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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: I hold both BNS and NA (each about 4.5% of my portfolio). With yesterday's news on NA, would you recommend reducing NA in favour of BNS or another Canadian bank, if so, which one?
Thanks,
Read Answer Asked by Hans on October 02, 2015
Q: What do you think about National Bank deal a bank rising capital through common shares for capital requirement are they in any trouble?
Read Answer Asked by OSCAR on October 02, 2015
Q: How much would National Bank have to fall for you to consider it an overreaction to the Oct 1 news?

Knocking off 19 cents for the restructuring charge and taking off a little more for the dilution still has the shares trading below 10x earnings. Also, the Maple Financial Group, as ugly as those headlines are, only represents less than 1% of net income. Is the news as bad as it initially appears?

Your insights would be appreciated.

John
Read Answer Asked by john on October 02, 2015
Q: Hi I have a substantial investment in the banks mainly for income. There has been a lot of articles lately about the threat of fintechs to the Canadian banks. What is you take on this threat. Thanks Mike
Read Answer Asked by Michael on September 30, 2015
Q: could you please comment on your outlook for AIG in the 55$ range here currently -
Read Answer Asked by Kim on September 30, 2015
Q: Hi Gang

I am presently overweight in Financials. I hold BNS, TD, SLF and BNS. Of these, my BNS has been the weak sister in the past 2 years. I am thinking of selling my BNS because it will trigger the lowest capital gains, and with the proceeds purchase DH. My thoughts are this will keep me in the "area" of banking, but also improve my diversification since I am much lower in the Tech area . I realize I will sacrifice some dividend income, but am prepared to do that if my overall reasoning is logical. I am aware BNS is supported by you, but so is DH.

Your thoughts please.

Thanks
Read Answer Asked by Peter on September 28, 2015
Q: Your thoughts on the news today and their plans.
Read Answer Asked by Tom on September 24, 2015
Q: can you comment on the relative attractiveness of the aig warrants versus aig stock at current levels . Obviously the warrants have more leverage Kim
Read Answer Asked by Kim on September 21, 2015
Q: Not seeing any news that would drive the volume increase. What am I missing?
Thank you,
Nancy
Read Answer Asked by Nancy on September 15, 2015
Q: Just wondering about your take on the Canadian Banks going to the yearend. I bought them in the spring for a long term hold and am down about 10%. I know short term trades are mugs game but am considering them for some early tax loss selling and buying back later on in the fall, after 3Q earnings and the election. Doesn't seem to be much catalyst for them to go higher and with all the uncertainty I wonder if they'll drop some more.
Read Answer Asked by Lloyd on September 15, 2015
Q: Hello 5i team

I am curious about CWB, this bank seems to follow XEG closer then it the does XFN. Is its exposure to the oil field that drastic?? I really like the long history of div growth, the share price to NAV, low P/E ratio and it's low debt. What do you think of this companies dividend (is it sustainable), management, and its growth potential? does this have a greater potential for a rebound then the big 5 banks?

Any info on this company is greatly appreciated

Thanks
Read Answer Asked by Darren on September 14, 2015
Q: Please give me your overview of this company, security of dividend and 5 year outlook as a hold.
Greg
Read Answer Asked by Greg on September 11, 2015
Q: I hold 3 stocks per main section allocation and have HCG as my financial anchor (through thick and thin - as my three main inspirations Jason Donville, Mawer's Martin Ferguson and yourself are still constructive on it); I also hold AD. I sold RFC for a couple reasons including captial tax loss to offset gains elsewhere.

Which financial stock would complement well HCG (and AD)? CXI, EFN, EH, Fiera, other??

Assume an otherwise diversified portfolio for long term investor (doing well mostly except my financials!!). Dividend is nice to have but I am focusing on stock's total return as primary criterion.
Read Answer Asked by Jennifer on September 11, 2015
Q: What is your opinion on cf? My purchase price is 9$. Do you suggest averaging down or exit altogether at a loss? It is in a tfsa, so there is no tax loss advantage, but want to get out if there is not much growth. Thanks
Read Answer Asked by Vinod on September 11, 2015
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