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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: In your view, what impact will the Liberal/NDP cash grab on the Canadian Banks have on their stock prices. Each of them are expanding outside Canada....does this help mitigate any new tax? Is there one Bank that is better able to handle things and more favored now as a result? Would you just begin exiting the Banks? Thank you for your insight.
Read Answer Asked by Curtis on March 22, 2022
Q: I am looking to possibly add to GSY. I am comparing to TD and BNS in the following order: GSY,TD,BNS with PB Ratio: 2.9, 1.9, 1.7; PE Ratio: 8.8, 12.7, 11.6; DIV(%): 2.6, 3.5, 4.3. Would you think the disparity in the PE Ratio may continue with GSY? It looks like a buy for growth but (as usual) I am probably missing something. I currently have both TD and GSY. Thoughts please. Thanks Dan.
Read Answer Asked by Danny-boy on March 22, 2022
Q: Hi Everyone! What do you think of Warren Buffett’s pending purchase of Alleghany? It is my impression that a certain portion will be held in the Berkshire B fund which I already own. Would it be worthwhile to purchase a few shares of Alleghany separately?? Cheers, Tamara
Read Answer Asked by Tamara on March 22, 2022
Q: I understand that JPM is processing Russian bond interest payments. Please explain JPM’s role. Are they supporting the Russian economy by doing this? I am considering selling my small position in JPM. Does this make sense or is it simply naive? Thanks as always
Read Answer Asked by Frank on March 17, 2022
Q: Hi!

In The Globe recently:
"On March 4, chair of the board of directors Bill Holland bought 50,000 shares at a price per share of $20.20 for an account in which he has indirect ownership (WH Corp.), increasing this particular account’s position to 1,325,000 shares. The cost of this purchase exceeded $1-million.

Last month, we reported that Mr. Holland invested over $4.4-million in shares of CI with the purchase of 200,000 shares between Feb. 3 and Feb. 23.

Mr. Holland is CI’s former chief executive officer.

The company pays its shareholders a quarterly dividend of 18 cents per share or 72 cents per share yearly, equating to a current annualized yield of approximately 3.7 per cent."


What would you value CI right now on a per share basis?
Given the present investing environment would full position be a good idea?
Is management trustworthy and effective?
Is the insider buying significant enough to copycat?

Thank you as always!

Read Answer Asked by D on March 17, 2022
Q: What is your opinion of the value of asset managers as an investment in the current market? Which asset managers are the best priced with the most lucrative/sustainable dividend? Thanks!
Read Answer Asked by David on March 16, 2022
Q: Watching these two companies putting in new 52 week lows today. I know that the financial sector is out of favour but when I consider the growth rate of these two names I am wanting to purchase them. AFRM just stated it will exceed 3rd quarter and y/e outlooks. Could you give update and thoughts on these. Relative to growth are they expensive?
Read Answer Asked by Harry on March 15, 2022
Q: Ah Paypal, by far the worst holding in my portfolio that ive held on to far too long despite a significant capital loss. I was initially intrigued by the practical application of the technology, its solid profitability and what i was sold as a good growth story with good room for revenue/profit expansion. Is it fair to say that these is totally broken? I would be very grateful for any insights you have into the current state of this company and whether you think its time to move on even though its held in a registered account.
Read Answer Asked by Patrick on March 14, 2022
Q: Good morning,

As some of my rate reset preferreds are being recalled, I have been looking for replacements with more term. One that looks attractive is MFC.PR.Q. It pays a dividend of 4.7% until June 2023. The price has dropped from $25 to under $24 in the last 5 days increasing the yield to almost 5%. I have noticed that preferreds have been volatile lately. Is there anything wrong with this one?
Read Answer Asked by Ken on March 10, 2022
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