Investment Q&A

Q: Looking at one of these two for long term growth.
Discuss the strength and weaknesses of both and reasons for your pick. Thanks. Derek

Q: What are your thoughts on Fairfax Q results? Would you continue to hold or take profits after years of underperformance?

Q: What are your thoughts on the overall prospects on Fairfax. Its my understanding that it is a much different company than the one from 15 year ago. Thanks

Q:
Any thoughts on BYD time to add more or sell/hold.

What do you like in finance space looking at COF, FFH, BLK, VISA...I already own GSY. TD,RBC...do i add to existing names or buy something new?

Do you think a commodities bull market is imminent with China opening back up. If you believe the sector will have legs going fwd do you preferer single stocks or an ETF (plse list you picks)

What do you think about Natural gas prices Presently i own 1,000ARC in the space and am still up 5% is it time to cash in ?

Lastly i am sitting on 40% cash expecting another test of the last OCT lows but looking at the recent strength am staring to get a little nervous (FOMO) your thought's please is it time to start to nibble at CSU,BYD,MSFT,APPL,AMAZ ATZ, GOOG

Q: I see that Fairfax is up quite a bit this year and hitting new highs. You’ve commented recently that value stocks are performing well. Do you see Fairfax’s upturn as a pure sector rotation or is there more support from the underlying fundamentals?

Q: Can you please rank the above financial holdings by value, safety and growth. What would you recommend as a top US financial stock that has a significant moat?
Thanks!

Q: Could you provide your opinion of FFH for a retiree's investment please.
I apologize if I sent this twice, I attempted from my phone but I suspect that try did not get thru to you.

Q: On a question regarding WELL you indicated, the appetite for growth stocks driven by acquisition, with sub $700 million cap have just about 0% appetite right now. If you ture that around, what is there an appetite for now and please give me 5 examples of Canadian companies and American companies that meet those requirements. Thanks.

Q: This company has been moving up lately due to the shift to value. I hold an overweight position in several accounts and after several years of flat to negative price momentum i am considering selling my positions as its earnings are very lumpy and has not proven to be the best investment. Would you sell now or wait for the momentum to hopefully take the stock higher?

Q: I'm interested to increase my sector weight to financials - and now have BMO,
BAM, MA, and FFH.
Please comment on this mix and whether to add to any of these or add other stocks.

Q: My allocation to financial services - with a RIF (US and CA)and TFSA (US and CA) is under 10 % , with BMO, BAM, MA and FFH.
Please rate these for growth and safety - and whether this is a good mix.

Q: Merry Christmas. Hope all is good.

Fairfax has had a wee jump just before this break. Please shed some light on what is going on.

Have a great New Year!

Thanks,
Doug

Q: Hi there, I've held FFH for a number of years in my unregistered account. I'm down 6%. This morning TD notified me of a corporate action which I don't understand. Can you explain what it means? I'm a growth oriented investor anyway and wonder if I should just sell and move on.( I already own the big 6 banks plus IFC and SLF.)

Thanks,
Andrea

Q: Hi Peter
I sold FFH at 550 at around mid May for a small gain
it has now slowly declined to 510
I am aware that it is not a stock alot of people like, pays a small dividend
any fundamental /technical reasons of the decline from 550 to 510 in about 10
weeks time? I am considering of starting a partial position
and hope for a 10% gain for trade (hold for at least over 6 months)

thanks
Michael

Q: Good morning, you have mentioned that ffh is not your favourite company, however with a rotation continuing into value, it being diversified, large cap and a p/e of only 5 something it seems like a decent holding? Why such a low p/e?

Thanks as always

Q: What are your thoughts on FFH's current price, short term outlook, and LT outlook?
It has become a larger portion of my portfolio the past couple months, just thinking if I should trim my holdings a bit with the recent price increases or wait it out.

Q: Can you please comment on these 3 companies and their prospects going forward. On on their recent earnings/conference calls that happened this week. Pros and cons. Thanks.

Q: Hi team
what is happening ? it has gone up quite nicely in the last 2 weeks
(at first , it was related to black berry?)
any particular news or fundamental reasons?

I have a partial position, time to add some more or sell or hold?
thanks

Michael

Q: Hello - i have had almost a full position in BAM for some time and a smaller position in FFH. I had thought that FFH would pop on the Blackberry bonanza although it may have been to fleeting for FFH to capitalise on the surge but instead FFH has slipped today. What will it take for FFH to increase in value. For a longer term holder, am I better to add to BAM or FFH? Thanks

Q: One of the biggest BB shareholders is FFH, if I am not mistaken.
Do you know if FFH is holding on to its shares or dumping them into this frenzy?
How would one know? I think this would be material information to know how.