Q: Going forward with a 3 year hold, please rank with the best combination of growth and volatility ie I prefer the stock with a steady climb to the right vs a roller coaster ride to achieve the growth. Thank you
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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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Intact Financial Corporation (IFC)
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Trisura Group Ltd. (TSU)
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Arch Capital Group Ltd. (ACGL)
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Kinsale Capital Group Inc. (KNSL)
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RLI Corp. (DE) (RLI)
Q: With Buffet's recent disclosure of a large position in CHUBB and increasing natural disasters like forest fires in Canada etc would you reccomend having an allocation in the insurance sector? If so any names that standout?
Thanks, Lesley
Thanks, Lesley
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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FirstService Corporation (FSV)
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TFI International Inc. (TFII)
Q: Some time back, based on your recommendations ( thank you ) I added BN and GSY to my cash portfolio which is loaded up with banks, utilities , telecom etc, to include more growth oriented high quality stocks and am now able to add one of these four. Would you please give me a quick analysis of each detailing strengths/weaknesses financially , operationally,
sector wise. In what order would you buy ?
Thanks Derek
sector wise. In what order would you buy ?
Thanks Derek
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Goldman Sachs Group Inc. (The) (GS)
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Royal Bank of Canada (RY)
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Canadian Imperial Bank Of Commerce (CM)
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Intact Financial Corporation (IFC)
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EQB Inc. (EQB)
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Propel Holdings Inc. (PRL)
Q: Hi, We own RY/CM/GS- 12% , IFC - 2.75% and PRL -1% among Financials. In addition, we bought EQB - 1% position at $85, based on strong analyst commentary, a month ago. We need some cash to raise and were wondering if it is necessary to own EQB or with about 15% weight through above holdings, we can let the EQB go.
Thank You
Thank You
Q: Good Morning,
Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?
Thanks.
Brad
Knowing that you like both Intact and Sunlife, can you please give me your opinion on which insurance company might provide a better total return over the next 5 years? Sunlife is much cheaper and has a good dividend, but if interest rates drop (in Canada at least), how might this impact both businesses?
Thanks.
Brad
Q: Comment on their results last night?
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: For new TFSA money this year can you please recommend you're top 5 picks in the Balanced growth/income portfolio?
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Toronto-Dominion Bank (The) (TD)
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Intact Financial Corporation (IFC)
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goeasy Ltd. (GSY)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: I currently only own TD bank and would like to add another 1-2 stocks to the financial sector? What are your top picks for this. It is for a RRSP with at least 20 years before retirement.
Thanks
Thanks
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Toronto-Dominion Bank (The) (TD)
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Enbridge Inc. (ENB)
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Intact Financial Corporation (IFC)
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Hydro One Limited (H)
Q: Hi 5i,
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
I am slowly converting my TSFA to income. A model holding for me is BNS-T (Bank of Nova Scotia). A +6% dividend and good growth potential. Thank you 5i for the recommendation. Can you. recommend, "as of the prices today" 3-4 more companies that you would add. I do have access to your income portfolio of course, but I am seeking good entry positions for your current "fav's". Thank you.
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Constellation Software Inc. (CSU)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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Agnico Eagle Mines Limited (AEM)
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Alimentation Couche-Tard Inc. (ATD)
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Balanced Equity Portfolio (BEPORT)
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Brookfield Corporation Class A Limited Voting Shares (BN)
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Lumine Group Inc. (LMN)
Q: Weightings and portfolio considerations aside, what BE stocks would you be most inclined to add to today? Thanks!
Q: Are you still endorsing a switch from SLF to IFC in the balanced portfolio?
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Adobe Inc. (ADBE)
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Alphabet Inc. (GOOG)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Booking Holdings Inc. (BKNG)
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Tractor Supply Company (TSCO)
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UnitedHealth Group Incorporated (DE) (UNH)
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Visa Inc. (V)
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Toronto-Dominion Bank (The) (TD)
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Bank of Nova Scotia (The) (BNS)
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Constellation Software Inc. (CSU)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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TMX Group Limited (X)
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Thomson Reuters Corporation (TRI)
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Alimentation Couche-Tard Inc. (ATD)
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Hydro One Limited (H)
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Old Dominion Freight Line Inc. (ODFL)
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Berkshire Hathaway Inc. (BRK.B)
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Brookfield Corporation Class A Limited Voting Shares (BN)
Q: What would be your top 10 “sleep at night” stocks for US and Canada?
Thanks
Thanks
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NVIDIA Corporation (NVDA)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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goeasy Ltd. (GSY)
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Vitalhub Corp. (VHI)
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WELL Health Technologies Corp. (WELL)
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Super Micro Computer Inc. (SMCI)
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Vertiv Holdings LLC Class A (VRT)
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Propel Holdings Inc. (PRL)
Q: Hi,
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
I have been currently holding these for awhile and have done well on them, other than maybe WELL, which has been lagging a bit lately. Here are my allocations: WELL (1.7%), SLF (2%), GSY (3.5%) and NVDA (3.8%).
Recently in the last few months, I trimmed some NVDA and bought some VRT (1%) and SMCI (1%). For a growth investor, how would you rank these 3 stocks going forward? Would you continue to trim and buy these smaller cap higher growth names. With the run that they've had, I've been a little more cautious of a slowdown.
Also with these other names I'm holding, I'm contemplating trimming or completely switching to higher growth and better quality names with better runway for growth. What are your thoughts? Trim, add or switch? For example, does it make sense to trim a 3.0% position into two names that are only 1.5%? I'm against diworsification. Thank you!
1. WELL to VHI
2. SLF to IFC
3. GSY to PRL
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CGI Inc. Class A Subordinate Voting Shares (GIB.A)
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Dollarama Inc. (DOL)
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Intact Financial Corporation (IFC)
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Restaurant Brands International Inc. (QSR)
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Stantec Inc. (STN)
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Celestica Inc. (CLS)
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Toromont Industries Ltd. (TIH)
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BRP Inc. Subordinate Voting Shares (DOO)
Q: Have some cash available to add to one or 2 of the following: CLS, DOL, DOO, GIB.A, IFC, QSR, STN, TIH. For a purchase at the current price, please rank from 1 through 8, for total return over the next 3 - 5 years. I believe you are pretty positive about each of these companies. No concerns about sector allocation.
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Intact Financial Corporation (IFC)
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Power Corporation of Canada Subordinate Voting Shares (POW)
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Trisura Group Ltd. (TSU)
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Definity Financial Corporation (DFY)
Q: Am considering taking a position in one of these companies that I believe are in similar type businesses. How would you rank them and why? And would you be a buyer now or prefer to wait based on recent earnings and current stock momentum?
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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WSP Global Inc. (WSP)
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TMX Group Limited (X)
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Leon's Furniture Limited (LNF)
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Hydro One Limited (H)
Q: Thank you for your answer to my earlier question. I just want to clarify. I had asked for current dividend growth ideas for a long term hold. In your answer you mentioned “high dividend”…same suggestions or a little different? Thanks again!
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Sun Life Financial Inc. (SLF)
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Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH)
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Intact Financial Corporation (IFC)
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goeasy Ltd. (GSY)
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Olympia Financial Group Inc. (OLY)
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Propel Holdings Inc. (PRL)
Q: In an earlier response to Olympia Financial Group regarding a 1% interest rate increase/decrease having a 33% increase/decrease on the companies annual earnings you said:
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.
If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?
"this sensitivity to interest rates is common for financial companies that earn interest on a large investment holding (such as brokers, insurance) "
Please name 5 Canadian companies more sensitive to interest rates (on earnings) then Olympia Financial Group? I want to track a basket of these stocks.
If you expected rates to be revert to 3-4% for the next 10 years is Olympia still a good investment at these levels today?
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Manulife Financial Corporation (MFC)
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Great-West Lifeco Inc. (GWO)
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Sun Life Financial Inc. (SLF)
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Intact Financial Corporation (IFC)
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Arch Capital Group Ltd. (ACGL)
Q: How the above insurance companies rank in comparison to one another for total return?
Q: What are some of the negative outlooks of GWO? Is it worth investing in as of today and if so is it primarily for the dividend or growth? And how come lots of analysts are reiterating a hold? What insurance company would you recommend over GWO?
Q: Which one would you prefer? Are they tied? Thanx.