Q: And another question about GSY, after a couple in the last day or 2. One answer was that there was no news that would explain its recent strong stock price. You have often said that new highs were a positive and not necessarily a reason to sell.....but I can't help but wonder if it is time to take profits, but of course would want to get your views. What is your current outlook for where the share price might go from here? With the rise in price, its financial matrices are thinning out....how does it compare to other similar financial alternatives? As always, thank you for your excellent service.
Q: Hello,
I would like a comparison analysis of these two companies on their business and which one do you think is a better business to hold for 5-10 Years?
Q: The vast majority of my holdings are non-dividend paying growth stocks. The one exception is HMAX, which I purchased earlier this year for its 15% dividend. It is now 3.5% of my portfolio and I am contemplating increasing this to a full position. My reasoning is that most of the bad news in the banking/insurance sector has already been factored into the share price and that, overtime, HMAX's value will rise again. Meanwhile, I'll receive a healthy dividend. I bought HMAX at $13.67; today it's trading at $13. 24. Do you believe the dividend is safe (I'm aware it was reduced last year from 17%) and do you see the current price as a buying opportunity assuming one has patience, likes the dividend, holds no other banks or insurance companies and expects only moderate growth going forward? Thank you.
Q: This Brazilian fintech/bank has not been performing well. I have a small position. Not sure if I should add or hold. It is hard to find good info on Stone since it is Brazilian . What is 5iresearch's opinion?
Q: BAM is currently overvalued per Morningstar (price of $51 vs fair value of 44 ish).
BN is currently undervalued per Morningstar (price of $56 vs fair value of 60+ if I remember correctly)
Would you agree with this valuation?
I am currently owning both BN and BAM. The BAM holding was spun off from the BN holding. I just want to simplify into 1 holding. Would it make sense to sell BAM and add to BN here? My priority is growth as the horizon is 10 + years. Thank you very much.
Q: TMX share price has had a bit of a run up lately, and I think from a review of past answers must now be pretty close to the high end of its historical valuation range? Do you have any concerns about it getting ahead of itself at this point or do you think the fundamentals are supporting this upward momentum? Appreciate your insight as always.
Q: Hi Team,
PRL appears to be breaking out recently. If looking to add to a position here is now the time? Also, would you advise selling Ats and switching into PRL with the funds? Ats has been a drag for a long time now in my portfolio .
Q: Do you think now is a good time to buy Visa? Or do you think there is more downside given the recent Supreme Court ruling on the antitrust litigation?
Q: Hi, Further to my comment on BBU/CDK, the media still mention BBU as the owner of CDK. But with the BAM split in 2022, hard to know who owns what.
BN stock has not really moved in the last 5 days compared to BBUC. Might explain why Gordon was not happy on Tuesday.
Q: Using total return over the medium term (3-5 yrs) as your goal what would be your top 3 picks in the Publicly Traded Private Equity sector excluding BN and BX?
Secondly, where would BN and BX rank among your picks?
Thirdly, what %age of a portfolio would you allocate to this sector?
Thank you, Hugh
Q: I hold TD-T in a TFSA with a loss of about 10%. I have read you comment that TD-T is now a hold. But I keep wondering if I should switch to RY-T and expect to make up the loss over time......keen to hear your take.....Tom
Q: What is happening with BBUC. I thought it was supposed to be one of my steady stocks, but it has been a dog. Is it time to pull the plug and move on?