Investment Q&A

Q: Hello Peter and Team,

Like most others, I'm licking my wounds tonight and strategizing how I might eventually make back some of the ground I've lost today. Thank you for the updated report and shopping list suggestions provided.
As well, I was thinking that there may be some good recovery opportunities within electronic transaction companies. I realize that interest rates, volume of transactions, etc., are some of the factors that will affect valuations, but the corona virus could be a boost for these companies if more of the world's consumers (especially in developing countries) move to a cashless society. I read that China is burning or disinfecting a lot of their paper money to help curb infection spread. Do you agree with this thesis, and if so, could you suggest a list of companies that could benefit? Could there also be boost to bitcoin adoption? Thanks.

Brad

Q: What would be the top 3 Canadian banks have the best/quickest rebound potential ? thanks

Q: Hi Team,

What are you thoughts about Financial data and stock exchanges stocks. They are holding up quite well and will have less impact from the interest rate cuts and financial meltdowns. Which one would you recommend from the 4 companies listed at current valuation.

Thanks

Q: Good morning,

Can you quickly remind me how low (or declining) interest rates effect these companies? I'm curious if they, generally speaking, are positively or negatively impacted. I feel like they all benefit (money is cheaper for them to borrow for acquisitions - BAM, or loans - GSY), but I'm not too sure, especially with ECN.

Thx,

Q: Good day Just wondering if u still have a positive outlook for BNS. I have a full position, This one has been lagging for a while. I was thinking of moving on to JPM. Your thoughts.

Q: With the current situation, what Canadian banks do you recommend that has the least exposure to energy sector?Secondly is Bank of America a good buy right now?
Thank you.

Q: NA down a lot in last several days: concerns about oil and exposure to O & G companies like last time? Beat Q EPS.

Q: In a taxable account I have TD and BNS each with $2500 losses should I sell for the capital loss and buy Royal bank. I have capital gains I can write off then

Q: Morning guys:
With the recent dip and people in panic mode , would it be time to step into this quality name now ?
Thx
Mark

Q: David Baskin said the big canadian banks have not reduced their dividends since 1964
would you say the dividend is safe on ZWB and is it a good time to buy.

Tom

Q: Why is Fairfax so weak ? Is it their insurance and/or capital markets exposure ? It had a good last 1/4. Buy/hold/sell ? Thanks.

Q: All the banks are being hit today, but BMO seems to be getting hit the hardest. Is there a reason for this? I'm thinking of entering a half position looking at a 3-5 year timeline. What are your thoughts?
thanks,
Paul

Q: Was thinking of buying GSY in TFSA now that it has dropped to the 53$ mark. My only real concern is that we go into a recession and loan losses increase. Seems that their loans go towards higher risk borrowers and with possible job losses / lay-offs during a recession the ability to repay these loans decreases. Am I thinking correctly?

Q: I had been thinking abut buying JPM. How will the current market affect JPM and do you consider it a buy? At what price would you be interested?
ThanksJudy

Q: Would POW be regarded as a safe plact to park some cash and collect a reliable dividend ? Joe

Q: Which one of these companies would you rather own and why. Thank you

Q: I was surprised at your answer about EQB. The stock has provided 500% return over last 10 years (before the recent decline). The reasons for not meeting expectations were explained adequately, Is this decline not a great buying opportunity for more than income (after things have settled down)?

Q: MFC was trading yesterday below book value and is down about 5% today. I would appreciate you comments on MFC.
Thank you

Q: I currently own BNS, BAM and GSY in my Canadian equity portfolio for a total weight in the financial space of about 12%. I am wondering if you would currently favour a switch to SLF from BNS, especially if I could crystallize a taxable loss?

Also a comment about the questions on market timing that you have recently received. If you are reacting to volatile markets it may simply be that you are not as risk tolerant as you believe!

Q: Thoughts on the CN banks? Low rate environment; Cdn economy hampered economically due to low oil and lacklustre mtg/productivity . How does this factor for growth in our banking oligopoly? I would think the 4-5% dividend yield is relatively safe but I cannot see where the stock price growth would come from other than wealth management divisions and perhaps trading which is somewhat risky. Thanks.