Q: Noticing negative momentum in these names. Is it time to move on? Thank you!
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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.
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Intuitive Surgical Inc. (ISRG)
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Chubb Limited (CB)
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Rollins Inc. (ROL)
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Axon Enterprise Inc. (AXON)
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Brown & Brown Inc. (BRO)
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Trane Technologies plc (TT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Please rank following for a long term hold. Thanks
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Caterpillar Inc. (CAT)
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Chubb Limited (CB)
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Deere & Company (DE)
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Duke Energy Corporation (Holding Company) (DUK)
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Ecolab Inc. (ECL)
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Coca-Cola Company (The) (KO)
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NextEra Energy Inc. (NEE)
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Procter & Gamble Company (The) (PG)
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Progressive Corporation (The) (PGR)
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Roper Technologies Inc. (ROP)
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Walmart Inc. (WMT)
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Xylem Inc. New (XYL)
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Loblaw Companies Limited (L)
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Sun Life Financial Inc. (SLF)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Fortis Inc. (FTS)
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Metro Inc. (MRU)
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North West Company Inc. (The) (NWC)
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Premium Brands Holdings Corporation (PBH)
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Hydro One Limited (H)
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Nutrien Ltd. (NTR)
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Arthur J. Gallagher & Co. (AJG)
Q: What would be your favorite Consumer staples/defensive names at this time and are they over valued now, or continue to be a flight to safety, considering the circumstances of the day. Your thoughts on the above or any additional companies for this sector.
Thank you,
Mike
Thank you,
Mike
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Amazon.com Inc. (AMZN)
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Alphabet Inc. (GOOGL)
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Microsoft Corporation (MSFT)
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Chubb Limited (CB)
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Honeywell International Inc. (HON)
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Visa Inc. (V)
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Royal Bank of Canada (RY)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
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Thomson Reuters Corporation (TRI)
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S&P Global Inc. (SPGI)
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RTX Corporation (RTX)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I have decided to orientate my portfolio more towards the US, while keeping approximately 30% Canadian. I am also looking at India for my first international investment. Most of these stocks are asset light and large cap.
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
In the US the sectors are non bank financials, tech, and industrials. In Canada I have chosen large caps with significant non Canada revenue.
My dividend income would decrease but I can handle that. This would be an equal weight portfolio.
What do you think of this approach and of the individual stocks?
Should I just buy an SPY 500 etf for the US ?
Is FFH appropriate for India or is there an ETF you would recommend ?
Thanks .Derek
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Chubb Limited (CB)
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Trisura Group Ltd. (TSU)
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Arch Capital Group Ltd. (ACGL)
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Kinsale Capital Group Inc. (KNSL)
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: I am considering Chubb Insurance as a defensive play.
Could I have your assessment of this company?
Could I have your assessment of this company?
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Chubb Limited (CB)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Trisura Group Ltd. (TSU)
Q: I am thinking of adding/increasing my position in an insurance company and have found that the combined ratio for both MFC and SLF are more than 100 while CB and TSU’s combined ratio is in the low 80. Does that mean MFC and SLF are not as profitable as CB and TSU? Which is a good buy currently? Thanks,
Q: I have owned IFC for a while; its share price has gained nicely in the last 12 months or so but I am concerned it is becoming a bit richly value and am considering a switch to CB. What is your view of this change? Would you stick with IFC or make the switch, and why? Many thanks for your excellent service.
Q: Hi Peter, what are your thoughts on the BRK earnings, big sales of APPl, and the $271B horde ? Warren loves Insurance and has been buying Chubb shares; could he take a run at it with its ~$100B Valuation ? Any other thoughts appreciated as its our biggest position. Thank you.
Q: There have been questions asked about what Buffet would probably buy in Canada and 5i said that it would probably be in the energy sector. I wonder whether you would have an idea whether it might be in the oil side or the natural gas side? What do you think would be a likely target for him?
with appreciation
with appreciation
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Aon plc Class A (Ireland) (AON)
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Chubb Limited (CB)
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Marsh & McLennan Companies Inc. (MMC)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
Q: Hi 5i,
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
I’ve listened to several interviews with PMs who are pitching the case for insurance brokerage stocks for low capital needs and a built in inflation hedge.
Can I ask you opinion on Brown & Brown? Are there other names that you prefer in the space?
Thank you!
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Chubb Limited (CB)
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Canadian National Railway Company (CNR)
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Bank of Montreal (BMO)
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Dollarama Inc. (DOL)
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Stantec Inc. (STN)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: Thoughts on buying these here in an RRSP or RESP and forgetting about them for a few years ? Any you would change ? Thank you.
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Aon plc Class A (Ireland) (AON)
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Chubb Limited (CB)
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Marsh & McLennan Companies Inc. (MMC)
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The Travelers Companies Inc. (TRV)
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Manulife Financial Corporation (MFC)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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Arthur J. Gallagher & Co. (AJG)
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Brown & Brown Inc. (BRO)
Q: Hi 5i,
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
AJG's GICS Sub-Industry classification is "Insurance Brokers".
Can you help suggest some Canadian listed Insurance Brokers stock that might be worth looking at for a TFSA and or NonReg account.
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Allstate Corporation (The) (ALL)
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Chubb Limited (CB)
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Progressive Corporation (The) (PGR)
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The Travelers Companies Inc. (TRV)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited (BNRE)
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Brookfield Wealth Solutions Ltd. Class A Exchangeable Limited Voting Shares (BNRE)
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
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
Q: What is your opinion on Chubb? Is there growth expected for the next year? Is progress tied a good deal to interest rates? What do you think of management?
Q: Hello
Can I have your thoughts about these three companies for future growth and what's your view - Buy, Sell or Hold?
Thx
Can I have your thoughts about these three companies for future growth and what's your view - Buy, Sell or Hold?
Thx
Q: 5 eyes - why is the bid 10% less than the ask on this US insurer? If I want to sell shares (I don't actually) then do I take a 10% haircut? David Fingold's fav insurer - which would you buy between PGR and Chubb and secondly would you recommend a buy at this time of a US insurer generally? Delighted as always - Ken
Q: Could you please compare numbers on AFlac and Chubb in terms of EPS growth, Dividend growth, and debt levels. Do you have a preference? Also, can you please confirm that US common share dividends received in an RRSP are not subject to withholding tax.
Q: If the US Fed follows Canada and becomes more aggressive with rate hikes what sectors should benefit most and what do you think are the top choices in those sectors?
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.
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.