Investment Q&A

Q: Hello 5i.

After the huge drop in LB this year do you think the risk reward is worthwhile yet? That said is it bound to be a tax loss selling candidate or do you think it will already have washed all the sellers out before then?
Thanks TM

Q: Can I please get your opinion on CWB after their lest quarterly numbers.

Q: Hi Group thanks for your guidance - I continue to get nervous about the performance of Financials (both in Canada and US) Pypl + Sq + V.are off 3-4% this am - what happening there?. Banks in both Canada and US are struggling I would have expected(with all the good earnings / Good growth overall especially in the US that Financials would lead the market higher but something else at work here what's you take on the poor performance of the sector in general PS do you recommend taking profits in the Financial sector in general.$- thanks for you guidance on this

Q: Do you have a preferance IFC vs TSU or would you stay away from both for now?
Many thanks for your insight.
Ian

Q: Visa took a big drop today but I cannot see any news that would have triggered this. Any thoughts on whether this is a temporary blip or if there is company news that would cause the stock to go down?

thanks for your insight

Paula

Q: Looking to exit this name and add a better suited financial name for the next 5 years. What is your top choices in order of preference? (3+ year time frame)

Q: If you had to choose between Visa and Mastercard as an investment which would it be inside an RRSP?

Q: With CBL now trading well below book value, do you consider the company at risk of insolvency? Its covenant breaches have previously been waived but it is not clear if this will continue. On the other hand, their non-related party debt (non-Catalyst) seems manageable given their gross loans receivable.

Q: would you please comment on LB earnings announced today. I cannot tell from their statement whether they have now resolved an outstanding problem and are in a better go forward position or whether their earnings are - or are not - simply a miss, Thanks

Q: Please comment on these companies. Are they still a buy ?
Thanks for your excellent service.

Q: 9:50 AM 8/30/2018
I would appreciate it if you could give me your opinion on Chesswood Group Ltd. Could you please comment on :

it's overall financial stability and growth prospects,
level of debts,
payout ratio,
robustness and sustainability of it's dividend,
rate of dividend growth,
level of insider ownership,
and how likely it is to do in a major market downturn.

How would you compare it to other companies in the same line of business and what would these be?

Would you recommend Chesswood for an income portfolio for a retiree and how large a position would you think prudent?

I see some insider sales recently in the $12.40 range and a lot of share buybacks in the $10.60 to $10.96 range. Does this mean the company thinks the shares are overvalued at present?

Thank you............. Paul K.

Q: What large bank or investment coverage group (ie:Jeffries) would you say has the best track record for predicting future share price increases in the near and longer term.

Q: A buy ?

Q: VersaBank continues to put up great results but can’t seem to break out of the 7 dollar range. What do you think it is going to take for investors to start taking notice? They gave positive comments about continued strength through Q4. Do you still like it in this range? Thanks

Q: We could not find any information on the reason for the drop in BMA. The peso, which does not appear significant and the legal case may be the factors. Any enlightenment from you would be appreciated.
Thanks
Thomas

Q: I own PEO but was wondering how it stacks up against INP?
I note that Mawer holds NSP. It has also appreciated more than PEO ytd.

Thanks

Q: Hi group - BNS taking a hit due to lass than stellar results (compared to other Cad banks) in the 2 nd quarter. I also own TD (trading near its high) my question is should I cash in 1/2 (500 shares) of TD and purchase more BNS to try and take advantage of the lower stock price (I am thinking that BNS has a lot more upside potential in the coming mths and years. Also I own the US banks and am becoming frustrated with their performance - what going on? they should be trading higher due to the strong economy?...Thanks for your guidance on this

Q: Hi there,

I have owned this one for awhile and it is finally starting to recover from its dividend cut earlier this year. A couple of questions, is this worth continuing to hold given the improvements and is the dividend safe?

Q: May I please have your opinion on Axis Auto Finance Inc? Thank you.

Q: Yesterday,you listed BNS as your no.1 preference of the big 6 can. banks even after it missed estimated eps.whereas the other 3 that had reported beated.Subsequently,NA reported a beat.As of Aug 24,it was the worst performer of the big 6 on a 3mo,1yr & 5yr basis as per TRI.So please advise your reasons of choice,& is this a good entry point.Thanks for u usual great services & views