Q: Current thoughts on this one after the quarter?
Thx
Thx
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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: Could I have your outlook on PTY from these levels?
Thanks for your service?
Thanks for your service?
Q: Good morning.
What are your thoughts on POW-A these days for an income play. I know there has been little growth in recent years, but at 6+% yield, and a ~7% 5-year dividend growth rate, it does look compelling to me.
Any obvious risks that I might be missing?
Thanks
What are your thoughts on POW-A these days for an income play. I know there has been little growth in recent years, but at 6+% yield, and a ~7% 5-year dividend growth rate, it does look compelling to me.
Any obvious risks that I might be missing?
Thanks
Q: Did you attend the conference call? Thoughts on the report?
Q: I asked a question on Brookfield Property a couple days ago...thank you for the reply...In it you said BPY files its own financials...I have looked high and low for them (obviously , in the wrong places )...would you be kind enough to post a link to where I could view them or give me the name of the website where I could find them...please and thank you
Q: Hi team,
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
What do you think of Gsy’s note offering priced at 9.25%. This is a shocker rate to me. Is this why the stock is down on a great market day today ? Despite this, Mr. Mullens did add that this was already priced in their future outlook in regards to growth targets. If all their debt is going to go from 5%-9% range though this sounds concerning does it not ?
Thanks ,
Shane
Q: Your thoughts please on the quarter?
Thx
Thx
Q: Are you able to discern the financial performance of Brookfield Property in the Brookfield Fin Statements...I own some BPO prefs and am interested in knowing it , but unsure how I would find it...many thanks...Cheers
Q: Would you sell Brookfield Corp here for a tax loss or wait till closer to year end to see if it improves?
Q: Hi Peter, Can I get your thoughts on OLY financials. Can you comment on Share Capital Table and holdiings. Also is it a buy?
Thank you for great service.
Thank you for great service.
Q: The information I have, they have beat their forecast in the last 3 quarters by a wide margin. If this is the case, who sets the forecast, if it is the company, do the low ball their forecast. Also, Yahoo Finance shows a 3% dividend, is that paid quarterly.
Q: Peter and His Wonder Team
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!
I know this is not a fair question but I would appreciate your opinion which is always helpful. I have held this stock for several years and am even. I will spare you of all the metrics...Please.. just your over view will suffice. Is this large bank a legitimate long term contrarian hold, a value trap or just "dead-money"? HA! HA! Thanks as usual!
Q: Hi, We have above banks with some losses in our portfolio and overall large capital gains already booked, from other stocks. In absence of any other Tax Loss candidates, Would you be fine selling Canadian Banks to book a Capital Loss, for 2023 and buy back after 30 days ? If so, would it be prudent to initiate the Sell, now and buy back after results, Or, sell after results and Buy back in January, 2024 ? Thank You
Q: The shares set a new all time high after recent Q results. Please go over the results and add insight as to whether or not the acceleration in the earnings over the last several Q's is sustainable or a one off associated with the spike in interest rates. Analysts average of price targets is $1534 implying 20% further price appreciation. Is it a buy, sell or hold at this time? Thank you.
Q: Would appreciate your comments on their earnings, and your thoughts about future prospects, particularly in comparison with your historically preferred choice of SLF.
Thanks!
Thanks!
Q: This company pays a nice dividend and apparently provides short term mortgage financing to corporations. It seems like a "Steady-Eddie" holder of share value since 2012. I'd like to reduce equity risk in a portion of my portfolio, not add to my money market holdings and collect the 8%. Does this equity likely achieve those goals, does the dividend seem secure, has it ever been curtailed, does it's business model carry a higher degree or lower degree of risk in your view? Many thanks for providing your thesis on this one.
Q: Hello
Could you comment on Affirm Holdings most recent quarter?
Are chances of company making it to the next business cycle are getting better or am I to optimist and the gains are just short sellers leaving the trade?
Thank you very much.
Could you comment on Affirm Holdings most recent quarter?
Are chances of company making it to the next business cycle are getting better or am I to optimist and the gains are just short sellers leaving the trade?
Thank you very much.
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KKR & Co. Inc. (KKR $131.42)
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Berkshire Hathaway Inc. (BRK.B $493.29)
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Brookfield Corporation Class A Limited Voting Shares (BN $65.91)
Q: Hi
Is KKR like a mini BRK.B?
We presently own BRK.B at about 5,5% of our holdings.
Would you suggest adding to BRK.B or start a small position in KKR.
I understand you can not mention position sizes, but also respect your suggestions.
Thank you
Mike
.
Is KKR like a mini BRK.B?
We presently own BRK.B at about 5,5% of our holdings.
Would you suggest adding to BRK.B or start a small position in KKR.
I understand you can not mention position sizes, but also respect your suggestions.
Thank you
Mike
.
Q: Which of these two banks has the most uplift? Is the dividend safe with both? What are good entry points for both?
Q: Hello 5i Team,
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?
Thank you,
Brent
PRL has been public for 2 years. What are your thoughts on them going forward. Management used to own 50% of the shares; is this still so?
Thank you,
Brent