Q: From the answers I have gleaned over those 3 insurers you seem to be favoring SLF over the other two, from a volatility & performance perspective (over 1 and 5 years) it would appear that SLF is worse. Can you give your reasons why as you obviously see SLF of better quality fundamentally going forward.
Q: How would you compare these two, HMAX has a DY 0f 12.57% and ZWB is 5.38%. They have similar MER's. Is HMAX more 'risky?'. They appear to be in similar investments.
Q: If I decide to keep only one of the three stocks, could you please share which two you would recommend selling first and second? From my understanding, all three energy stocks have overlapping business characteristics.
Q: Telus just reached 2007 price today ! loss on paper = 25% , at this level is it still very risky to keep this stock for 2yrs+ , is it a sell or hold ( or buy...) ?
Q: Hi,
I’ve held Linamar for 9 years with a meagre return and dividend but recently it’s seeing some action. Considering tariffs,
EV’s, the auto industry in general what do you see for the future of Linamar.
Thanks,
Debrah
Q: I have read your answer to a previous question on the recent TRI stock split. I am not a professional and don’t understand what is going on. Is there there is any downside to just keeping my stock and doing nothing?
Q: Canadian banks have performed well over the last year and given the current economic climate do you expect these 2 banks to continue to perform well?
Q: The negatives I see for investing in MOS are:
- Operational and Production Issues
- Brazilian Credit Risks
- 2026 class-action lawsuit alleging price-fixing
- Surging sulfur input costs
Are any of these a major concern going forward to make you want to shy away from MOS as an investment?
Do you have any concern about balance sheet or free cash flow?
I see that P/S, P/C, and P/B are at the historic low end. What is actually the best metric for this company?
How would its rating compare to NTR? I'm guessing NTR would be rated roughly a "B" or "B+" ?
Q: I would appreciate your assessment of Transcontinental's recent acquisition of Phipps Dickson Integria Group Inc. Company after post dividend payout appears to be serious in looking for new ventures.
Thanks 5i
Q: Hi 5i
I am tempted to sell BEP.UN to buy more BN. BEP.UN is about 1% of port., BN about 1.7%. BEP.UN is at 52 week high and often pulls back to under 40 from here. BN is well off its high so going forward, I see it with better total return potential. Have held both for many years. I am starting to hear rumblings of private equity/private credit/mark to market problems, which make me a little hesitant on BN. Also the BEPC/BEP.UN discrepancy has narrowed somewhat so I'm not sure how this factors in. I look forward to your thoughts.
Thanks, Greg
Q: What are your thoughts on this latest acquisition and after hitting a 52 week low last week ,and where do you rate this company stock between 1-10 and 10 of course being a table pounder …thanks