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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 5i team,

Among the 3 stocks, which one would you consider to start a position at current price level for 5 years+ holding?

thanks,
Read Answer Asked by Nicholas on September 21, 2023
Q: Hello 5i Team

I am reviewing US listed Property and Casualty Insurance companies for the US dollar portion of my RRSP account (in order to receive dividends without US withholding tax).

I understand Brookfield Reinsurance Ltd (BNRE) is a Bermuda based corporation and is not subject to withholding taxes in an RRSP.

Questions:

1 – Is BNRE a suitable candidate?

2 – Please list other US listed P&C insurance companies for consideration in order of preference.

Thank you
Read Answer Asked by Stephen on July 27, 2023
Q: Hello,

Looking to add to my current positions in these companies (registered account, 10+ year time frame). If you could please rank them in order of potential upside that would be great (and if there is a company you would stay away from, please indicate).

Thanks!
Read Answer Asked by Satish on July 20, 2023
Q: ALL hit another 52-wk low 14 July. It has done *miserably* compared to AFL. Yet , ALL remains a long-time member of the AAII Model Dividend portfolio. AFL is long-time favorite in the portfolio of “Crossing Wall St” ( the latter now has an ETF under the symbol CWS). Do you consider ALL oversold ? Is it a good value at around at USD 101 assuming two more Fed rate hikes of 25 basis points each? Or would you instead favor AFL?

If you are not impressed with EITHER of the above insurance companies, do you have a dividend payer you do favor? Your reasoning please, it always helps, thanks.
Read Answer Asked by Adam on July 18, 2023
Q: Dear 5i Team,

Can you help me understand why Intact trades at such a multiple of book value when compared to other strong P&C / specialty insurers like Allstate which also have a long track record? Is it worth that premium?

Thanks!

Derek
Read Answer Asked by Derek on July 07, 2020
Q: I would like to combine JPM with two new other US positions in a US$ portfolio to achieve a good mix in the financial sector. Wondering what your thoughts are about adding an investment company like SCHB or AMTD or is there another entity that you suggest?....and also an insurance company that you would suggest that would benefit from rising US interest rates? (I currently hold SLF in a Cdn$ portfolio.)....Thanks
Read Answer Asked by Tom on February 02, 2018
Q: Hello
Are there any pure auto insurance companies to invest in, my thinking is that with the use of sensors etc accidents will be greatly reduced and insurance companies will not be passing savings on to consumers.
Read Answer Asked by Dave on September 12, 2017
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