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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: I seem to have gotten overweight financials in my US portfolio. i currently own JPM, VISA, Etrade, Paychex. I do prefer to hold a basket in each sector as i don't like single company risk. What would recommend, trim each or could you list these in preference order of best to own. I like them all for different reasons so i am struggling to make a decision here.
Read Answer Asked by kelly on April 02, 2018
Q: Of the top 6 Canadian Banks, can you rank their exposure to the US from the least to the most exposure?
Read Answer Asked by Dino on March 28, 2018
Q: Would you be comfortable with a 3% position at this time (new position) or should I wait until it settles a bit ? Also, can you please comment on the payout ratio, sustainability of the dividend and the quality of the management team. Will the current share price make it be harder for them to make new profitable acquisitions ? Thank you.
Read Answer Asked by Pierre on March 26, 2018
Q: Hi 5i team
What would be your opinion of the Callidus review by Lawrence Delevingne and John Tilak issued today. I have held this stock for a while and I am down on it enough to feel uncomfortable but I can hold on for years if that's what it takes. I feel the picture painted is one sided in this article but the stock does not have any support, so this does back up the reporting. I was going to wait to see what earnings come out like. Maybe I should cut my losses and move on now and admit to myself that this stock was a misstep. Also what do you think of Mr. Glassman's management style/history is it worth the risk for reward. What type of buyer would be buying this stock at todays prices in your opinion. Thanks for your help. J
Read Answer Asked by Jeremy on March 26, 2018
Q: This is not a question but a guide to the entire history of FFH, which answers on the questions today. It's published in the annual report every year where the Dec. 31 book value and share value are compared. The reader should note he trend in the book value, in particular. Also Watsa's comments over and over are that book value and share value will not necessarily follow each other. I am a long term holder of FFH, sold out at $600 purely to buy a house and then by pure blind luck (not skills) I had the opportunity to by back in with ACB of $175 a couple of years later!

http://s1.q4cdn.com/579586326/files/doc_financials/2017/annual/WEBSITE-Fairfax-Financial's-Corporate-Performance-page.pdf
Read Answer Asked by John on March 23, 2018
Q: No question here, but my comment on FFH. I owned FFH In the 80’s. I recall the stock trading at 600.00. Please correct me if I am wrong. It is now 600.00 plus. How Prem Watsa can be compared to Buffet is like my golf game being compared to Tiger Woods. Watsa makes big bets against the market which on balance I would think have been horrible , to be stand corrected.
What am I missing??
Regards, Bill
Read Answer Asked by Bill on March 22, 2018
Q: hello 5i:
clarification please. "Chris" asked about the big 5 Canadian banks, but I only see 4 listed. Where does BMO fit in this mix?
thanks
Paul L
Read Answer Asked by Paul on March 19, 2018
Q: Untangling the relationship between ECN and EFN is above my pay grade, but hopefully not above yours. Are there any lingering connections which would keep these entities tied together, where fundamental problems in EFN could leech into ECN? Or are they now completely and absolutely separate? Thanks again!
Read Answer Asked by Alex on March 19, 2018
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