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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: Dear 5I:
The CEO of IGM believes they have done enough acquisitions, and wants to do a pivot and concentrate more on organic growth. The dividend is good, and secure, B/S good, Price at a wide discount to NAV, The big drawback that I see is that it is much lower in price than it was 10 years ago. Ugh!!! Any "chance in your mind"that his dream could turn to reality.
Thanks, BEN.
Read Answer Asked by BEN on January 09, 2024
Q: In an answer earlier this year, you mentioned IGM as having "turned itself around"; did you mean (for example) changes in its business practices, or its break-out from its pre-pandemic trading range? In another answer, you spoke of CIX's "high leverage to capital markets"; how do CIX, FSZ, and IGM compare in this respect? You've characterized the sector as "fairly cheap, with not a whole lot of organic growth and lots of pressure on margins"; given this backdrop (and assuming the sector is even investable), is IGM's relative market cap (3X CIX, 10X FSZ) a material reason to prefer it over the other two? Or is CIX's depressed share price (and implied growth-potential) more decisive?
Read Answer Asked by John on April 13, 2022
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!
Read Answer Asked by David on March 16, 2022
Q: If looking for stability, some growth and a growing dividend, which of the aforementioned would be your pick? Are there similar firms you would prefer?Also, what is causing the relatively more precipitous current decline of TROW?
Read Answer Asked by David on February 16, 2022
Q: What is your best guess as to the likelihood of a dividend cut by any of the above listed companies? Thanks.
Read Answer Asked by Chris on June 11, 2020
Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?
Read Answer Asked by darcy on April 22, 2020
Q: My question is regarding POW. It seems to have been hit harder than a lot of others in the financial sector. I figure IGM's low growth is likely a drag on the stock, and low interest rates aren't exactly helping GWO.

Would you be concerned about POW's lofty yield and whether or not the current dividend can be sustained in this environment?

Do you have any issue in bringing my portfolio weighting up to 5% in this stock at today's price?
Read Answer Asked by James on April 17, 2020
Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?
Read Answer Asked by Dev on November 05, 2019
Q: I have all three in a taxable account, both FSZ and CIX down quite a bit while IGM which I held for a long time with considerable gain. None of them is considerable weighting in my portfolio and I am contemplating between selling all and buying either SLF or MFC or consolidating them to only one. Reading answers to questions it appears that your preference is FSZ. But you also like SLF. I am looking for growth more than dividends, Any suggestions? Thanks
Read Answer Asked by Saad on September 30, 2019
Q: I know these companies span the financial category and they're not comparing apples to apples exactly but I'm looking to maintain stable dividend income and long term growth. Assuming equal weight except for IGM (much higher weight), would you recommend a weight shift? An addition/subtraction of position?
Read Answer Asked by Robert on September 24, 2018
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