Q: What are your current thoughts on DEFI?
Thanks!
Thanks!
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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: Can you please share your analysis of Abacus Life Inc on the NASDAQ in the US. As always your insights are greatly appreciated. Thank you.
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Brookfield Corporation Class A Limited Voting Shares (BN $62.06)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $67.57)
Q: I hold both BN and BAM...
- I have a higher holding in BN in multiple accounts...
- I have done well on both...
- If You were to add to a position, Which one or Both?
- I have a higher holding in BN in multiple accounts...
- I have done well on both...
- If You were to add to a position, Which one or Both?
Q: I generally like and follow your advice when making an investment decision and own the balanced portfolio,plus many stocks in the other portfolios.But I strongly disagree with you on class A split shares,especialy ftn.I've used them for years and have made a great deal of money on them,for example I purchased ftn at around 7.50 paying 20% dividend,it now sits at 10.15!!They are definitely not a buy and hold stock,but can produce a massive amt. of income at times.Dfn used to be a favourite,but went through some tough times and is slowly recouvering!!But not to worry,I still value your advice on most everything else!!
Q: I have watched this stock go up and up and now have room in my TFSA ( where I hold my more growth focused stocks ) to purchase some. This would constitute 20% of my TFSA and 1% of my total cash and registered accounts.
Nothing has changed in my conviction of this stock ( positive ) and all the thoughts about Trump ( and Elon ) are positive regarding the sector. I guess the question is : is this the time to buy , is it at a fair valuation, are there company specifics that will drive the price higher ( or lower ) ? I see you still have it in your model portfolio so assume you still like it. I need ‘ my hand held ‘ in making this decision. Thanks . Derek.
Nothing has changed in my conviction of this stock ( positive ) and all the thoughts about Trump ( and Elon ) are positive regarding the sector. I guess the question is : is this the time to buy , is it at a fair valuation, are there company specifics that will drive the price higher ( or lower ) ? I see you still have it in your model portfolio so assume you still like it. I need ‘ my hand held ‘ in making this decision. Thanks . Derek.
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goeasy Ltd. (GSY $124.95)
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EQB Inc. (EQB $106.23)
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Brookfield Corporation Class A Limited Voting Shares (BN $62.06)
Q: From previous responses I am assuming you would buy BN over EQB for a long term hold.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.
Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.
My concern is buying BN after such a run.
Is there room for this run to continue based on its valuation?
I have found in the past you just buy the good ones and let them do what they do.
Is that the case here again.
Thinking of switching GSY for EQB for perhaps a little more stability and eliminate the risk of that interest rate cap adjustment potential.
Your detailed thoughts pls.
Q: You recently ranked CRBG on top of several US Financials. Could you provide your analysis of the company.
Thank you, Hugh
Thank you, Hugh
Q: Hi, sold my IFC and would like to replace it with an American company. What are your suggestions? Thanks, Peter.
Q: Could you please provide your opinion on Onex Corporation's offer to repurchase for cancellation up to $400,000,000 of its subordinate voting shares. Would you sell or hold at this time?
Thank you so much!
Thank you so much!
Q: In March you indicated a preference for EQB over VBNK. Do you still feel that way?
Q: Hi!
What percentage chance do you give of the buy out failing?
Cheers,
David
PS It took tremendous skill...but I did manage to avoid profting too much on CIX.
What percentage chance do you give of the buy out failing?
Cheers,
David
PS It took tremendous skill...but I did manage to avoid profting too much on CIX.
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,218.19)
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E-L Financial Corporation Limited (ELF $17.24)
Q: Would you put new money into either? Looking for 3-5 year capital gains.
Q: Hi There,
I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?
Thank you!
I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?
Thank you!
Q: Any chance that another bid may come into play or that the offer price would need to be increased on this deal? Just trying to decide on selling now Vs waiting for the payout.
Q: Hello 5i team
Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?
Thanks
Last week on BNN, Peter showed a little concern for PRL if Trump sets the maximum interest rate at 10%. What would be the consequences for the company if this actually happened?
Thanks
Q: The current price of GSY is tempting. Your market data shows a median target of $227 which is 33% over current. Earnings are expected to grow 20% next year ($20.28-16.91) which gives a forward P/E of 10 and that compares nicely to the 5 year low P/E of 7. Historically the stock has performed well, the 5 year CAGR for the stock price is 30% which doesn't include the dividend. While the numbers look tempting, the market is giving a big yawn and I wonder what I am missing that others aren't. Perhaps you could try to explain the yawn. Feel free to correct any of the numbers if Bloomberg is reporting something different.
Mike
Mike
Q: Hi 5i, "...Brookfield Corp. scrutinized for stake in Peru toll road project plagued by allegations of ‘corrupt practices’..."
https://www.thestar.com/business/brookfield-corp-scrutinized-for-stake-in-peru-toll-road-project-plagued-by-allegations-of-corrupt/article_9629182a-a364-11ef-8826-2b980726b1dd.html
There are many proofs that indicates Brookfield knew about Odebrecht corruption in Peru and went ahead an bought at reduced price 57% of "Rutas de LIma" (HighwayToll systems) , Can this harm Brookfield credibility, and integrity and the stock. Sell/Hold?
thanks
https://www.thestar.com/business/brookfield-corp-scrutinized-for-stake-in-peru-toll-road-project-plagued-by-allegations-of-corrupt/article_9629182a-a364-11ef-8826-2b980726b1dd.html
There are many proofs that indicates Brookfield knew about Odebrecht corruption in Peru and went ahead an bought at reduced price 57% of "Rutas de LIma" (HighwayToll systems) , Can this harm Brookfield credibility, and integrity and the stock. Sell/Hold?
thanks
Q: A handful of months ago you were very luke warm about SOFI but it seems that has recently changed. What are your current thoughts on this stock's potential for high growth?
Q: Last week on BNN I thought Peter mentioned that PRL probably would revert to the lower $30's per share before resuming it's increase in share value. Is this a general thought among the 5iR staff?
Q: Lots of cash looking for Canadian bargains. Who might be next?