skip to content
  1. Home
  2. >
  3. Investment Q&A
You can view 3 more answers this month. Sign up for a free trial for unlimited access.

Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Good morning Peter,would you please list these 4 stocks in preference order .Thank you !
Read Answer Asked by Sunny on November 17, 2016
Q: Good morning,

I own GWO and IFC for an aggregate position of about 3.5% in my portfolio. What do you recommend as a guideline allocation for "insurance" in one's portfolio?
If I'm low at 3.5%, would you recommend I add to my existing holdings or initiate a position in Sun Life?

Thank you,
Robert
Read Answer Asked by Robert on July 08, 2016
Q: I am surprised that the Intact share price has been going up, despite the (presumably) large claims it will have to pay due to the Alberta fires. In fact, it is now at the same level as it was before the fire broke out.

Any idea as to why the fire does not seem to have had any significant effect on the (current) share price? Thanks!
Read Answer Asked by Gregory on May 31, 2016
Q: What kind of long term dividend growth would you expect from this company? Can they keep up the historic 8% annually for the next ten years or is this asking too much. Their company presentation claims that they have a naturally higher ROE than other insurers. They do not seem to be aggressive investing their float like Fairfax is. Thanks.
Read Answer Asked by Michael on April 25, 2016
Q: "We’re increasingly of the view that quarterly earnings are mostly noise,” she (Eileen Mercier, director at IFC) said. “I tend to think of the income statement in most industries as a work of fiction. It has become so complicated that most people can’t understand them or read them anyway.”

If we de-emphasize the importance of the quarterly report, in part because it is unaudited and therefore open to manipulation, should we therefore pay far more attention to the audited annual report, especially the MD&A section?

I know that 5i looks at the quarterly numbers partly because so many questions come from subscribers on assessing reported and expected numbers. What I'm curious about in the 5i process is what percentage of the company research process is put into analyzing the annual reports of say the last 5 years of an average company?

The whole article on quarterly reporting is here: http://business.financialpost.com/legal-post/the-case-for-ditching-the-quarterly-financial-report-mostly-noise
Read Answer Asked by Jeff on June 15, 2015
Q: Intact Financial informs they are experimenting with investments abroad. They advised they invested $20 million in a broker in Brazil. Is there somewhere in their financial statement that would reveal who the broker is and what percentage of it they now own and if this may be Life Insurance or perhaps Non Standard property/auto?
Read Answer Asked by Phil on July 31, 2014
Q: Hello Team,
We would like to ask a question about capital losses. In order to off set gains this year we need to sell a portion of our holdings. The options are either H&R REIT or Intact financial. In your opinion which holding will likely do better in 2014? We could perhaps sell a portion of each. What is your opinion please?
Have a great time in Europe. thanks
Read Answer Asked by john on October 04, 2013
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!