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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: Hi Peter, can I get your updated analysis on Steve Eisman's thesis on Canadian banks from today's BNN posts? Do you agree? What is it that he's seeing that we're not seeing (besides him flipping by shorts)? Would you be able to write a 5i blog post on how we can value banks (i.e. key ratios, ROA etc). Thanks.
Read Answer Asked by Michael on June 05, 2019
Q: Over the years I have seen statements like “Picking bank stocks is always tricky, as under performers tend to revert to the mean over time.” However banks like CM have been under-performers for well over a decade and BNS has been flat for over 5 years- yes you were paid dividends but that’s all. In the meantime TD has provided much higher returns. Isn’t it better to stick with your winners rather than wait for an under-performer to revert to the mean- with CM your time scale would be decades.

Steve
Read Answer Asked by Steve on May 30, 2019
Q: Hi, I have opened an RESP account with 5K for initial deposit, and will also be contributing $150 on a monthly basis. I don't plan to do a withdraw from this account for about 10 years. I am new to investment world and am curious on strategy or what would be best to invest in. I am not afraid of risk. Thanks in advance for your advice/opinion.
Read Answer Asked by Mitchell on May 24, 2019
Q: Good morning - I have watched CIBC with interest recently as I am a long term investor and have positions with most of the Canadian banks. Earlier this week, analysts were forecasting muted returns for CIBC and indeed this turned out to be accurate. The bank narrowly missed projections and offered a downbeat view of the rest of the year. No surprised there.

What perplexes me is why the shares went up the day before the earnings report then dropped so dramatically yesterday. This, in spite of the fact the news was not unexpected. Yes, growth is going to be modest but who exactly was buying the day before and who was rushing to sell yesterday? Surely it's not small investors like me who are likely more prone to panic but if it's institutional money managers why the rush of selling? Surely they could read the obvious tea leaves. Is this program trading or just one of those mysteries of market life?
Read Answer Asked by alex on May 24, 2019
Q: Will you vibe me a list of 4 mortgage funds and their annual dividend. Thx
Read Answer Asked by Richard on May 24, 2019
Q: My wife and I own POW and PWF respectively in our taxable accounts, both purchased earlier this year. There was an article in the Globe & Mail a couple of days ago about shareholder dissatisfaction with corporate governance, specifically referring to members of the Desmarais family.

https://www.theglobeandmail.com/business/article-power-corp-faces-shareholder-dissatisfaction-with-company-governance/

Any thoughts on this article? I get the feeling that this is not a new issue. Thanks.
Read Answer Asked by Thomas on May 21, 2019
Q: I plan to reduce my Financial Services exposure. I would like your opinion on whether I should sell BNS or TD or half of each (all things being equal, my preference would be to reduce the number of holdings by one).
Read Answer Asked by Ross on May 21, 2019
Q: The owners are so dismissive of shareowners.

Lost 8.91% in 5 years. (total return)

They own Putnam and feel stuck.

The sons seems to be afraid to do anything so someone said share buyback and that is their best idea.

I do own this stock but everyone speaks so highly of it but that was 12 years ago.

Just like Warren Buffett the last 10 years have not been kind.





No returns
Read Answer Asked by ian on May 16, 2019
Q: Hello 5i Team
Of the three major life insurance companies in Canada (GWO, SLF, MFC) which is the best company to invest for a steady growing dividend stream.
Are there other Canadian life insurance companies that I should look at?
Notwithstanding the tax advantage of Canadian Dividends, should I be looking at US life insurance companies?
Thanks in advance for the excellent service.
Read Answer Asked by Stephen on May 15, 2019
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