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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Could you suggest ways to invest in short duration mortgages
Thanks
CDJ
Read Answer Asked by claude on March 08, 2018
Q: Peter and His Wonder Team
This American bank stock is up sharply...any news on the wire? Possible hint of a dividend?
Thanks!
Read Answer Asked by Ernest on March 07, 2018
Q: While beyond your normal scope, I wonder whether you have a view upon IBN as a play upon the Indian market?
Thank you.
Read Answer Asked by Peter on March 06, 2018
Q: Hi Peter and Team
I am retired and have only "passive" income in my company investment portfolio but hold an overweight in financials (>35%) such as GWO
With the new budget proposals, I am considering reducing my high dividend financials and purchasing non dividend companies that have a better growth profile, especially after last month's downturn.
Can you suggest 3 positions that I might consider after trimming the positions in my banks and financials??
Your advice as always appreciated
Peter
Read Answer Asked by Linda on March 06, 2018
Q: Please your opinion on Q results announced on Mar 2 & going forward.It is involved in the capital market especially in cybercurrency & cannabis lately.,plus wealth management.What do you think of rumour that its wealth man. business maybe taken over as BNS recently did one.Is it buyable here? Txs for u normal great services & views.
Read Answer Asked by Peter on March 06, 2018
Q: Question about INSR- BMO Global Insurance ETF.
Surprised no one has asked out this one, I do not hold any Canadian Insurers directly but good exposure to Canadian and US banks.

This ETF has 10% exposure to Berkshire/ Buffett who has proven the long term benefits of owning insurance companies. What do you think about owning a product like this for long term growth is it worth it or better to put capital elsewhere-add to ZUB?

My main concerns with the space are: interest rates- how long/ high will they go, geography of the fund is it really better to have exposure to some of these countries, over complicating things in the portfolio- too many ETFs overlapping exposures, over exposure to 'financials' already etc...

Thank you!
Read Answer Asked by Kyle on March 05, 2018
Q: I own BNS, and TD, and would like to add one more Canadian Bank. Which other bank has the highest US exposure. Which other bank has the best dividend growth, and lastly which one would you recommend for a 3rd position.
Thanks
Read Answer Asked by Darcy on March 05, 2018
Q: Hello: I currently own BMO, CM and BNS. I’m thinking of switching BMO for TD as BMO did not increase its dividend as TD did. Also I believe TD has more US exposure which should show better growth. Your opinion please.
Read Answer Asked by Valdis on March 05, 2018
Q: Good morning:
I own a 3.5% position in Fiera, primarily for the dividend and non-bank financial exposure. I'm puzzled that Fiera has not declared its quarterly dividend yet. As the last dividend was declared in November, I was expecting the next one to come in February. Understanding dividends are at the discretion of the board, I wonder if there is a reason why we don't have the dividend advice, or is this is "just a Fiera thing?"
Thank you and have a fine day!
Geoff
Read Answer Asked by Geoffrey on March 05, 2018
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