Investment Q&A

• LPL Financial Holdings Inc. (LPLA $374.54)
  • $374.54 P/E (TTM): 34.86X Cap: $30.18B
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Q: Hi Team, how does this company look going forward, would it be worth adding in a RRSP. Thank-you in advance.
Sam

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Read Answer Asked by sam on March 15, 2019

• Great-West Lifeco Inc. (GWO $59.32)
  • $59.32 P/E (TTM): 14.87X Cap: $55.05B
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• Sun Life Financial Inc. (SLF $87.03)
  • $87.03 P/E (TTM): 15.6X Cap: $49.16B
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Q: Good Morning,
Can you please provide analysis on both companies. What is your outlook on both. CIBC analyst this morning said GWO is a buy vs. SLF (sell). Would you sell SLF and buy GWO? I would greatly appreciate your view.

Upvote 0

Read Answer Asked by Linda on March 15, 2019

• ECN Capital Corp. (ECN $2.76)
  • $2.76 Cap: $779M
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Q: I have been called by ECN's Proxy Agent to solicit my votes for the matters before their upcoming AGM. Are you aware of any significant issues concerning executive compensation or the share plans Thank you

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Read Answer Asked by Paul C. on March 15, 2019

Q: Hi Team,
Any concerns about the recent headlines that Toronto-based Brookfield faces scrutiny from Democrats (in the US) over its deal with Kushner company for 666 5th Ave. in New York. It involves (minimally, reportedly) the Qatari investment fund.
Thanks very much, Michael

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Read Answer Asked by Michael on March 15, 2019

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.29)
  • $6.29 P/E (TTM): 20.29X Cap: $671M
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Q: Peter; I’m trying to find the next dividend info on FSZ re ex-date etc. Thanks. Rod

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Read Answer Asked by Rodney on March 15, 2019

Q: Any thoughts on the acquisition of 62% of Oaktree?

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Read Answer Asked by Keith on March 14, 2019

• Chesswood Group Limited (CHW $0.90)
  • $0.90 Cap: $18M
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Q: Good morning from warm Sri Lanka. Cheeswood Group results look positive to me. How about your thoughts?

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Read Answer Asked by Alan on March 14, 2019

• Great-West Lifeco Inc. (GWO $59.32)
  • $59.32 P/E (TTM): 14.87X Cap: $55.05B
  • View GWO Profile
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Q: Any conclusions to be taken from the share buyback announcements from GWO (as part of a broader program within the Power group)? Seemingly significant, they.
Thanks,
Randy

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Read Answer Asked by Randy on March 12, 2019

• Royal Bank of Canada (RY $205.64)
  • $205.64 P/E (TTM): 15.54X Cap: $288.58B
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• Toronto-Dominion Bank (The) (TD $113.85)
  • $113.85 P/E (TTM): 9.72X Cap: $193.87B
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• Bank of Nova Scotia (The) (BNS $92.40)
  • $92.40 P/E (TTM): 17.69X Cap: $115.06B
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• National Bank of Canada (NA $158.08)
  • $158.08 P/E (TTM): 15.38X Cap: $61.76B
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Q: I hold the above banks. Which would you hold right now and which might you liquidate, of you needed the finds and why?

Thanks for all your support,
Mark

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Read Answer Asked by Mark on March 12, 2019

• Power Financial Corporation (PWF $36.31)
  • $36.31 P/E (TTM): 11.57X Cap: $23.95B
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Q: I received a press release from pwf re intention to repurchase up to 1.65billiuon of its common shares thru a substantial issuer bid GW life do u have any suggestions on this press release Mar 4/19 I have a fair '"' of shares over 1000 douj have any comments on this offer?

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Read Answer Asked by Dale on March 12, 2019

• Aegon Ltd. New York Registry Shares (AEG $7.50)
  • $7.50 Cap: $14.98B
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Q: Could I please have your opinion on AEG. Some assessment in regard to future prospects, dividend sustainability, and how much it’s presence within a struggling European market accounts for its share price would be appreciated.
Thanks, Don

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Read Answer Asked by Donald on March 12, 2019

• SS&C Technologies Holdings Inc. (SSNC $85.75)
  • $85.75 P/E (TTM): 25.15X Cap: $20.91B
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Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.

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Read Answer Asked by john on March 11, 2019

• Life & Banc Split Corp. Class A Shares (LBS $10.89)
  • $10.89 P/E (TTM): 9.4X Cap: $382M
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Q: can you offer 3 similar alternatives, looking for quality, liquidity , yield and income replacement...no more split shares please and thanks..

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Read Answer Asked by adam on March 11, 2019

• CME Group Inc. (CME $268.00)
  • $268.00 P/E (TTM): 25.6X Cap: $96.58B
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• Charles Schwab Corporation (The) (SCHW $93.68)
  • $93.68 P/E (TTM): 25.04X Cap: $170.34B
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Q: Hello,

I currently own a 1% position in SCHW and have been considering selling in favor of CME Group. Your thoughts on this trade would be appreciated. Thanks

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Read Answer Asked by Aaron on March 11, 2019

• MetLife Inc. (MET $78.68)
  • $78.68 P/E (TTM): 13.49X Cap: $52.84B
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• The Travelers Companies Inc. (TRV $276.65)
  • $276.65 P/E (TTM): 10.53X Cap: $61.85B
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• Manulife Financial Corporation (MFC $47.02)
  • $47.02 P/E (TTM): 14.35X Cap: $78.60B
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• Sun Life Financial Inc. (SLF $87.03)
  • $87.03 P/E (TTM): 15.6X Cap: $49.16B
  • View SLF Profile
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• BMO Equal Weight Banks Index ETF (ZEB $53.54)
  • $53.54 P/E (TTM): 11.77X Cap: $4.66B
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• State Street SPDR S&P Insurance ETF (KIE $57.41)
  • $57.41 P/E (TTM): 15.05X Cap: $665M
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Q: Hello I was wondering if you know of any ETF's like the ZEB for banks that would represent the insurers either traded in the US or Canada that you would recommend for a long term hold in and RRSP. DRIP eligible preferred.

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Read Answer Asked by Kolbi on March 09, 2019

• Element Fleet Management Corp. (EFN $37.65)
  • $37.65 P/E (TTM): 27.57X Cap: $14.95B
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Q: I would appreciate your view of 2018 results and progress in restructuring the company.

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Read Answer Asked by David on March 07, 2019

• People Corporation (PEO $15.21)
  • $15.21 Cap: $1.09B
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Q: What is the primary driver of revenue for PEO? Is it simply headcount of firms that provide benefits/pensions, or will demographics (ie. people retiring) play a factor?

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Read Answer Asked by Mike on March 05, 2019

• goeasy Ltd. (GSY $161.76)
  • $161.76 P/E (TTM): 10.14X Cap: $2.67B
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• Exchange Income Corporation (EIF $77.46)
  • $77.46 P/E (TTM): 30.25X Cap: $3.98B
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• ECN Capital Corp. (ECN $2.76)
  • $2.76 Cap: $779M
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Q: I currently sit at 2.5% on EIF and GSY, would a top of of one these 2 be in order or add 2.5% of ECN? The only other financial is BNS with 2.5%.

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Read Answer Asked by Scott on March 05, 2019

• Bank of Nova Scotia (The) (BNS $92.40)
  • $92.40 P/E (TTM): 17.69X Cap: $115.06B
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Q: Would you buy TD or BNS in a TFSA today?

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Read Answer Asked by Josette on March 05, 2019

• Intact Financial Corporation (IFC $269.73)
  • $269.73 P/E (TTM): 21.15X Cap: $47.29B
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Q: What is your opinion of the preferred shares for retirement income, as part of a FI portfolio? Which regular and which reset do think are currently best? Thanks.

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Read Answer Asked by David on March 05, 2019