify. If not a buy now, is there a price where it is, or is this company one to stay back from?

Thanks for your insights.

Dave

Q: Looking for your thoughts on the earnings and why the 6+% drop. I went through the news release and only issue I see was with UK and US results. Is that enough to move the stock that much in a day? The CEO seemed quite positive on the results and future prospects. Seems to have been trending down over the past month after hitting all time highs. Would you consider this current price a buying opportunity? Thanks for this great service.

Q: Can you explain why CB’s PE is half of IFC? They are in the same business, and the former has better combined ratio. It baffles me.

Thanks,

Liping

Q: I have no exposure to crypto currencies but I am intrigued by various forecasts of major future price gains for Bitcoin and other products.
I would welcome your thoughts on how to approach this subject, suggestions of online references I can read, which stocks and/or ETFs to review and your overall advice on how to maximize returns while limiting risk.
Many thanks for your ongoing great service.