Investment Q&A

• Element Fleet Management Corp. (EFN)
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN

Q: Hi, was just thinking of Efn as a buy? I have half a position now. Was looking over the questions and it looks like you seem to think in the long run it is a good buy.
My question is,what do you think of the mngmt, and debt,do you like the sector,and is there growth in the next 2-3 years?
Thanks, doing good since I joined 5i, Brad

Upvote 0

Read Answer Asked by Brad on May 29, 2017

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD

Q: Given the recent earnings reports, which appear to have been very positive, do you have any insight into why TD has not rebounded?

Upvote 0

Read Answer Asked by S on May 26, 2017

• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: Hi, I can't decide which financial stock to choose for a half position in my portfolio . For financials I already own full positions of BNS, SLF . (And HR.UN for real estate if you think that is relevant)

Which would you choose and why? Thank you

Upvote 0

Read Answer Asked by Mike on May 26, 2017

• PayPal Holdings Inc. (PYPL)
  • View PYPL Profile
  • View Questions on PYPL
• Block Inc. Class A (SQ)
  • View SQ Profile
  • View Questions on SQ
• Global Payments Inc. (GPN)
  • View GPN Profile
  • View Questions on GPN

Q: Good morning,

Global payments was highlighted as a promising fintech stock by Citigroup. What do you think of this company? Would you be a buyer? Or would you have an alternative suggestion in the space (mastercard and visa already owned)

Thank you

Karim

Upvote 0

Read Answer Asked by Karim on May 26, 2017

• Gladstone Investment Corporation (GAIN)
  • View GAIN Profile
  • View Questions on GAIN

Q: I know US companies are not your area of expertise; however, can I please get your opinion of Gladstone Investment Corp (GAIN).

Thanks

Dave

Upvote 0

Read Answer Asked by David on May 26, 2017

• Canadian Imperial Bank Of Commerce (CM)
  • View CM Profile
  • View Questions on CM

Q: Can you comment on CIBC's results - I thought they were in line with expectations - steady as she goes. However, the market has not reacted well. What am I missing.

Cheers

Upvote 0

Read Answer Asked by kelly on May 26, 2017

• Gluskin Sheff + Associates Inc. (GS)
  • View GS Profile
  • View Questions on GS

Q: Does GS's recent poor share price performance reflect anticipation of an adverse arbitration decision? Put another way, is there a price at which the likely cost of the decision is baked-in and GS becomes attractive for its margins, yield and cash?

a reflection of

Upvote 0

Read Answer Asked by John on May 25, 2017

• Home Capital Group Inc. (HCG)
  • View HCG Profile
  • View Questions on HCG
  • View Reports on HCG

Q: If I were to buy a GIC from Home Capital under 100000, what would happen if they went broke? I understand that the GIC is insured, but for how long would the money be tied up while all the paperwork gets done? And I guess I wouldn't get interest during that time?
Thanks

Upvote 0

Read Answer Asked by Pat on May 24, 2017

• Miscellaneous (MISC)
  • View MISC Profile
  • View Questions on MISC
  • View Reports on MISC

Q: I am looking for some education on the impact of a loss of mortgage origination on a bank. Let's say that starting tomorrow, BMO can only find half as many people to sell mortgages to, but, all current mortgage holders renew their mortgage with them every 5 years, and keep paying their mortgages. Does it impact their P/E ratio? I'm guessing that the earnings would drop because there would not be enough new mortgage payers to compensate for those who are are almost done paying off their mortgage?

Upvote 0

Read Answer Asked by Matt on May 24, 2017

• Manulife Financial Corporation (MFC)
  • View MFC Profile
  • View Questions on MFC
• Great-West Lifeco Inc. (GWO)
  • View GWO Profile
  • View Questions on GWO
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi,

Of GWO, MFC & SLF, which do you prefer for total returns over the next couple of years & why?

Thanks,

Gord

Upvote 0

Read Answer Asked by Gordon on May 23, 2017

• Canadian Western Bank (CWB)
  • View CWB Profile
  • View Questions on CWB

Q: I am thinking of purchasing a 2 year GIC. Would you consider CWB a safe investment considering what is going on with Home Capital?

Upvote 0

Read Answer Asked by Jerry on May 23, 2017

• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF

Q: Hi, Please share your thoughts about Sunlife. would you consider current price as a good entry point. Also, do you expect share price to be volatile in near future with presidential issues south of the border.

Upvote 0

Read Answer Asked by Harpinder on May 19, 2017

• TMX Group Limited (X)
  • View X Profile
  • View Questions on X
  • View Reports on X

Q: Can I get your thoughts on TMX?

Upvote 0

Read Answer Asked by Alex on May 18, 2017

• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS

Q: biggest bang for the buck bns or td? tks pat

Upvote 0

Read Answer Asked by patrick on May 16, 2017

• Royal Bank of Canada (RY)
  • View RY Profile
  • View Questions on RY
• Toronto-Dominion Bank (The) (TD)
  • View TD Profile
  • View Questions on TD
• Bank of Nova Scotia (The) (BNS)
  • View BNS Profile
  • View Questions on BNS
  • View Reports on BNS
• Sun Life Financial Inc. (SLF)
  • View SLF Profile
  • View Questions on SLF
  • View Reports on SLF
• goeasy Ltd. (GSY)
  • View GSY Profile
  • View Questions on GSY
  • View Reports on GSY

Q: Can you rank the stocks best to worst in your opinion. These are the stock s that are in my Financial Services Sector. Would you add, swap or remove any of them? My portfolio holdings/thoughts are very similar to your BE Portfolio. I was thinking to remove RY. Thank you and great job.

Upvote 0

Read Answer Asked by Terry on May 16, 2017

• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN
• Acasta Enterprises Inc. Class B Shares (AEF)
  • View AEF Profile
  • View Questions on AEF

Q: Both companies still an interesting long term buy after "Acasta Announces Acquisition of ECN Capital's Commercial Aviation Business" ? Is this win-win deal?

Upvote 0

Read Answer Asked by MG on May 15, 2017

• Power Corporation of Canada Subordinate Voting Shares (POW)
  • View POW Profile
  • View Questions on POW
• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ)
  • View FSZ Profile
  • View Questions on FSZ
  • View Reports on FSZ

Q: I have held POW for many years and am thinking about a switch, what do you think about selling POW and replacing it with FSZ?
appreciate your efforts.

Upvote 0

Read Answer Asked by ralph on May 15, 2017

• Power Corporation of Canada Subordinate Voting Shares (POW)
  • View POW Profile
  • View Questions on POW

Q: hi what is your opinion of pow have you got a better idea

Upvote 0

Read Answer Asked by earl on May 15, 2017

• Element Fleet Management Corp. (EFN)
  • View EFN Profile
  • View Questions on EFN
  • View Reports on EFN
• ECN Capital Corp. (ECN)
  • View ECN Profile
  • View Questions on ECN

Q: YOU ANSWERED A READERS QUESTION ON EFN FAVOURABLY . YET SHARE PRICE OVER LAST WEEK AND 3 MONTHS ARE NEGATIVE.
ECN ON OTHERHAND SEEMS TO BE DOING MUCH BETTER .PLEASE CLARIFY

Upvote 0

Read Answer Asked by thambirajah on May 15, 2017

• Canadian Imperial Bank Of Commerce (CM)
  • View CM Profile
  • View Questions on CM

Q: Is CIBC a good buy at this level or should I wait or buy one of the other large banks??
This would be for my income portfolio.

Upvote 0

Read Answer Asked by Stephen on May 12, 2017