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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: Can you give me your opinion on RIT, XUT AND HWF. I am looking primarily for yield but also some growth potential.
Thank you
Read Answer Asked by Bruce on April 03, 2017
Q: How do Callidus Capital's earnings look?

What do you think of management's comment "Early expressions of interest support initial valuations that would translate into a price received by tendering shareholders that is consistent with the previously disclosed valuation range provided by National Bank Financial ($18 to $22 per share) that accompanied the SIB in April 2016".

I'm thinking about initiating a position but get I also get nervous when management starts throwing out guesses as to what they think their shares are worth.

Thanks.

John
Read Answer Asked by john on March 31, 2017
Q: Hi Peter and Ryan, I have held Lloyds and Santander for a long time still down 35%. Should I sell both due to the uncertainty of Briex and buy some more BAC, C, TD, BNS That are also held in equal amounts. US Banks are ADR's.
Do you know when Lloyds will receive the next Dividend and how much it will be ?
Thank you, to you and all your staff for excellent advice, I have all the stocks in your Balanced and Growth Portfolio's and the best performance I've ever had. --- Ian
Read Answer Asked by Ian on March 31, 2017
Q: Hi,

Thank you for the report on FSZ. It seems like a good company trading at a low valuation. Why has FSZ's share price fared so poorly over the past 5 years or so? (It seems to trade for a lower price than it did 5 years ago). Does the fact that FSZ's share price has declined for most of the past few years affect its rating?

Thanks,
IF
Read Answer Asked by ishay on March 31, 2017
Q: You stated recently: (the investment strategy of DFN) "and the strategy could be quite easily duplicated." Holding the banks in a self-constructed portfolio would indeed be easy, but it would produce a 4% yield, similar to ZEB. How would you construct the portfolio, as you suggested.

Thank you for your services, esp of stocks not usually covered by analysts.
Read Answer Asked by Kurt W on March 28, 2017
Q: I watched Cohodes on BNN this morning, and he didn't offer anything remotely substantial to back up his claims. It seems to me there are two real issues with the company 1) did they fully disclose in a timely manner the amount of fraudulent mortgages some of their brokers wrote and 2) are their loan loss provisions high enough considering those mortgages and their overall riskier loan portfolio. I obviously don't know the answer to the first, and for the second, I think the answer is no, they aren't high enough. Thoughts?
Read Answer Asked by Alex on March 28, 2017
Q: the alternative finance companies (non Bank lenders) share prices are under performing the markets for quite some time. I understand why HCG is struggling but is there a reason for most of the players in this space not doing well. Margin issues, access to capital, or possibly the improved climate for the USA banks. And if so what is the scenario for possible positive change
Read Answer Asked by Chris on March 27, 2017
Q: Hi, my advisor suggested I sell na as it is an all Canadian bank ,and buy Zwb or sit on cash.
I'am a investor for dividends mostly and some growth. Do you think this is a good move,or is the switch even necessary. I assume if I went to cash it would be see if there is a correction and buy at a later time?
Thanks for your comments,Brad
Read Answer Asked by Brad on March 27, 2017
Q: Hi, My question is about IOU Financial, a small US business loan provider. Their financials seem to be improving, with operating expenses expected to come down in Q4 and they recently secured a new credit facility that lowers their financing cost.

With interest rates going up and USA's economy improving, do you see potential in this name ? What would be the worst risks for them? ( besides being a micro cap )

Thanks
Read Answer Asked by Sam on March 21, 2017
Q: The Canadian bank stocks have been declining since the last week Fed Reserves rate hike and potential more hikes. What is your opinion about Canadian banks in short run (one year or so) and long run (3-5 years)? From your professional point of view, when the Central Bank is about to raise rates in the future?

Read Answer Asked by Jim on March 21, 2017
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