Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.
With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.
Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Q: Hi,
why has the stock trended lower recently? I don't see any news that might cause this especially after their last earnings release. I assume it's possibly just the general market weakness.
Is this a good entry point at current levels if one doesn't own it?
Thanks,
Dan
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?
Q: I wonder what would be the impact on GSY , if we enter into a negative interest rate environment. Please comment on the possibility of a negative interest rate . Thanks a lot.
Q: Hi group still agonizing over keeping or selling this stock before results for 3 rd quarter are posted next week Nov 3. Looks like lots of insider trading (can you confirm?) the stock came off significantly over the last month . Looks fishy to me that there is some information out there that we as shareholders do not have (hence the question on insider trading) - please comment. My second question is on LSPS I sold at $46.50 Cad and am waiting to get back in - do you see the stock dropping below $40 is this environment or will it hold - should I buy sooner rather than later I am a moderate risk investors . Thanks for your guidance.
Q: Good morning, As a retired investor with ~ 50/50 asset mix and mainly quality dividend stocks in equities for income, I am thinking of investing in BAM for some growth potential. I like their infrastructure focus and relationships with big institutions, but but two things are giving me pause. One is BAM's investments (I think ~ 16% of NAV) in commercial real estate, and second, my stock tracker shows a Debt to Equity ratio of 5.17. Acknowledging interest rates are likely not a concern short/medium term, and risks exist with every stock, does 5i feel the commercial real estate and high debt mix should make a small investor look elsewhere, or would you recommend BAM? Your thoughts are appreciated. Thank you.
Edward
Q: Ever since CSU announced more detailed info on the spin out, it has dropped
nearly $100. Was there something in that release that investors didn't like?