Investment Q&A

Q: Can you please explain why you prefer JPM and BAC over C? At current prices vs. previous highs, I am tempted more towards C. Thanks.

Q: Can you please provide me your top 6 Canadian financials that you would buy at this time. Please rank:
Thank you

Q: which one would you choose (could be possible more than 1 if must) and why?
thanks

Q: I have held GWO as a reliable dividend stock for several decades and it has never cut its divvy and on several occasions has raised it. At a yield of over 8% is it signalling trouble ahead? How bad and for what reasons would the dividend be cut? 8% is very tempting but lessons learned in the past have taught me that chasing yield is never a good idea. Thanks Ron

Q: I use a big bank trading platform but possess limited skill sets in setting up the stock screeners. We can recognize however, this book value to stock price. (aware of the temporary dividend suspension).
How can I more easily find investments like this one ?

Q: What are the prospects for this bank in light of the collapse in oil prices?

Q: I have most of my wealth in an unregistered account and would like to invest in the safety of Bonds or GIC's but I don't like that they get fully taxed. Are there any ETF's or funds you would suggest that use derivatives or some other wizardy to turn Bond/GIC income into dividends so they are taxed more favorably? All without giving the advantage back through high fees or MER?

Q: while the dividend looks inviting for income ,have i missed something why the co-chairmen would give them selves raises for what seems not much of a performance .

Q: I hold 2 % weighting of this company and am a little nervous about the Covid effect going forward for IGM. I am down 30 % on it. What might be a better company, in any sector going forward to recover the 30 % ?

Q: Regarding Gayle’s question today and reference to BOC backstopping the real estate market by purchasing mortgages,etc.

Question: Would knowing this give you more (i.e. me) more confidence in buying Canadian banks now given their current share prices and more importantly attractive dividends?

Call me a “worrier” but I have held off adding to my already losing positions in BNS and CM thinking that dividends might become vulnerable if mortgage defaults start to increase significantly.

Question: I am retired, income oriented and combing the market for yield. Bonds seem unattractive and preferreds have a number of inherent risks as I think you have pointed out. Or am I perceiving your opinion incorrectly.? Hence my looking at banks again.

Thank you in advance for your help with these decisions.

Q: Since the world is engaged in massive bailouts and handouts, does taking a position in US treasuries become more appealing. I know very little about govt bonds other than they are supposed to be safe and they are uncorrelated to the stock market, but if the US govt (and everyone else) is going to buy huge amounts of their own treasuries, it seems this might be a place to make money, not just store it. Is this thinking flawed?
If i take a position in ztl, is this just a safety play, or can it continue to make big gains? Are there other long bond etfs that i should consider?
Thanks for all your help in demystifying the investing world
t

Q: Hello Peter,
My daughter holds ECN at a 2% weight. I’m considering buying preferred share ECN.PR.A to provide additional dividend income but in this market believe I need additional company info.
From their AIF, ECN appears to manage financial assets for other entities. To what extent do they carry financial risk of losses of those assets? And if they carry little loan risk, what is the prime risk of the company not surviving a prolonged downturn in the economy?

Final question; ECN is in the growth portfolio. If it was not, would you put it in at this time?

Many Thanks!
Robert

Q: CHW has been on my watchlist for a few months. Now that they cut the dividend in half and shared a pretty informative press release, I feel more confident about making a buy. My hold time is 5 - 10 years.
Any new thoughts on this company, post div cut?
Thank you.

Q: Greetings 5i ....I hold RY and BNS in a registered account and I am considering a switch to JPM. Aside from the lower dividend do you think this might be a viable longer term capital appreciation story. Best Regards...Gary

Q: Your preference has been for SLF over MFC - is that still the case. At $17 do you think MFC has a good entry point?

Q: Good morning,

On April 17th you mentioned some U.S. and global names you currently liked. Could you please briefly give your thesis including the risks vs opportunities for Veolia Environment and Lazard.

Thanks in advance

Q: Any comment on the valuation of this company?

Q: Canoe Financial commented about a new product

"We believe, that coupled with our award-winning fixed income teams, it creates a balanced solution that will reward investors regardless of market conditions," concluded Hulston."
Is it really possible for the product they are referring to

"Apr 13, 2020
Canoe Financial Launches New Defensive Global Balanced Solution With Enhanced Risk Management"

to reward investors regardless of market conditions?

Q: ONEX has been a $100 stock within the last 5 years; what will it take to get it back in that neighbourhood?
Interesting that they're deploying capital now with the acquisition of ICS but I think it's fairly small in their portfolio, maybe Westjet sized under 5%?
Also is there a succession plan for Gerry Schwartz? Nigel Wright seems to be still very much in the picture.

Q: any spepcific reason why LB.to is not part of the income portfolio ?