Investment Q&A

Q: Do you think BNS will meet expectations when reporting this week? And would a sale make sense before or after their numbers are released??

Q: Hi. Could you please comment on recent earnings, dividend increase, outlook etc? Much appreciated.

Q: What do you think of this etf ?

Q: what is 5I position on bns exiting the asia market ? Was it not for bns foreign exposure the basis for your recommendation?

Q: MFC has recently had a substantial pullback. Is there a reason to be concerned? At over 4% yield, would you consider it a buy at these levels? Thanks.

Q: I have a full position in the major banks and a half position in NA. I sold NA this morning after it dropped $1100, and all the other banks are down big time as well. What hit the fan?

Q: Hello,

What do you think about replacing TD (5% loss) with IGM?

Thanks
Marios

Q: Could you comment on recent results ?

Q: Hi Team:
Interesting article in Saturday`s Globe about negative interest rates. I have held a # of Cdn
bank stocks for years & have benefited from their dividends & rarely check their stock prices. It is interesting to note the conflicting views in the article concerning the ramifications of going negative. If Canada joins the sub zero fraternity, what effect would this have on the shares of my Cdn Banks?
Thanks: Jerry

Q: How serious is the risk of competition from financial technology companies? If competition becomes a threat, would banks like bns not just buy the fintech companies? I would appreciate your thoughts.

Q: Could I get some fundamentals on CHW please: what do you think of the balance sheet, particularly debt level, payout ratio on the dividend, and how well are they accounting for potential bad debts? What do you think of the income statement and how are they going to grow revenue. How would they compare with EFN? Thanks for your help.

Q: Is there a correlation between EFN's falling stock price and Trinity Industries? Should there be any concern or should I add to my position in EFN? Thanks.

Q: The big 6 Canadian banks are amongst the world's strongest & safest banks.BNS rated 18th in 2012 & 7th in 2013 strongest ,whereas CM is the only one to appear between 2012 to 2015(3rd,3rd,15th & 18th respectively).All @ historical low PE.eg BNS @ 9.7(trailing) & 9.3(forward).Majority of guests on BNN opined that there are short term headwinds plus "short" by Americans,but recommended hold for 2 years or longer.They have generated decent & stable returns over timer expect for last year.Please advise if the negative factors including the effect of sharp drop in oil prices & its knock on effects are priced in.Each stated that the loan exposure to oil is no more than 2% & it is manageabl.,All report next week with BNS on March 1.

Q: Would you still choose BNS if this was the only bank you were to hold or would should suggest another bank? This will be the first stock for a TFSA that has $4000.00 in it and will be holding and adding to it monthly.
Thanks

Q: What are your thoughts on ACD last results? I already have a full position in EFN , GSY and CXI. I feel a little overweight in financials, and I'm thinking about selling add, what do you think ?

Q: AIG has dropped from about $64 to$ 52 since Nov 2015. What do you think the stock will do in the future?

Q: I see that Barclays stock has been under some pressure lately. Do you think they could suspend their dividend? The main reason I ask is because I own their preferred shares BCS.PR.D and I am concerned that they could stop paying dividends all together.

Q: According to media reports Venezuela is on the verge of bankruptcy and the more the oil price falls the greater the odds. From the Scotia Global site:
"Scotiabank is proud to have a strong presence in Venezuela through ... Banco del Caribe"

How strong is their presence there and will default have long term effects on BNS shares? I note it is a 3.6% position in the BE portfolio which presumably went in at 5%. Thanks, J.

Q: will you please advice if this is a safe buy? whats with the dividend

thanks donald.

Q: Your thoughts on FFH acting as a portfolio diversifier and hedge against deflation? Seems they have a large derivative bet that potentially pays big if deflation hits.

Thanks,

Robert