Q: Could you tell me which 3 Canadian banks have the most domestic real estate mortgage exposure and also for a 2 year hold , and in general which CDN bank would you buy and why ,Thanks and have a Merry Christmas!!
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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 rate these for reliability and sustainability.
LBS, SBC,GDV,PWI and LCS.
Thank You in advance.
LBS, SBC,GDV,PWI and LCS.
Thank You in advance.
Q: Would you kindly rate the big 6 banks plus EQB according to your preferences for starting new positions. Would be long term holds and would like to consider total return (growth and dividend growth)
Thank you
Thank you
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Evolve Canadian Banks and Lifecos Enhanced Yield Index Fund (BANK $9.03)
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Evolve US Banks Enhanced Yield Fund (CALL $12.80)
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Evolve European Banks Enhanced Yield ETF (EBNK $14.55)
Q: Looking for some high safe dividends. What are your thoughts on these three.
Rate 1-3.
Rate 1-3.
Q: Happy Saturday 5i researchers,
With rates peaking and might be cutting next year, bank shares seem responding favourable. What about insurance sectors? Do you see tailwind for insurance sectors as well, or they are different from banks? Thanks.
With rates peaking and might be cutting next year, bank shares seem responding favourable. What about insurance sectors? Do you see tailwind for insurance sectors as well, or they are different from banks? Thanks.
Q: Hello 5i
Some time ago you were positive on Lending Club. What caused you to sour on it and with interest rates about to drop does that change your view?
Thank you
Dave
Some time ago you were positive on Lending Club. What caused you to sour on it and with interest rates about to drop does that change your view?
Thank you
Dave
Q: Hi,
I am looking for your opinion on this stock and ETF. The stock is listed as the 11th holding in the ETF for regional banks, KRE. It caught my attention as it seems to be breaking out of a long term base. Also is JNK a good ETF, and if not what alternatives would you suggest that pay a decent dividend. Would I be right is thinking JNK will be negatively affected if interest rates begin to drop? Deduct credits as you feel appropriate. Thanks - your advice and insight is always appreciated!
Dawn
I am looking for your opinion on this stock and ETF. The stock is listed as the 11th holding in the ETF for regional banks, KRE. It caught my attention as it seems to be breaking out of a long term base. Also is JNK a good ETF, and if not what alternatives would you suggest that pay a decent dividend. Would I be right is thinking JNK will be negatively affected if interest rates begin to drop? Deduct credits as you feel appropriate. Thanks - your advice and insight is always appreciated!
Dawn
Q: Can I have your views on the latest quarter. The market seems to like the results. Tnx
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Brookfield Corporation Class A Limited Voting Shares (BN $64.84)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.01)
Q: Hi,
I want to add to BN and BAM. Would you be comfortable buying up to a full position right now, or would you do it incrementally. I am worried that If I wait, the price will just go up as interest may start to come down.
I want to add to BN and BAM. Would you be comfortable buying up to a full position right now, or would you do it incrementally. I am worried that If I wait, the price will just go up as interest may start to come down.
Q: Greetings:
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.
Thanks very much for your speedy replies. Wonderful.
Ben.
It has been considerable time since a question has been asked about Timbercreek Financial, formerly Timbercreek Mortgage Investment Corporation. Interest rate now almost 10%-- Was higher in Oct, 23 when price fell badly. I have owned it for years. Apparently they are finishing settling a big bad loan- I have no idea how much they lost and would like to know. Could you please provide as much info about this MIC as possible. Would you buy more or sell? I believe it is back on the road to recovery, or would you buy something like Atrium. or sell both.
Thanks very much for your speedy replies. Wonderful.
Ben.
Q: A few days ago you were talking that you were replacing some of Sun Life with IFC. I acted on this, but so far I wish I had not have made the move. IFC has been selling some of their animal products to a UK firm from what I have read and I get the impression that does not sit well with investors. Is there anything you know about this situation that I am unaware of? Thank you.
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Royal Bank of Canada (RY $205.08)
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Toronto-Dominion Bank (The) (TD $114.26)
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Bank of Nova Scotia (The) (BNS $91.25)
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Bank of Montreal (BMO $173.54)
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Canadian Imperial Bank Of Commerce (CM $115.30)
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National Bank of Canada (NA $154.86)
Q: I bought them all last April and the draw down got as low as 15%--they have all made a comeback now except BNS still down 8%----Do you think this resurgence is sustainable and a good time to add to my holdings?
Thanks
Peter
Thanks
Peter
Q: Are you aware of any reason why GSY popped so much of late, especially in the last two days? Usually this kind of jump only occurs if there is a potential takeover bid (just guessing here). Thanks.
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Brookfield Corporation Class A Limited Voting Shares (BN $64.84)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.01)
Q: Thanks for your explanation on BN and BAM ..... However I still don't see the thesis for buying BN ..... Mr Market is giving no credit to " cash in the bank " ..... Mr Market knows everything we do yet gives the capital gains to BAM.... For example BAM is up 3.57% today and BN is up 1.6% on an upmarket day .... And since inception BAM has consistently been the one rewarded .... Mr Market is giving the nod for both income and growth currently to BAM...... Why shouldn't I have my cake and eat it too ?
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ONEX Corporation Subordinate Voting Shares (ONEX $120.90)
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KKR & Co. Inc. (KKR $118.00)
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Blackstone Inc. (BX $147.74)
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Apollo Global Management Inc. (APO $124.70)
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Carlyle Group Inc (The) - Ordinary Shares (CG $57.08)
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Ares Management Corporation Class A (ARES $148.39)
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TPG Inc. (TPG $56.05)
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Brookfield Corporation Class A Limited Voting Shares (BN $64.84)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $76.01)
Q: There has been lately a significant advertising pressure regarding alternative investments . What is your opinion on these? Which Canadian companies could be considered as being sort of companies with an alternative investments focus which would fulfill such type of investment for a small independent retail Canadian investors? Would you also recommend some US names with a similar focus. Thank you.
Q: Any comments on the news from these companies with ENB announcing some asset sales and BNS investor day?
Thx
Thx
Q: Thoughts on the BNS Investor Day strategy?
Thanks...Steve
Thanks...Steve
Q: Why does this company continue to struggle to maintain momentum? Today the Fed said no rate increases and potentially none for next year with the potential to reduce rates. Most stocks did well after this announcement, yet Trisura goes the opposite direction. How much more patience should we investors give Trisura?
Q: What is your general opinion at this stage? Buying back shares below NAV but a management transition, is there opportunity here?
Q: Any reason for the relatively large gain today? Is it a takeout candidate?