Investment Q&A

Q: MFC has just recently surpassed its previous peak in 2007 around $44. This was a long time coming, but it is struggling to stay above this value. Normally I feel that it is a good sign when a company that breaks through a previous high. Can I have your thoughts on MFC at this time, and why it may be a different company than it was 15 years ago.

Q: In my RRif I own Key & PPl, high yielding stocks to help cover forced withdrawals.
They declined on Friday despite a drop in bond yields.
So you think the decline was due to a drop in Wti?
Trump intends to increase tariffs which could result in higher interest rates due to inflation and his energy policy could lead to lower oil prices.
As a result of the above should I reduce key & Ppl & invest the proceeds into companies that will benefit from higher interest rates such as Mfc & Slf

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: Ignoring portfolio weightings, Can you give some advice on when to sell your winners? For example MFC has had a nice run. It seems fully valued. I am an income investor and am consider shifting to SLF for no other reason than the pick up in yield. There are other ‘winners’ I have that appear to be fully valued and I could shift elsewhere to boost income. What are the right things to consider re timing on when to sell?

Q: Greetings 5i Team - Your thoughts on its latest Q. Do you prefer it over SLF? or could the two be owned? Thank you.

Q: Good day everyone. My holding in the following companies represent 25.11% of my investment portfolio across 3 registered and 1 cash account:
BN 5.00 %
BAM 2.36 %
BIPC 2.22 %
BIP.UN 1.35 %
BEPC 1.25%
For a total of 12.18 % amongst the Brookfield group of companies

CSU 5.49 %
TOI 1.81 %
LMN 1.40 %
For 8.7 % in CSU and associated companies

MLF 4.23 %

Collectively these holdings represent about 25.11 % of my holdings at the end of the 3Q.

I understand that your services are not to give personal advice but would value and appreciate your opinion on the weighing of these investments, specifically in the Brookfield group. The portfolio has done reasonably well (thanks fot 5i) but don't want to get complacent.

Much appreciated.

Q: Could you compare MFC and Power Co?

Q: Which one of Bn,MFC do you think would provide the best return over the next 3 to 5 years?

Q: Hi Team
I have done really well with Manulife, but at $40, it’s seem a bit expensive. Is there any company with similar yield that you consider worth switching to?
Thank You

Q: Value investor with some growth, 78 years old with good pension. I am slightly overweight in financials as above. I now see that I own both BKCC and HMAX. I do not seem to need both. I intend to sell BKCC and buy AW.UN to take advantage of its current situation. Does this sound like a plan or are there pitfalls?
Thank you

Q: As boring as they may be, these six represent a large portion of the income aspect of my portfolio. Any of the six that you would say just sell?

Q: With the economy slowing and interest rate cuts on the horizon in the US and already occurring in Canada, should beneficiaries of the higher rates - insurance cos like TSU, FFH, and MFC be sold?

Q: Which would you recommend as a buy right now, and why: MFC or SLF?

Q: Why did the stock go up 27% over the last year?

Q: Hello Team 5i,

I currently hold both SLF and MFC. I am positive on both but overweight financials so looking for your insight as to which of the two you suggest keeping?

thanks so much,

Ralph

Q: What is the 6 -12 month prospect for MFC stock prices? Is MFC doing anything with their services and products to diffenentiate themselves now?

Q: To all at 5i: I have heard that MFC is powering ahead and SLF is struggling. Your thoughts will be appreciated. Thank you

Q: Thoughts on MFC and T reports please? Seems like MFC is finally on a bit of a roll whereas T is pretty neutral (nice semi-annual dividend increase though). Thank you

Q: Hello Peter,
You had provided Tppicus expected numbers: 34 cents for EPS and $292M Euros. The company beat the revenue numbers but was short on EPS; however , Cash flow per share grew. Analysts in general seem to focus on Revenue and EPS; When looking at analysts estimates, i dont see CF per share mentioned. Why is that? If i had to choose between sunlife, manulife and Fairfax, which one would be your top pick? There was an article in the Globe that Fairfax has a huge runaway when comparing to Berkshire.. Any comments please. Thanks very much.

Q: How the above insurance companies rank in comparison to one another for total return?