Q: For a possible tax loss sale what would you suggest as a proxy either Canada or USA?
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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.
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Suncor Energy Inc. (SU)
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Sun Life Financial Inc. (SLF)
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CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
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TFI International Inc. (TFII)
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BRP Inc. Subordinate Voting Shares (DOO)
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Magna International Inc. (MG)
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Trisura Group Ltd. (TSU)
Q: Hello 5I
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
Could you please list a group of “cheap” or discounted reopening plays? As well as the pe if applicable.
Thanks
Q: The price for Trisura has dropped more than 30% since the release of the quarterly report two weeks ago and does not seem to stop. Are there any other reasons for the current price drop other than the quarterly results? Would you recommend with the rationale this stock be a hold, sell or buy?
Thanks.
Thanks.
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Trisura Group Ltd. (TSU)
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Topicus.com Inc. (TOI)
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TELUS International (Cda) Inc. Subordinate Voting Shares (TIXT)
Q: Looking at the recent weakness in the growth stocks above, my first question is whether you'd begin considering initiating positions in them, my second is how would you rank them and my last is why you would choose that order. Thanks in advance!
Q: Hello Peter and team,
How were Sunlife's results? What is the street expecting from Trisura Group as it reports tonight? Also, please comment on BAMs' announcement on splitting of the asset management unit? Thanks very much
How were Sunlife's results? What is the street expecting from Trisura Group as it reports tonight? Also, please comment on BAMs' announcement on splitting of the asset management unit? Thanks very much
Q: Your comments on Trisura's earnings please.
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Park Lawn Corporation (PLC)
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Pollard Banknote Limited (PBL)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Trisura Group Ltd. (TSU)
Q: I held a smallish position in Canada Goose, and was getting less optimistic about sales growth, particularly in China, and sold half early in 2021 at about $53. Obviously should have sold all of it.
Today's results were disappointing with regard to the outlook.
(1)Wondering what you think of the GOOS results.
(2) If I sell the remaining GOOS shares, I would add to an existing smallish position in one of Pollard Banknote, Park Lawn or Trisura. How would you rank these 4 companies, GOOS, PBL, PLC, TSU, as part of a balanced portfolio with a tolerance for risk?
Today's results were disappointing with regard to the outlook.
(1)Wondering what you think of the GOOS results.
(2) If I sell the remaining GOOS shares, I would add to an existing smallish position in one of Pollard Banknote, Park Lawn or Trisura. How would you rank these 4 companies, GOOS, PBL, PLC, TSU, as part of a balanced portfolio with a tolerance for risk?
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Bank of Nova Scotia (The) (BNS)
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Sun Life Financial Inc. (SLF)
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Linamar Corporation (LNR)
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BRP Inc. Subordinate Voting Shares (DOO)
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Kinaxis Inc. (KXS)
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Magna International Inc. (MG)
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goeasy Ltd. (GSY)
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Trisura Group Ltd. (TSU)
Q: would you share with us the best value and best growth stocks in Canada
thank you for all your time and attention
thank you for all your time and attention
Q: Hi,
If I already own SLF, would it be too much overlap to also buy some TSU? I know they are both insurance but somewhat different? If I wanted more growth, would I lean towards TSU and if I wanted less growth and more stability, lean towards SLF? How does the valuation and growth prospects compare to each other going forward? Thanks!
If I already own SLF, would it be too much overlap to also buy some TSU? I know they are both insurance but somewhat different? If I wanted more growth, would I lean towards TSU and if I wanted less growth and more stability, lean towards SLF? How does the valuation and growth prospects compare to each other going forward? Thanks!
Q: What are your three highest conviction growth stocks from your Growth Portfolio at this time. This for a long term medium to higher risk for my TSFA. I already have all the stocks in the Balanced Portfolio.
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Trisura Group Ltd. (TSU)
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Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: In a response to Craig on 19 Jan you stated that "Without reference to goals or risk, we would side with the significantly larger and more diversified BAMR". TD Waterhouse lists the market cap for BAMR at $534 million whereas TSU is listed at $1.8 billion. However I see that on your profile page you list BAMR at $1.93 billion, only slightly higher than TSU.
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Alphabet Inc. (GOOG)
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Intuit Inc. (INTU)
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NVIDIA Corporation (NVDA)
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Descartes Systems Group Inc. (The) (DSG)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP)
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Trisura Group Ltd. (TSU)
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Copart Inc. (CPRT)
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Pure Storage Inc. Class A (PSTG)
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Converge Technology Solutions Corp. (CTS)
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EPAM Systems Inc. (EPAM)
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Lightspeed Commerce Inc. Subordinate Voting Shares (LSPD)
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Celsius Holdings Inc. (CELH)
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eXp World Holdings Inc. (EXPI)
Q: With interest rates rising, companies with heavy debt loads may suffer somewhat.
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
Can you please offer 5-10 top picks with large cash balances and low debt w/best bets in each Cda and US? also which big cap sectors would you stay away from due to large debt holdings? many thanks...
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Teck Resources Limited Class B Subordinate Voting Shares (TECK.B)
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Magna International Inc. (MG)
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Trisura Group Ltd. (TSU)
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West Fraser Timber Co. Ltd (WFG)
Q: Disregarding objectives/diversification etc, how would you rank these companies in order of buying right now (for steady growth)? If you think any (or all) should not be bought currently, just omit from your ordering. Thank you!
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Trisura Group Ltd. (TSU)
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Brookfield Asset Management Reinsurance Partners Ltd. Class A Exchangeable Limited Voting Shares (BAMR)
Q: Which company would you prefer for a long term hold and why?
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Park Lawn Corporation (PLC)
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NFI Group Inc. (NFI)
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Canaccord Genuity Group Inc. (CF)
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Pollard Banknote Limited (PBL)
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Spin Master Corp. Subordinate Voting Shares (TOY)
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Sleep Country Canada Holdings Inc. (ZZZ)
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EQB Inc. (EQB)
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Canada Goose Holdings Inc. Subordinate Voting Shares (GOOS)
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Trisura Group Ltd. (TSU)
Q: Looking at some Canadian companies that are involved in various aspects of consumer activity such as retail, investing, borrowing. Please rate each of the following on a scale of 1-10 for desirability for a 5+ year hold in a well diversified portfolio. Looking for good total return with a higher than average tolerance for share price volatility. These would not be core positions. CF, EQB, GOOS, NFI, PBI, PLC, TSU, TOY, ZZZ.
Q: Hi,
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.
Looking to add a small/mid-cap Cdn insurance company, either pure P&C or a specialty/reinsurer. (already own a lifeco and banks). A 3-4 year hold planned, in my TFSA.
Which do you feel has more promise for growth, and have you been hearing of any potential acquisitions for either?
DFY has no history as a public company, so it's not likely to make it into your Growth portfolio any time soon. TSU is already there.
THX.
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TFI International Inc. (TFII)
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Tricon Residential Inc. (TCN)
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Trisura Group Ltd. (TSU)
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Topicus.com Inc. (TOI)
Q: So I looked at my returns at the end of July and my TFSA was up 39% in 7 months. I'd have taken that as a decent return over 48 to 60 months. So early this week before the DnD acquisition and the Nuvei short report I sold DCBO, DnD, LSPD , because my 39% return was nullified. My thought was to add 3 of the 4 TOI,TSU,TFII,or TCN . Should I add 3 of the 4 and top up KXS and GSY in the new year or add all 4 of the T's?
Q: Is the flooding in British Columbia going to have a negative affect on Trisura's earnings and profit. Any comments you have on this company would be appreciated.
Thank You.
Thank You.
Q: Why has the share price for Trisura been dropping after posting a good quarter results?
What is the outlook for the next 2 to 3 years?
What is the outlook for the next 2 to 3 years?
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NFI Group Inc. (NFI)
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ATS Corporation (ATS)
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AutoCanada Inc. (ACQ)
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Trisura Group Ltd. (TSU)
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Nuvei Corporation Subordinate Voting Shares (NVEI)
Q: Hello,
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.
I thought Nvei's results were very good. Why is the stock tumbling? Would you add at this time to Nuvei for full position of 5 percent? What are your thoughts on ATS automation and Trisura and Auto Canada for longer term? Also with big push on EVs, would it be a good time to buy NFI? Thank you for the service.