Investment Q&A

Q: Read this article in the G&M yesterday https://www.theglobeandmail.com/business/article-insurers-face-double-hit-from-new-accounting-rules-and-new-taxes/

Could we get your comments please? And would this change effect your ranking of Canadian insurance companies?

Thank You,

Tim

Q: You mention in your company report that TSU initially had a relationship with BAM. Do they still have some sort of relationship , for instance marketing channels or shareholding’s ? Is there any chance of TSU and BAMR doing something together ?
Thanks. Derek

Q: Do you see Canadian banks going much lower?

Q: Hi

Is GSY exposed to a higher rate of loan defaults than the scheduled banks? It would seem that GSY takes on riskier clients and will be exposed as people start to default as rates rise. It's taken a beating the last few months. Is that what the market is concerned about?

Thanks,
Robert

Q: BNS and other banks has been declining , what is the cause ?

Q: Been a while since you had any questions on this one .... thoughts on current share price and outlook. What price would you consider this to be a screaming buy ??

Q: Your thoughts on Bread Financial ? Seems like they made money every quarter last year and at a PE of 3.4 times it seems compelling. Very little info around on this one ....

Q: Hi
What would be the catalysts needed to get Upstart's stock price to turn around? Could this double and in what time frame? Impossible question I know but if you don't mind taking an educated guess at it? Please don't tell me Elon Musk needs to buy it.
Thanks
Jeremy

Q: I am thinking of adding an insurance name in my margin account. Both dividend yield and safety are my criteria. How would you rank these three companies?

Q: Any new thinking on Definity…?Seems to be acting very well.Kim

Q: Worth buying or not?

Thank you.

Q: I see the EPS for Colliers is -$10.96 .
Has this company ever had a positive EPS and is there an estimated timeline now to achieve a positive EPS in the future?

Q: Peter could I have your opinion on MKP please. It looks like they have slowly raised the div over the years. Pay out O.K??? Is the dv taxed as a div or as interest for tax perposes?? I am a senior and looking for stable dividends, Thanks Ken

Q: What sectors and top stock picks for each sector would you advise to address inflation and a recession. If possible, could you provide entry points.
thanks

Q: good morning everyone at 5i: I would like to increase my exposure to Canadian equities- will you provide etfs, or tmx be a good option, or perhaps one best stock in each sector- . thanks for your time-- Jane

Q: I can't understand why GSY iat a 52 week LOW. Yes high growth stocks and NASDAQ are going down. GSY has a PE close to 10. It is a value stock not a crazy growth stock. It is making money and yet it is being treated like a .COM stock.
Easy answer would be, the market thinks recession is coming and GSY will not perform well.
Do you have any explanation for GSY being at a 52 week low despite beating all estimates on quarterly results?
Thanks

Q: Do you think the selling in US banks is overdone? They have really taken a big hit lately. I would think with rising rates, they would be going up instead of dropping. Is this because of the war in Ukraine and their interests in Russia, or are there other factors at play here?

Which one is your favourite right now? I don't own any of them, but am thinking of starting a position.

Q: I bought this ETF about a year ago at $30. What is the outlook for this stock? Will it keep trending lower? As always, your comments are much appreciated.
Thanks.

Q: performing well despite all the bad news re current events. what is your opinion going

forward?

Q: I see there hasn't been a question asked about Versa Bank since December, 2021. How is the bank doing now and where do you see it going in the future? What are your recommendations regarding Versa Bank as of April, 2022?
Thank you!