Q: Should we be adding to Intact Financial given recent price movement? It's down from the highs. It's 3.8% of my portfolio at this time and I've been following the BE Porftolio since it was introduced shortly after 5i started.
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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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Enbridge Inc. (ENB $67.78)
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Loblaw Companies Limited (L $54.89)
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Constellation Software Inc. (CSU $4,310.95)
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Intact Financial Corporation (IFC $267.24)
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Metro Inc. (MRU $93.35)
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Brookfield Renewable Partners L.P. (BEP.UN $35.32)
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iShares S&P/TSX Global Gold Index ETF (XGD $41.52)
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Sprott Physical Gold Trust Unit (PHYS $28.01)
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GFL Environmental Inc. subordinate voting shares (GFL $63.61)
Q: Hi,
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
Could you illustrate to us all what type of companies/stocks and/or sectors historically have performed the best ( or least worst ) over periods of recession/depression/stagflation and war times? And further, can you provide your top 5-10 CDN stocks that you think would do best in these situations, with at least half of them dividend payers please, if possible. Potential ETF and options strategies would be appreciated as well. Take as many points as you see fit.
cheers and thanks, Chris
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Toronto-Dominion Bank (The) (TD $108.19)
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Bank of Nova Scotia (The) (BNS $89.18)
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Constellation Software Inc. (CSU $4,310.95)
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Dollarama Inc. (DOL $187.40)
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Intact Financial Corporation (IFC $267.24)
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WSP Global Inc. (WSP $285.77)
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Descartes Systems Group Inc. (The) (DSG $140.75)
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FirstService Corporation (FSV $277.80)
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Toromont Industries Ltd. (TIH $149.84)
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Thomson Reuters Corporation (TRI $221.70)
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Alimentation Couche-Tard Inc. (ATD $71.80)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.74)
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goeasy Ltd. (GSY $204.44)
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EQB Inc. (EQB $92.04)
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Brookfield Corporation Class A Limited Voting Shares (BN $97.56)
Q: My son (23) has 9000$ to invest in his first TFSA (he already has a FHSA account that is maxed out). He wants to open a TFSA investing account. Do you have a recommendation for how he breaks up the 9000.00 (ie. 3 stocks)? Are there any sectors that he should focus on at first? Do any particular stocks jump out at you as suitable for this kind or foray into the market?
Thanks in advance
Sue
Thanks in advance
Sue
Q: Would you consider right now a good buy opportunity for IFC for a medium term hold (+/- 5 years)?
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Intact Financial Corporation (IFC $267.24)
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goeasy Ltd. (GSY $204.44)
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EQB Inc. (EQB $92.04)
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Propel Holdings Inc. (PRL $34.34)
Q: If I were to sell EQB which stock would you buy to replace this one ? Currently own TD and X.
Thanks
Thanks
Q: Which company do you favour at this point...please and thank you...cheers
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Costco Wholesale Corporation (COST $952.36)
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Lockheed Martin Corporation (LMT $473.62)
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Walmart Inc. (WMT $103.60)
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Xcel Energy Inc. (XEL $72.17)
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Dollarama Inc. (DOL $187.40)
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Intact Financial Corporation (IFC $267.24)
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iShares S&P/TSX Capped Consumer Staples Index ETF (XST $58.71)
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iShares S&P/TSX Capped Utilities Index ETF (XUT $30.52)
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Consumer Staples Select Sector SPDR (XLP $79.54)
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Health Care Select Sector SPDR (XLV $137.47)
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Utilities Select Sector SPDR ETF (XLU $84.41)
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Texas Pacific Land Corporation (TPL $913.27)
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GFL Environmental Inc. subordinate voting shares (GFL $63.61)
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RTX Corporation (RTX $158.19)
Q: Good Day 5i team... thank you for your very valuable time, answers to questions and guidance. My question is, can you list out your top 10 ETF and or Equities you see as insulation/defensible should the over bought North American equity markets begin to slide. Thank you
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Royal Bank of Canada (RY $201.64)
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Toronto-Dominion Bank (The) (TD $108.19)
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Bank of Nova Scotia (The) (BNS $89.18)
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Constellation Software Inc. (CSU $4,310.95)
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Intact Financial Corporation (IFC $267.24)
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Descartes Systems Group Inc. (The) (DSG $140.75)
Q: What would your top ~5 recommendations be to build an RESP with an 10-15 year horizon.
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently
Had to sell all positions to live the account and have a good pile of free cash currently to redeploy. Not dissatisfied with prior holdings but creates a moment to consider best options currently
Q: My portfolio is top heavy in Financials and lately two of the companies I have a good interest in have been punished by the market. Both after earnings that disappointed. Do you believe both have structural problems that will weigh on their stock price for a good time or is it only passing issues they will soon recuperate from? Thank you.
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Broadcom Inc. (AVGO $345.35)
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Costco Wholesale Corporation (COST $952.36)
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Alphabet Inc. (GOOG $252.33)
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Intuitive Surgical Inc. (ISRG $435.83)
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NVIDIA Corporation (NVDA $176.24)
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JPMorgan Chase & Co. (JPM $313.23)
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Constellation Software Inc. (CSU $4,310.95)
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Dollarama Inc. (DOL $187.40)
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Intact Financial Corporation (IFC $267.24)
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Celestica Inc. (CLS $347.29)
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FirstService Corporation (FSV $277.80)
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Thomson Reuters Corporation (TRI $221.70)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.74)
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goeasy Ltd. (GSY $204.44)
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TerraVest Industries Inc. (TVK $137.95)
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Axon Enterprise Inc. (AXON $766.47)
Q: For a 5-10 year hold within a TFSA could you please provide your top 10 Canadian stocks or CDR’s ranked by total return/compounding potential? For a non-registered account with a 3-5 year timeframe could you also do a top 10 list including both Canadian or US equities (no CDR’s), again ranked by total return/compounding potential? Thanks.
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Costco Wholesale Corporation (COST $952.36)
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Coca-Cola Company (The) (KO $66.46)
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Progressive Corporation (The) (PGR $242.00)
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Xcel Energy Inc. (XEL $72.17)
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Toronto-Dominion Bank (The) (TD $108.19)
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Bank of Nova Scotia (The) (BNS $89.18)
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Sun Life Financial Inc. (SLF $82.00)
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Dollarama Inc. (DOL $187.40)
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Intact Financial Corporation (IFC $267.24)
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Fortis Inc. (FTS $67.38)
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Alimentation Couche-Tard Inc. (ATD $71.80)
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BMO Low Volatility Canadian Equity ETF (ZLB $54.69)
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Hydro One Limited (H $48.26)
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Caseys General Stores Inc. (CASY $543.71)
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Invesco S&P 500 Low Volatility ETF (SPLV $72.28)
Q: Hi,
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
Could you please recommend 10 (5 US / 5 CAN) high-quality defensive companies with strong balance sheets, low debt levels, and robust cash flows that YOU believe they can weather economic stress, inflation, or stagflation and they relatively hold up their stock prices during such times? If their current stock prices are overvalued, please suggest your recommended entry prices.
Also please recommend ETFs that mainly invest in companies with the above criteria?
Thank you
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Sun Life Financial Inc. (SLF $82.00)
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Intact Financial Corporation (IFC $267.24)
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Sun Life Financial Inc. (SLF $59.46)
Q: Hello,
I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.
Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?
Thanks in advance!
I currently hold a position in IFC and it has performed well. I'm considering increasing my investment, but with the recent pullback in SLF, it’s also presenting an attractive opportunity.
Would you recommend adding to my IFC position, selling my full IFC position to invest in SLF, or maintaining my IFC holdings and initiating a new position in SLF with fresh capital?
Thanks in advance!
Q: P&C insurance sector has shown signs of weakness, over past several weeks, perhaps due to higher catastrophic losses and pressure on auto premiums. Intact Financial stock has also not been immune and has seen its stock decline over 10% from its recent high of $317. Latest earnings release disclosed weakness in commercial lines, in addition to premiums rates in US.
IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.
Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?
The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?
Thank You
IFC has been a long time favorite of 5i and stock has performed well, barring the recent softness.
Question is that after 2-3 years of strong performance by P&C sector, do you believe the present weakness to be simply transitionary or it is indicative of a reversal/change of direction in the industry fortunes. And if it is even partly true or possible, how is IFC positioned to protect its business model and revenue/profitability for shareholders ?
The follow up question is that considering these factors, does IFC continue to still present itself as compelling opportunity for a long term investor, as a core position in the portfolio, ignoring everything else as noise ?
Thank You
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Toronto-Dominion Bank (The) (TD $108.19)
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Bank of Nova Scotia (The) (BNS $89.18)
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Canadian Natural Resources Limited (CNQ $44.89)
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Sun Life Financial Inc. (SLF $82.00)
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Constellation Software Inc. (CSU $4,310.95)
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Intact Financial Corporation (IFC $267.24)
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Fortis Inc. (FTS $67.38)
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Descartes Systems Group Inc. (The) (DSG $140.75)
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Toromont Industries Ltd. (TIH $149.84)
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Hydro One Limited (H $48.26)
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EQB Inc. (EQB $92.04)
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Brookfield Corporation Class A Limited Voting Shares (BN $97.56)
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Brookfield Asset Management Ltd. Class A Limited Voting Shares (BAM $82.55)
Q: What are your top highest conviction stocks right now for compound growth over next five years?
Q: Looking for your thoughts on the earnings and why the 6+% drop. I went through the news release and only issue I see was with UK and US results. Is that enough to move the stock that much in a day? The CEO seemed quite positive on the results and future prospects. Seems to have been trending down over the past month after hitting all time highs. Would you consider this current price a buying opportunity? Thanks for this great service.
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Canadian Pacific Kansas City Limited (CP $104.33)
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Intact Financial Corporation (IFC $267.24)
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Kinross Gold Corporation (K $30.69)
Q: Peter and Team, for these 3 positions, what are your opinions of the earnings vs expectations, and the guidance released today ? In particular the IFC report seemed good though the reaction was negative. Thank you.
Q: Can you explain why CB’s PE is half of IFC? They are in the same business, and the former has better combined ratio. It baffles me.
Thanks,
Liping
Thanks,
Liping
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Alphabet Inc. (GOOG $252.33)
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Intuitive Surgical Inc. (ISRG $435.83)
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Enbridge Inc. (ENB $67.78)
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Constellation Software Inc. (CSU $4,310.95)
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Intact Financial Corporation (IFC $267.24)
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WSP Global Inc. (WSP $285.77)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $209.74)
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Savaria Corporation (SIS $20.75)
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BMO S&P 500 Index ETF (ZSP $100.27)
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Nebius Group N.V. (NBIS $94.12)
Q: My daughter's portfolio consists of the above stocks (CSU, ENB ,IFC, ISRG, SIS, SHOP, WSP, ZSP). She likes to hold good stocks for along time. She Is comfortable with moderate risk and has a long runway for investment. She has money to invest and would like to add stocks which would improve the balance of her portfolio. Could you suggest a few stocks to help her achieve her goal. She is not adverse to owning 1 or 2 higher risk growth stocks. Thank you for your help.
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Constellation Software Inc. (CSU $4,310.95)
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Intact Financial Corporation (IFC $267.24)
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BMO S&P 500 Index ETF (ZSP $100.27)
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iShares Core S&P/TSX Capped Composite Index ETF (XIC $47.17)
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SPDR S&P 500 ETF Trust (SPY $662.26)
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INVESCO QQQ Trust (QQQ $595.32)
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BMO Nasdaq 100 Equity Index ETF (ZNQ $109.20)
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Brookfield Corporation Class A Limited Voting Shares (BN $97.56)
Q: If you were only to buy 3 ETF's and a couple of high convictions stocks. Which 3 ETF's would you pick. No fixed income please.
Q: I hold an Intact bond in my RRIF and received a reorg notice proposing "to remove the right to accelerate future scheduled payments in the event of a default to improve the quality of Intact's senior debt capital." Can you explain what this is and why I am being asked to vote on such a proposal? Thanks