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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: Interest is peaked when you mentioned this company Arch Capital Group Ltd among CSU LMN TOI HEI TVK as potential long term compounders to Peter's recent question. I haven't heard of the company and the few questions on it here don't give much. I know they are in Insurance, Reinsurance and Mortgage and seems like they have made some decent acquisitions. Performance is inline with Fairfax the last 5 years.

But what reasons made you choose it with the other companies listed TOI, LMN HEI TVK?
Also what stands out vs others in Insurance companies such as Fairfax and Intact in Canada or Markel in USA? DO you prefer it or them or others for GROWTH?

PS did you get a question regarding Bird Construction Group I sent one in Monday, thanks!
Read Answer Asked by Michael on March 04, 2024
Q: Hello 5i, As the Trans Mountain Pipeline is nearing completion could you speculate as to is the Federal Govt sells the pipeline which Companies/Groups would be the logical buyers.
Read Answer Asked by Michael on March 04, 2024
Q: I own LLY and GEHC and am looking to add CVS or SYK? I'm actually open to selling LLY or GECH, but my point is I'd like to keep 3.

Please let me know your thoughts.
Read Answer Asked by Gregory on March 04, 2024
Q: ISRG and AXON. Love the narrative and the respective charts for both these stocks. I just can't get past the valuation. For instance, in a recent article on SA by a highly
respected author, he opened my eyes on P/S ratios. Here's a quote:

"While 41 companies in the S&P 500 are trading above 10x price-to-sales, 131 companies (26% of the S&P) trade above 5x sales and must grow sales by more than 100% yearly to maintain that valuation. The problem is that some companies, like Apple (AAPL), have declining revenue growth rates."

Both ISRG and AXON are in this high P/S category he's referring to. In fact not only are they both above 5, they are above 10. Were they priced at more reasonable P/S levels during the last recession? Is that the only time you can grab these two wide-moat companies at a more compelling ratio?
Read Answer Asked by James on March 04, 2024
Q: Can you suggest US companies with safe, high dividends? Other than Financial or Energy. I'm considering GIS but am open to other ideas. thank you
Read Answer Asked by alex on March 04, 2024
Q: Hmm.a is a spin off from Hps.a. Which one has more growth potential? Do they overlap in terms of business? Will you own both or one, which one?
Read Answer Asked by victor on March 04, 2024
Q: I have read the following from Morgan Stanley's CIO:
- S&P 500's forward price-to-earnings ratio is over 20.4, the equivalent for the MSCI ACWI ex U.S. is around 13.5.
- That discount of nearly 35%, a 20-year low, is a two-standard-deviation event.
- Dividend yields for non-US equities are running above 3% - more than double that of the U.S. benchmark.

Do you think there is an out-sized opportunity to invest outside the US, beyond one's normal global diversification strategy? If so, what sectors, stock and/or ETF's do you recommend? Thanks.
Read Answer Asked by Ben on March 04, 2024
Q: I am investigating CLS as a potential long term investment. In a recent answer to a question, 5i stated that CLS seems to be putting things together much better now. What is CLS putting together much better now, and is it sustainable? How important is AI, to CLS future share price? Could you elaborate on the most major risk to CLS share price? Would you consider CLS a good hold for five plus years?? Thanks for the excellent analysis!
Read Answer Asked by Greg on March 04, 2024
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