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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: You recently mentioned that BN owns 75% of BAM. Do you have the numbers for BSO, BIP, BEP, BBU.

Greatly appreciate.
Read Answer Asked by Valter on April 13, 2023
Q: I was wondering if you would indicate which US banks have been acquired by the above mentioned banks and how risky these acquisitions might be considering the differences in the banking regulations between the two countries.
Thank you very much. Any information you provide will be greatly appreciated.
Read Answer Asked by Mary Jean on April 13, 2023
Q: Wealth simple mentions that investors are betting U.S. $3.7 billion that TD is heading south. 12 billion in unrealized losses on bonds, big stake in reeling Charles Schwab, massive exposure to teetering Canadian housing market, and terrible timing on purchase of U.S. regional bank. Any thoughts you could share on this?
Read Answer Asked by Anthony on April 10, 2023
Q: I read from another source that KNSL and RLI are peers to TSU. You stated an evaluation comparison with AON, AJG and BRO in your previous report (jan22). Finviz classified the first group in ‘’Property & Casualty’’ and the second, more as ‘’Insurance Brokers’’. Could you please clarify which group should be used to compare. The second group did well since mid-march but the first one did so-so. The idea is if Trisura belongs more to the second group, it could represent a good entry point since they are still in the penalty box. Your thoughts are appreciated.
Tks
Read Answer Asked by Daniel on April 10, 2023
Q: Today is the Record date for getting the TD dividend. Tomorrow in the ex-dividend. Today I purchased some shares.
Will get the dividend or did I miss it because the shares will not be registered for 2 days.
Read Answer Asked by Peter on April 06, 2023
Q: There was a recent question as to the significance of GSY's $41m credit risk at Canada Drives and why it was not reported, I asked this very question of a Hedge fund tht holds GSY and below is their response. Feel free to publish if you think it will be of interest to your members.

"The are a few moving parts to the Canada Drives story.

The business is split into two segments 1. Retail 2. Lead Business

The retail business is the new business that was losing money and is being wound down. They expect to liquidate their inventory over the next couple months and pay off all existing debt facilities.

The Lead business was Canada Drives original business from 2010 and has been consistently profitable. It generated $11m in EBITDA on $86m in sales in 2020. This business is asset light and doesn’t take the balance sheet risk like the retail business did.

GoEasy owned $40m of the $50m of convertibles notes. The court documents show that GSY may acquire or end up owning the Leads business which has been stated that it will continue to operate.

Overall, I don’t think GSY disclosed much of this publicly because it doesn’t breach materiality. $40m of capital on a $2.9B enterprise value."
Read Answer Asked by Scott on April 05, 2023
Q: Are any of the Canadian Banks heavily leveraged to commercial real estate?
Thank you.
Read Answer Asked by Lawrence on April 05, 2023
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