Investment Q&A

• AFLAC Incorporated (AFL $114.34)
  • $114.34 P/E (TTM): 14.99X Cap: $59.92B
  • View AFL Profile
  • View Questions on AFL

Q: Could I get an updated opinion on AFL ?
Thanks

Upvote 1

Read Answer Asked by steve on May 23, 2024

• Cboe Global Markets Inc. (CBOE $258.35)
  • $258.35 P/E (TTM): 27.95X Cap: $27.03B
  • View CBOE Profile
  • View Questions on CBOE

Q: Is this an food way to buy US stocks?

Upvote 2

Read Answer Asked by Burke on May 23, 2024

Q: Currency . I went to TD bank and wanted to cash Euro's and put them in my US account in american dollars. Clerk advised this could not be done. I would have to change Euro's to Canadian dollars and then change Canadian to US. 5i is this normal I would have to pay all exchanges. I decided to go to an exhange and they did this no problem.What's is TD under such scrutiny from Gov't.

Upvote 3

Read Answer Asked by Guy on May 23, 2024

Q: Hi, can you give any info on the above, there are no inquiries up until now.

Thanks as always
Anthony

Upvote 2

Read Answer Asked by Anthony on May 23, 2024

• Intact Financial Corporation (IFC $282.18)
  • $282.18 P/E (TTM): 23.44X Cap: $50.17B
  • View IFC Profile
  • View Questions on IFC
• Trisura Group Ltd. (TSU $39.24)
  • $39.24 P/E (TTM): 15.27X Cap: $1.86B
  • View TSU Profile
  • View Questions on TSU
  • View Reports on TSU
• Arch Capital Group Ltd. (ACGL $92.52)
  • $92.52 P/E (TTM): 8.69X Cap: $33.54B
  • View ACGL Profile
  • View Questions on ACGL
• Kinsale Capital Group Inc. (KNSL $389.96)
  • $389.96 P/E (TTM): 19.51X Cap: $9.07B
  • View KNSL Profile
  • View Questions on KNSL
• RLI Corp. (DE) (RLI $63.26)
  • $63.26 P/E (TTM): 16.64X Cap: $5.80B
  • View RLI Profile
  • View Questions on RLI

Q: With Buffet's recent disclosure of a large position in CHUBB and increasing natural disasters like forest fires in Canada etc would you reccomend having an allocation in the insurance sector? If so any names that standout?
Thanks, Lesley

Upvote 5

Read Answer Asked by Lesley on May 23, 2024

• BMO Covered Call Canadian Banks ETF (ZWB $23.64)
  • $23.64 P/E (TTM): 11.77X
  • View ZWB Profile
  • View Questions on ZWB

Q: If TD gets overly fined and drops the stock price will that have an effect on ZWB's price,? When that one American Bank died ZWK has still not recovered.

Upvote 1

Read Answer Asked by John on May 23, 2024

• Royal Bank of Canada (RY $205.46)
  • $205.46 P/E (TTM): 15.57X Cap: $288.66B
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD $114.05)
  • $114.05 P/E (TTM): 9.64X Cap: $194.70B
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS $94.65)
  • $94.65 P/E (TTM): 18.16X Cap: $117.22B
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Bank of Montreal (BMO $173.92)
  • $173.92 P/E (TTM): 14.48X Cap: $124.58B
  • View BMO Profile
  • View Questions on BMO
• Canadian Imperial Bank Of Commerce (CM $122.27)
  • $122.27 P/E (TTM): 14.61X Cap: $113.64B
  • View CM Profile
  • View Questions on CM
• National Bank of Canada (NA $161.80)
  • $161.80 P/E (TTM): 15.91X Cap: $63.42B
  • View NA Profile
  • View Questions on NA

Q: Hello,

What are your recommendations for Canadian banks for a TFSA with a 15+ year horizon?

Upvote 10

Read Answer Asked by Luc on May 22, 2024

• Toronto-Dominion Bank (The) (TD $114.05)
  • $114.05 P/E (TTM): 9.64X Cap: $194.70B
  • View TD Profile
  • View Questions on TD

Q: I read a more detailed US legal article on the TD money laundering scandal in NY/NJ and was quite disturbed. It has been a core holding of mine for a full decade. Thinking of taking it down from a full to a half position while the DOJ probe and further sanctions play out. Would you caution against this at this time (with damage already done to stock) or do you think its a prudent move?

Upvote 6

Read Answer Asked by Patrick on May 22, 2024

Q: Asking your views for CompoSecure and SurgePays please thanks.

Upvote 1

Read Answer Asked by MG on May 22, 2024

• First National Financial Corporation (FN $47.98)
  • $47.98 P/E (TTM): 15.73X Cap: $2.87B
  • View FN Profile
  • View Questions on FN

Q: It seems that mortgage investment corporations pay a nice interest . Do you like them for income? If so, which ones do you like? Thanks. cheers

Upvote 1

Read Answer Asked by Hans on May 22, 2024

• Timbercreek Financial Corp. (TF $6.72)
  • $6.72 P/E (TTM): 15.23X Cap: $556M
  • View TF Profile
  • View Questions on TF

Q: Could I have your thoughts on the new CON DEB issue- assume it ranks above the common dividend - but at 7.5 % still high risk ? Ok for a limited investment

Upvote 1

Read Answer Asked by Scott on May 22, 2024

• Element Fleet Management Corp. (EFN $34.92)
  • $34.92 P/E (TTM): 26.17X Cap: $13.96B
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Comments please on EFN's latest quarterly results. I have a half position. Do you think that this is a hold or buy more.

Thanks, Tim.

Upvote 5

Read Answer Asked by tim on May 21, 2024

• Purpose Bitcoin ETF (BTCC $17.00)
  • $17.00 Cap: $838M
  • View BTCC Profile
  • View Questions on BTCC

Q: Could you please advise me on which ETF you would recommend for trading Bitcoins in Canadian Dollars. High daily trading volume, Liquidity and bid/ask spread are important criteria.
Thank you

Upvote 4

Read Answer Asked by francois on May 21, 2024

• Manulife Financial Corporation (MFC $48.26)
  • $48.26 P/E (TTM): 15.27X Cap: $81.38B
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF $83.11)
  • $83.11 P/E (TTM): 20.66X Cap: $47.23B
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: To all at 5i: I have heard that MFC is powering ahead and SLF is struggling. Your thoughts will be appreciated. Thank you

Upvote 4

Read Answer Asked by Barbara on May 21, 2024

• ONEX Corporation Subordinate Voting Shares (ONEX $107.03)
  • $107.03 P/E (TTM): 12.27X Cap: $7.33B
  • View ONEX Profile
  • View Questions on ONEX

Q: Please comment on its most recent Q. Would you continue to hold or is there another name which you would buy as a replacement? Is BN or CSU a good proxy?

Upvote 1

Read Answer Asked by John on May 17, 2024

• Propel Holdings Inc. (PRL $21.73)
  • $21.73 P/E (TTM): 9.91X Cap: $855M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi, Why the Propel stock keeps dropping, despite excellent results ? Now, seems like, it has broken below the $25 support level ( recent gap up after earnings ) and is down $6 or, 20%, from the post earning bounce. Is it worth accumulating around $23 ? Thanks

Upvote 15

Read Answer Asked by rajeev on May 16, 2024

• Brookfield Business Partners L.P. (BBU.UN $45.46)
  • $45.46 Cap: $9.55B
  • View BBU.UN Profile
  • View Questions on BBU.UN

Q: Would you consider this stock investable at this time for long term - 5 years or longer or you would prefer other Brookfield family stocks ?

Upvote 3

Read Answer Asked by Miroslaw on May 16, 2024

• Goldman Sachs Group Inc. (The) (GS $790.91)
  • $790.91 P/E (TTM): 16.37X Cap: $237.21B
  • View GS Profile
  • View Questions on GS
• Royal Bank of Canada (RY $205.46)
  • $205.46 P/E (TTM): 15.57X Cap: $288.66B
  • View RY Profile
  • View Questions on RY
• Canadian Imperial Bank Of Commerce (CM $122.27)
  • $122.27 P/E (TTM): 14.61X Cap: $113.64B
  • View CM Profile
  • View Questions on CM
• Intact Financial Corporation (IFC $282.18)
  • $282.18 P/E (TTM): 23.44X Cap: $50.17B
  • View IFC Profile
  • View Questions on IFC
• EQB Inc. (EQB $84.98)
  • $84.98 P/E (TTM): 9.8X Cap: $3.31B
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB
• Propel Holdings Inc. (PRL $21.73)
  • $21.73 P/E (TTM): 9.91X Cap: $855M
  • View PRL Profile
  • View Questions on PRL
  • View Reports on PRL

Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.

Thank You

Upvote 5

Read Answer Asked by rajeev on May 15, 2024

• Alaris Equity Partners Income Trust (AD.UN $19.41)
  • $19.41 P/E (TTM): 5.24X Cap: $880M
  • View AD.UN Profile
  • View Questions on AD.UN
• goeasy Ltd. (GSY $122.95)
  • $122.95 P/E (TTM): 8.98X Cap: $1.97B
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: WHICH do you prefer and why? Could you justify holding both? Thanks

Upvote 4

Read Answer Asked by Donald on May 15, 2024

• Toronto-Dominion Bank (The) (TD $114.05)
  • $114.05 P/E (TTM): 9.64X Cap: $194.70B
  • View TD Profile
  • View Questions on TD
• Royal Bank Of Canada (RY $146.56)
  • $146.56 P/E (TTM): 15.57X Cap: $205.64B
  • View RY Profile
  • View Questions on RY

Q: Follow-up to TD proxy, I already have a FULL position in RY;; next choice?

Upvote 7

Read Answer Asked by Dr. Donald J on May 14, 2024