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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: Hi guys your assessment of PKI earnings were ok I thought they we’re good market seemed to agree with me
Am I missing something in my analysis
Kind regards
Stan
Read Answer Asked by Stan on November 05, 2020
Q: Have some money in a RRSP to invest and committed to continue investing in Constellation Software.

With the upcoming spin-off, Topicus, should I buy Constellation after the dividend/spinoff, or are we better off buying more of Topicus because it's essentially an earlier and smaller version of Constellation which means it's more likely to grow faster on a percentage basis.

Also are there any concerns with it being primarily in Europe versus Constellation which is much more diversified between geographies?
Read Answer Asked by Eugene on November 02, 2020
Q: Hello,
how do interest rates affect SLF? Given they are histirically low presently is this a net positive or negative for it's earnings? If and when rates go up, whenever that is, is this a positive for SLF?
What is the current payout ratio for it's dividend? Do you see any catalysts for growing its EPS given the current economic conditions?
Thanks,
Dan
Read Answer Asked by Daniel on November 02, 2020
Q: Hello 5i Team,
Based on today’s price, is Bam. a buy, hold or sell? Please provide your comments on future earnings and anticipated price appreciation.

Thanks, Rossana.
Read Answer Asked by Rossana on November 02, 2020
Q: I would like to own WELL. My hesitation is what you identify under Key Risks in your report - "inability to compete with larger players such as Telus and Loblaw in the digital health care solutions space ".
I own both Telus and Loblaw and recognize that their exposure to digital health space is a small part of their over-all business at this point while WELL is the pure play growth option.
Having difficulty assessing this and would appreciate your thoughts.
Not asking for specific portfolio advice , but just in broad , general terms -
if one owns these two larger companies , would it be appropriate to put Well in the "like to own " rather than "need to own " category and allocate capital elsewhere .
Thank-you
Read Answer Asked by William on November 02, 2020
Q: Brookfield is oft touted as an iconic must own Canadian equity. Ytd it is running currently at -23% annualized. How do you see this name performing in any possibly positive fashion until we see some light at the end of the Covid pandemic?
Read Answer Asked by Kim on October 30, 2020