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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: Any news to account for ahf going up in price this week .
Read Answer Asked by tim on January 28, 2016
Q: Both Canadian and american financials have taken a hit recently. I am looking to add to my financials/ insurance on both sides of the border. Which 3 Canadian stocks would you recommend and which US etf?
Read Answer Asked by Loretta on January 26, 2016
Q: I've been holding this stock and I'm now down 60%. Time to move on?
Read Answer Asked by Rob on January 25, 2016
Q: My current financial sector weighting is 10% . Do you feel this is a good time to look at increasing it - up to 13-15%, perhaps.
If so, my current holdings are BNS,CXI,EFN,GS,SLF,TCN & CDZ. (very small positions in CXI, TCN & CDZ). I have room in both my TFSA & SDRSP. Would appreciate your thoughts on what current holdings, if any, I might increase,(and/or eliminate) Or, if there are new names you would consider adding ?
Read Answer Asked by Alexandra on January 22, 2016
Q: What are your thoughts about BAC's current valuation and why it is underperforming on a day when the market is moving up?
Thanks for all your work.
Read Answer Asked by Rudy on January 21, 2016
Q: With all this volatility in the market affect WFC's bottom line in more ways than are immediately apparent to the unschooled investor? Will revenue be affected by declining commissions significantly as some analysts have been hinting? What else could slice into its profits, in this market (leaving aside volatility)? I would appreciate some fundamental analysis on whether to hang on for the ride -- or just bail. I've lost 10% on my initial investment, but I'm not so much concerned about its past, as its future.
Read Answer Asked by Sylvia on January 21, 2016
Q: What is your current thinking on Urbana Corp? The discount to NAV seems to have increased substantially (although I wonder how accurately NAV can be determined on the private holdings).
Do you have any opinion regarding the investment in the Bombay exchange? Thanks,
Read Answer Asked by Peter on January 20, 2016
Q: For income generation for the next 3-5 years, is there one or 2 sectors to overweight on or is it still better to diversify across sectors?

Thanks
Read Answer Asked by Steve on January 20, 2016
Q: I hold 4 of the big Canadian banks (BNS, TD, RY and CM), each with a half position, except BNS which has almost a full position due to its under performance. What is your outlook for this sector in 2016? Should I continue to add to my positions on weakness? I don't own any insurance companies and I own one U.S. bank (Wells Fargo). Is it hard to ignore the dividend yield of Canadian banks at these prices.

Thank you,
Jason
Read Answer Asked by Jason on January 20, 2016
Q: I have taken a good look at the financials and balance sheet. This seems to have a clean balance sheet with a great R.O.E with low costs. It has also indicated that much of the loan book has provisions for rate increases and decreases. So I look to you for a more in-depth look.
What are your thoughts of the balance sheet and income statement. Going forward what are your thoughts on this company continuing to take share from the larger banks and maintain the growth and free cash flow? Thank you for your perspective.
Read Answer Asked by JASON on January 20, 2016
Q: Hi Peter and Team,

In light of Graeme's recent question and this article:

http://www.theglobeandmail.com/report-on-business/oil-shock-seen-hitting-canadian-bank-profits-in-2016/article28242504/,

Which Canadian banks would you favour if the scenario in the article comes true, or are all Canadian banks in the "same boat"?

At this time, the only bank stock we have is BNS. We have some other "financial" stocks like HCG, EFN, and CXI spread around several accounts, but no other banks.

Thanks as always for the guidance you provide, especially during this crazy, volatile market.
Read Answer Asked by Jerry on January 19, 2016
Q: I would like your opinion on Equitable Group Inc. traded on the TSX and the 3% interest rate to be paid on savings plus accounts by the new EQ Bank. January 14, 2016 news release "Equitable Bank launches EQ Bank"-Equitable Bank, a subsidiary of Equitable Group Inc. announced the launch of EQ Bank, a new completely digital way of banking. How can a bank pay 3% and is this sustainable?
Thank you,
Nadine
Read Answer Asked by Nadine on January 19, 2016
Q: I hold a small position in Gluskin Sheff, which is getting hammered today, down 10% after an update that noted some revenue outflows.

Is this a game-changer in terms of outlook, or simply a hiccup that warrants taking advantage of the dip?
Read Answer Asked by Randy on January 18, 2016
Q: As a follow up to the question asked by Richard regarding RBC I can say that anecdotally my late father starting buying bank shares in 1982. There were a number of occasions when he was advised by others to sell and he refused every time. He bought the shares for the dividend and the view that Canadian Banks were the safest Canadian equity. My mother and my siblings are very grateful for my father's wisdom.
Read Answer Asked by Murray on January 18, 2016
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