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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: Hello, What are your thoughts on Pershing Square holdings. They seem fairly cheap. I am considering starting a small position. I believe I could purchase it only in the OTC markets in north America (PSHZF). Please correct me if I am wrong. They have now rebounded well after the issues with Valeant and Herbalife..I would appreciate your thoughts. Thanks. Shyam
Read Answer Asked by Shyam on September 24, 2019
Q: Hi Team,
Could you please provide your take on the US Fed's recent interventions in the repurchase (repo) sector (overnight money loans). I understand this likely means the US Federal Reserve will resume buying more Treasury debt, expanding its balance sheet (a.k.a. quantitative easing). I don't fully appreciate what this means but am curious if you have any opinion on its significance to Canadian investors and their portfolios.
Many thanks, Michael
Read Answer Asked by Michael on September 19, 2019
Q: We already own MSI - over 10 years now. PEO would be a competitor and maybe a potential acquisition for MSI - what do you think? It would not make sense to own both, I do not think; especially since, PEO might be more speculative and MSI established and pays a nice dividend. Thoughts??
Read Answer Asked by James on September 19, 2019
Q: Hi team
despite the low interest rate which is negative to the life Co; SLF has reached 52 weeks high, very strong technical

what would you think is the fundamental reasons for the 52 weeks high (outside technical) ? is it prudent to take some profits
in case there is a pull back ?

many thanks

Michael
Read Answer Asked by Michael on September 19, 2019
Q: I bought Square in October last year after the CFO left. I’m down on the stock but still like it. Because the rest of my portfolio has risen this is now slightly <1% position. I want to add to the position up to 2% but don’t want to throw good money after bad. How do you like square over the next 5 years?
Read Answer Asked by Dennis on September 18, 2019
Q: There have been a lot of questions about your thoughts on CIBC and whether now is a good time to buy. It seems like you prefer other Canadian banks for their dividends and growth potential. Can you please rank Canadian banks from what you believe is best to worst for a 5 year investment horizon?
Read Answer Asked by David on September 16, 2019
Q: I am a long term Buy and hold investor with more focus on dividend paying stocks. I have roughly 19% of my total portfolio in Financial sector. 16% of that is from financial stocks and 3% from ETFs (market ETFs financial portion). 8.2% in five (TD, RY, CM, BNS, BMO) banks, 2.5% in two Insurance(SLF and MFC), and 4.2% in financials preferred (IGM.PR.B, GWO.PR.M, PWF.PRF, BIP.PR.E). I think am Ok with my Insurance and preferred weighing. Two questions:
• Considering the current conditions, is 8.2% in five banks OK or should I trim some and invest in some other sectors?
• TD and RY have higher weighing with TD at 3.3% and RY at 1.9%, the rest three roughly 1% each, Should I sell some of TD and RY and buy other banks or something else?

In case you need my overall asset allocation:
Equity: 63%, Fixed income (including cash): 22%, Real estate: 6.5%, Preferred: 8.5%
CDN: 73% (Equity: 48%, Fixed Income: 21% and Real estate: 4%), US: 18% and Global: 9%
Four highest weighing (59%) sectors are: Multi sectors (Market ETFS): 25%, Financials: 16%, Utilities: 11%, telecom: 7%, the rest in various other sectors.
Read Answer Asked by Naren on September 04, 2019
Q: Would you please give me your current opinion of this stock. The price seems to have stayed in a trading range of $ 8.30 - 8.90 this year, much lower than previous years. However, it still continues to pay the high dividend & has done now for some 15 years or so.

Even with the decline in price it still has a good overall yield.

EIT is another high yield stock. What do you think of it.

Thanks
Read Answer Asked by Ross on September 02, 2019
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