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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 team,
Is the 10% drop in PRL shares a buying opp today? As usual in the market these drops make little sense mathematically speaking the offer of 100 million in shares on a company with over 1 billion market cap should theoretically not drop all the way back to offer price . Same thing happened to HPS a couple days ago. If the deal was good; which no reason to doubt it won’t be if you trust the company , then it seems like a gift to buy shares in the dip on days like today. Or what am I missing here ?

Thanks ,
Shane
Read Answer Asked by Shane on September 30, 2024
Q: Just a comment. Quite some time ago GSY was trading around $90 and issued a huge number of shares significantly under 90. The deal sold out plus the over allotment. The market price dropped of course on high volume. I realized that the firm buying the shares were fully expecting that the value of GSY hence the share price would go well beyond $90.
I apply the same thoughts to PRL
Read Answer Asked by Clarence on September 30, 2024
Q: Hi Team,
Prior to the CEO departure announcement in early July GSY was in a nice uptrend. Since then the stock has struggled gaining any ground; even though last earnings were record as usual and outlook looks fantastic. Do you see the CEO leaving and lack of replacement thus far as the main overhang in the stock performance recently? Any rumors swirling about who might be available to take the job?
Read Answer Asked by Shane on September 26, 2024
Q: I would like to allocate some funds into the financial sector. What stock/s would you recommend at this time? Thanks!.
Read Answer Asked by clara on September 25, 2024
Q: Hello 5i Team

Partners Value Split Corp. has a new offer of preferred shares (PVS.PR.L ?) - 5.50 % with a fixed redemption of June 30, 2030.

Is this new issue a reasonable preferred share - if I purchase the shares it will be after the listing as I have been unsuccessful on obtaining ipo shares from my broker.

I fully understand the only return I will receive will be the dividends - this security is for the income portion of my portfolio.

Thanks
Read Answer Asked by Stephen on September 23, 2024
Q: A number of years ago I held Timbercreek, and got the nice dividend plus some minor capital gains before selling. I am now looking at it again - or something similar like FN or MKP. Could you comment on the outlook for the mortgage companies in general in the current environment (assuming rates continue to go down), and also if we should enter a recession. Would you buy one of these companies today, with income the primary objective, and how (and why) would you rank these 3? Is there a better option in this category?
Thank-you
Read Answer Asked by grant on September 23, 2024
Q: Hi,

I trust that you are well.

A couple of questions....

1) The first one has to do with investor psychology. I've held CIX for about 2 years. I got in at around $20, and it has gone as low as $12, and is now at $17.50. My instinct is to sell and be grateful that I have minimized my loss. Thoughts?


2) "CI Financial announces substantial issuer bid price increase"... it has gone from $17.50 to $18.25. Seems bullish?

3) Would you be able to suggest a ball park figure as a sell price...from a value investing point of view.

Cheers,
David

Read Answer Asked by D on September 23, 2024
Q: I would like to invest in private equity and credit stocks. I came across below US and CDN stocks. Which one would you recommend that I should buy or unless you have better options. Plus is there an ETF that you would recommend.

Please give brief description and why you consider as Buy.

CDN: BN, ONEX
USA: KKR, BX, ARES, APO



Please deduct credit as appropriate.

Thanks for the great service.
Read Answer Asked by Hector on September 23, 2024
Q: In my RRIF I hold the above 5 stocks in the "financial" sector:

1) What impact, positive or negative will interest rate reduction have on each of the stocks?
2) Would you please rate the 5 for total return possibility over the next 12-18 months, and
3) They represent about a 25% of the RRIF - would you be comfortable with this level of allocation n the current environment?

Thanks,
Terry
Read Answer Asked by Terry on September 20, 2024
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