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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: IOWN THIS IN A RRSP AND WAS THINKING OF SELLING AND MOVING THE MONEY TO THE OTHER ETF ZUB WHICH IS HEDGED OR DOES THE US DOLLAR STILL KEEP GOING UP. ANOTHER POSSABILITY WOULD BE TRICON (TCN). THANKS
Read Answer Asked by John on January 05, 2016
Q: Looking to add a financial stock. I am trying to stay within the growth portfolio so I am leaning towards cxi and efn. I am thinking GUD could also fall under this category since they essentially borrow to the health care industry.
Thank you and i appreciate you re guidance.
Read Answer Asked by ron on January 05, 2016
Q: I plan to transfer 500 Bns shares from my cash account to my TFSA account.
I withdrew funds from my TFSA in 2015 and wish to replace these funds .
The record dare for the dividend is Jan 5/16 . I plan to make my transfer on Jan6/16
My question is , first is my dividend safe and will the dividend get paid to my TFSA account which is my goal . The dividend payment date for Bns is January 27/16
Lastly can you tell me how the swings in the Canadian dollar affects the price of the stock . If th C dollar falls to .68 cents what effect will this have on the stock price .
Many thanks Richard
Read Answer Asked by Richard on January 04, 2016
Q: Hi,

I currently own HCG as part of my "financial" stocks. It is currently at about 2% of my holdings. I also own BNS (4%) and SLF (4%) as part of my financials. My target for financials is 12% (max 3 stocks). I also own HR.UN in about the same weighting for REIT exposure.

At today's prices, would you suggest increasing HCG to a full position (4%), sell it and switch to something else (ie. EFN or CXI), or do nothing?

Thank you

Read Answer Asked by Mike on January 04, 2016
Q: What is the dividend payout ratio currently?
Also, what is the book value per share and how does this compare to US business development companies?
Thanks!
Read Answer Asked by Michael on January 04, 2016
Q: your thoughts on Dundee as a value pick on the discount to BV
Read Answer Asked by edward on January 04, 2016
Q: was going to purchase zeb but am concerned about fees!!
which two bank stocks do you prefer for the greatest long term
return?
several BNN analysts suggest waiting until the Feb/Mar. to invest in the banks... what are your thoughts??

Read Answer Asked by edward on December 31, 2015
Q: Merging with BB&T once all the regulatory stuff is done. Do you think its worth holding onto?
Read Answer Asked by Lloyd on December 24, 2015
Q: Hello Peter and team;

In the Globe & Mail today, under the heading of Stock Analysis, they did some number crunching on some U.S. Insurance Companies.

In my U.S. portfolio i am looking to add a U.S. Insurance company. Out of the 4 companies they highlighted, which one would you recommend for growth, and value?

Thanks

Stephen
Read Answer Asked by Stephen on December 23, 2015
Q: In light of the fact there has been no indication of Canadian interest-rate movement, can you suggest a handful of U.S. insurers with decent dividends. And a ETF in that space as well.
Thanks for the great service
Read Answer Asked by Kyle on December 21, 2015
Q: Hi Peter I held this stock since I was first a member of 5 I I have never once been above water on this stock and it seems it is going from bad to worse .
Does 5 I still see merit in this bank or should one cut his losses and move on .?
Kind regards Stan
Read Answer Asked by Stan on December 21, 2015
Q: I'm thinking of selling BNS (4.5% of total portfolio) while I'm still up 8% and redeploy the cash.
I currently have PWF (1% Holding and down 10%), TD Bank (3.5% holding up 34%), MFC (1% holding and down 5%),
DH (1% holding and down 10%). Would you recommend holding on to BNS or sell and add to one or all of these other financials. Open to other suggestions as well. Merry Christmas
Read Answer Asked by Luca on December 21, 2015
Q: What is your opinion on AGF at these price levels. Any chance of a turn around for this company.
Read Answer Asked by DAVID on December 18, 2015
Q: I have held CIX for a couple years, and am about even on the stock price. It was bought for income, and has served OK in that regard, but looking at either BNS or CM, either could give me a dividend boost with perhaps a more positive outlook (?). Would you view this as a worthwhile trade, and if so, do you have preference between BNS and CM? Is there any catalyst on the horizon that would prompt you to hold CIX over a major bank?

Thank-you
Read Answer Asked by grant on December 17, 2015
Q: Hi Peter and Team,
Can you please provide your opinion on CBL at this juncture? There is significant buybacks, CEO Glassman just purchased 500,000 shares on the open market, and the company continues to deliver good operational results.
Read Answer Asked by Graham on December 17, 2015
Q: Higher rates are finally here. Since the guessing is over, time to invest in companies with insurance revenue. Could you rank these stocks from "profits the most from the rate hike plan" to "profits the least": PWF, POW, SLF, MFC? If there is too little difference for your taste, could you use the valuations and dividends to help the ranking. Thank you.
Read Answer Asked by Matt on December 17, 2015
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