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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: Hi, with the rise in interest rates, I was expecting to see a bit more of a bounce in SLF and MFC. Currently, I have a 1% position at a much lower entry price on SLF, and about a 4.5% position in MFC. Would adding more SLF here for a longer term hold now that rates have moved up here make sense? The entire portfolio is pretty well diversified and I have time on my side.
Read Answer Asked by S on July 13, 2017
Q: Hi Team Fab. I'm interested in US financials because of Trumps plans. How would you rank these.
Thanks.
Read Answer Asked by Austin on July 12, 2017
Q: I am looking for investments which will respond positively to rising interest rates. I suspect CPD has anticipated a rise and I am told E*Trade will substantially benefit from rising rates - why? what are E*Trade prospects and for that sector in the current environment? Can you recommend an ETF for the US regional banks and do you think they will outperform? Thanks for your consideration
Read Answer Asked by Mike on July 12, 2017
Q: I'm looking to free up some cash and among other things own the 5 big banks. They comprise 20.5% of my total portfolio, as follows: BMO 6%, RY 4.4%, BNS 3.7%, CM 3.3% and TD 3.1%. Should I focus on reducing my BMO exposure?
Read Answer Asked by Chris on July 07, 2017
Q: The article you shared about the Canadian banks was an interesting read. I'm curious if you would buy any of the banks today, and if so which one and why? Its interesting to hear your thought process around whether you would go for the higher dividend payer that is more undervalued but limited short term growth, or the more US exposed fair valued, or international fair valued, or other reasons.
Read Answer Asked by Adam on July 06, 2017
Q: Given the increasing speculation that the Bank of Canada will be hiking interest rates come July 12th, which bank or banks in Canada will benefit the best from it? Looking to put some cash into Canadian financials as I am just starting to develop my first portfolio. Thanks for the great service you provide!
Read Answer Asked by Justin on July 05, 2017
Q: Good morning,
I am considering an investment in the US bank and insurance sector.

What are your thoughts on the merits of investing in a US Bank and insurance ETF and of those available in Canadian $$$, is there one or two that you would recommend?

Thank you
Read Answer Asked by Francesco on July 04, 2017
Q: Hi,
I have approx $90k balance in US dollars in my US$ account. Additionally I have a number of unhedged Mawer Funds which have a significant exposure to US$. With the rising CAD$ I find that my account size is shrinking just due to US$ currency exposure.
I was thinking of buying several inter-listed Cdn Banks on the US side and then getting them transferred to my Cdn Acct to lessen my overall US$ exposure. Do you think this would be a prudent move or have you any other suggestions.
Thank you.
Read Answer Asked by Alan on July 04, 2017
Q: I currently hold ZBK-BMO Equal Wt US Banks Unhedged and I am considering with the strength in CDN$ adding ZUB-BMO Equal Wt US Banks Hedged to my portfolio. I prefer to hold Cdn$ ETFs that invest in US companies rather than buying those companies directly in US$. Would appreciate your comments on holding both these ETFs as a method of having more US Bank exposure and balancing the currency movements?
Read Answer Asked by Gordon on June 30, 2017
Q: An ex-client of HomeCapital who has made a few posts on Twitter has been saying that Home Capital illegally over-charges customers in trouble. Something about a section 8. Could you look at the statement shared in this tweet and tell us what you think? It seems unbelievable that clients could have been over-charged by tens of thousands of dollars without this having surfaced in the news before now. Apparently management has not answered questions regarding this. Truely, this story is turning into a mystery novel. Thanks.
https://twitter.com/AlderLaneeggs/status/880055838097915904
Read Answer Asked by Matt on June 29, 2017
Q: Hi 5i,
I hold some Callidus (CBL) and I am inclined to keep holding and collecting the dividends while management works on growing the business and works out some kind privatization deal that they will find acceptable. I noticed though that my online broker recently updated its indication of the number of floating shares, reducing it from 12M to 9.24M. Aside from liquidity issues, are there any risks (for shareholders like me) associated with the share float becoming too small? Also, what is the extent of the short interest in the stock and, if indicated in percentage terms, is that a percentage of the issued shares or a percentage of the floating shares? Thanks.
Read Answer Asked by Lance on June 29, 2017
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