Investment Q&A

Q: I have a full position in Tourmaline, and have held it for a few years. I am concerned about it's falling stock price. Is there a compelling reason for this, and should I lighten up on the stock?

Q: Do you have a preference between TSU and IFC, and if so what are some of the reasons?

Q: MFC: bought small position earlier this year at a good price (2500 shs) so up a fair bit. I also hold SLF (long time) which has been a stellar performer.
MFC announced a deal of some kind to-day which, quite frankly, I do not understand.
Why has this stock been such a poor performer vs SLF and is there any hope for it going forward?
Thank you ... J

Q: Interested i allocating some fuds to AI. What wou;d you recommend, stocks and or EFT
Guy R

Q: "Global Atlantic Announces $10 Billion Block Reinsurance Agreement with Manulife Across Both US and Japan Business" - Please explain the significance of this for MFC share price outlook. Thank you.

Q: Been tracking projected incomes for the above in my TDAM account. In the past week the amounts have disappeared. Does it mean no dividend will be paid this year?

Q: Further to Terry’s question today about celh, can you please comment on what makes this name a stand out? Financials seem to show “popping” earnings growth so I get that as one thing to like. Do you have any concerns that tastes for a drink can change quickly (I want to say fizzle out…I will have to try the drink. Thanks.

Q: Can you please recommend a few ETFs like ZLU that are traded in Canadian funds that exclude the magnificent seven. I will appreciate it if you can provide a list for both hedged and unhedged ETSs.
Thank you

Q: Can you comment on what happened to GIL today and the reason for the big drop in price?

Q: Hi 5i
Assuming Panama FM referendum passes on Dec 17 where do you see company and share price going from here?....what would you expect the fair share price to be, currently at $9.90? Is there any value at all to capture here? Does the company go bankrupt?

Thx
jim

Q: Regarding Umedali's question om investing in India,this fund has outperformed both INDA and INDY!!Your opinion on it please!!!

Q: Hi, Further to the Tax-Loss selling question on BCE, the Ex-Dividend Date is Dec 14th. While selling/booking the capital loss, would it make more sense to sell between Dec 14 to Dec 27, so not to lose 97 Cents dividend, and then buy back after 30 days ? Generally, my experience is that, on the Ex-Dividend date, the stock price drops, but recovers to previous levels, within a few days. Thank You

Q: I'm trying to understand why HURA has outperformed URA by almost 20% this year. Holdings like Cameco and the Sprott Physical Uranium Trust Fund that have moved alot seem to have relatively similar weightings in both funds. NAK Kazatomprom AO - GDR hasn't had as strong returns YTD and is actually overweighted in HURA vs. URA. I don't think the USD-CAD has had any major impacts on the returns this year. What am I missing?

Also I think Cameco has had exceptional returns in 2023 far outpacing the ETF, do you think the others will catch up over time?

Q: Just revisited U Tax Loss Selling Screener & reportedly bulk selling done by 3rd week of Nov.Please provide some beaten up stocks with good growth(ex those in U above Screener) for Buy the next l & 2 weeks..Are the following stocks in my portfolio buyable: EIF ,GGD,AW.un, TVE,WCP. Txs for U usual great services & views

Q: Any thoughts on BXP? Seems like a good entry point ish. Thankyou

Q: Hi, Regarding your recent addition of Intac Financial to Balanced Portfolio, could you please elaborate more on the rationale for this selection, as this company has not been discussed much on this forum. Property and Casualty Insurance has been talked about a lot by Portfolio Managers lately and in their opinion, projected to be the fastest growing sector in Insurance business. So, it should be a timely addition to the 5i portfolio!!

Who are Intac's main competitors and how does IFC compare with them in terms of market share, growth trajectory and valuation ? What are the major components of IFC's business and their geographical presence ? What's your take on company's recent decision for selling their UK Personal Line of business to Admiral, as, looks like, the news caused some concern among investors resulting a bit of selling in the stock, over past 2 days. (BTW, we started a 1.5% position, on Friday. Thanks for the alert !! )

Q: I have a position in Maple Leaf Foods which has been going nowhere. Would you add to the position or sell it and purchase another food stock? If so, which would you buy for stability and some income? Thank you for your guidance.

Q: Hi,
Some months ago I had asked about non correlated assets and you mentioned Private Equity as an option and chose these stocks. (Also your perennial favourite BN!) I have half a position in BN and plan to add more soon.

Among the 3 (BX/KKR,BLK) which two are your favourite and why? Or you can rank order them from the best to your least favorite.

Q: Can you provide an updated current view of FICO

Q: Dear Peter et al:

This is more of big picture and history based question even though I am old enough know that the past performance doesn't mean anything going forward!

Has there been a period when Small cap growth or value stocks outperformed the Large caps growth/value during deflation/stagflation, recession with with a capital R or a lower case r, or even in a nominal sideways market? Do you see such a scenario evolving in 2024/2025? If so what are the ETFs that one could employ to benefit from such a scenario? Lightening up the large caps and switching to small caps for a year or two , is this a good strategy going forward?
I have included some of the ETFs that you are fond of from your Q&A. However feel free to add or delete!

Many thanks.
Mano