Q: CAn you please comment on the latest quarterly results? It appears strong but the stock is down.
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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: Why do you like the prospects for Sun Life relative to Great-West Life. GWO appeared to be in better shape to manage the financial crisis of 08/09 and would that not indicate that GWO is a better managed company?
Q: Peter and Team,
It looks like Sunlife absolutely destroyed out there last quarter. They had big beat on earnings and it looks like big growth in net income.
With the 4.5% pop today, its now 6.5% of my portfolio. Should I start trimming this a bit to rebalance other names>?
It looks like Sunlife absolutely destroyed out there last quarter. They had big beat on earnings and it looks like big growth in net income.
With the 4.5% pop today, its now 6.5% of my portfolio. Should I start trimming this a bit to rebalance other names>?
Q: Could you comment on the latest results, payout ratio, dividend growth? Thanks for your service
Q: Your comment on their earning , dividend increase again all metric look good, impressive AUM increase. Look like a good buy these level.
thanks!
thanks!
Q: Do you think the better run asset managers like Invesco are good value around US$39 ? If you have other suggestions, I would be thankful for suggestions you care to make. Thank you .
Q: Hi, looking to add an American insurance company to my portfolio. Any recommendations on a couple of potential candidates that has a reasonable value entry point?
Q: I am 30 years old and have a fairly diversified portfolio. I own a small portion in financials already but I currently do not own any of the major Canadian banks. Do you think it is good timing to get into the Canadian banks considering my long time frame? Also would you look at an ETF such as ZEB or would you suggest picking 1 or 2 banks? I am currently looking into TD and Scotia.
Q: What is your opinion of selling puts underneath the stock - I was thinking of october 27 or 28 puts (the premiums are quite high given the recent volatility) - as I would get either the premium or the stock at a much cheaper price? This assumes, of course, that the company remains solid. If I find out anything that is fundamentally wrong, I would buy back the puts quickly and take the loss, but the loss would be much less than would be the case by owning the stock outright. I am very aware of margin issues and use it in this easy very judiciously.
Q: I have been patiently watching this company go down over the last year more than other financial stocks. I hold this stock in several accounts and think that perhaps I should sell in those short term accounts (resp) and only hold it in my resp which has a longer time frame. Or is it just dead money and I should move to another stock.
Thank you for your insight.
Maggie
Thank you for your insight.
Maggie
Q: I am thinking of taking a small position (400 shares) in the National Bank for the short term. Any advice on this move?
Q: Would appreciate your comments on the recent drop of the stock.
Q: The influential Barron's magazine wrote about this company recently with some specific concerns.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
1. This is no longer a growth company. It deserves only a market multiple for a subprime lender which is 1X book value and not 1.5X which means a 35% lower stock price.
2. They have razor thin margin to protect against a possible downturn in the overheated Canadian housing market with salaries not rising.
If these concerns are valid. I have a feeling the bears will pile back in. What is your view? Thank you.
Q: Hi,
I'm looking for stocks or funds with dividend.
What are you thinking with these, with nice revenues, or perheps too nice ?
Thanks in advance.
Francois
I'm looking for stocks or funds with dividend.
What are you thinking with these, with nice revenues, or perheps too nice ?
Thanks in advance.
Francois
Q: Hi- what do you think of Chesswoood? Results looked good again.
Thanks
Thanks
Q: Peter -any current thoughts on AIG AT THESE LEVELS??KIM
Q: I have 100 K in Cibc bonds 10.25% expiration June 30 2039
Should I keep them or sell them
Thanks
Ben
Should I keep them or sell them
Thanks
Ben
Q: I currently hold FC and MTG in my RRSP.Over the last year FC is down 2% and MTG is down by 16%.Both seem to be similar companies.Is there an explanation for this discrepancy? Joe
Q: Can I have your comments on the recent decline. Is it an over-reaction to HCG? If HCG is dumping brokers, couldn't SCB be picking these brokers up? Overall thoughts on the company as well.
Thanks,
Thanks,
Q: Would you please clarify your view that First National's (FN) payout ratio is 100%? In today's quarterly report, FN states that "on an after tax, pre-FMV basis", the payout ratio was 62% and was down from 67% in the same quarter of 2014. Also, what is FMV?