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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: My thoughts, further to Dale's inquiry on March 12. I also received notice of PWF's plan for a buyback of 8% of their total shares. I won't be tendering my shares for a few reasons. I like the 5% dividend. Back in May 2018 they announced a 6% div. increase, and there may be another announcement coming this spring. Also, PWF will only advise the actual share price given for this tender, after the deadline to tender has passed. The range given is anywhere from $29 to $34.
I will stay on the sidelines. A sound decision?
Read Answer Asked by Robert on March 18, 2019
Q: I have owned JPM, TD and BNS for a few years. The thinking was it would enable me to spread my investments outside of Canada. Given the lacklustre performance of JPM and the fact that TD has significant US assets and BNS is international, I am thinking of swapping JPM for VISA (or MC if you think that is better) to get financial assets that may act just a bit differently than the banks. Does this thesis make sense?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on March 15, 2019
Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .
Read Answer Asked by michael on March 15, 2019
Q: Hi Team,
Any concerns about the recent headlines that Toronto-based Brookfield faces scrutiny from Democrats (in the US) over its deal with Kushner company for 666 5th Ave. in New York. It involves (minimally, reportedly) the Qatari investment fund.
Thanks very much, Michael
Read Answer Asked by Michael on March 15, 2019
Q: Any thoughts on the acquisition of 62% of Oaktree?
Read Answer Asked by Keith on March 14, 2019
Q: Hello I was wondering if you know of any ETF's like the ZEB for banks that would represent the insurers either traded in the US or Canada that you would recommend for a long term hold in and RRSP. DRIP eligible preferred.
Read Answer Asked by Kolbi on March 09, 2019
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