Q: I want to buy one of the big banks for a 10 year hold and I'm leaning toward BNS. I'm dependent upon some fixed income so need either the yield, or combo of yield/growth. Which bank would you suggest. Thanks.
Q: Royal Bank seems to significantly outperforming the other canadian banks and I'm asking why? If I want to hold a canadian bank, should it be RBC or another bank?
Q: Can you comment on their earnings release? Does this company constantly rely on new $ coming in to generate fees and earnings? If you like this company, what would be an attractive entry point? Thank you
Q: I have done quiet well with GWO over the years.
Today however I noted that My broker has disclosed that they have a net short position in excess of 0.5% of the total issued share capital of the issuer.
Based on this will you recommend selling the stock or holding it ?
Thank you for your insight.
Q: Thoughts on BNS's minority stake acquisition of KeyCorp? Initial market reaction is not positive, but wondering if this is a good time to add to a position?
Q: Hello 5i team,
I listened to the Propel conference call yesterday and two things I found interesting: 1) their dividend payout ratio is 22-23%. They mentioned there lots of room for growth. 2) Fintech adoption in Canada is only around 14%; which is much lower than other western countries. What are your thoughts on PRL going forward?
Thank you for the great service.
Brent
Q: I have been adding to my positions in PRL around current levels thinking that the results looked good and future growth prospects were promising. So I thought.
Yet while I have been buying PRL shares I notice that there has been heavy selling of shares by company insiders. I realize that shares could be sold for various reasons by cooperate insiders but my sense is that selling by insiders around the current share price has been extreme. It does not appear to be a vote of confidence in future growth prospects by company insiders. What do they know that we do not? I would appreciate your comments. If insiders are heavily selling the shares at current levels, why should we be buying or holding the shares.
I am watching Gsy shares fall after beating on earnings. Any idea why the shares are selling off after what seems to be great results? Also ; has there been any speculation yet of who will get the new CEO role? And also do you feel it’s possible Mullins is leaving due to a possible upcoming “taking private “ of the company? I found it odd for him to leave at this stage just when Gsy seems to be growing its scale at an exponential rate. Thanks
Q: I am considering adding an Insurance company to my portfolio. Do you prefer Fairfax Fin. or Intact Fin. for a long term hold? And the reason why?
Thank you very much.
Q: ECN capital got back to positive EPS in the last quarter (3 cents). The share price is breaking out today. Management is still guiding for 10 to 16 cents of EPS for the year. In the background is the chance to their partner in the manufactured home financing (triad) could do a take over of ecN (not a sufficient reason the buy on its own but another positive possibliity). And combining a good chance for lower interest rates which I believe would help ecN makes me want to add to my small position in ecN. What is you read on the earnings and do you concur that it is time to add to a ecN position?
Q: Please review latest Q results. Would you be in favor of full position if it was your money to invest? Especially when the interest rates are going down.