Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
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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: Hi Everyone! What do you think of Warren Buffett’s pending purchase of Alleghany? It is my impression that a certain portion will be held in the Berkshire B fund which I already own. Would it be worthwhile to purchase a few shares of Alleghany separately?? Cheers, Tamara
Q: What is your view on the most recent quarterly report and your opinion on it’s future potential?
Q: Could I have your opinion on C I Financial , CIX
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Q: Hi!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.
Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.
Mr. Holland is CI’s former chief executive officer.
The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."
What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?
Thank you as always!
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CI Financial Corp. (CIX)
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IGM Financial Inc. (IGM)
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Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
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Artisan Partners Asset Management Inc. Class A (APAM)
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Janus Henderson Group plc (JHG)
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!
Q: Your opinion of ING please. How will the current sanctions play out?
Q: Hi, What s your opinion on Marqeta?
Q: What are your thoughts on FN, after its last disappointing report.
Q: What is your view on this company? Is it worth holding?
Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?
Q: Hi, What s your opinion on Affirm?
Q: LWRK continues to decline. I have read recent postings and note your comments. Just wondering whether you thought this company may have some attraction for a potential buyer such as BBU perhaps at these levels?
Thank you
Thank you
Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.
Q: Stock really getting hammered here would you consider this a buying opportunity for a 2% position and a 1-2 year hold and are they expected to grow earnings this year
Q: Any idea why Lifeworks is down today (11% at the time of this question).
Q: Good morning,
As some of my rate reset preferreds are being recalled, I have been looking for replacements with more term. One that looks attractive is MFC.PR.Q. It pays a dividend of 4.7% until June 2023. The price has dropped from $25 to under $24 in the last 5 days increasing the yield to almost 5%. I have noticed that preferreds have been volatile lately. Is there anything wrong with this one?
As some of my rate reset preferreds are being recalled, I have been looking for replacements with more term. One that looks attractive is MFC.PR.Q. It pays a dividend of 4.7% until June 2023. The price has dropped from $25 to under $24 in the last 5 days increasing the yield to almost 5%. I have noticed that preferreds have been volatile lately. Is there anything wrong with this one?
Q: For income going forward , what are your thoughts on this product at these levels.
Q: Looking at these for my TFSA and for me it’s a tough call. GSY is getting more reasonable price wise but could rising interest rates hurt it ? MG is
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek
cheap but supply chains are clogged and materials getting scarcer and more expensive.
Which would be your pick and why ?
Thanks. Derek