Investment Q&A

Q: Your opinion on this stock as to growth
Thank you JACK

Q: Any need for a bit of a short term hedge going into earnings ?
Thanks

Q: This is a followup to your answer to a question about this company on Feb 1, when you said you would hold off for now. If you owned the stock would you sell it?

Q: What is the strategy for this stock? Why has it sold off so much?

Q: Is there still a large short position on BOFI? Can you provide your opinion of this company?

Q: Hello,
Could you please comments on HCG earning and outlook. Is it a hold or buy?
Thanks
Victor

Q: Could you please name a couple US regional banks you might recommend. I already own Comerica and can you give your opinion on CMA. Thanks.

Q: Hi 5iResearch Team,
I currently hold positions in 3 of Canada's 5 big banks as above and they represent about 9% of my total portfolio. Giving pending interest rate increases in both the States and Canada, I am thinking of increasing my holdings in Canadian banking sector to about 12/13 percentage of total portfolio and would like your thoughts on this.
Cheers,

Q: Is the recent drop (10%+) a result of broad market declines or is there something else happening here? Also, please comment on seemingly unusual trading volume (approx. 3x higher 2 days prior to the drop).

Thanks

Q: In 2015, EFN issued a 4.25% debenture maturing in June 2020. In light of the company split, is this issued backed at all by ECN or just the assets of EFN?

Q: May I please have your opinion here at under $5. Thanks.

Q: Financials have a way of tanking hard during bear markets. I learned that first hand in 2009 when amongst the carnage I fortunately picked up several banks on the cheap. Now once again i'm looking at td bank for a solid Canadian stock purchase I regard this company as one of Canada's highest quality stocks. Ive read commentary from several sources to the effect that this stock is reasonably priced. And I certainly appreciate that it hasn't moved much this year and there are some tailwinds for financials currently. But bear markets seem to be the time to pick up bank stocks, not when everything seems rosy a decade into a bull market . With that said, would you add td here--or keep it on your watch list for the next severe correction. How would you personally play td.

Q: Can I have your view on the recent purchase of Jarislowsky Fraser Ltd by BNS. It doesn't seem to have affected the BNS stock price very much so wandering if this is going to be a good deal or not? Thanks.

Q: I realize that BNS is in your portfolio but if you were going to buy shares in a Canadian bank would you still suggest BNS as the top choice. I tend to lean toward Royal or TD as perhaps better choices at this time but would appreciate your opinion and thoughts on how each of the banks is positioned for best growth and how you would rank the three banks for purchase now.

Q: What do you think of this company for US financial exposure and a play on rising rates? Is the valuation / growth outlook compelling? Thanks

Q: In view of the BNS deal with Jarislowsky Fraser, do you consider the valuation of GS adequate?

Q: What do you think of the above two rate re-set preferreds - good dividend yields currently of 6.863% and 6.796% respectively - have been pretty stable and though not that liquid - seem like a pretty good place to put some money for income?? would appreciate your opinion - regards - Karen

Q: Hi, I know you like GS for income and stock is cheap based on valuation.
What in your view is the risk level for the stock.
What is their full year revenue estimate for year ending June 2018
They recently had a departure of a main partner, do we know estimated revenue impact of that.
Thanks for your help.

Q: Hi 5i,

What is your take on Gluskin Sheff's earnings?

With the stock down over 5% today, do you view this as a more attractive buying opportunity, or would you wait till the markets stabilize?

Thanks

Q: I'm thinking of adding bank exposure, during this correction. Are the U.S banks more appealing to buy than the Cdn banks ?