Q: As a bank, there are some big name investors like Buffett, Munger and Li Lu all holding and/or buying Bank of America. What is so special about Bank of America versus other banks in North America?
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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.
- BlackRock Inc. (BLK)
- KKR & Co. Inc. (KKR)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: Good day,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
Can I get your take on Blackrock’s earnings? Revenue growth seems to have slowed but do you see anything to worry about for a long term investor? I have a small position and am thinking of adding. Would you consider it an add or a hold for a long-term position and your reasoning, please?
Thank you,
Q: ALL hit another 52-wk low 14 July. It has done *miserably* compared to AFL. Yet , ALL remains a long-time member of the AAII Model Dividend portfolio. AFL is long-time favorite in the portfolio of “Crossing Wall St” ( the latter now has an ETF under the symbol CWS). Do you consider ALL oversold ? Is it a good value at around at USD 101 assuming two more Fed rate hikes of 25 basis points each? Or would you instead favor AFL?
If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
- Constellation Software Inc. (CSU)
- Brookfield Renewable Partners L.P. (BEP.UN)
- WSP Global Inc. (WSP)
- Stantec Inc. (STN)
- Descartes Systems Group Inc. (The) (DSG)
- FirstService Corporation (FSV)
- TMX Group Limited (X)
- TFI International Inc. (TFII)
- ATS Corporation (ATS)
- Kinaxis Inc. (KXS)
- Shopify Inc. Class A Subordinate Voting Shares (SHOP)
- goeasy Ltd. (GSY)
- GDI Integrated Facility Services Inc. Subordinate Voting Shares (GDI)
- EQB Inc. (EQB)
- Trisura Group Ltd. (TSU)
- WELL Health Technologies Corp. (WELL)
- Boyd Group Services Inc. (BYD)
Q: Please list companies in your portfolios that have returned in excess of 100% over the last 5 years.
Please also show their % returns.
Thank you.
Please also show their % returns.
Thank you.
Q: In my quest to find the perfect ETF I'm looking at HMAX , 14.74% dividend paid monthly. Safe Canadian financials, I ask you what's wrong with it?
Q: Hello again your thoughts on Remitly Global
Thanks again.
Thanks again.
Q: I believe shares of BNRE are still exchangeable into shares of BN after their re-org, I know you are positive on the prospects of BN.
BNRE is starting as a smaller player in their industry but looks to aggressively grow.
By buying BNRE , at minimum , would you not get the same potential returns as BN but have potential for higher upside if their insurance business grow successfully.
Thank you
BNRE is starting as a smaller player in their industry but looks to aggressively grow.
By buying BNRE , at minimum , would you not get the same potential returns as BN but have potential for higher upside if their insurance business grow successfully.
Thank you
- Brookfield Corporation Class A Limited Voting Shares (BN)
- Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM)
Q: YOU HAVE BEEN VERY SUPPORTIVE OF BN. SHOULD I SELL BAM AND CONSOLIDATE BN.
Q: Best table pounding buy today for a registered account any sector?
- Manulife Financial Corporation (MFC)
- Sun Life Financial Inc. (SLF)
- Power Corporation of Canada Subordinate Voting Shares (POW)
- Definity Financial Corporation (DFY)
Q: What is your opinion on the insurance providers currently and future outlook? I had owned MFC a couple of years ago for a number of years where the money was essentially dead money the entire time. I was lucky enough to get out with a small profit back then and now I am looking to re-enter this space.
In the past few years with the lower bond yields I think this played a huge part in the performance of these companies but now with the rapid rise in yields will these have a breakout going forward? Is SLF still your favorite? As always thanks, your opinion is always appreciated
In the past few years with the lower bond yields I think this played a huge part in the performance of these companies but now with the rapid rise in yields will these have a breakout going forward? Is SLF still your favorite? As always thanks, your opinion is always appreciated
Q: Peter; Would it make sense for EFN to fold ECN into it? Thanks
Rod
Rod
Q: Dear Peter et al:
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.
To my question on June 29th, you had suggested these three as your safe picks amongst US banks. (You also included C,BAC,WFC. But I have chosen to highlight the top three.
From tomorrow the earnings reports will start trickling in, starting with JPM.
Should one wait or start taking positions from today! Going forward, what is your prediction for these three banks?
Many thanks.
Mano.
Q: With the news of a strategic review at Laurentian Bank would you be a seller on this jump in share price? I just bought a position month ago.
Q: Hi - can you update your thoughts on prognosis for Intact given recent news on high catastrophe losses? Stock is weak of late and wondering if you think that may continue.
Q: Can you provide any sort of update on this company. I understand that the strategic update in August could be interesting, however, what other catalysts could be on the horizon? How do you like the risk/reward scenario? Has there been insider buying? Would you take a starter position here?
Q: I know how positive you are on this stock, many guests on BNN and elsewhere also favour it, and I have done well on it (thanks to you). I also know a great company and a great share price can stay out of sync for awhile. Do you think the share price is languishing solely because of the Fed's legislative changes, and if so, how many "show me" good quarters is it likely to take to approach the old highs? Thanks for your thoughts.
Q: Very concerned about the mortgage issues reported today in the globe and mail
Should this equity be sold?
Thanks
Sheldon
Should this equity be sold?
Thanks
Sheldon
Q: Hello 5i team,
Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?
Here is a recent answer you provided on BN: “Given its strong management team and fundamentals, we feel that BN is currently at an attractive level. It appears to have found some support around the low ~$40”. How do you explain that TD’s Webbroker shows a P/E Ratio of 79.1 for BN?
Q: Are you seeing anything news worthy to account for the move last two days?
Q: Your current thought's buy/sell/hold