Q: Hi,
What is you insight on TSU-T? Is it a good and better risk and reward pick after it fall from the highs of C$40 in Insurance business? Is there major problem with its business? Will it recover or its better to go with Intact IFC:T or Fairfax FFH-T?
Thanks
Piyush
Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks
Q: Comments please on recent results and valuation, in particular current PS. A number of financial sites are showing a PS near 2.2x but (Market Cap / Revenue) looks more like 0.6x in which case the market is undervaluing the growth in revenue.
I have no insurance position currently. I am familiar that 5i prefers Sun Life vs. Manulife. Where would TSU plug into the equation for an investor with a growth-oriented portfolio and with a long runway ahead?
Q: Another question on my semi annual balancing exercise. With the understanding that the rest of my portfolio consists of conservative growth, dividend paying large caps and that I am looking at a 3 to 5 year time frame. Please indicate the those companies you would carry at a 5 % ish level, those that you would carry at a 2% to 3% level and those that you might not carry at all. Much appreciated ram
Q: Looking to invest new funds in SMID CAD. Do not need income - lean to Growth. On a risk/reward ranking, from this list or any others you prefer, please advise where you would focus investments for 3-5 years hold.
Thanks
Q: I have owned Chubb for a few years and have done well. Lately the price has been declining. What is the reason for this and is this opportunity to add more to my position.
Q: You recently said that TSU has been frustrating and is a Hold. How would you rate holding it vs exchanging for EQB? Or maybe there is a better financial? There are no tax implications.
Q: Happy New Year. As you have mentioned, Trisura is a frustrating stock, although it shows potential. What would your views be on selling some of it and reinvesting in the other three stocks mentioned? Which order would you recommend buying those three stocks in for maximum long term gains? Thank you.
Q: TSU is one of my worst investments. It never seems to get any traction. With most of my other investments especially coming into the last few weeks of 2024 have been doing very good! Why does TSU continue to take it on the chin so to speak?
I'm looking at some of my losers and pondering either getting rid of the or adding to them.
DHT.UN, HMM, OTXT, TSU
With some room freed up I was thinking of starting positions in PKI and DSG
What are your thoughts on the 4 stocks I'm down on? Would you add to any of them or look to sell for better opportunities? How would you rank them if you were to sell?
What are your thoughts on DSG and PKI? Do you view them as buyable now for 5-10 year holds?
This is in a TFSA which aims to balance growth and income.
I’ve owned this company for quite awhile. I know you like it, it seems to have largely recovered from its past issues. But no traction even though the last few quarters showed quite good results….What’s up with it?