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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: How the above insurance companies rank in comparison to one another for total return?
Read Answer Asked by Mike on March 25, 2024
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?
Read Answer Asked by Don on March 22, 2024
Q: I am considering adding one of the following to my TFSA. Which do you believe has the best long term prospects?
Read Answer Asked by Craig on March 11, 2024
Q: Hi Peter Looking for more growth in a LIF account. Which of EQB, BN or IFC would you choose to replace BNS? Please rank in order . Thanks
Read Answer Asked by Gary on February 28, 2024
Q: Hi, What's your opinion for subscribing to the secondary issue at $227.10 ? I know, IFC is a company liked by 5i ( Bal Portfolio ). Is it a reasonable price to start a position ?
Thanks

"CDPQ announced today that it will sell 2,312,000 common shares ("Common Shares") of Intact Financial Corporation (TSX: IFC) representing approximately 1.3% of the issued and outstanding Common Shares of IFC as of February 26, 2024 (the “Offering”).

The Common Shares are being sold on an underwritten block trade basis at a gross price of $227.10 per share "
Read Answer Asked by rajeev on February 26, 2024
Q: Hello Peter,

The insurance sector has been outperforming this year and I am wondering if it is still time to add to sector weight.
Your preferred choice here is Intact Financial and if I do not increase my sector weight, I will have to replace with selling either SLF or TSU.
What is your opinion?
Regards
Rajiv
Read Answer Asked by Rajiv on February 26, 2024
Q: Hello,

I own IAG and it recently missed earnings expectations by 5% and, as a consequence, the market reaction was brutally punitive. How can you compare IAG's overall financial strength to larger Canadian Insurers, say IFC and MFC, and are there overall reasons to worry apart from the market's bad quarter reaction ?
Read Answer Asked by Adel on February 22, 2024
Q: Hello,
I own some FFH and have been concerned by the Muddy Waters report (it's description in the press as it was too specific and complex for me to read and assess) and am wondering if you think it will affect the performance of FFH in the long run and if it is intrinsic to the manner FFH usually does business, compared to, say to another insurance co such as IFC which is more transparent in it's reporting?
Read Answer Asked by Adel on February 21, 2024
Q: What are your top buys (3) right now if you were investing in a mix of growth, quality, and somewhat reasonable valuation? With your answer/explanation can you include fwd p/e or whatever relevant metrics vs peers?

Also, what's a quality stock or two you'd like to buy but would want to see come down a bit/something you'd be looking to pick up in a broad market selloff?
Read Answer Asked by Max on February 20, 2024
Q: Please rank the above for a long term hold in a TSFA. Some comment on pluses and minuses for each would be welcome. Add any others that you feel are worth considering.
Thanks
Len
Read Answer Asked by Leonard on February 15, 2024
Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?
Read Answer Asked by Steven on February 15, 2024
Q: Making a large spousal RRSP contribution soon and am looking for guidance as to the best 3 or 4 stocks with a tilt toward growth that would compliment this group with a brief explanation as to thier merits and why they compliment the existing holdings. Initially had my sights set on DOL, ATS, CNR and IFC but not sure these would be the right choice to maximize compounding for someone with a very long investment horizon.

Wife’s portfolios currently include: ITOT, IEMG, XEF, AVGO, COST, SBUX, RY, FTS, BCE, ATD, DIR.UN, SHOP, GSY, BN, TOI, ATZ, NVEI
Most Mag 7 are owned in my own accounts with adequate exposure when considering combined portfolios so not looking for any of those.
Read Answer Asked by Matthew on February 02, 2024
Q: Hi I have my RRSP distributed at around 8% or 12% on these stocks, would you change anything , I'm heading to retirement in 7 months from now and like to know if you would recommend any modification. I can sustain drops of 10% , which I handle by doing nothing.
Thank you 5i, you have been good to me!!!
Read Answer Asked by Fernando on January 26, 2024
Q: I recently transferred my employer TFSA account to my trading account, so I now manage my entire TFSA. I have many solid growth names, and have XIU and BNS as a dividend/diversification play.

I am looking for a solid set it and forget it Dividend play to DRIP, and have some share price appreciation for long term.

Would BAM or FTS be your top pick for this type of thing? Can you provide say 7 or 8 of your top picks for dividend growth, business development runway, and a higher dividend? I had considered growing XIU significantly to drip more, since its diversification almost guarantees the set it and forget side of things.

Thanks for all your recent help! I'm definitely ripping through some credits this month. ;)
Read Answer Asked by James on January 24, 2024
Q: I've owned SLF for a number of years. I'm considering the switch to IFC as done in the balanced portfolio. I get a DRIP from SLF each quarter. With the amount of money i have invested i would not get a DRIP from IFC. How much weight would you put on this to favour staying with SLF?
Read Answer Asked by Matthew on January 18, 2024
Q: Since noting the increase in the holding of IFC in the 5i BEPORT I have compared it to my holding in DFY to see if I should switch, but what I see is that IFC trades for a much higher PE and that performance since Nov 2021 has been only 27% vs 73% for DFY.

I understand that IFC is the industry leader, much bigger market cap, higher dividend etc but what is the real attraction here or is it that DFY is too small for the BEPORT?
Read Answer Asked by Jeff on January 08, 2024
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