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: I'm thinking of switching out of some or all of the above securities to better balance my portfolio. Do you see the potential for a significant bounce on any as negative sentiment or other conditions improve?

Thanks.
Read Answer Asked by Alan on July 12, 2022
Q: In each of the following 2 groups, please rank the best holdings in order today:

SLF, TSU, BAM, GSY, TRI


WSP, TFII, MG, ATA


Thank you.
Read Answer Asked by Alan on July 10, 2022
Q: Without naming every company - I have full positions in most banks, insurance cos., utilities, pipes, telcos and renewables,

This is where I see some relative safety and the best yields.

With the dip and yields improving are there any names that stick out as very attractive and safe in going a little overweight on?

Read Answer Asked by Dave on July 07, 2022
Q: Hello

I am underweight in tech, overweight in Financials and have a few stocks under 1% in the portfolio. I am low on my US holdings

Thinking of future 5 years.

Sell NVEI, MU and TSU and buy IYW.

Your comments or suggestions most welcome.

Thank you

Mike



Read Answer Asked by Mike on July 05, 2022
Q: Would you recommend holding REIT's or insurance companies such as IFC in a rising rate environment?
Read Answer Asked by Helen on June 21, 2022
Q: It looks to me that some good stocks are being thrownout because of fear if you agree which stocks are good buys,not only technologies but others too.
Read Answer Asked by Nizar on June 09, 2022
Q: I believe that life insurance companies benefit from higher interest rates . When I was much younger a-lot of people and families seemed to carry life insurance policies . But from what I can tell ,young people today could not care less about life insurance . Could I get your out look for these insurance companies in Canada and what could have the best upside , if any due to interest rates continuing to rise. . Thanks.
Read Answer Asked by jim on June 03, 2022
Q: What are a few smaller/aggressive growth-oriented names in Canada and the US that you think have the potential to work out quite well w/ a 5+ year timeframe, and that are not too likely to go out of business in a prolonged recession?
Read Answer Asked by Andrew on May 16, 2022
Q: Hello,

You responded to Derek and his question about TSU and BAM stating “ TSU was a 100% spin off from BAM.A. BAM does not own any shares and there is no formal relationship between the two. Essentially, TSU is too small for BAM and we would not expect something between the two.”

In fact, Partners Value (private investment holdco of BAM) is the majority shareholder of TSU with a weighting of 10%. Also, Q4 2016 Flatt stated that senior management intends to keep all of their shares. Now I’m 2020 they did sell 2.5 mm of shares.
Read Answer Asked by James on April 14, 2022
Q: You mention in your company report that TSU initially had a relationship with BAM. Do they still have some sort of relationship , for instance marketing channels or shareholding’s ? Is there any chance of TSU and BAMR doing something together ?
Thanks. Derek
Read Answer Asked by Derek on April 13, 2022
Q: Hi Peter and Staff

Visa has done well in the period of ownership but has stalled over the last couple of years....."Experts" seem to be divided somewhat on the returns to expect in the future.

In my financial basket V is a larger position than ECN and TSU but lower than BAM.A.

What do you feel about the future expectations of Visa in particular and how would you rank the 4 stocks future returns

Thanks for all you do

Dennis
Read Answer Asked by Dennis on March 30, 2022
Q: I see you like Trisura for 2022. Answering a question on March 17 you acturally included it as one of your top picks for this year. My question is why do you have such confidence in the future of this company. Also, do you see it doing well this year or is it the kind of company that one has to buy and hold for 5 years to see stong advances in its price appreciation. Thanks as always for your opinion.
Read Answer Asked by Les on March 23, 2022
Q: Hello Peter and team,
Would you consider Galaxy Digital in the speculative category? The stock has been surging lately but takes a hit at times; however, their numbers look reasonable. Any idea why Trisura is starting to surge? Is it going along with other insurance companies given rise in rates.
Read Answer Asked by umedali on March 23, 2022
Q: If you had to pick four out of the above names to add to today, which would you choose?
Read Answer Asked by Andrew on March 21, 2022
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!