Investment Q&A

Q: Although securities are " held in segregation ", what specifically ensures that beneficial shareholders (non-registered ) are protected from a legal( registered) holder's liquidity issue ? My question relates to the possibility, not the probability of a liquidity issue . The question relates to large portfolios which are well beyond the scope of the CIPF protection . As an aside , I would note that , contrary to conventional wisdom , Canadian banks , although much stronger than many others around the world, are not really " well capitalized " . They meet and exceed very weak regulatory standards and regularly pass related stress tests . Over leveraging produces very good returns on too little capital . An informed analysis of all of our major banks balance sheets should raise the issue of possible risk associated with weak regulatory standards regarding capitalization .

Q: Hi Team, how does this company look going forward, would it be worth adding in a RRSP. Thank-you in advance.
Sam

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.

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

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

Q: Peter; I’m trying to find the next dividend info on FSZ re ex-date etc. Thanks. Rod

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

Q: Good morning from warm Sri Lanka. Cheeswood Group results look positive to me. How about your thoughts?

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

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

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?

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

Q: could you add this symbol? what is the outlook, for this company and stock? it seems to have some interesting features.

Q: can you offer 3 similar alternatives, looking for quality, liquidity , yield and income replacement...no more split shares please and thanks..

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

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.

Q: I would appreciate your view of 2018 results and progress in restructuring the company.

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?

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%.

Q: Would you buy TD or BNS in a TFSA today?