Q: Have held SLF a number of years(registered income producing account), and have a 67% capital gain not counting dividends. I am thinking of taking the profit and re deploying to POW. Rational: higher dividend, trading in the lower/middle of it's 1 year range and analysts giving it more upside potential, more global exposure? (Europe). Do you see this as a reasonable move or am I trading down in quality for the additional yield
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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.
- Royal Bank of Canada (RY)
- Toronto-Dominion Bank (The) (TD)
- Bank of Montreal (BMO)
- Canadian Imperial Bank Of Commerce (CM)
- National Bank of Canada (NA)
- Bank Nova Scotia Halifax Pfd 3 (BNS)
Q: In your view, what impact will the Liberal/NDP cash grab on the Canadian Banks have on their stock prices. Each of them are expanding outside Canada....does this help mitigate any new tax? Is there one Bank that is better able to handle things and more favored now as a result? Would you just begin exiting the Banks? Thank you for your insight.
Q: Hi team,
Can you please comment on this company's earnings report and if their dividend looks well covered ?
Thanks
Can you please comment on this company's earnings report and if their dividend looks well covered ?
Thanks
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Q: Hi Everyone! What do you think of Warren Buffett’s pending purchase of Alleghany? It is my impression that a certain portion will be held in the Berkshire B fund which I already own. Would it be worthwhile to purchase a few shares of Alleghany separately?? Cheers, Tamara
Q: What is your view on the most recent quarterly report and your opinion on it’s future potential?
Q: Could I have your opinion on C I Financial , CIX
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Q: Hi!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
- CI Financial Corp. (CIX)
- IGM Financial Inc. (IGM)
- Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
- Artisan Partners Asset Management Inc. Class A (APAM)
- Janus Henderson Group plc (JHG)
Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!
Q: Your opinion of ING please. How will the current sanctions play out?
Q: Hi, What s your opinion on Marqeta?
Q: What are your thoughts on FN, after its last disappointing report.
Q: What is your view on this company? Is it worth holding?
Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?
Q: Hi, What s your opinion on Affirm?
Q: LWRK continues to decline. I have read recent postings and note your comments. Just wondering whether you thought this company may have some attraction for a potential buyer such as BBU perhaps at these levels?
Thank you
Thank you
Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.
Q: Stock really getting hammered here would you consider this a buying opportunity for a 2% position and a 1-2 year hold and are they expected to grow earnings this year
Q: Any idea why Lifeworks is down today (11% at the time of this question).