Investment Q&A

Q: I would appreciate your take on the first quarter earnings miss. They have had several misses in a row, but I am encluraged by the growth in originations (finally). I would appreciate your thoughts.
Thanks,

Q: How does the disaster (fire) in Ft McMurray affects the earnings and stock prices of IFC ?
thanks

Q: Peter; I just read MFC is planning a second attempt to sell , in Singapore , a IPO of its U.S. real estate properties of 566 million units at $.82-.83 cents U.S. Why would they do a IPO of their US properties in Singapore ? Thanks. Rod

Q: I have a 2% position would 5i add on this latest weakness this week or wait for earnings ?

Q: Can you comment on BNS and the large short position that is currently out there, as well as the $375-million pre-tax restructuring charge announced on Monday? How do you feel the stock will perform in short term. I would like to take a position in it but am wondering when to do it.

Q: Hi Team ... I am up nicely on BNS and will be selling some in order to maintain a proper weighting within my portfolio. I'd like to redeploy the proceeds within the sector and am looking for a company offering a nice yield as well as good growth potential. I'm leaning towards Fiera Capital (FSZ) and would appreciate your thoughts. Also, any other candidates I could be considering?

Q: Hello 5I Team,

What are your thoughts on GS currently and its business prospects going forward?

Thanks

Q: Hi 5i
Would appreciate your comments on this stock.
Stan

Q: Primarily curious to see if platform recognized GABC (German American). Your comments on recent earnings & balance sheet appreciated as always - understand not your area of focus.

Q: Fairfax is off 5 per cent on earnings. What do you think?

Q: What do you think of this company?
Do you think they will get their bank license ?
If they do get the license what would this be worth to the share price ?
Thank's

Q: What is your opinion about this company for dividend income. Is it a safe investment?

Q: I would appreciate your opinion of Guardian Capital as a medium- to long-term investment at current prices.

Thanks!

Q: Hi Peter,Ryan et al. My daughter age 32 has $32K to invest in her TFSA. My initial thought was a half position in CAO and KXS along with full positions in BNS. ATD.B CTC.A,PBH,
and HCG. Any suggestions and comments would be appreciated for at least a 3 year time frame.
Thanks in advance.
David

Q: I bought Home Capital before it ran into trouble with some of the lenders. I hung on and then I got a notice about a Dutch auction. How is that different from a company just buying it's own shares on the open market? Do you see a benefit to this auction? I read that Home Capital will soon have insured lending. Could these two events move the stock out of the dump?

Q: I have Zub to play the U.S banking,mainly for diversification, up a small amount,is this the best way or would just stick to Canadian banks.
Not interested in currency or tax issues.
Thanks,great work,Brad

Q: Hello Peter.

I am a income investor with a high concentration in blue chip preferred shares...both reset and perpetual. The later being the larger holding. In theory, when interest rates move the two asset classes...Reset/Perpetual should move in opposite directions. This is not the case. In fact I see them moving in tandem.
I'm looking for an alternative to hedge out my income portfolio. I was thinking an inverse long bond ETF (HTD) might be a good investment to protect my overall balance should there be another rate scare like we saw in January.
Your thoughts?

Q: Good Morning
I hold 4 Canadian banks CM, TD, RY and BNS in an unregistered account. The bank stocks comprise just under 20% of my portfolio and each has approximately a 50% capital gain. My only other financial stock is a 2.5% position in PWF. Capital gains in my account this year will likely be taxed at 15%. I am considering selling one of the bank stocks (perhaps CM) and investing the proceeds in SLF. I have chosen SLF for it's relatively low valuation and secure dividend.
Is reducing the allocation to Canadian banks appropriate, or does the tax which has to be paid cancel the benefit?
Which bank would you sell?
Is SLF a suitable alternative or is there another company that you would prefer. I already have full positions in CNR and BAM.A.
Thanks
David

Q: Please comment on their Q4 report? Have you met the management team and what is your opinion of them? Thanks.

Q: Would you please provide an update on this company and there outlook for a long term hold for income and growth.