Investment Q&A

• Apollo Global Management Inc. (APO $148.52)
  • $148.52 P/E (TTM): 21.65X Cap: $86.20B
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Q: Can you comment on their results.
Would you buy it today?

Thanks,
Milan

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Read Answer Asked by Milan on November 09, 2017

• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.35X Cap: $47.60B
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Q: Please u take on the earnings of SLF vs MFC esp.as to eps,revenue & guidance,if any.Do u still prefer SLF.?Thanks for u usual great services & views

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Read Answer Asked by Peter on November 09, 2017

• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.35X Cap: $47.60B
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Q: Please comment on slf earnings. Thanks

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Read Answer Asked by Dan on November 09, 2017

• Element Fleet Management Corp. (EFN $36.59)
  • $36.59 P/E (TTM): 25.22X Cap: $14.63B
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Q: Just wondering your thoughts on latest quarter and thoughts for this company going forward. Thank you. New website is great by the way!

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Read Answer Asked by jason on November 08, 2017

• E*TRADE Financial Corporation (ETFC $49.26)
  • $49.26 P/E (TTM): 13.6X Cap: $10.89B
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• Bank of America Corporation (BAC $56.17)
  • $56.17 P/E (TTM): 15.35X Cap: $410.18B
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• JPMorgan Chase & Co. (JPM $327.91)
  • $327.91 P/E (TTM): 16.23X Cap: $892.65B
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• Wells Fargo & Company (WFC $95.26)
  • $95.26 P/E (TTM): 15.69X Cap: $299.02B
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Q: Hello

I have been holding on to Wells Fargo for the last few years and unfortunately have missed the run up with the other US banks. Its currently in my TFSA, I've been considering selling and purchasing BAC or JPM. Which one would you recommend, is there still some upside? Etrade Financial (although more online trading platform) is another option, what are your thoughts?

Thanks!

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Read Answer Asked by Neeraj on November 08, 2017

• BMO Equal Weight US Banks Hedged to CAD Index ETF (ZUB $38.87)
  • $38.87 P/E (TTM): 12.24X Cap: $390M
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• BMO Equal Weight US Banks Index ETF (ZBK $43.61)
  • $43.61 P/E (TTM): 12.24X Cap: $652M
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Q: Both these ETF's hold US Financials and were down over 2 % today on the back of lower prices on US Financials. What was the reason for a hit on U S Financials today ? RAK

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Read Answer Asked by bob on November 08, 2017

Q: I have owned BRK baby B since 1997. I would appreciate your comments in general, about the latest quarter, and about its long term future. Many thanks.

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Read Answer Asked by Clayton on November 07, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.20)
  • $6.20 P/E (TTM): 24.8X Cap: $661M
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• Goldman Sachs CDR (CAD Hedged) (GS $44.10)
  • $44.10 P/E (TTM): 21.94X Cap: $372.10B
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Q: Which might you recommend for a small position in a tfsa and why,using the usual thorough metrics at your disposal? Thanx for the great service.

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Read Answer Asked by Steve on November 07, 2017

• Goldman Sachs CDR (CAD Hedged) (GS $44.10)
  • $44.10 P/E (TTM): 21.94X Cap: $372.10B
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Q: Happy to see you finally invest some of the cash sitting in the income portfolio. Regarding your addition of GS, can you add more detail of what you liked in GS earning release that prompted you to invest, and any forward looking statements in their release.

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Read Answer Asked by Curtis on November 06, 2017

• Genworth MI Canada Inc. (MIC $43.48)
  • $43.48 Cap: $3.75B
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Q: what is happening to mic today? down around 5%

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Read Answer Asked by Bill on November 06, 2017

• Macquarie Infrastructure Holdings LLC (MIC $4.09)
  • $4.09 Cap: $359M
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Q: Can you comment on their latest quarter and the dividend increase. Thanks.

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Read Answer Asked by Joseph on November 06, 2017

• Fairfax Financial Holdings Limited Subordinate Voting Shares (FFH $2,584.28)
  • $2,584.28 P/E (TTM): 8.77X Cap: $55.11B
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Q: What reasons caused the company to drop so much today? Is it worth a buy?
Thank you

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Read Answer Asked by Linda on November 06, 2017

• Fiera Capital Corporation Class A Subordinate Voting Shares (FSZ $6.20)
  • $6.20 P/E (TTM): 24.8X Cap: $661M
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Q: Any concern for recent downtrend?
Would you add at these levels?

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Read Answer Asked by Yvonne on November 06, 2017

• Deutsche Bank AG (DB $39.66)
  • $39.66 P/E (TTM): 18.19X Cap: $77.14B
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Q: Are you feeling any better about DB for a 1 year investment?

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Read Answer Asked by Roy on November 03, 2017

• Manulife Financial Corporation (MFC $50.12)
  • $50.12 P/E (TTM): 15.74X Cap: $84.45B
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• Sun Life Financial Inc. (SLF $85.41)
  • $85.41 P/E (TTM): 21.35X Cap: $47.60B
  • View SLF Profile
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Q: I have become overweight in MFC, and wondering if I should shift some of this investment to SLF. Your thoughts or alternative suggestions to keep in the same sector? Thanks for your excellent service.

Alan

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Read Answer Asked by Alan on November 02, 2017

• Apollo Global Management Inc. (APO $148.52)
  • $148.52 P/E (TTM): 21.65X Cap: $86.20B
  • View APO Profile
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Q: Could you please comment on their results.
What is the reason for today's drop?

Thanks,
Milan

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Read Answer Asked by Milan on November 02, 2017

• Lloyds Banking Group Plc American Depositary Shares (LYG $5.34)
  • $5.34 P/E (TTM): 48.5X Cap: $77.61B
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Q: What is your opinion on LYG? Also for the dividend would it have the 15% withholding on it in regular cash account and TFSA? Would it be best to hold this very long term in RRSP to collect entire dividend and hopefully some growth like BAC in the coming years.? Thanks

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Read Answer Asked by Kolbi on October 31, 2017

• Manulife Financial Corporation (MFC $50.12)
  • $50.12 P/E (TTM): 15.74X Cap: $84.45B
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• IGM Financial Inc. (IGM $62.31)
  • $62.31 P/E (TTM): 14.32X Cap: $14.71B
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Q: I wish to add one more financial to my portfolio. I already have BMO,BNS,TD. I am considering the above companies. Which one would you recommend or do you think it would be better to just add to the ones I already have? Is there another that you would recommend that I should consider?

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Read Answer Asked by Jennifer on October 31, 2017

• Canadian Imperial Bank Of Commerce (CM $126.61)
  • $126.61 P/E (TTM): 14.76X Cap: $117.17B
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Q: The dividend yield for CIBC is significantly higher than the other four big banks in Canada. I recently heard that if there is a real estate downturn that CIBC would be the most negatively affected because it has the greatest exposure to residential mortgages.
My question is why do you think the dividend yield is higher for CIBC?

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Read Answer Asked by Ron on October 31, 2017

• CBL & Associates Properties Inc. (CBL $36.76)
  • $36.76 P/E (TTM): 9.31X Cap: $1.12B
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Q: I sold cbl about a month ago - was down 55% and got tired of looking at it. Has something happened to this one - seems to be trending upward - something I haven't seen from it since I bought it. Maybe time to try & recoupe some of the loss or just let it go?

Thank you as always.
Craig

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Read Answer Asked by Craig on October 31, 2017