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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 I get some fundamentals on CHW please: what do you think of the balance sheet, particularly debt level, payout ratio on the dividend, and how well are they accounting for potential bad debts? What do you think of the income statement and how are they going to grow revenue. How would they compare with EFN? Thanks for your help.
Read Answer Asked by Noel on February 21, 2016
Q: The big 6 Canadian banks are amongst the world's strongest & safest banks.BNS rated 18th in 2012 & 7th in 2013 strongest ,whereas CM is the only one to appear between 2012 to 2015(3rd,3rd,15th & 18th respectively).All @ historical low PE.eg BNS @ 9.7(trailing) & 9.3(forward).Majority of guests on BNN opined that there are short term headwinds plus "short" by Americans,but recommended hold for 2 years or longer.They have generated decent & stable returns over timer expect for last year.Please advise if the negative factors including the effect of sharp drop in oil prices & its knock on effects are priced in.Each stated that the loan exposure to oil is no more than 2% & it is manageabl.,All report next week with BNS on March 1.
Read Answer Asked by Peter on February 19, 2016
Q: What are your thoughts on ACD last results? I already have a full position in EFN , GSY and CXI. I feel a little overweight in financials, and I'm thinking about selling add, what do you think ?
Read Answer Asked by Olivier on February 19, 2016
Q: AIG has dropped from about $64 to$ 52 since Nov 2015. What do you think the stock will do in the future?
Read Answer Asked by Dennis on February 18, 2016
Q: I see that Barclays stock has been under some pressure lately. Do you think they could suspend their dividend? The main reason I ask is because I own their preferred shares BCS.PR.D and I am concerned that they could stop paying dividends all together.
Read Answer Asked by patrick on February 16, 2016
Q: According to media reports Venezuela is on the verge of bankruptcy and the more the oil price falls the greater the odds. From the Scotia Global site:
"Scotiabank is proud to have a strong presence in Venezuela through ... Banco del Caribe"

How strong is their presence there and will default have long term effects on BNS shares? I note it is a 3.6% position in the BE portfolio which presumably went in at 5%. Thanks, J.
Read Answer Asked by Jeff on February 16, 2016
Q: will you please advice if this is a safe buy? whats with the dividend

thanks donald.
Read Answer Asked by donald on February 12, 2016
Q: Your thoughts on FFH acting as a portfolio diversifier and hedge against deflation? Seems they have a large derivative bet that potentially pays big if deflation hits.

Thanks,

Robert
Read Answer Asked by Robert on February 12, 2016
Q: I am hoping to retire in the next couple of years. If I can get a 4% return on my portfolio, I believe I'll be in great shape for many years. Recognizing that National is not your favourite bank, I can't help but look at the 6% return and wonder why I wouldn't buy this as a solid income producer. Canadian Banks (including NA)are very well regulated and if they all go under, we'll all have very big problems. Am I missing something or perhaps to ask the question another way, do you see a better place to get a fairly secure 6% return for many years into the future?
Read Answer Asked by Dave on February 11, 2016
Q: With the continuing decline in the share price of Canadian banks, would you consider ZWB to be a better alternative for bank exposure at this time for the next 6 to 12 months ?

Thanks
Read Answer Asked by Peter on February 11, 2016
Q: If Canada was to implement negative interest rates, do you think banks would pass this cost on and increase borrowing rates? I just started ZRE positions in several accounts and am wondering if this would have a material impact on the value of reits, or do you think the possible effect is already priced in. I get real nervous thinking what the effect would be on mortgage rates. What do you think? Thank you
Read Answer Asked by Richard on February 10, 2016
Q: Can I get your thought on Aeg, I know that value investors have had this as a top pick many times but the stock keeps going down. Also according to Yahoo finance the book value for this company is around $14, how can a stock with a book value of $14 trade at around $5
Read Answer Asked by Richard on February 10, 2016
Q: Financials constitute 21.2% of my portfolio. I would like to reduce that by selling off some these; AD 12.57%,SCB 3.79%, EFN 16.17%, FIE 33.75%, FSZ 4.92%,GS 11.35%, HCG 17.45%. Which would you sell? Would you consider buying Tricon with any proceeds? GS dropped considerably in the last few months. Do you know why?
Thanks in advance. Gary
Read Answer Asked by Gary on February 10, 2016
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