Investment Q&A

Q: Hi, both of these have done well and I need to trim a bit. Which would you trim first, and why? Thank you.

Q: Thoughts on the quarter? Where does this name sit in ranking of your top Canadian conviction names for a 10 year hold?

Q: What is your opinion about Power Corp

Q: Hi there,

Comments and analysis on today’s earnings please. Would you buy/ add going forward in a diversified portfolio?

Thank you.

Q: Im up 90% on a Friday p% position on this name which I only bought last Tuesday. It seems to jump every day. It’s not very often that one catches lightning. Would you hold at this point or sell half? Thanks,

Jason

Q: Hi 5i Team,
Pls comment on Manulife Financial quarter earning.
Thanks as always.

Q: Hi,

What is the reason for sharp drop in Slf? Is this a buying opportunity? Thanks.

Shyam

Q: hi. can you comment on the earnings. and can you comment on why the downturn in the US was not known to investors etc.? quite a shock to those of us following ...
cheers

Q: RBC makes up 25% of my equity holdings. I have a profit of 42%. Based on my purchase price I am receiving a 5% yield. Several months ago I reduced RY holdings by 20% due to gains. If it were you, at what % would you be comfortable?

Thanks for all your help,

Mike

Q: Are both companies splitting shares? If so when and why?

Q: How did UPST do in the quarter just past?

Q: With Go Easy showing a lower PE and better momentum than Propel after earnings, which of these two do you think looks better going forward? If an investor owned only PRL, would it make sense to switch to GSY?

Q: P&C insurance sector has shown signs of weakness, over past several weeks, perhaps due to higher catastrophic losses and pressure on auto premiums. Intact Financial stock has also not been immune and has seen its stock decline over 10% from its recent high of $317. Latest earnings release disclosed weakness in commercial lines, in addition to premiums rates in US.

IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.

Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?

The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?

Thank You

Q: GSY vs PRL since both companies reported same day, could you compare salient numbers from their Q reports?

Q: Hi 5i, pls opine on their earnings, guidance, and is it still a fav? Thx.

Q: SLF--Buyable today and good entry price.Do U favour Slf over MFC , and what are the reasons? Txs for u usual great services & views

Q: Any thoughts on BNT.TO. ? Is it a buy for long term.

Q: Current thoughts? Is good earnings growth ahead?

Q: Please Kindly advise the result. Berkshire Hathaway shares dipped after Warren Buffett's conglomerate reported a small decline in operating earnings, while continuing a stock-selling spree and a buyback halt.

Q: Any reason that Berkshire Hathaway don’t buy back due to the stock price still too high?