Q: Hi 5i! Hope all of you and your families are well and safe.
Myself, being in a enthousiastic investment shopping mode, I'm looking for a BRK.B type of investment in canada. Which do you prefer between FFH, BAM.A, ONEX and why?
Any other suggestions?
Many thanks!
Q: Loved your special updates. Please provide your insights as often as possible. Very helpful!
Bought some stocks last week and planning to continue slowly this week. It looks like it s going to be down tomorrow after the Fed announcement...
My wishlist is ready. Fairfax vs Onex, which one do you prefer for long term hold (if you like) or a bit of both. Can you briefly comment on main risks for Onex.
Q: I am currently overweight the financial sector. I am concerned about the trend to negative interest and the risk of a recession. The odds of market declines are increasing in my opinion.
Protection of capital is more important than income.
We are not supposed to time the market.
Should I put this group in cash ?
The group will be hurt by negative interest rates or am I wrong on this.
Q: What are your thoughts on the Fairfax C$500 million senior note offering and Fairfax as a long term investment. Recent results haven"t been great.
Thanks
Q: News yesterday BAM has $2B deal with China in real estate. Make people think the story in the dark room. Sources indicate the seller(s) on the other side of the deal are not private own Corp, is it the another political motive deal? Indirectly related with recent tensions with China?
Over the years, looking the rear view mirror, it looks like these corps are acting as liberal’s “friends”/banks/lobbyists, they are too big to fail and same time they are not for shareholders best interest.
Q: Concerning Canadian Cies (like FFH or TRP ), paying dividends, but getting a significant part of their revenues from the US or from foreign Cies that they own : Do we get the whole tax credit on their dividends ? Or is it only in proportion of the Canadian portion of the Cie ?
Q: While it is true FFH has had an annual compound return of 18% since inception. 1985, the lions share of that return was created between 1985 and 1998.
Since then , a shareholder who
bought FFH In 1998 has had an annual compound return of less than 1% a year. ( 540.00 1998 )
600.00 2018.
How would you judge this performance??