Investment Q&A

Q: Is POW topping out or do you see good reasons to keep holding this stock?

Q: Could you please comment on EQB and recent earnings?
Would you be worried about slowing growth?

Q: Hi Team!

What do you think of these 2 index providers at current level? MSCI seems a bit expensive at 40x forward earnings.

Thanks

Benoit

Q: I'm going to sell AQN and purchase one of the other three listed for income. Which would you prefer for income, dividend growth and safety and overall growth?
Thanks
Jeff

Q: I seem to recall a question re BMO recently where you were asked for an attractive entry price. You suggested $111 I believe. Well after the earnings release today, we are there. Time to enter?

Q: Long term holder of BNS. Your thoughts on the latest quarter...worth still holding? Do you like the direction and latest results?
Thanks...Steve

Q: As Royal Bank approaches 160, do you see a stock split anytime soon
Thank you

Q: Is Cix still ok to keep money for investing. I see they are offering $17.50 a share. Is this to pay off the big investment they borrowed from. last year for their expansion. How would them rate them. The stock was $28.00 a few year ago. Or perhaps they want to help TIXT. Will their dividend still be safe in a lower rate inviroment.Tks 5I

Q: Can you provide a current outlook for BN?

Q: 5i and I agree on the importance of good management teams (think CSU and ATD). I'm inclined to pin the giant mess TD has created with money laundering woes in the US on its management team and most especially the CEO and Board. Do you agree and if so, would it not be prudent to stick with other banks until we see changes in the upper ranks of TD?

Q: If not asked may I have your comments are T D earnings please. Do you have any idea how long it will take to see the end of all their problems!

Q: Has your outlook on TD changed following the latest results and announcement of such a large provision.

Q: Regarding Savalai's question on August 22, 2024 about insurance for grandkids.

Many years ago (25-30) my parents purchased permanent life insurance for all their grandkids and after that time the cash value, unfortunately, was negligible in comparison to what an index ETF tracking the general market would have been.

Of course there are many variables to consider and perhaps the insurance purchased by my parents was an inferior product, but they often wished they had purchased blue-chip stocks (ETFs were not widely available then) instead.

Just letting you know my experience.
Thanks.

Q: Hi Peter, Can you provide me with your best table pounding buy in Canada and your best table pounding buy in the US. Please provide reasons for the two stocks.
Thank you

Q: Dear Peter et al:

This is a general and "conceptual" question and I believe this may apply to many of the "grandparents" who are subscribers of 5i.

We would like to give some money to help our grand kids. We contribute for RESPs.

Reading the literature, it seems one can set up an "in kind Trust" that can grow seamlessly till they reach 18 years old and it can be rolled over to them and as their income is still low, the taxes are low.
(I am paraphrasing the articles here.)

However, recently I was told that taking a Permanent Insurance for kids (Universal or Participating Whole Life?) is another option one may want to consider. As the grandchildren are still young , the premiums are low ..and it gives them not only life insurance(a dreadful thought) but gives them the ability to cash in their policy for an attractive lump sum amount that can be used for their education (post secondary) or whatever they wish to do. I have never heard or read about this option before and wonder if you have any opinions. If you can forward some articles comparing these two strategies, In trust account VS Permanent Life policy, I would appreciate it.

BTW, I have reviewed the articles by Colin Ritchie in Canadian Money Saver. But this specific comparison isn't there. Colin's articles are more for adults who may be interested in Estate planning or augmenting retirement income etc.,

Thank you.

Q: I enquired about FSZ operating free cash flow and you mentioned adjustments made by Bloomberg to lower the OCF. Any ideas what those adjustments might be?

Thx

Q: Blue Owl's share price was on a good up trend from last November until the end of May 2024, when it turned south. It has been declining since then. Can you identify what caused it to decline at that time? And what do you see happening with the share price going forward? Many thanks for your excellent service.

Q: why is the BN P/E ratio (80) so high?

Q: The operating cash flow for FSZ for 2023 was 137.97 million and for 2022 the operating cash flow was 113.31million. This info comes from Yahoo Finance and from Microsoft Finance. The divvy payment is 92.1 million. Are these numbers the same as yours from Bloomberg?

Thx Blake

Q: Hi,
Both gsy and PRL seem to be similar businesses to me, although gsy is a lot bigger and more established. Which one would you figure is going to show more overall growth in the next 2-3 years? Thank you for your excellent service!