Q: I have a question about CX!- It seems to be dead money with no apparent prospects in sight. Would you sell it ? /what would you replace it with? (I have 12% in Financials) Thanks for your help on this
Q: Hi guys, I'm looking to reduce the number of holdings to 2 or 3 US financials. Please let me which names you like most from the following: BRK.B, C, JPM, ING, MET,V.
Q: I was surprised that RY only increased its dividend by 4%. A sign of slower growth to come for this bank in particular? The other major banks seem to be increasing at a higher rate.
Q: Hello
May I have your views on FN. I have owned it for some time and I am worried that increases in interest rates may cause a decline in the share price
Cheers
Q: Our worst performing investment is CIX, which we've held for several years, that's currently 40% below book (inc. of dividends). It represents 1% of our investments, 3% of our equities. The charts seem to indicate it's falling even faster in recent times. Your advice please.
Q: Can you comment on Q21 results? I’ve been watching this name for awhile, would now be a good time to tke a position in this small cap? What do you think going forward? Thanks!
Q: Your thoughts on BHF? It seems to be trading at a very low multiple in terms of its price to cash flow. I'm thinking there may be an opportunity here as rates begin to rise. How would you compare it to other life insurance companies in the US?
Q: Hello,
I've held shares in SLF for a couple of years now and even taking into account the dividends, I am slightly underwater.
From all indications, the latest quarter was good. If I listen to the pundits, the environment for the company, and insurance companies in general, is positive with interest rates increasing but yet the shares don't seam to go anywhere.
In your expert opinion, what would explain the lack of positive momentum for SLF? Is there something fundamentally wrong with the company? Is their large mutual fund business segment worrying investors because of competition from ETF's?
I am more than willing to give this company more time and am very interested in your thoughts.
Q: I am sitting with a large percentage loss on this equity. Would you recommend selling or holding. Please elaborate on your rationale of selling or holding.
Q: Hi, any problems you see for this company? Was advised to get out of my position as it may go much lower. I’am mostly a income investor but do like a little growth as well.
Thanks,Brad
Q: Hi group...I own JPM + BOA in the US and BNS+ RBC +TD In Canada- Looking like US banks are under more pressure on the last few days (Turkey situation worsens +JPM + BOA down close to 5%) - why are US banks getting hit so hard / going fwd do you like US banks are would you stick to Canadian banks ? - Your comments re appreciated
Q: I've bought some shares on the day they reduce the dividend. Needless to say, the price come down a bit. Just want your thoughts on their move of dividend reduction and their forecast over the next 12-18 months. Thank you
Q: Can I have your thoughts on EFN's recent earnings? Also, the report stated "Strategic assessment underway and progressing well". Any insight on this statement.