Investment Q&A

Q: Which one for growth emphasis TFSA and why ?
Would you buy now ?
Thanks. Derek

Q: Do you consider these stocks as Buys at current prices? Which has better appreciation potential? Which is higher risk? Thanks

Q: Hello all at 5i: What are your thoughts on Definity's purchase of Travellers? Also who is your preferred company in Insurance? Many thanks as always. Barbara

Q: Hi 5i, thoughts on their purchase today? Thx.

Q: Peter; After the recent earnings it seems DFY has stalled its raped upwards move. Could you comment on their earnings. Thanks.
Rod

Q: Thinking of starting a position in P&C insurers. Would DFY be a good choice for growth? How has DFY performed since demutualization? Intact is certainly growing great but is it expensive? I already own MFC & SLF would adding a P&C be too concentrated?
Thanks

Q: Hello,
What is your view on A W for long term investment as well as Definity Financial? Thanks very much

Q: We've been reading of lots of deregulation coming in the U.S generally, but especially in the financial sector. Pundits have taken to saying 'animal spirits will be unleashed'. Additionally, I wonder if orange imperialism will tend to trickle down to C suites. Can you suggest a Canadian name or two in relevant sectors that might be more likely to be taken out?
(With the proviso that their debt levels be on the low side for sector average.)
Deduct as you see fit.
Thank You,
Tim

Q: Are the California wildfire losses expected to have any impact on Canadian insurers, possibly as reinsurance partners?

Q: Hi 5i Team,

I have held DFY for awhile and have doubled my investment. Experience has taught me to take some money off the table when one of my stocks has reached this point. I'm thinking about selling 1/3 of the position and reinvesting the rest in 2 or 3 of the following stocks:

I have partial positions in BCE, EIF, NWC, WCN and X
I have full positions in T and TD and open to averaging down

My questions are:

1) Would you trim a position in DFY given current market conditions?

2) How do you currently rank the 7 other stocks listed

3) Would you add to existing positions in T and/or TD given their current outlooks or look elsewhere?

These are a held in a TFSA and are planned to be 15-20 year holds

Thanks for the Great Service and Happy New Year!

Colin

Q: Chasing dividends. Could you please rank these in order of strength and sustainability.

Q: I am looking at the insurance industry for my next purchase in a non registered account , mainly consisting of banks, utilities, telecoms, REITS.

Which of these three offer the best growth potential over the next 5 years and why ? I can handle moderate risk. Which offers the best entry price ? Are there other CDN listed insurance companies I should consider ?
Thanks. Derek.

Q: Hi 5i, tiss the season, pls opine on quarter results, forward guidance, and any revisions to consensus FY24 and F25. Thx.

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?

Q: Hi 5i, the last question on Definity, back in Feb, asked about the possibility of DFY being acquired. Since then Swiss Re has taken an almost 10% position. What are your views on this stock going forward. Thx.

Q: Hello, could you please provide your insights on Definity Financial's earnings results? Do you consider it a viable long-term investment? Additionally, if the stock were to be sold in the future, do you have any predictions on potential buyers? Thank you.

Q: What can you tell me about this company. I have a small TSFA and am looking for some reasonable growth. also do you think hps-a is getting a little to high to buy right now? Thankyou Larry

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?

Q: Can I get your thoughts on this company

Q: Peter; Could you update your thoughts on DFY after their blowout quarter- do those earnings make it an even more appealing takeover candidate ? Thanks.
Rod