Q: any recommendations pro or con on this company? very attractive dividend
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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 recently read the Simply Wallstreet report on PRL . Could 5i comment on what you agree/disagree with and why ? Their analysis is below .....
Positives
Earnings are forecast to grow 33.56% per year
Earnings grew by 83.6% over the past year
Negatives
Interest payments are not well covered by earnings
High level of non-cash earnings
Dividend of 2.02% is not well covered by cash flows
Significant insider selling over the past 3 months
They also gave it poor marks for valuation to peers in their Snowflake Analysis diagram
Thanks for your always valuable analysis ......
Positives
Earnings are forecast to grow 33.56% per year
Earnings grew by 83.6% over the past year
Negatives
Interest payments are not well covered by earnings
High level of non-cash earnings
Dividend of 2.02% is not well covered by cash flows
Significant insider selling over the past 3 months
They also gave it poor marks for valuation to peers in their Snowflake Analysis diagram
Thanks for your always valuable analysis ......
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Golub Capital BDC Inc. (GBDC $13.68)
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Oaktree Specialty Lending Corporation (OCSL $12.86)
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TriplePoint Venture Growth BDC Corp. (TPVG $6.43)
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Sixth Street Specialty Lending Inc. (TSLX $22.20)
Q: What are your thoughts on this BDC?
And can you recommend another high dividend US BDC? Thanks
And can you recommend another high dividend US BDC? Thanks
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Manulife Financial Corporation (MFC $50.65)
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Sun Life Financial Inc. (SLF $87.23)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,286.04)
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Berkshire Hathaway Inc. (BRK.B $478.97)
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Topicus.com Inc. (TOI $111.20)
Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.
Q: I read in CNN today that in India, "UPI (Gov't entity) allows users to use their phone as a virtual debit card, transferring money from almost 600 member banks and fintech companies instantly without entering bank details or paying transaction fees."
1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
1) Can you think of any stocks which would benefit from this?
2) If this is happening in India, when will Canada wake up? Do you see this coming?
Q: Please comment on FN quarterly results. Buy, Sell or Hold?
Q: Todays announcement with Microsoft boosted the BEPC share price about 8% so far, yet the improvement in BN share price is minimal Why? Is BN undervalued since it will clearly benefit from this contact between Microsoft and BEPC Is BN undervalued now? is it a good buying opportunity? I have a one-half position in BN and I'm thinking of boosting it
Q: When 5i wrote the report on PRL the share price was $15.65 ..... Today it is $23.60 . Which is a considerable rise since the report was written ...... Could 5i plug in the current share price into the section titled " Valuation " and calculate and reassess the same statements using the current share price ? ....... This will help me make a decision regarding a purchase at the current share price .... Thanks as always for your valuable analysis .....
Q: Please provide comments for Sofi earnings. If owned, would you consider it a hold or sell?
Thanks
Thanks
Q: Have you heard of this? What is it? Is it an investment scam?
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Toronto-Dominion Bank (The) (TD $130.37)
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Intact Financial Corporation (IFC $259.79)
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goeasy Ltd. (GSY $129.16)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.61)
Q: I currently only own TD bank and would like to add another 1-2 stocks to the financial sector? What are your top picks for this. It is for a RRSP with at least 20 years before retirement.
Thanks
Thanks
Q: Sunlife seems to have had a bad past 30 days, maybe worse than the overall market? It has had a great run since 2012, but when you look back to 2007 “yikes”. I know there was the big financial crisis, but it looks like the share price was cut by 2/3? Can you provide some colour commentary? Thanks.
Q: Kinsdale earnings just released…stock I’d getting hit hard.I thought earnings were very good…Any idea what’s with the reaction?
Q: Hi Team,
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
In a question yesterday comparing GSY to PRL you had stated that PRL is "slightly cheaper" than GSY. Is that forward earnings you are looking at? I ask because my brokerage shows GSY with a current P/E of 11.98. It shows PRL with a current P/E of 20.48 , which on that metric (if correct) currently values PRL over 70% higher that GSY. Looking for clarification. Thanks
Shane.
Q: Just read your special report on small caps specifically Go Easy where you cite a growth rate of 17% mainly organically . Could you explain how this growth is accomplished ? To my albeit simple mind the sub prime lending market is something I wouldn't expect to expand unless economic times became perilous as well ..... A brief explanation of how this growth is accomplished across the three sectors of its' business model would be appreciated ? .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Also between GSY and PRL at current stock prices which do you favour today ? .......Thankyou for your always sound council .....
Q: Can I get your thoughts on this company, especially in regards to the sustainability of the dividend which is quite high.
Q: Hi Peter,
Would you kindly comment on the sale announcement by Desjardins. I am down 25% and holding in a registered account. Would you recommend hold or sell.
Mike
Would you kindly comment on the sale announcement by Desjardins. I am down 25% and holding in a registered account. Would you recommend hold or sell.
Mike
Q: When mentioning which banks to invest in, CWB is never mentioned. As a bank operating out
West and gradually moving outside of the West, why is this bank never mentioned as an investable bank?
West and gradually moving outside of the West, why is this bank never mentioned as an investable bank?
Q: Hi 5i
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
I've held EQB for quite a while now and I'm nicely ahead, in a registered account.
I wonder though if it's reaching its peak based on its fundamentals, or if it might still gain meaningfully if and when interest rates start to decline?
The dividend is relatively minor and if notable capital appreciation isn't reasonably in the cards, I don't know that it makes sense for me to hold on any longer.
Can you give me your opinion as to what the next year or two might hold for EQB, as and if rates decline.
Thanks 5i, much appreciated.
Peter
Q: Would you continue to hold or sell. If holding at what price would you sell at? I bought at $152