Q: I recently read that a new ETF, symbol HCB, is due to begin trading soon. This new ETF, (Hamilton Capital), is an all canadian bank etf. I know that you are not keen on new etfs until they have a reasonable market cap, but am wondering if you could shed any light on the concept/company. Thanks, David
Q: VB finally showing signs of life again. I noticed insiders have been buying heavily lately with one of them buying 3/4 million in one transaction. Can you please tell me what the total insider ownership is? Also your take on the stock. Thanks
Q: Considering MFC position or SLF position, next week. MFC appears to have the better cash / share price ratio (29 vs 20), greater pullback from 52 wk high (16.5% vs 8.4%) and a slightly better dividend yield (3.79% vs 3.69%). SLF appears to have a tighter standard deviation than MFC, since 2012. I've seen past Q/A stating you prefer SLF over MFC. Your thoughts on these two life insure co's or other life insure co's would be appreciated.
Q: I've been a long time (over 10 years) owner of NLY and have added to the position several times. I'm considering adding to it again. The dividend is very high but they seem able to handle it. I had thought they would benefit from rising interest rates in the states but they seemed unaffected as the rates rose. My adviser says that it likely doesn't appreciate in price due to the fact that many investors just don't understand their business. I would be happy if all I ever made on this was the current dividend.
Do you have any insight here?
Q: What is your opinion on this, I have this following their merge with Leucadia.
does not seem to go anywhere, any hopes, or should i deploy somewhere else?
Q: I made an investment in Blackstone some time ago as a source of fairly high and reasonably secure income. It also offered me diversification into private equity and additional investment in the US.
It's now had a significant move up and I'm inclined to "stay the course" for the reasons given. While I understand that you don't concentrate on US investments I would still appreciate your current opinion on this one.
Q: Wirth respect to your recent answer to Greg, you did not provide your thoughts, as requested...…………...merely repeated the facts.
Would you please offer some opinions, perhaps after the conference call?
Q: I know these companies span the financial category and they're not comparing apples to apples exactly but I'm looking to maintain stable dividend income and long term growth. Assuming equal weight except for IGM (much higher weight), would you recommend a weight shift? An addition/subtraction of position?