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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: Seems to be alot of talk about not being in US banks and some are saying even shorting the sector. Your thoughts? Canadian banks to fair any better?
Thanks for your help
Read Answer Asked by Dale on March 25, 2019
Q: With low, stagnant interest rates are US and, or CAD banks a hold or a sell?
Read Answer Asked by Dennis on March 25, 2019
Q: Hello,
I have held FSZ for a few years now (small position of less around 1%). The share price has not moved basically since mid-2013. I am very happy with the dividend (another increase this quarter) and it appears to me they are a well managed company.

I know they operate in a sector that is not favorable but are there any catalysts on the horizon that might be a positive for the share price in the mid to long term or should one simply hold this for the income?

Would National Bank eventually buy this out (I know this is speculation but had to ask)?

And, what would be a good target % to hold in a well diversified income portfolio inside an RRSP for the average investor? I have full positions in BNS and SLF.

Thanks,
Dan
Read Answer Asked by Daniel on March 25, 2019
Q: Good morning Peter
I own shares of GWO. If I were to sell them now, to take advantage of this buyback offer, could you explain how I would determine the price for each share. Is it market price or some price I determine between $30 and $35?
Also do you recommend sell all of my GWO shares if they trigger a capital gain?
Thank You
Read Answer Asked by Jean on March 25, 2019
Q: Hi group looks like banks are struggling again (both US and Canada ) I have profits in both sides of the border should I be cashing out to lock in profits . Should I hold the course in the US or Canada (or both) which country makes sense to hold / or not. I own Score + TD + BOA+ JP Morgan = Pay Pal in the US - In Canada TD + Royal +BNS
Read Answer Asked by Terence on March 22, 2019
Q: With the possible exception of BMO, the Big Five banks seem to be hitting a plateau. At the same time, there's talk of moderating interest rates. But shouldn't lower rates be a stimulus for banks' business - mortages, etc.? I thought it was the insurance companies that benefited from higher rates. Or is the apparent tapering-off of banks' growth just a reversion-to-the-mean phenomenon?
Read Answer Asked by John on March 21, 2019
Q: Can you comment on a recent short thesis on the Canadian banks? The fund (Crescat Capital) claims that 82 percent of Canadian companies have negative cash flow, but when I read it, its free cash flow they refer to, which is obviously not the same thing. Nevertheless, negative FCF would still be concerning. What's your take?
Thanks, Alex
Read Answer Asked by Alex on March 21, 2019
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