Investment Q&A

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hello Peter,
I thought with interest rates heading lower, insurance companies do not do as well. However, both sunlife and manulife seem to be slowly creeping up. Any ideas why ? Thanks again for the great service.

Upvote 0

Read Answer Asked by umedali on November 07, 2019

• Home Capital Group Inc. (HCG)
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG
• EQB Inc. (EQB)
  • View EQB Profile
  • View Questions on EQB
  • View Reports on EQB

Q: Hi, Equitable Group has been on a tear and Home Capital is close. Today's results were excellent and EQB has committed to increasing dividends 20-25% every year for next 5 years. Stabilizing housing/mortgage market and improving sentiment has been the primary reason helping this meteoric rise.
What is your opinion on this sector and would you support starting a position in either of these companies for a 5 year hold. If so, which one would you prefer, in terms of Valuation, ROC and Growth prospects? Thanks

Upvote 0

Read Answer Asked by rajeev on November 07, 2019

• Morneau Shepell Inc. (MSI)
  • View MSI Profile
  • View Questions on MSI

Q: Hi, please comment on earnings. Thanks

Upvote 0

Read Answer Asked by rajeev on November 06, 2019

• Urbana Corporation (URB)
  • View URB Profile
  • View Questions on URB

Q: Any good or bad thoughts on this one?
I have held it for many years.
Currently down
Thanks

Upvote 0

Read Answer Asked by Ron on November 05, 2019

• IGM Financial Inc. (IGM)
  • View IGM Profile
  • View Questions on IGM
• CCL Industries Inc. Unlimited Class B Non-Voting Shares (CCL.B)
  • View CCL.B Profile
  • View Questions on CCL.B
  • View Reports on CCL.B
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: Why CCL.B keeps going down? Does the future of this company look bleak?
Why IGM has gone to the top, while FSZ is still sitting at the bottom although both are in the same industry?

Upvote 0

Read Answer Asked by Dev on November 05, 2019

• VersaBank (VBNK)
  • View VBNK Profile
  • View Questions on VBNK

Q: Versa Bank just announced an increase dividend. I find it odd it is not coinciding with quarterly results. Is this normal and should I read anything into this.
Thanks John

Upvote 0

Read Answer Asked by John on November 04, 2019

• Clairvest Group Inc. (CVG)
  • View CVG Profile
  • View Questions on CVG

Q: It appears to be a stock that may be rather under-valued and have some good upside potential. Wondering what your opinion on this stock might be.

Upvote 0

Read Answer Asked by Colleen on November 04, 2019

• IGM Financial Inc. (IGM)
  • View IGM Profile
  • View Questions on IGM

Q: What is causing the pop in IGM today? Thanks!

Upvote 0

Read Answer Asked by Chris on November 04, 2019

• Genworth MI Canada Inc. (MIC)
  • View MIC Profile
  • View Questions on MIC

Q: Hello,

I would value your assessment of MIC's recent earnings announcement as well as your commentary on what their indication that they are going to: "to actively pursue strategic alternatives including a sale of the Company or its operating businesses as a means of unlocking value for shareholders." might mean for those of us who hold this investment?

The market's initial reaction was extremely positive but having been down the "strategic alternatives" path previously with Calidus Capital, to a disastrous conclusion, makes me personally rather circumspect. Thank you!

Upvote 0

Read Answer Asked by Richard on November 04, 2019

• Bank of America Corporation (BAC)
  • View BAC Profile
  • View Questions on BAC
• Citigroup Inc. (C)
  • View C Profile
  • View Questions on C

Q: Why are U.S. banks moving so much higher with interest rates and their spread so low? Do investors believe they are at a bottom? Have JP Morgan and that has performed beautifully. What do you think between Citicorp and Bank of America?

Upvote 0

Read Answer Asked by Patrick on November 04, 2019

• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: With the social unrest in many South American countries, do you expect BNS to be adversely impacted in view of its significant presence in the region? If so, would you suggest switching to a different bank such as TD? Thank you for your insights.

Upvote 0

Read Answer Asked by jacques on November 04, 2019

• Synchrony Financial (SYF)
  • View SYF Profile
  • View Questions on SYF

Q: What is you opinion on this stock as an alternative to VISA or Mastercard.

Upvote 0

Read Answer Asked by RALPH on October 31, 2019

• TransAlta Corporation (TA)
  • View TA Profile
  • View Questions on TA

Q: Hi, to what extent does BEP’s investment in TA make the dividend on TA preferred shares more secure?

Upvote 0

Read Answer Asked by Gary on October 30, 2019

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC

Q: Goodmorning
I own the following preferred share MFC.PR.M which matures on Dec 19 2019
I have not received any information on how to proceed to either retain the current shares or move to the new series can you advise me as how to proceed to obtain further information?
THks
Marce

Upvote 0

Read Answer Asked by Marcel on October 29, 2019

• JPMorgan Chase & Co. (JPM)
  • View JPM Profile
  • View Questions on JPM
• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY

Q: For a long term hold, which investment do you feel will generate a better return, JPM or RY?

Thanks for your opinion.
A lot!!!

Upvote 0

Read Answer Asked by Joel on October 29, 2019

• Pathward Financial Inc. (CASH)
  • View CASH Profile
  • View Questions on CASH

Q: Do you have any experience with this company, wondering if you could provide a comment

Upvote 0

Read Answer Asked by David on October 28, 2019

• Intact Financial Corporation (IFC)
  • View IFC Profile
  • View Questions on IFC
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Hi Team, In our total household portfolio, in the financial sector we hold, BAM.A, TD, V, RY, SLF. Looking at adding another financial to balance out our sectors. Which has a better growth profile between GoEasy and Intact Financial, which would you recommend of the 2. Would there be another name you would prefer? I Thank-you in advance. Sam

Upvote 0

Read Answer Asked by sam on October 28, 2019

• TMX Group Limited (X)
  • View X Profile
  • View Questions on X
  • View Reports on X
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: Hello Peter and Staff
Please in some detail help me decide if ECN already owned should be replaced with TMX for total returns over a long term hold
Thanks for all you do
Dennis

Upvote 0

Read Answer Asked by Dennis on October 28, 2019

• Wall Financial Corporation (WFC)
  • View WFC Profile
  • View Questions on WFC

Q: Has your opinion/outlook of this company changed since June?

Upvote 0

Read Answer Asked by steve on October 28, 2019

• iShares Diversified Monthly Income ETF (XTR)
  • View XTR Profile
  • View Questions on XTR

Q: You recently responded to a question on ZWC, and suggested that you also liked XTR for income.

What specifically do you like about XTR, and what happened to the share price in 2016 ?

Upvote 0

Read Answer Asked by Peter on October 28, 2019