Investment Q&A

Q: Peter; After the recent earnings it seems DFY has stalled its raped upwards move. Could you comment on their earnings. Thanks.
Rod

Q: My wife's non-registered Canadian stock fund is invested conservatively, primarily for income. However RY now exceeds 16% of the assets. I know this far exceeds your recommended level for any one holding, but selling some shares will generate very substantial capital gains. What is your advice in this situation? Thank you.

Q: Please update you opinion on Fierra. I Have held it since 2020. I am underwater if you look at the share price alone. However, with the dividend my return on investment is positive. The last and the latest reports are not good. Do you see anything that might change this slide? Or should I jump ship now?

Q: PNP has shot up again. In previous questions, it sounds like you have some reservations about this holding company. What are some of the risks that could possibly occur that could be troublesome? I bought 3 months ago at 12.50 and it’s at 21.16 now.

Q: Hi there,

Can you deduct much from the 1.5 million shares founder Steve Hudson purchased recently?

Ok thanks!

Q: Pls. compare and rate Corebridge Financial and Lincoln National as current buys.
Thanks, Hugh

Q: G ood Morning

If you were to gaze into your crystal ball could you see GSY and PRL joining forces to have one strong company?

Thks Marcel

Q: Your thoughts please on the quarter?

Thx

Q: Would you buy XYZ at this price $50 for maybe a 1 year hold as a trade?

Q: If I sell BN for a tax loss, can I buy BAM the same day?
Thx Judy

Q: Your thoughts on earnings, please.

Q: PRL came in with strong earnings a few days ago. Whereas GSY has been on a steady downturn lately and is down 8.5% today alone. I would have thought they would trade somewhat in sympathy with each other being in the same industry ..... I'm down about 20 % on GSY right now and considering abandoning it for greener pastures ..... If it were to at least level out I would be inclined to stay the course but it isn't ..... Need 5i advice on first what is going on ? And second why it is going on ? Thanks for your terrific service ......

Q: Could you please comment on Brookfield Corp earnings. Thank You

Q: Can I please have your latest thoughts on TradeWeb in today’s environment? It had a big drop earlier in April but has almost regained its momentum since then. Is the valuation stretched at this point? Thanks for your valued opinion.

Q: I believe ISV reports. May have your comments. What was the dividend increase at TMX?

Q: Wondering your thots on buying Berkshire B currently in view of how strong the stock price has been and if u would buy what level u wud be comfortable paying.

If a third of the company is Cash n one is paying something around 1.6 Book it is expensive Cash at today’s levels .. understandably one is buying management’s ability to deploy that Cash.


Over the past years what range of multiples has BRK.B traded at vs today’s comparable multiples?

Q: I am considering selling off my shares of BEPC and using proceeds to buy BN. I know BEPC has a larger dividend - will BN's growth be able to overcome the loss in dividends?

Q: Hi team,
Can you comment on Gsy earnings. What was expected for numbers? It seems revenue growth was much slower than normal here for these guys. Concerning?

Thanks ,
Shane

Q: I was under impression from your answers on BN and BAM that BN would outperform BAM in share price since BAM pays a dividend. Looking at both stocks the opposite is happening. BAM is outperforming BN and even more so when the div is included. Could you confirm? If my observation is correct could you explain how this is happening? Again, if i am correct and BN was your holding, would you switch to BAM? At this point i am not looking for a div so i would be fine with dripping. Is there a possibility of this trend reversing? I guess i could own both. what would be the split ratio that would reflect the relationship between BN and BAM that you would suggest?

Q: The above private equities companies have taken a significant dive over the last few months, disproportionally volatile coamoted to the SP500. Can you please

1. Comment on the reasons for market underperformance in this sector

2. Are any of these must owns ? (I know BN is a favourite of your’s, I own a 3% position)

3. Can you rank them in terms of preference for total return over 5 to 10 years? I am open to you including onex in the list.

4. if I wanted to increase my exposure to financial (I am underweight financials, and moreso on the US side), would you look to topping Brookfield or adding a second name?

5. How much sector exposure to this sub sector would you recommend in terms of Portolio allocation for a growth invester?

Thank you and please deduct credits as you deem necessary.

Best,
Karim.