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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: Hello- I found this article interesting and concerning:
http://www.theglobeandmail.com/globe-investor/inside-the-market/big-yields-in-banks-preferred-share-offerings-raise-questions/article27653310/?cmpid=rss1
In your opinion, what does this say about the banks' need to raise capital, and about their long term view of interest rates and the economy here in Canada? Should we be nervous?
Read Answer Asked by Pat on December 09, 2015
Q: Hi Team, Thanks for the super fast response on my LB question. In closing you say: "We would not see it as an must-own name." I am wondering if you could please expand on that comment. My information shows this stock is a dividend "aristocrat" and LB's stock price performance has exceeded that of the major banks YTD and over the last 1 year. Over the last five years it is a middle of the pack performer. Any further thoughts would be appreciated.
Thanks again, Michael
Read Answer Asked by Michael on December 09, 2015
Q: Hi Team, Can you please let me know what you think about LB's just-announced Treasury Offering of Common Shares via Bought Deal at $52.00. Do you know why they are raising the money and why the shares are being offered below the current market value of $53.89? Is this a positive step for the company and/or shareholders?
Thank you, Michael
Read Answer Asked by Michael on December 09, 2015
Q: can I get your opinion on starting a position in timbercreek (TMC)? although it has been on a LT steady decline, I'm interested in TMC for income and is currently yielding 9.6%, or should I avoid it due to housing market risks not fully priced in? thanks again...JOhn
Read Answer Asked by john on December 09, 2015
Q: Is there a bank etf that covers the big banks that you would recommend for kids that may not have enough yet to invest in a single bank stock, or would you recommend a specific bank stock instead just to eliminate fees? Thanks again. John
Read Answer Asked by john on December 09, 2015
Q: I have been considering buying ZWB and naturally prefer to buy when on sale. In light of the drop in bank prices, including this ETF, is this a particularly good or bad time to invest in ZWB for long-term investors seeking income? Thank you.
Read Answer Asked by Glen on December 09, 2015
Q: Hey Guys I'm looking at a couple of the asset managers that look rather interesting. Sprott closing at $1.97 with a yield of 6%, is the dividend sustainable? I know you can't say much about the company but looks like an interesting long term entry point for patient investors. Also Aston Hill closing at $0.285 with a yield of 7%. I know both names are higher risk but both look very interesting from a long term perspective. Both run by smart individuals , I think:)
Read Answer Asked by Chris on December 09, 2015
Q: FC-T has a high yield over 7%, which is a better return than any of it's convertible debentures. a free cash flow of 5.47M, However a book value of 10.28. They have never reduced their dividend. Do you see this company as a reasonable investment for income.
Read Answer Asked by l on December 03, 2015
Q: Hello 5i Team,

I was wondering if you could give me your thoughts on the current valuation of Ffh? Would this be a good long term investment for the next 10-15 yrs?

Thanks
Read Answer Asked by Keith on December 03, 2015
Q: Wouldn't a downturn in the economy be neutral for this company as it backs up the loans with overcollateralization (I think it was 130% last quarter) and therefore an increase in company defaults would end up okay for their balance sheet once things were worked out? Thanks.
Read Answer Asked by Michael on December 03, 2015
Q: Hi Friends!

I have owned Onex for some time and have done well with the stock. Is this a difficult company to assess in your view? Do you feel it continues to be a good long term hold?

Ian
Read Answer Asked by Ian on December 03, 2015
Q: Hi ...can you comment on the current apparent disconnect between the AIG stock price and the company's warrants . The stock is currently trading close to it's year high ...yet the warrants are off over 4$ . Seems too rapid in terms of time erosion on these warrants as they don't expire till 2021 ....lots of time left .. they trade over 29$ in August . ...an opportunity?
Read Answer Asked by Kim on December 02, 2015
Q: Hello,

I bought TD some time ago at 55 looking to convert to US. Unfortunately the plan didn't work (in order to sell in US you have to call the brokerage and I could not get through). Long story short the stocked dropped the next day and jut now I'm even.
My question is what do you expect when they announce the earnings?
Is it worth holding? Should I sell it in U$ and if yes do you have any US stocks that you recommend ( I know you don't follow the us market, but I think you should really start)?

Thanks
Marios
Read Answer Asked by Marios on December 02, 2015
Q: Any thing to be concerned with about todays numbers? I am looking to add to my position.

Thx
Read Answer Asked by blake on December 01, 2015
Q: The Globe had a link to an article that described US shale oil producers as facing a "debt bomb" due to low oil prices, declining cash flow and high debt. The article predicts a serious meltdown in the first half of 2016. My question relates to the impact this could have on US banks? My ETF has been doing ok, and I expect banks to be favoured by rising interest rates. I suppose this question could be extended to other commodity areas and Canadian banks as well. Do you see significant risk in banking in the near term due to debt failure? Thanks
Read Answer Asked by Robert on November 30, 2015
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