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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: hello
What are your thoughts on MIC's these days? For income of course.
Could you please rank them in order of "distribution" safety?
Thanks
Read Answer Asked by Carlo on September 29, 2020
Q: My daughter is selling BNS for a tax loss. For a replacement would you favor a US bank like JPM at this time or another Canadian bank like TD or RY? Her other financials are BAM and GSY.
Read Answer Asked by Paul on September 28, 2020
Q: Hi 5i:
The quote about Latin America below is from today's Washington Post. Given that dire analysis, can you advise how you think the situation in Latin America will affect BNS's overall business, its share price and ability to cover its dividend for the foreseeable future.
"In Latin America, the economic disaster may be just as acute, if not more so [than in other hard hit places such as India]. Leading U.N. officials warn of a “lost decade” in the region, with spiking poverty and entrenched recessions. The ILO [International Labor Organization] pointed to a “stimulus gap” between rich and poorer countries. “Just as we need to redouble our efforts to beat the virus, so we need to act urgently and at scale to overcome its economic, social and employment impacts,” Guy Ryder, the ILO secretary general, said in a statement. “That includes sustaining support for jobs, businesses and incomes.”
Thanks,
Peter
Read Answer Asked by Peter on September 28, 2020
Q: With the devastation of the fires on the west coast with extreme property loss
do you think insurance companies are stretched??

tia pat
Read Answer Asked by Pat on September 17, 2020
Q: Howdy - Why didn't Warren buy some Stanley instead of Bank of America? Too small? So for exposure to US financials in the form of a sorta bank isn't MS better positioned than most with no loan default concerns and great exposure to wealth management (high net worth concentration?) Decent divi too. Why no 5i love for MS - is it the symbol of the stock matching what most associate with something horrible? Bothers me. Fondly, Ken
Read Answer Asked by Ken on September 14, 2020
Q: Hello,
I have been holding Laurentien Bank for a few years thinking it was 'cheap' as it was trading below book value. It's done terribly should I hold/sell any recommendations on an alternative holding for the long term.
Read Answer Asked by sundeep on September 14, 2020
Q: Both NAVI and COOP look oddly undervalued even after one factors in known problems in their business models. NAVI pays a good dividend (too good?). COOP pays none. Is NAVI’s dividend well covered? COOP appears to trade at below book or is that incorrect? What do you calculate are the PEG ratios for each of theses companies? Financial sites give differing ratios.
What do you see as vulnerabilities that are perhaps not discernible to a non-finance professional? Interest rates are likely to remain low for several years; it appears the US economy will continue to be bolstered by at least some stimulus, however modest, through to at least end of year 2021. Would either company be a probable target by a new US Admin? I would be thankful for your looking under the hood. I am concerned there might be dangers of the type that are sometimes skipped even by premium finance sites.
Would you buy either company, and if yes, your preference (if any?)
Read Answer Asked by Adam on September 03, 2020
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