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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: Hello,

I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?
Read Answer Asked by Adel on February 22, 2024
Q: Hello,
I own some FFH and have been concerned by the Muddy Waters report (it's description in the press as it was too specific and complex for me to read and assess) and am wondering if you think it will affect the performance of FFH in the long run and if it is intrinsic to the manner FFH usually does business, compared to, say to another insurance co such as IFC which is more transparent in it's reporting?
Read Answer Asked by Adel on February 21, 2024
Q: I think GSY operates only in Canada but apparently has peers in the U.S. Can you compare them in terms of multiples and general outlook.
Read Answer Asked by Jeff on February 21, 2024
Q: ".. priced US$400 million aggregate principal amount of 7.625% senior unsecured notes due 2029" ..... "goeasy intends to use the proceeds from the sale of the Notes to partially repay indebtedness under its secured facilities and for general corporate purposes"

I suspect they are just taking care of business here. I thought their debts were not particularly large considering their business. Thoughts or reassurances plse.
Read Answer Asked by Stephen on February 21, 2024
Q: I have a partial position in BN and no position in KKR. Noticed huge run-up in KKR over past year, and good prospects for KKR this year. If you had new funds to invest in one of them, what is your advice.
Thanks
Read Answer Asked by sam on February 21, 2024
Q: Wanting to sell one of these to deploy cash to deploy elsewhere. Which of these two has the best pathway forward for a 2 to 3 year hold and which might you recommend to sell and why? Thank you.
Read Answer Asked by Steve on February 20, 2024
Q: Morning 5iTeam,

Would you please recommend a couple of bitcoin ETFs in both Canadian and US markets.

Cheers,
Harry
Read Answer Asked by Harry on February 16, 2024
Q: Hi Folks,
I just trimmed some ABBV and BIP.UN in my RRSP account - I was looking at adding BAM or MFC - both are on a pretty good run. May I have your opinion as to which one would be best at this time?
Thanks
Read Answer Asked by JOHN on February 16, 2024
Q: Hi, Could you please provide your opinion on Progressive Corp. P&C Insurance sector seems to be doing well and stock is making new highs ( Noted that IFC is your favourite in Canada). How is the valuation compared to its competitors? Company released its premiums business for the month of January, yesterday, which sounded encouraging, sending stock to another high. Do you think that current level is good to start a position ? Thanks
Read Answer Asked by rajeev on February 16, 2024
Q: Can i have your perspective on the relative merits ( payoff) of private wealth companies like Blackstone, Carlyle Group as opposed to banks in either Canada or the USA such as a BNS or JPM , for example. ie would you expect better performance from the private wealth management or banks.

Thanks


Read Answer Asked by Donald on February 16, 2024
Q: On February 9 you were asked a question to screen for mid size co. that yielded more than 3% and had good opportunity for growth in the next several years. WFC was included in that list. I have searched on TD Waterhouse for details on recent financials without success. Can you go over the companies financials over the past 5 years and where you see growth? Thank you for all you do.
John
Read Answer Asked by John on February 16, 2024
Q: BITCOIN as an asset .
With the US approval of bitcoin ETFs the volatility of bitcoin will likely decreases. It was approved as a high risk/speculative asset. However the business media seems to discarded the warning and reports bitcoin related news like any established asset or company without any warning disclaimer and contributing to the hype of bitcoin.
What is your general take on bitcoin as an asset and would you invest in it?
What kind of warning would you give a small do your own investors in Canada who wander about investing in bitcoin? Thankyou.
Miroslaw
Read Answer Asked by Miroslaw on February 16, 2024
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