Q: Dear 5i,
I was looking at many of the Canadian listed Property and Casualty insurers in it looked like the price appreciation for FFH was and extreme outlier at approx. 65% Total Return for the last 12 months. Can you help explain what they have done differently than the rest of group? I thought that with many of the natural disasters would put pressure on this group of stocks. I would really appreciate your comments.
Q: Can I please have your opinion on whether these two businesses have long term growth potential? Have been losers in my portfolio and wondering if it’s time to move on or if patience is needed. Thanks
Q: Could you please comment on their most recent news on acquiring projects from Rio Tinto. Big News? or just everyday stuff? Why would they buy and Rio Tinto sell?
Q: I would like to build a position in the industrial services sub-sector. Could you identify your favs [CAD/US] for 3-5 year hold [I have named a few, but look to you for those in which you have the most conviction] and rank according to (a) safety in a recession and (b) compounders for long-term growth. What makes them stand out?
Thank you..
Q: What bond funds are the best to invest in right now for the long term? Currently I hold ZAG.TO and CVD.TO. Should I continue buying them? I would prefer a higher dividend than what the ZAG gives.
Thank you!
Home builders seems to be doing well in the U.S. Do you think a housing boom is underway ? Is it too late to invest in the sector ? If you were to invest, which would be your picks for strong growth ? Short term ? Long term ?
Q: Hi Team,
For an 18 year old who just opened their TFSA and starting with $6500, what stocks or ETFs (CDN and/or US) would you start with? There are no trading fees so there is no worry to buy 10 names if that is the best way forward.
Thanks
Q: I own TD and RY and looking to add another financial for total return focus. Would you suggest another bank such as National Bank or an insurance company such as Sunlife or a financial such as Brookfied Corp or another to add some diversification within financials?
Q: I own these three stocks and for consolidation reasons was thinking of selling one, but only if it makes sense. In terms of your confidence level in these companies, is there a clear ranking of them or are all three of them pretty solid with equivalent long-term growth opportunities?
Q: Income account needs some diversification. Was looking at REITs and pref's. In today's environment which would be your favored ETF's for income and some possible growth? Thanks Ron
Q: This has now been around for a couple of years, and I was wondering if your initial comments could be updated to include your evaluation of how they have fared. In particular, are there any "red flags" that appear?
Thanks! ... Paul K